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CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCHAPMAN & PRIME 401(K) PROFIT SHARING PLAN
Plan identification number 001

CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHAPMAN HEALTHCARE CENTER, INC has sponsored the creation of one or more 401k plans.

Company Name:CHAPMAN HEALTHCARE CENTER, INC
Employer identification number (EIN):200402304
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01VU TRAN
0012023-01-01
0012023-01-01VU TRAN
0012022-01-01
0012022-01-01VU TRAN
0012021-01-01
0012021-01-01VU TRAN
0012020-01-01
0012020-01-01VU TRAN
0012019-01-01
0012019-01-01
0012017-01-01ARCHIE J. CHAPMAN ARCHIE J. CHAPMAN2018-10-15
0012016-01-01ARCHIE CHAPMAN ARCHIE CHAPMAN2017-10-13
0012015-01-01ARCHIE CHAPMAN
0012014-01-01ARCHIE CHAPMAN
0012014-01-01ARCHIE CHAPMAN
0012013-01-01ARCHIE CHAPMAN
0012012-01-01ARCHIE CHAPMAN
0012011-01-01ARCHIE CHAPMAN
0012010-01-01ARCHIE CHAPMAN
0012009-01-01ARCHIE CHAPMAN
0012009-01-01ARCHIE CHAPMAN
0012009-01-01ARCHIE CHAPMAN

Plan Statistics for CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01712
Total number of active participants reported on line 7a of the Form 55002023-01-01699
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0111
Total of all active and inactive participants2023-01-01710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01710
Number of participants with account balances2023-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01699
Total number of active participants reported on line 7a of the Form 55002022-01-01690
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01702
Number of participants with account balances2022-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01719
Total number of active participants reported on line 7a of the Form 55002021-01-01663
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01679
Number of participants with account balances2021-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01621
Total number of active participants reported on line 7a of the Form 55002020-01-01700
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0122
Total of all active and inactive participants2020-01-01722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01722
Number of participants with account balances2020-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01591
Total number of active participants reported on line 7a of the Form 55002019-01-01553
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0126
Total of all active and inactive participants2019-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01579
Number of participants with account balances2019-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2017: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01461
Total number of active participants reported on line 7a of the Form 55002017-01-01437
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01481
Number of participants with account balances2017-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01225
Total number of active participants reported on line 7a of the Form 55002016-01-01198
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01213
Number of participants with account balances2016-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01213
Total number of active participants reported on line 7a of the Form 55002015-01-01195
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01207
Number of participants with account balances2015-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01213
Total number of active participants reported on line 7a of the Form 55002014-01-01192
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01203
Number of participants with account balances2014-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01233
Total number of active participants reported on line 7a of the Form 55002013-01-01197
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01213
Number of participants with account balances2013-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01216
Total number of active participants reported on line 7a of the Form 55002012-01-01217
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01230
Number of participants with account balances2012-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01495
Total number of active participants reported on line 7a of the Form 55002011-01-01205
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01216
Number of participants with account balances2011-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01199
Total number of active participants reported on line 7a of the Form 55002010-01-01469
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01483
Number of participants with account balances2010-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01163
Total number of active participants reported on line 7a of the Form 55002009-01-01181
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01197
Number of participants with account balances2009-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$2,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$10,501
Total income from all sources (including contributions)2023-12-31$952,589
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$312,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$237,110
Value of total corrective distributions2023-12-31$2,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$408,887
Value of total assets at end of year2023-12-31$4,176,465
Value of total assets at beginning of year2023-12-31$3,543,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$72,295
Total interest from all sources2023-12-31$5,538
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,461
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$328,722
Participant contributions at end of year2023-12-31$100,514
Participant contributions at beginning of year2023-12-31$108,086
Participant contributions at end of year2023-12-31$8,164
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$4,102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$2,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$10,501
Other income not declared elsewhere2023-12-31$-106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$640,355
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,173,636
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,533,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$105,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$43,744
Value of interest in pooled separate accounts at end of year2023-12-31$17,693
Value of interest in pooled separate accounts at beginning of year2023-12-31$8,962
Interest on participant loans2023-12-31$5,262
Interest earned on other investments2023-12-31$276
Value of interest in common/collective trusts at end of year2023-12-31$3,915,342
Value of interest in common/collective trusts at beginning of year2023-12-31$3,372,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$26,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$10,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,183
Net investment gain/loss from pooled separate accounts2023-12-31$2,629
Net investment gain or loss from common/collective trusts2023-12-31$527,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$76,063
Employer contributions (assets) at end of year2023-12-31$2,999
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$237,110
Contract administrator fees2023-12-31$72,295
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2023-12-31721396621
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$2,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$10,501
Total income from all sources (including contributions)2023-01-01$952,589
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$312,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$237,110
Value of total corrective distributions2023-01-01$2,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$408,887
Value of total assets at end of year2023-01-01$4,176,465
Value of total assets at beginning of year2023-01-01$3,543,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$72,295
Total interest from all sources2023-01-01$5,538
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$2,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$2,461
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$328,722
Participant contributions at end of year2023-01-01$100,514
Participant contributions at beginning of year2023-01-01$108,086
Participant contributions at end of year2023-01-01$8,164
Participant contributions at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$4,102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$2,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$10,501
Other income not declared elsewhere2023-01-01$-106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$640,355
Value of net assets at end of year (total assets less liabilities)2023-01-01$4,173,636
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$3,533,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$105,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$43,744
Value of interest in pooled separate accounts at end of year2023-01-01$17,693
Value of interest in pooled separate accounts at beginning of year2023-01-01$8,962
Interest on participant loans2023-01-01$5,262
Interest earned on other investments2023-01-01$276
Value of interest in common/collective trusts at end of year2023-01-01$3,915,342
Value of interest in common/collective trusts at beginning of year2023-01-01$3,372,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$26,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$10,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$5,183
Net investment gain/loss from pooled separate accounts2023-01-01$2,629
Net investment gain or loss from common/collective trusts2023-01-01$527,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$76,063
Employer contributions (assets) at end of year2023-01-01$2,999
Employer contributions (assets) at beginning of year2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$237,110
Contract administrator fees2023-01-01$72,295
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2023-01-01721396621
2022 : CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,501
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$13,559
Total income from all sources (including contributions)2022-12-31$-161,891
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$274,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$183,490
Expenses. Certain deemed distributions of participant loans2022-12-31$2,247
Value of total corrective distributions2022-12-31$6,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$488,075
Value of total assets at end of year2022-12-31$3,543,782
Value of total assets at beginning of year2022-12-31$3,983,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$82,376
Total interest from all sources2022-12-31$4,891
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,420
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$353,062
Participant contributions at end of year2022-12-31$108,086
Participant contributions at beginning of year2022-12-31$88,268
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$255
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$57,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$10,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$13,559
Other income not declared elsewhere2022-12-31$-244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-436,832
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,533,281
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,970,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$43,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$8,962
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,318
Interest on participant loans2022-12-31$4,759
Interest earned on other investments2022-12-31$132
Value of interest in common/collective trusts at end of year2022-12-31$3,372,206
Value of interest in common/collective trusts at beginning of year2022-12-31$3,882,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,445
Net investment gain/loss from pooled separate accounts2022-12-31$-2,438
Net investment gain or loss from common/collective trusts2022-12-31$-650,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$77,071
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$1,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$183,490
Contract administrator fees2022-12-31$82,376
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2022-12-31721396621
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$10,501
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$13,559
Total income from all sources (including contributions)2022-01-01$-161,891
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$274,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$183,490
Expenses. Certain deemed distributions of participant loans2022-01-01$2,247
Value of total corrective distributions2022-01-01$6,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$488,075
Value of total assets at end of year2022-01-01$3,543,782
Value of total assets at beginning of year2022-01-01$3,983,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$82,376
Total interest from all sources2022-01-01$4,891
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,420
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$353,062
Participant contributions at end of year2022-01-01$108,086
Participant contributions at beginning of year2022-01-01$88,268
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$255
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$57,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$10,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$13,559
Other income not declared elsewhere2022-01-01$-244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-436,832
Value of net assets at end of year (total assets less liabilities)2022-01-01$3,533,281
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$3,970,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$43,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$0
Value of interest in pooled separate accounts at end of year2022-01-01$8,962
Value of interest in pooled separate accounts at beginning of year2022-01-01$11,318
Interest on participant loans2022-01-01$4,759
Interest earned on other investments2022-01-01$132
Value of interest in common/collective trusts at end of year2022-01-01$3,372,206
Value of interest in common/collective trusts at beginning of year2022-01-01$3,882,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$10,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-3,445
Net investment gain/loss from pooled separate accounts2022-01-01$-2,438
Net investment gain or loss from common/collective trusts2022-01-01$-650,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$77,071
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$1,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$183,490
Contract administrator fees2022-01-01$82,376
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2022-01-01721396621
2021 : CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$13,559
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,465
Total income from all sources (including contributions)2021-12-31$913,943
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$388,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$317,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$448,614
Value of total assets at end of year2021-12-31$3,983,672
Value of total assets at beginning of year2021-12-31$3,452,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$70,861
Total interest from all sources2021-12-31$5,052
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$38
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$38
Administrative expenses professional fees incurred2021-12-31$3,976
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$350,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$328,776
Participant contributions at end of year2021-12-31$88,268
Participant contributions at beginning of year2021-12-31$110,249
Participant contributions at end of year2021-12-31$255
Participant contributions at beginning of year2021-12-31$7,129
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$45,390
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$13,559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$7,465
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$525,412
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,970,113
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,444,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,734
Value of interest in pooled separate accounts at end of year2021-12-31$11,318
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,576
Interest on participant loans2021-12-31$5,052
Value of interest in common/collective trusts at end of year2021-12-31$3,882,547
Value of interest in common/collective trusts at beginning of year2021-12-31$3,305,188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,650
Net investment gain or loss from common/collective trusts2021-12-31$460,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$74,448
Employer contributions (assets) at end of year2021-12-31$1,284
Employer contributions (assets) at beginning of year2021-12-31$2,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$317,670
Contract administrator fees2021-12-31$66,885
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2021-12-31721396621
2020 : CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$36,045
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$632,125
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$162,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$143,813
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$357,540
Value of total assets at end of year2020-12-31$3,452,166
Value of total assets at beginning of year2020-12-31$3,011,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,953
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$5,740
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$40
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$40
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$288,991
Participant contributions at end of year2020-12-31$110,249
Participant contributions at beginning of year2020-12-31$102,866
Participant contributions at end of year2020-12-31$7,129
Participant contributions at beginning of year2020-12-31$9,930
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$7,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$36,045
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$1,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$469,359
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,444,701
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,975,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$8,576
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,893,268
Interest on participant loans2020-12-31$5,740
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$3,305,188
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$34
Net investment gain or loss from common/collective trusts2020-12-31$268,771
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$68,549
Employer contributions (assets) at end of year2020-12-31$2,640
Employer contributions (assets) at beginning of year2020-12-31$3,740
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$143,813
Contract administrator fees2020-12-31$18,953
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2020-12-31721396621
Unrealized appreciation/depreciation of real estate assets2020-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-01-01$0
Total unrealized appreciation/depreciation of assets2020-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-01$7,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-01$36,045
Total income from all sources (including contributions)2020-01-01$632,125
Total loss/gain on sale of assets2020-01-01$0
Total of all expenses incurred2020-01-01$162,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-01$143,813
Expenses. Certain deemed distributions of participant loans2020-01-01$0
Value of total corrective distributions2020-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-01$357,540
Value of total assets at end of year2020-01-01$3,452,166
Value of total assets at beginning of year2020-01-01$3,011,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-01$18,953
Total income from rents2020-01-01$0
Total interest from all sources2020-01-01$5,740
Total dividends received (eg from common stock, registered investment company shares)2020-01-01$40
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2020-01-01$40
Was this plan covered by a fidelity bond2020-01-01Yes
Value of fidelity bond cover2020-01-01$300,000
If this is an individual account plan, was there a blackout period2020-01-01No
Were there any nonexempt tranactions with any party-in-interest2020-01-01No
Contributions received from participants2020-01-01$288,991
Participant contributions at end of year2020-01-01$110,249
Participant contributions at beginning of year2020-01-01$102,866
Participant contributions at end of year2020-01-01$7,129
Participant contributions at beginning of year2020-01-01$9,930
Income. Received or receivable in cash from other sources (including rollovers)2020-01-01$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-01$7,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-01$36,045
Other income not declared elsewhere2020-01-01$0
Administrative expenses (other) incurred2020-01-01$0
Total non interest bearing cash at end of year2020-01-01$0
Total non interest bearing cash at beginning of year2020-01-01$1,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-01No
Income. Non cash contributions2020-01-01$0
Value of net income/loss2020-01-01$469,359
Value of net assets at end of year (total assets less liabilities)2020-01-01$3,444,701
Value of net assets at beginning of year (total assets less liabilities)2020-01-01$2,975,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-01No
Were any leases to which the plan was party in default or uncollectible2020-01-01No
Investment advisory and management fees2020-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-01$4,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-01$0
Value of interest in pooled separate accounts at end of year2020-01-01$8,576
Value of interest in pooled separate accounts at beginning of year2020-01-01$2,893,268
Interest on participant loans2020-01-01$5,740
Income. Interest from loans (other than to participants)2020-01-01$0
Interest earned on other investments2020-01-01$0
Income. Interest from US Government securities2020-01-01$0
Income. Interest from corporate debt instruments2020-01-01$0
Value of interest in common/collective trusts at end of year2020-01-01$3,305,188
Value of interest in common/collective trusts at beginning of year2020-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-01-01$13,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-01-01$0
Net investment gain/loss from pooled separate accounts2020-01-01$34
Net investment gain or loss from common/collective trusts2020-01-01$268,771
Net gain/loss from 103.12 investment entities2020-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-01No
Was there a failure to transmit to the plan any participant contributions2020-01-01Yes
Has the plan failed to provide any benefit when due under the plan2020-01-01No
Contributions received in cash from employer2020-01-01$68,549
Employer contributions (assets) at end of year2020-01-01$2,640
Employer contributions (assets) at beginning of year2020-01-01$3,740
Income. Dividends from preferred stock2020-01-01$0
Income. Dividends from common stock2020-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-01$143,813
Contract administrator fees2020-01-01$18,953
Did the plan have assets held for investment2020-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-01No
Aggregate proceeds on sale of assets2020-01-01$0
Aggregate carrying amount (costs) on sale of assets2020-01-01$0
Opinion of an independent qualified public accountant for this plan2020-01-013
Accountancy firm name2020-01-01CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2020-01-01721396621
2019 : CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$36,045
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,465
Total income from all sources (including contributions)2019-12-31$754,672
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$110,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$98,483
Expenses. Certain deemed distributions of participant loans2019-12-31$5,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$311,708
Value of total assets at end of year2019-12-31$3,011,387
Value of total assets at beginning of year2019-12-31$2,338,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,273
Total interest from all sources2019-12-31$5,230
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$6,273
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$250,379
Participant contributions at end of year2019-12-31$102,866
Participant contributions at beginning of year2019-12-31$74,450
Participant contributions at end of year2019-12-31$9,930
Participant contributions at beginning of year2019-12-31$6,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$36,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$7,465
Total non interest bearing cash at end of year2019-12-31$1,583
Total non interest bearing cash at beginning of year2019-12-31$947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$644,321
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,975,342
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,331,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,893,268
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,253,644
Interest on participant loans2019-12-31$5,230
Net investment gain/loss from pooled separate accounts2019-12-31$437,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$61,329
Employer contributions (assets) at end of year2019-12-31$3,740
Employer contributions (assets) at beginning of year2019-12-31$2,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$98,483
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2019-12-31721396621
2018 : CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$14,580
Total income from all sources (including contributions)2018-12-31$143,944
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$194,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$190,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$290,482
Value of total assets at end of year2018-12-31$2,338,486
Value of total assets at beginning of year2018-12-31$2,395,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,600
Total interest from all sources2018-12-31$3,059
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$3,600
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$55,065
Participant contributions at end of year2018-12-31$74,450
Participant contributions at beginning of year2018-12-31$71,094
Participant contributions at end of year2018-12-31$6,725
Participant contributions at beginning of year2018-12-31$8,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$7,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$14,580
Total non interest bearing cash at end of year2018-12-31$947
Total non interest bearing cash at beginning of year2018-12-31$547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-50,142
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,331,021
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,381,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,253,644
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,315,612
Interest on participant loans2018-12-31$3,059
Net investment gain/loss from pooled separate accounts2018-12-31$-149,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$235,417
Employer contributions (assets) at end of year2018-12-31$2,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$190,486
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2018-12-31721396621
2017 : CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,101,083
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,033
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$227,816
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$62,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$60,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$96,445
Value of total assets at end of year2017-12-31$2,391,984
Value of total assets at beginning of year2017-12-31$1,122,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,375
Total interest from all sources2017-12-31$2,673
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$2,375
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$90,220
Participant contributions at end of year2017-12-31$67,422
Participant contributions at beginning of year2017-12-31$69,629
Participant contributions at end of year2017-12-31$8,490
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,033
Total non interest bearing cash at end of year2017-12-31$547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$165,363
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,388,951
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,122,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,315,525
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,052,876
Interest on participant loans2017-12-31$2,673
Net investment gain/loss from pooled separate accounts2017-12-31$128,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$60,078
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2017-12-31721396621
2016 : CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$158,397
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$19,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$72,193
Value of total assets at end of year2016-12-31$1,122,505
Value of total assets at beginning of year2016-12-31$983,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,025
Total interest from all sources2016-12-31$2,715
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$1,025
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$72,193
Participant contributions at end of year2016-12-31$69,629
Participant contributions at beginning of year2016-12-31$73,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$139,193
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,122,505
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$983,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,052,876
Value of interest in pooled separate accounts at beginning of year2016-12-31$909,686
Interest on participant loans2016-12-31$2,715
Net investment gain/loss from pooled separate accounts2016-12-31$83,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,179
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2016-12-31721396621
2015 : CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$47,887
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$64,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$60,266
Expenses. Certain deemed distributions of participant loans2015-12-31$3,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$52,145
Value of total assets at end of year2015-12-31$983,312
Value of total assets at beginning of year2015-12-31$1,000,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,300
Total interest from all sources2015-12-31$2,280
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$52,145
Participant contributions at end of year2015-12-31$73,626
Participant contributions at beginning of year2015-12-31$49,592
Administrative expenses (other) incurred2015-12-31$1,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-16,844
Value of net assets at end of year (total assets less liabilities)2015-12-31$983,312
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,000,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$909,686
Value of interest in pooled separate accounts at beginning of year2015-12-31$950,564
Interest on participant loans2015-12-31$2,280
Net investment gain/loss from pooled separate accounts2015-12-31$-6,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$60,266
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CARR, RIGGS & INGRAM LLC
Accountancy firm EIN2015-12-31721396621
2014 : CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$115,469
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$237,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$233,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$60,850
Value of total assets at end of year2014-12-31$1,000,156
Value of total assets at beginning of year2014-12-31$1,122,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,618
Total interest from all sources2014-12-31$2,249
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$60,850
Participant contributions at end of year2014-12-31$49,592
Participant contributions at beginning of year2014-12-31$56,209
Administrative expenses (other) incurred2014-12-31$3,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-121,893
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,000,156
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,122,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$107,493
Value of interest in pooled separate accounts at end of year2014-12-31$950,564
Value of interest in pooled separate accounts at beginning of year2014-12-31$958,347
Interest on participant loans2014-12-31$2,243
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$52,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$233,744
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARR, RIGGS & INGRAM LLC
Accountancy firm EIN2014-12-31721396621
2013 : CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$168,098
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$81,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$77,218
Value of total corrective distributions2013-12-31$389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$57,950
Value of total assets at end of year2013-12-31$1,122,049
Value of total assets at beginning of year2013-12-31$1,035,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,268
Total interest from all sources2013-12-31$2,456
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$57,950
Participant contributions at end of year2013-12-31$56,209
Participant contributions at beginning of year2013-12-31$67,582
Administrative expenses (other) incurred2013-12-31$4,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$86,223
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,122,049
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,035,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$107,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$958,347
Value of interest in pooled separate accounts at beginning of year2013-12-31$968,244
Interest on participant loans2013-12-31$2,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$107,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$77,218
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SELF, MAPLES AND COPELAND
Accountancy firm EIN2013-12-31630760493
2012 : CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$114,134
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$12,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,518
Value of total corrective distributions2012-12-31$1,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$55,799
Value of total assets at end of year2012-12-31$1,035,826
Value of total assets at beginning of year2012-12-31$934,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,798
Total interest from all sources2012-12-31$1,876
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$55,799
Participant contributions at end of year2012-12-31$67,582
Participant contributions at beginning of year2012-12-31$38,720
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Administrative expenses (other) incurred2012-12-31$1,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$101,537
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,035,826
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$934,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$968,244
Value of interest in pooled separate accounts at beginning of year2012-12-31$888,930
Interest on participant loans2012-12-31$1,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$56,459
Net investment gain/loss from pooled separate accounts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,518
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SELF, MAPLES AND COPELAND
Accountancy firm EIN2012-12-31630760493
2011 : CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$45,343
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$53,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$52,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$50,694
Value of total assets at end of year2011-12-31$934,289
Value of total assets at beginning of year2011-12-31$942,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,000
Total interest from all sources2011-12-31$1,702
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$50,694
Participant contributions at end of year2011-12-31$38,720
Participant contributions at beginning of year2011-12-31$27,280
Administrative expenses (other) incurred2011-12-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-8,327
Value of net assets at end of year (total assets less liabilities)2011-12-31$934,289
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$942,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$888,930
Value of interest in pooled separate accounts at beginning of year2011-12-31$908,697
Interest on participant loans2011-12-31$1,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-7,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$52,670
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SELF, MAPLES AND COPELAND
Accountancy firm EIN2011-12-31630760493
2010 : CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$112,296
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$26,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$20,368
Value of total corrective distributions2010-12-31$5,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$51,981
Value of total assets at end of year2010-12-31$942,616
Value of total assets at beginning of year2010-12-31$856,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$603
Total interest from all sources2010-12-31$1,169
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$51,981
Participant contributions at end of year2010-12-31$27,280
Participant contributions at beginning of year2010-12-31$29,967
Administrative expenses (other) incurred2010-12-31$603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$86,230
Value of net assets at end of year (total assets less liabilities)2010-12-31$942,616
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$856,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$908,697
Value of interest in pooled separate accounts at beginning of year2010-12-31$819,781
Interest on participant loans2010-12-31$1,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$59,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$20,368
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SELF, MAPLES AND COPELAND
Accountancy firm EIN2010-12-31630760493
2009 : CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN

2023: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2017: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number470122
Policy instance 2
Insurance contract or identification number470122
Number of Individuals Covered710
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $49
Total amount of fees paid to insurance companyUSD $5
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered710
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $68
Total amount of fees paid to insurance companyUSD $7
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number470122
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number470122
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number470122
Policy instance 2
Insurance contract or identification number470122
Number of Individuals Covered722
Insurance policy start date2020-05-15
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $10
Total amount of fees paid to insurance companyUSD $1
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered722
Insurance policy start date2020-05-15
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $17
Total amount of fees paid to insurance companyUSD $2
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberRP010065
Policy instance 1
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberRP010065
Policy instance 1
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberRP010065
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA 45038
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA 45038
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA 45038
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA 45038
Policy instance 1
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA 45038
Policy instance 1

Potentially related plans

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