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| Plan Name | THE CHASE GROUP, LLC PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE CHASE GROUP, LLC |
| Employer identification number (EIN): | 363999351 |
| NAIC Classification: | 423200 |
Additional information about THE CHASE GROUP, LLC
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1999-08-26 |
| Company Identification Number: | 2413166 |
| Legal Registered Office Address: |
4132 WEST SHORE MANOR Onondaga JAMESVILLE United States of America (USA) 13078 |
More information about THE CHASE GROUP, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ||||
| 002 | 2022-01-01 | ||||
| 002 | 2021-01-01 | ||||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2018-01-01 | ||||
| 002 | 2017-01-01 | ||||
| 002 | 2016-01-01 | ||||
| 002 | 2015-01-01 | ||||
| 002 | 2014-01-01 | ||||
| 002 | 2013-01-01 | ||||
| 002 | 2012-01-01 | ROBERT CHASE | 2013-04-05 | ROBERT CHASE | 2013-04-05 |
| 002 | 2011-01-01 | ROBERT CHASE | 2012-08-14 | ROBERT CHASE | 2012-08-14 |
| 002 | 2010-01-01 | ROBERT CHASE | 2011-08-30 | ROBERT CHASE | 2011-08-30 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE CHASE GROUP, LLC PROFIT SHARING PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-22 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-22 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-22 | 9489 |
| Net assets as of the end of the plan year | 2025-07-22 | 2979700 |
| Total assets as of the beginning of the plan year | 2025-07-22 | 2511592 |
| Value of plan covered by a fidelity bond | 2025-07-22 | 250000 |
| Participant contributions to plan in this plan year | 2025-07-22 | 135719 |
| Other expenses paid from plan in this plan year | 2025-07-22 | 0 |
| Other contributions to plan in this plan year | 2025-07-22 | 0 |
| Other income to plan in this plan year | 2025-07-22 | 341878 |
| Plan net income in this plan year | 2025-07-22 | 468108 |
| Net assets as of the end of the plan year | 2025-07-22 | 2979700 |
| Net assets as of the beginning of the plan year | 2025-07-22 | 2511592 |
| Employer contributions to plan in this plan year | 2025-07-22 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-22 | 3788 |
| 2024 : THE CHASE GROUP, LLC PROFIT SHARING PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-11 | 275673 |
| Net assets as of the end of the plan year | 2024-07-11 | 2511592 |
| Total assets as of the beginning of the plan year | 2024-07-11 | 2326261 |
| Value of plan covered by a fidelity bond | 2024-07-11 | 250000 |
| Participant contributions to plan in this plan year | 2024-07-11 | 123077 |
| Other expenses paid from plan in this plan year | 2024-07-11 | 0 |
| Other contributions to plan in this plan year | 2024-07-11 | 0 |
| Other income to plan in this plan year | 2024-07-11 | 337927 |
| Plan net income in this plan year | 2024-07-11 | 185331 |
| Net assets as of the end of the plan year | 2024-07-11 | 2511592 |
| Net assets as of the beginning of the plan year | 2024-07-11 | 2326261 |
| Employer contributions to plan in this plan year | 2024-07-11 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-11 | 3230 |
| 2022 : THE CHASE GROUP, LLC PROFIT SHARING PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-06-06 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-06 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-06 | 1976 |
| Net assets as of the end of the plan year | 2022-06-06 | 2562319 |
| Total assets as of the beginning of the plan year | 2022-06-06 | 2217844 |
| Value of plan covered by a fidelity bond | 2022-06-06 | 250000 |
| Participant contributions to plan in this plan year | 2022-06-06 | 100725 |
| Other expenses paid from plan in this plan year | 2022-06-06 | 0 |
| Other contributions to plan in this plan year | 2022-06-06 | 0 |
| Other income to plan in this plan year | 2022-06-06 | 245726 |
| Plan net income in this plan year | 2022-06-06 | 344475 |
| Net assets as of the end of the plan year | 2022-06-06 | 2562319 |
| Net assets as of the beginning of the plan year | 2022-06-06 | 2217844 |
| Employer contributions to plan in this plan year | 2022-06-06 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-06 | 1976 |
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