401k Plan data: PHILLIP CHARLES GROUP 401(K) PLAN plan

PHILLIP CHARLES GROUP 401(K) PLAN 401k Plan overview

Plan Name	PHILLIP CHARLES GROUP 401(K) PLAN
Plan identification number	001

PHILLIP CHARLES GROUP 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

RYAN, MAURA & RYAN, INC. has sponsored the creation of one or more 401k plans.

Company Name: RYAN, MAURA & RYAN, INC.

Employer identification number (EIN): 382664267

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILLIP CHARLES GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SHEILA FELKER 2024-06-03
001 2022-01-01 SHEILA FELKER 2023-09-11
001 2021-01-01 SHEILA FELKER 2022-07-29
001 2020-01-01 KURT FELKER 2021-10-14
001 2019-01-01
001 2019-01-01
001 2019-01-01
001 2017-01-01 KURT FELKER
001 2016-01-01
001 2015-01-01 KURT FELKER
001 2014-01-01 KURT FELKER
001 2013-01-01 KURT FELKER 2014-07-15
001 2012-01-01 KURT FELKER 2013-07-09
001 2011-01-01 KURT FELKER
001 2010-01-01 KURT FELKER
001 2009-01-01 KURT FELKER
001 2008-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	SHEILA FELKER	2024-06-03
001	2022-01-01	SHEILA FELKER	2023-09-11
001	2021-01-01	SHEILA FELKER	2022-07-29
001	2020-01-01	KURT FELKER	2021-10-14
001	2019-01-01
001	2019-01-01
001	2019-01-01
001	2017-01-01	KURT FELKER
001	2016-01-01
001	2015-01-01	KURT FELKER
001	2014-01-01	KURT FELKER
001	2013-01-01	KURT FELKER	2014-07-15
001	2012-01-01	KURT FELKER	2013-07-09
001	2011-01-01	KURT FELKER
001	2010-01-01	KURT FELKER
001	2009-01-01	KURT FELKER
001	2008-01-01

Plan Statistics for PHILLIP CHARLES GROUP 401(K) PLAN

401k plan membership statisitcs for PHILLIP CHARLES GROUP 401(K) PLAN

Measure Date Value
2025: PHILLIP CHARLES GROUP 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-18 35
Total number of particpants at end of year 2025-06-18 28
Number of Participants With Account Balances 2025-06-18 14
2024: PHILLIP CHARLES GROUP 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-06-03 37
Total number of particpants at end of year 2024-06-03 31
Number of Participants With Account Balances 2024-06-03 12
2019: PHILLIP CHARLES GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 91
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 96
Number of participants with account balances 2019-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2017: PHILLIP CHARLES GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 135
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 136
Number of participants with account balances 2017-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PHILLIP CHARLES GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 153
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 155
Number of participants with account balances 2016-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PHILLIP CHARLES GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 104
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 109
Number of participants with account balances 2015-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: PHILLIP CHARLES GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 77
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 84
Number of participants with account balances 2014-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2011: PHILLIP CHARLES GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 27
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 34
Number of participants with account balances 2011-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PHILLIP CHARLES GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 160
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 6
Total of all active and inactive participants 2010-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 166
Number of participants with account balances 2010-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PHILLIP CHARLES GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 147
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 154
Number of participants with account balances 2009-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2025: PHILLIP CHARLES GROUP 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-18	35
Total number of particpants at end of year	2025-06-18	28
Number of Participants With Account Balances	2025-06-18	14
2024: PHILLIP CHARLES GROUP 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-03	37
Total number of particpants at end of year	2024-06-03	31
Number of Participants With Account Balances	2024-06-03	12
2019: PHILLIP CHARLES GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	91
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	96
Number of participants with account balances	2019-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2017: PHILLIP CHARLES GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	135
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	136
Number of participants with account balances	2017-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PHILLIP CHARLES GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	153
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	155
Number of participants with account balances	2016-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PHILLIP CHARLES GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	104
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	109
Number of participants with account balances	2015-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: PHILLIP CHARLES GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	77
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	84
Number of participants with account balances	2014-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2011: PHILLIP CHARLES GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	27
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	34
Number of participants with account balances	2011-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PHILLIP CHARLES GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	160
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	6
Total of all active and inactive participants	2010-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	166
Number of participants with account balances	2010-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PHILLIP CHARLES GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	147
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	154
Number of participants with account balances	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on PHILLIP CHARLES GROUP 401(K) PLAN

Measure	Date	Value
2025 : PHILLIP CHARLES GROUP 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-18	0
Net assets as of the end of the plan year	2025-06-18	883301
Total assets as of the beginning of the plan year	2025-06-18	752674
Value of plan covered by a fidelity bond	2025-06-18	500000
Participant contributions to plan in this plan year	2025-06-18	17455
Other income to plan in this plan year	2025-06-18	109519
Plan net income in this plan year	2025-06-18	130627
Net assets as of the end of the plan year	2025-06-18	883301
Net assets as of the beginning of the plan year	2025-06-18	752674
Employer contributions to plan in this plan year	2025-06-18	3653
Fees paid to broker by Benefit Provider	2025-06-18	2070
2024 : PHILLIP CHARLES GROUP 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-06-03	0
Total expenses incurred by plan in this plan year	2024-06-03	15575
Net assets as of the end of the plan year	2024-06-03	752674
Total assets as of the beginning of the plan year	2024-06-03	634454
Value of plan covered by a fidelity bond	2024-06-03	500000
Participant contributions to plan in this plan year	2024-06-03	15847
Other income to plan in this plan year	2024-06-03	115063
Plan net income in this plan year	2024-06-03	118220
Net assets as of the end of the plan year	2024-06-03	752674
Net assets as of the beginning of the plan year	2024-06-03	634454
Employer contributions to plan in this plan year	2024-06-03	2885
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-03	175
2019 : PHILLIP CHARLES GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$215,276
Total income from all sources (including contributions)	2019-12-31	$215,276
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$60,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$60,265
Value of total assets at end of year	2019-12-31	$1,085,851
Value of total assets at end of year	2019-12-31	$1,085,851
Value of total assets at beginning of year	2019-12-31	$870,575
Value of total assets at beginning of year	2019-12-31	$870,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
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 year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$50,733
Contributions received from participants	2019-12-31	$50,733
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$1,143
Other income not declared elsewhere	2019-12-31	$1,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$215,276
Value of net income/loss	2019-12-31	$215,276
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,085,851
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,085,851
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$870,575
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$870,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,056,731
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,056,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$637,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$637,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$29,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$29,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$232,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$232,967
Net investment gain/loss from pooled separate accounts	2019-12-31	$153,868
Net investment gain/loss from pooled separate accounts	2019-12-31	$153,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$9,532
Contributions received in cash from employer	2019-12-31	$9,532
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	UHY LLP
Accountancy firm name	2019-12-31	UHY LLP
Accountancy firm EIN	2019-12-31	200694403
Accountancy firm EIN	2019-12-31	200694403
2018 : PHILLIP CHARLES GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$992
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$53,829
Value of total assets at end of year	2018-12-31	$870,575
Value of total assets at beginning of year	2018-12-31	$872,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$75
Total interest from all sources	2018-12-31	$0
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 year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$48,698
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-1,981
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$870,575
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$872,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$637,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$845,614
Interest on participant loans	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$232,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$26,942
Net investment gain/loss from pooled separate accounts	2018-12-31	$-53,756
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$5,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,898
Contract administrator fees	2018-12-31	$75
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	UHY LLP
Accountancy firm EIN	2018-12-31	200694403
2017 : PHILLIP CHARLES GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$73
Total income from all sources (including contributions)	2017-12-31	$163,806
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$18,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$18,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$50,126
Value of total assets at end of year	2017-12-31	$872,556
Value of total assets at beginning of year	2017-12-31	$727,059
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$200
Total interest from all sources	2017-12-31	$0
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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$49,982
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$73
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$145,570
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$872,556
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$726,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$845,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$696,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$26,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$31,018
Net investment gain/loss from pooled separate accounts	2017-12-31	$113,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$18,036
Contract administrator fees	2017-12-31	$200
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	UHY LLP
Accountancy firm EIN	2017-12-31	200694403
2016 : PHILLIP CHARLES GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$73
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$321
Total income from all sources (including contributions)	2016-12-31	$113,844
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$24,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$23,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$48,909
Value of total assets at end of year	2016-12-31	$727,059
Value of total assets at beginning of year	2016-12-31	$637,642
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$300
Total interest from all sources	2016-12-31	$0
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 year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$45,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$73
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$89,665
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$726,986
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$637,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$695,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$605,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$31,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$32,047
Net investment gain/loss from pooled separate accounts	2016-12-31	$64,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$3,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$23,879
Contract administrator fees	2016-12-31	$300
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	UHY LLP
Accountancy firm EIN	2016-12-31	200694403
2015 : PHILLIP CHARLES GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$321
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$3,765
Total income from all sources (including contributions)	2015-12-31	$44,985
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$61,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$61,150
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$54,831
Value of total assets at end of year	2015-12-31	$637,642
Value of total assets at beginning of year	2015-12-31	$657,626
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$375
Total interest from all sources	2015-12-31	$419
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 year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$46,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$3,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-16,540
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$637,321
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$653,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$605,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$623,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$32,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$34,265
Net investment gain/loss from pooled separate accounts	2015-12-31	$-10,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$8,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$61,150
Contract administrator fees	2015-12-31	$375
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	UHY LLP
Accountancy firm EIN	2015-12-31	200694403
2014 : PHILLIP CHARLES GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$3,765
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	$86,498
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$29,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$19,920
Value of total corrective distributions	2014-12-31	$9,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$52,837
Value of total assets at end of year	2014-12-31	$657,626
Value of total assets at beginning of year	2014-12-31	$596,508
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$75
Total interest from all sources	2014-12-31	$436
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 year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$43,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$3,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$57,353
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$653,861
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$596,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$623,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$563,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$34,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$33,236
Net investment gain/loss from pooled separate accounts	2014-12-31	$33,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$9,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$19,920
Contract administrator fees	2014-12-31	$75
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	UHY LLP
Accountancy firm EIN	2014-12-31	200694403
2011 : PHILLIP CHARLES GROUP 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$13,463
Expenses. Total of all expenses incurred	2011-12-31	$3,589
Benefits paid (including direct rollovers)	2011-12-31	$3,589
Total plan assets at end of year	2011-12-31	$355,258
Total plan assets at beginning of year	2011-12-31	$345,384
Total contributions received or receivable from participants	2011-12-31	$29,023
Other income received	2011-12-31	$-15,560
Net income (gross income less expenses)	2011-12-31	$9,874
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$355,258
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$345,384
Total contributions received or receivable from employer(s)	2011-12-31	$0
2010 : PHILLIP CHARLES GROUP 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$47,604
Expenses. Total of all expenses incurred	2010-12-31	$16,302
Benefits paid (including direct rollovers)	2010-12-31	$16,302
Total plan assets at end of year	2010-12-31	$345,384
Total plan assets at beginning of year	2010-12-31	$314,082
Total contributions received or receivable from participants	2010-12-31	$15,746
Other income received	2010-12-31	$31,858
Net income (gross income less expenses)	2010-12-31	$31,302
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$345,384
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$314,082

Form 5500 Responses for PHILLIP CHARLES GROUP 401(K) PLAN

2019: PHILLIP CHARLES GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: PHILLIP CHARLES GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PHILLIP CHARLES GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PHILLIP CHARLES GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PHILLIP CHARLES GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2011: PHILLIP CHARLES GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: PHILLIP CHARLES GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: PHILLIP CHARLES GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2008: PHILLIP CHARLES GROUP 401(K) PLAN 2008 form 5500 responses
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	874185
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	874185
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	874185
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	874185
Policy instance	1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	926123
Policy instance	1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	926123
Policy instance	1

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Company Name:	RYAN, MAURA & RYAN, INC.
Employer identification number (EIN):	382664267
NAIC Classification:	561300