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BLUE CHIP RETIREMENT PLANS, INC. CASH BALANCE PLAN II 401k Plan overview

Plan NameBLUE CHIP RETIREMENT PLANS, INC. CASH BALANCE PLAN II
Plan identification number 003

BLUE CHIP RETIREMENT PLANS, INC. CASH BALANCE PLAN II Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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.

401k Sponsoring company profile

BLUE CHIP RETIREMENT PLANS, INC. has sponsored the creation of one or more 401k plans.

Company Name:BLUE CHIP RETIREMENT PLANS, INC.
Employer identification number (EIN):391974154
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE CHIP RETIREMENT PLANS, INC. CASH BALANCE PLAN II

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01

Financial Data on BLUE CHIP RETIREMENT PLANS, INC. CASH BALANCE PLAN II

Measure Date Value
2025 : BLUE CHIP RETIREMENT PLANS, INC. CASH BALANCE PLAN II 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-240
Total liabilities as of the end of the plan year2025-09-240
Total liabilities as of the beginning of the plan year2025-09-240
Total expenses incurred by plan in this plan year2025-09-240
Net assets as of the end of the plan year2025-09-241350564
Total assets as of the beginning of the plan year2025-09-24882847
Value of plan covered by a fidelity bond2025-09-24500000
Participant contributions to plan in this plan year2025-09-240
Other expenses paid from plan in this plan year2025-09-240
Other contributions to plan in this plan year2025-09-240
Other income to plan in this plan year2025-09-2446117
Plan net income in this plan year2025-09-24467717
Net assets as of the end of the plan year2025-09-241350564
Net assets as of the beginning of the plan year2025-09-24882847
Employer contributions to plan in this plan year2025-09-24421600
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-240
2024 : BLUE CHIP RETIREMENT PLANS, INC. CASH BALANCE PLAN II 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-130
Total liabilities as of the end of the plan year2024-10-130
Total liabilities as of the beginning of the plan year2024-10-130
Total expenses incurred by plan in this plan year2024-10-130
Net assets as of the end of the plan year2024-10-13882847
Total assets as of the beginning of the plan year2024-10-13495782
Value of plan covered by a fidelity bond2024-10-13400000
Participant contributions to plan in this plan year2024-10-130
Other expenses paid from plan in this plan year2024-10-130
Other contributions to plan in this plan year2024-10-130
Other income to plan in this plan year2024-10-1341965
Plan net income in this plan year2024-10-13387065
Net assets as of the end of the plan year2024-10-13882847
Net assets as of the beginning of the plan year2024-10-13495782
Employer contributions to plan in this plan year2024-10-13345100
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-130
2022 : BLUE CHIP RETIREMENT PLANS, INC. CASH BALANCE PLAN II 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-140
Total liabilities as of the end of the plan year2022-10-140
Total liabilities as of the beginning of the plan year2022-10-140
Total expenses incurred by plan in this plan year2022-10-140
Net assets as of the end of the plan year2022-10-14250000
Total assets as of the beginning of the plan year2022-10-140
Value of plan covered by a fidelity bond2022-10-14400000
Participant contributions to plan in this plan year2022-10-140
Other expenses paid from plan in this plan year2022-10-140
Other contributions to plan in this plan year2022-10-140
Other income to plan in this plan year2022-10-140
Plan net income in this plan year2022-10-14250000
Net assets as of the end of the plan year2022-10-14250000
Net assets as of the beginning of the plan year2022-10-140
Employer contributions to plan in this plan year2022-10-14250000
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-140

Potentially related plans

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