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CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 401k Plan overview

Plan NameCHARLES F. CLIFFORD, III PROFIT SHARING PLAN
Plan identification number 001

CHARLES F. CLIFFORD, III PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

CHARLES F. CLIFFORD, III PROFIT SHARING PLAN has sponsored the creation of one or more 401k plans.

Company Name:CHARLES F. CLIFFORD, III PROFIT SHARING PLAN
Employer identification number (EIN):470741725
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES F. CLIFFORD, III PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01CHARLES F. CLIFFORD, III
0012017-01-01CHARLES F. CLIFFORD, III
0012016-01-01CHARLES F. CLIFFORD, III
0012015-01-01CHARLES F. CLIFFORD, III
0012014-01-01CHARLES F. CLIFFORD, III2015-06-23 CHARLES F CLIFFORD, III2015-06-23
0012013-01-01HARLES F CLIFFORD III2014-07-08 HARLES F CLIFFORD III2014-07-08
0012012-01-01CHARLES F CLIFFORD III2013-07-02 CHARLES F CLIFFORD III2013-07-02
0012011-01-01CHARLES F CLIFFORD III2012-07-06 CHARLES F CLIFFORD III2012-07-06
0012010-01-01CHARLES F CLIFFORD III2011-06-02 CHARLES F CLIFFORD III2011-06-02

Plan Statistics for CHARLES F. CLIFFORD, III PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLES F. CLIFFORD, III PROFIT SHARING PLAN

Measure Date Value
2021: CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-011
Total of all active and inactive participants2021-01-013
Total participants2021-01-013
Number of participants with account balances2021-01-013
2020: CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-011
Total of all active and inactive participants2020-01-013
Total participants2020-01-013
Number of participants with account balances2020-01-013
2019: CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-011
Total of all active and inactive participants2019-01-013
Total participants2019-01-013
Number of participants with account balances2019-01-013
2018: CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-011
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
Number of participants with account balances2018-01-013
2017: CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-011
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
Number of participants with account balances2017-01-013
2016: CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-011
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
Number of participants with account balances2016-01-013
2015: CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-011
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-013

Financial Data on CHARLES F. CLIFFORD, III PROFIT SHARING PLAN

Measure Date Value
2021 : CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$934,515
Total plan assets at end of year2021-12-31$4,348,834
Total plan assets at beginning of year2021-12-31$3,414,319
Other income received2021-12-31$868,521
Net income (gross income less expenses)2021-12-31$934,515
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,348,834
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,414,319
Total contributions received or receivable from employer(s)2021-12-31$65,994
2020 : CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$527,929
Total plan assets at end of year2020-12-31$3,414,319
Total plan assets at beginning of year2020-12-31$2,886,390
Other income received2020-12-31$462,724
Net income (gross income less expenses)2020-12-31$527,929
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,414,319
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,886,390
Total contributions received or receivable from employer(s)2020-12-31$65,205
2019 : CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$673,769
Total plan assets at end of year2019-12-31$2,886,390
Total plan assets at beginning of year2019-12-31$2,212,621
Other income received2019-12-31$609,865
Net income (gross income less expenses)2019-12-31$673,769
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,886,390
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,212,621
Total contributions received or receivable from employer(s)2019-12-31$63,904
2018 : CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-56,545
Total plan assets at end of year2018-12-31$2,212,621
Total plan assets at beginning of year2018-12-31$2,269,166
Other income received2018-12-31$-119,250
Net income (gross income less expenses)2018-12-31$-56,545
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,212,621
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,269,166
Total contributions received or receivable from employer(s)2018-12-31$62,705
2017 : CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$373,000
Total plan assets at end of year2017-12-31$2,269,166
Total plan assets at beginning of year2017-12-31$1,896,166
Other income received2017-12-31$312,468
Net income (gross income less expenses)2017-12-31$373,000
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,269,166
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,896,166
Total contributions received or receivable from employer(s)2017-12-31$60,532
2016 : CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$301,115
Total plan assets at end of year2016-12-31$1,896,166
Total plan assets at beginning of year2016-12-31$1,595,051
Other income received2016-12-31$241,850
Net income (gross income less expenses)2016-12-31$301,115
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,896,166
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,595,051
Total contributions received or receivable from employer(s)2016-12-31$59,265
2015 : CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-274
Total plan assets at end of year2015-12-31$1,595,051
Total plan assets at beginning of year2015-12-31$1,595,325
Other income received2015-12-31$-59,539
Net income (gross income less expenses)2015-12-31$-274
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,595,051
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,595,325
Total contributions received or receivable from employer(s)2015-12-31$59,265

Form 5500 Responses for CHARLES F. CLIFFORD, III PROFIT SHARING PLAN

2021: CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHARLES F. CLIFFORD, III PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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