| Plan Name | THE 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | C.G. BUCHALTER, LLC |
| Employer identification number (EIN): | 471813413 |
| NAIC Classification: | 531130 |
| NAIC Description: | Lessors of Miniwarehouses and Self-Storage Units |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JERRY PHILLIPS | 2024-10-02 | ||
| 001 | 2022-01-01 | JERRY PHILLIPS | 2023-08-08 | ||
| 001 | 2021-01-01 | HOPSON NANCE | 2022-09-12 | ||
| 001 | 2020-01-01 | HOPSON NANCE | 2021-07-20 | ||
| 001 | 2019-01-01 | HOPSON NANCE | 2020-07-16 | ||
| 001 | 2018-01-01 | HOPSON NANCE | 2019-10-08 | ||
| 001 | 2017-01-01 | HOPSON NANCE | 2018-05-18 | ||
| 001 | 2016-01-01 | HOPSON NANCE | 2017-07-25 | ||
| 001 | 2015-01-01 | HOPSON NANCE | 2016-07-06 | ||
| 001 | 2014-01-01 | HOPSON NANCE | 2016-08-08 | ||
| 001 | 2014-01-01 | ROGER W JACKSON | 2015-09-28 |
| Measure | Date | Value |
|---|---|---|
| 2024 : THE 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-02 | 1180661 |
| Net assets as of the end of the plan year | 2024-10-02 | 6885223 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 6456345 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 5000000 |
| Participant contributions to plan in this plan year | 2024-10-02 | 500715 |
| Other expenses paid from plan in this plan year | 2024-10-02 | 10536 |
| Other contributions to plan in this plan year | 2024-10-02 | 51191 |
| Other income to plan in this plan year | 2024-10-02 | 861260 |
| Plan net income in this plan year | 2024-10-02 | 428878 |
| Net assets as of the end of the plan year | 2024-10-02 | 6885223 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 6456345 |
| Employer contributions to plan in this plan year | 2024-10-02 | 196373 |