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EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 401k Plan overview

Plan NameEMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC.
Plan identification number 001

EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. Benefits

401k Plan TypeDefined 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.
  • 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

CHESTERWYE CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHESTERWYE CENTER, INC.
Employer identification number (EIN):520973964
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PATRICIA AMOS
0012016-01-01JOYCE DARLING
0012015-01-01JOYCE DARLING JOYCE DARLING2016-10-14
0012014-01-01JULIA BLISS JULIA BLISS2015-10-15
0012014-01-01PATRICIA AMOS PATRICIA AMOS2016-03-02
0012013-01-01JULIA BLISS2014-10-15 JULIA BLISS2014-10-15
0012012-01-01JULIA BLISS2013-10-14 JULIA BLISS2013-10-14
0012011-01-01JULIA BLISS2012-09-21 JULIA BLISS2012-09-21
0012010-01-01JULIA BLISS2011-10-11 JULIA BLISS2011-10-11

Plan Statistics for EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC.

401k plan membership statisitcs for EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC.

Measure Date Value
2022: EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01105
Total number of active participants reported on line 7a of the Form 55002022-01-0178
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01107
Number of participants with account balances2022-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01185
Total number of active participants reported on line 7a of the Form 55002021-01-0178
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0122
Total of all active and inactive participants2021-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01100
Number of participants with account balances2021-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01195
Total number of active participants reported on line 7a of the Form 55002020-01-0183
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01105
Total of all active and inactive participants2020-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01188
Number of participants with account balances2020-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01168
Total number of active participants reported on line 7a of the Form 55002019-01-0197
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0193
Total of all active and inactive participants2019-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01190
Number of participants with account balances2019-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01161
Total number of active participants reported on line 7a of the Form 55002018-01-0189
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0177
Total of all active and inactive participants2018-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01166
Number of participants with account balances2018-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01143
Total number of active participants reported on line 7a of the Form 55002017-01-01103
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0156
Total of all active and inactive participants2017-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01159
Number of participants with account balances2017-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01116
Total number of active participants reported on line 7a of the Form 55002016-01-0191
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01120
Number of participants with account balances2016-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01115
Total number of active participants reported on line 7a of the Form 55002015-01-01100
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01112
Number of participants with account balances2015-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01124
Total number of active participants reported on line 7a of the Form 55002014-01-01119
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01128
Number of participants with account balances2014-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113

Financial Data on EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC.

Measure Date Value
2022 : EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,660
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,174
Total income from all sources (including contributions)2022-12-31$-35,988
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$96,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$94,697
Expenses. Certain deemed distributions of participant loans2022-12-31$520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$165,808
Value of total assets at end of year2022-12-31$1,131,868
Value of total assets at beginning of year2022-12-31$1,267,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,457
Total interest from all sources2022-12-31$378
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$69,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$69,110
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$127,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$87,726
Participant contributions at end of year2022-12-31$5,654
Participant contributions at beginning of year2022-12-31$6,891
Participant contributions at end of year2022-12-31$4,172
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,660
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,174
Other income not declared elsewhere2022-12-31$4
Administrative expenses (other) incurred2022-12-31$1,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-132,662
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,130,208
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,262,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$816,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$907,422
Interest on participant loans2022-12-31$378
Value of interest in common/collective trusts at end of year2022-12-31$302,251
Value of interest in common/collective trusts at beginning of year2022-12-31$352,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-218,768
Net investment gain or loss from common/collective trusts2022-12-31$-52,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$78,082
Employer contributions (assets) at end of year2022-12-31$3,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$94,697
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MULLEN SONDBERG WIMBISH & STONE
Accountancy firm EIN2022-12-31521197902
2021 : EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,135
Total income from all sources (including contributions)2021-12-31$303,244
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$217,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$206,611
Expenses. Certain deemed distributions of participant loans2021-12-31$4,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$140,338
Value of total assets at end of year2021-12-31$1,267,044
Value of total assets at beginning of year2021-12-31$1,177,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,677
Total interest from all sources2021-12-31$1,264
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$91,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$91,024
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$118,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$83,645
Participant contributions at end of year2021-12-31$6,891
Participant contributions at beginning of year2021-12-31$10,331
Participant contributions at beginning of year2021-12-31$2,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,135
Other income not declared elsewhere2021-12-31$55
Administrative expenses (other) incurred2021-12-31$5,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$86,153
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,262,870
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,176,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$907,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$855,108
Interest on participant loans2021-12-31$1,264
Value of interest in common/collective trusts at end of year2021-12-31$352,731
Value of interest in common/collective trusts at beginning of year2021-12-31$306,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,257
Net investment gain or loss from common/collective trusts2021-12-31$59,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$56,693
Employer contributions (assets) at beginning of year2021-12-31$3,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$206,611
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MULLEN SONDBERG WIMBISH & STONE
Accountancy firm EIN2021-12-31521197902
2020 : EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,184
Total income from all sources (including contributions)2020-12-31$293,006
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$92,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$88,949
Expenses. Certain deemed distributions of participant loans2020-12-31$1,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$153,990
Value of total assets at end of year2020-12-31$1,177,852
Value of total assets at beginning of year2020-12-31$991,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,781
Total interest from all sources2020-12-31$2,287
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$59,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$59,865
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$110,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$77,138
Participant contributions at end of year2020-12-31$10,331
Participant contributions at beginning of year2020-12-31$25,933
Participant contributions at end of year2020-12-31$2,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$15,184
Administrative expenses (other) incurred2020-12-31$1,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$200,576
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,176,717
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$976,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$855,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$683,570
Interest on participant loans2020-12-31$2,287
Value of interest in common/collective trusts at end of year2020-12-31$306,524
Value of interest in common/collective trusts at beginning of year2020-12-31$281,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$44,559
Net investment gain or loss from common/collective trusts2020-12-31$32,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$76,852
Employer contributions (assets) at end of year2020-12-31$3,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$88,949
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MULLEN, SONDBERG, WIMBISH & STONE
Accountancy firm EIN2020-12-31521197902
2019 : EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,184
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$315,109
Total income from all sources (including contributions)2019-12-31$315,109
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$263,734
Total of all expenses incurred2019-12-31$263,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$238,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$238,483
Expenses. Certain deemed distributions of participant loans2019-12-31$22,179
Expenses. Certain deemed distributions of participant loans2019-12-31$22,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$146,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$146,699
Value of total assets at end of year2019-12-31$991,325
Value of total assets at end of year2019-12-31$991,325
Value of total assets at beginning of year2019-12-31$924,766
Value of total assets at beginning of year2019-12-31$924,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,072
Total interest from all sources2019-12-31$2,890
Total interest from all sources2019-12-31$2,890
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$32,160
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$32,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$32,160
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$32,160
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$110,000
Value of fidelity bond cover2019-12-31$110,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$75,507
Contributions received from participants2019-12-31$75,507
Participant contributions at end of year2019-12-31$25,933
Participant contributions at end of year2019-12-31$25,933
Participant contributions at beginning of year2019-12-31$44,819
Participant contributions at beginning of year2019-12-31$44,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$15,184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$15,184
Other income not declared elsewhere2019-12-31$2
Other income not declared elsewhere2019-12-31$2
Administrative expenses (other) incurred2019-12-31$3,072
Administrative expenses (other) incurred2019-12-31$3,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$51,375
Value of net income/loss2019-12-31$51,375
Value of net assets at end of year (total assets less liabilities)2019-12-31$976,141
Value of net assets at end of year (total assets less liabilities)2019-12-31$976,141
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$924,766
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$924,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$683,570
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$683,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$565,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$565,088
Interest on participant loans2019-12-31$2,890
Interest on participant loans2019-12-31$2,890
Value of interest in common/collective trusts at end of year2019-12-31$281,822
Value of interest in common/collective trusts at end of year2019-12-31$281,822
Value of interest in common/collective trusts at beginning of year2019-12-31$314,859
Value of interest in common/collective trusts at beginning of year2019-12-31$314,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$91,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$91,406
Net investment gain or loss from common/collective trusts2019-12-31$41,952
Net investment gain or loss from common/collective trusts2019-12-31$41,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$71,192
Contributions received in cash from employer2019-12-31$71,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$238,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$238,483
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MULLEN, SONDBERG, WIMBISH & STONE
Accountancy firm name2019-12-31MULLEN, SONDBERG, WIMBISH & STONE
Accountancy firm EIN2019-12-31521197902
Accountancy firm EIN2019-12-31521197902
2018 : EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$114,628
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$145,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$142,091
Expenses. Certain deemed distributions of participant loans2018-12-31$1,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$164,212
Value of total assets at end of year2018-12-31$924,766
Value of total assets at beginning of year2018-12-31$956,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,532
Total interest from all sources2018-12-31$1,573
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$46,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$46,812
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$110,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$89,863
Participant contributions at end of year2018-12-31$44,819
Participant contributions at beginning of year2018-12-31$28,732
Administrative expenses (other) incurred2018-12-31$2,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-31,254
Value of net assets at end of year (total assets less liabilities)2018-12-31$924,766
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$956,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$565,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$625,177
Interest on participant loans2018-12-31$1,573
Value of interest in common/collective trusts at end of year2018-12-31$314,859
Value of interest in common/collective trusts at beginning of year2018-12-31$301,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-93,481
Net investment gain or loss from common/collective trusts2018-12-31$-4,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$74,349
Employer contributions (assets) at beginning of year2018-12-31$344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$142,091
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MULLEN, SOMBERG, WIMBISH & STONE
Accountancy firm EIN2018-12-31521197902
2017 : EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$0
Total income from all sources (including contributions)2017-12-31$272,591
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$472,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$470,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$133,160
Value of total assets at end of year2017-12-31$956,020
Value of total assets at beginning of year2017-12-31$1,155,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,435
Total interest from all sources2017-12-31$1,340
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$22,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$22,933
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$116,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$56,568
Participant contributions at end of year2017-12-31$28,732
Participant contributions at beginning of year2017-12-31$32,090
Administrative expenses (other) incurred2017-12-31$2,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-199,881
Value of net assets at end of year (total assets less liabilities)2017-12-31$956,020
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,155,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$625,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$683,954
Interest on participant loans2017-12-31$1,340
Value of interest in common/collective trusts at end of year2017-12-31$301,767
Value of interest in common/collective trusts at beginning of year2017-12-31$431,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$80,682
Net investment gain or loss from common/collective trusts2017-12-31$34,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$76,592
Employer contributions (assets) at end of year2017-12-31$344
Employer contributions (assets) at beginning of year2017-12-31$8,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$470,037
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MULLEN, SOMBERG, WIMBISH & STONE
Accountancy firm EIN2017-12-31521197902
2016 : EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$202,956
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$105,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$103,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$122,162
Value of total assets at end of year2016-12-31$1,155,901
Value of total assets at beginning of year2016-12-31$1,058,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,528
Total interest from all sources2016-12-31$2,092
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$21,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$21,226
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$106,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$45,785
Participant contributions at end of year2016-12-31$32,090
Participant contributions at beginning of year2016-12-31$52,519
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$521
Administrative expenses (other) incurred2016-12-31$1,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$97,790
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,155,901
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,058,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$683,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$601,246
Interest on participant loans2016-12-31$2,092
Value of interest in common/collective trusts at end of year2016-12-31$431,537
Value of interest in common/collective trusts at beginning of year2016-12-31$402,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$31,685
Net investment gain or loss from common/collective trusts2016-12-31$25,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$75,856
Employer contributions (assets) at end of year2016-12-31$8,320
Employer contributions (assets) at beginning of year2016-12-31$2,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$103,638
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MULLEN, SOMBERG, WIMBISH & STONE
Accountancy firm EIN2016-12-31521197902
2015 : EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$82,800
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$95,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$84,048
Expenses. Certain deemed distributions of participant loans2015-12-31$4,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$91,624
Value of total assets at end of year2015-12-31$1,058,111
Value of total assets at beginning of year2015-12-31$1,071,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,400
Total interest from all sources2015-12-31$2,742
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$27,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$27,264
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$107,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$34,337
Participant contributions at end of year2015-12-31$52,519
Participant contributions at beginning of year2015-12-31$53,387
Participant contributions at beginning of year2015-12-31$1,210
Other income not declared elsewhere2015-12-31$-2,607
Administrative expenses (other) incurred2015-12-31$7,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-13,034
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,058,111
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,071,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$601,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$76,864
Value of interest in pooled separate accounts at beginning of year2015-12-31$687,077
Interest on participant loans2015-12-31$2,742
Value of interest in common/collective trusts at end of year2015-12-31$402,315
Value of interest in common/collective trusts at beginning of year2015-12-31$247,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-48,171
Net investment gain or loss from common/collective trusts2015-12-31$11,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$57,287
Employer contributions (assets) at end of year2015-12-31$2,031
Employer contributions (assets) at beginning of year2015-12-31$4,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$84,048
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MULLEN, SONDBERG, WIMBISH & STONE
Accountancy firm EIN2015-12-31521197902
2014 : EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
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$147,876
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$63,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$56,028
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$107,812
Value of total assets at end of year2014-12-31$1,069,114
Value of total assets at beginning of year2014-12-31$984,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,613
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$2,760
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$48
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$48
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$75,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$34,998
Participant contributions at end of year2014-12-31$53,387
Participant contributions at beginning of year2014-12-31$48,925
Participant contributions at end of year2014-12-31$1,210
Participant contributions at beginning of year2014-12-31$1,446
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$84,235
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,069,114
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$984,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$76,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$87,402
Value of interest in pooled separate accounts at end of year2014-12-31$687,077
Value of interest in pooled separate accounts at beginning of year2014-12-31$599,957
Interest on participant loans2014-12-31$2,760
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$247,955
Value of interest in common/collective trusts at beginning of year2014-12-31$244,478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-5,642
Net investment gain/loss from pooled separate accounts2014-12-31$40,543
Net investment gain or loss from common/collective trusts2014-12-31$2,355
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$63,814
Employer contributions (assets) at end of year2014-12-31$2,621
Employer contributions (assets) at beginning of year2014-12-31$2,671
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$56,028
Contract administrator fees2014-12-31$7,613
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MULLEN, SONDBERG, WHIMBISH & STONE
Accountancy firm EIN2014-12-31521197902

Form 5500 Responses for EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC.

2022: EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEES BENEFITS PLAN OF CHESTERWYE CENTER, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number452962
Policy instance 1
Insurance contract or identification number452962
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,337
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,337
Insurance broker organization code?3
Insurance broker nameUSI SECURITIES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number452962
Policy instance 1
Insurance contract or identification number452962
Number of Individuals Covered128
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,562
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,562
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameUSI SECURITIES INC

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