D.F. CHASE, INC., DBA CHASE CONSTRUCTION GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE CHASE CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2024 : THE CHASE CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-01-01 | $9,886,073 |
| Total plan liabilities at beginning of year | 2024-01-01 | $9,975,852 |
| Total income from all sources | 2024-01-01 | $28,455,771 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $1,496,969 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $1,175,747 |
| Total plan assets at end of year | 2024-01-01 | $92,827,627 |
| Total plan assets at beginning of year | 2024-01-01 | $65,958,604 |
| Value of fidelity bond covering the plan | 2024-01-01 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $321,222 |
| Other income received | 2024-01-01 | $26,851,022 |
| Net income (gross income less expenses) | 2024-01-01 | $26,958,802 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $82,941,554 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $55,982,752 |
| Assets. Value of employer securities | 2024-01-01 | $92,730,339 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $1,604,749 |
| 2023 : THE CHASE CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $9,975,852 |
| Total plan liabilities at beginning of year | 2023-12-31 | $10,062,831 |
| Total income from all sources | 2023-12-31 | $21,962,299 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $980,670 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $656,647 |
| Total plan assets at end of year | 2023-12-31 | $65,958,604 |
| Total plan assets at beginning of year | 2023-12-31 | $45,063,954 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $324,023 |
| Other income received | 2023-12-31 | $21,035,739 |
| Net income (gross income less expenses) | 2023-12-31 | $20,981,629 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $55,982,752 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $35,001,123 |
| Assets. Value of employer securities | 2023-12-31 | $14,084,004 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $926,560 |
| 2022 : THE CHASE CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $10,062,831 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $27,831,796 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $293,369 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $126,070 |
| Total plan assets at end of year | 2022-12-31 | $45,063,954 |
| Total plan assets at beginning of year | 2022-12-31 | $7,462,696 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $167,299 |
| Other income received | 2022-12-31 | $27,420,794 |
| Net income (gross income less expenses) | 2022-12-31 | $27,538,427 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $35,001,123 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,462,696 |
| Assets. Value of employer securities | 2022-12-31 | $8,854,540 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $411,002 |
| 2021 : THE CHASE CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,520,458 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $92,611 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $92,611 |
| Total plan assets at end of year | 2021-12-31 | $7,462,696 |
| Total plan assets at beginning of year | 2021-12-31 | $6,034,849 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Other income received | 2021-12-31 | $420,483 |
| Net income (gross income less expenses) | 2021-12-31 | $1,427,847 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,462,696 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,034,849 |
| Assets. Value of employer securities | 2021-12-31 | $7,284,925 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $1,099,975 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : THE CHASE CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,752,229 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $27,889 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $27,889 |
| Total plan assets at end of year | 2020-12-31 | $6,034,849 |
| Total plan assets at beginning of year | 2020-12-31 | $4,310,509 |
| Value of fidelity bond covering the plan | 2020-12-31 | $300,000 |
| Other income received | 2020-12-31 | $702,189 |
| Net income (gross income less expenses) | 2020-12-31 | $1,724,340 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,034,849 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,310,509 |
| Assets. Value of employer securities | 2020-12-31 | $5,903,216 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $1,050,040 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : THE CHASE CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $2,008,795 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $7,494 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $7,494 |
| Total plan assets at end of year | 2019-12-31 | $4,310,509 |
| Total plan assets at beginning of year | 2019-12-31 | $2,309,208 |
| Value of fidelity bond covering the plan | 2019-12-31 | $300,000 |
| Other income received | 2019-12-31 | $908,795 |
| Net income (gross income less expenses) | 2019-12-31 | $2,001,301 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,310,509 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,309,208 |
| Assets. Value of employer securities | 2019-12-31 | $4,274,125 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $1,100,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : THE CHASE CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $1,559,224 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $2,309,208 |
| Total plan assets at beginning of year | 2018-12-31 | $749,984 |
| Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
| Other income received | 2018-12-31 | $459,224 |
| Net income (gross income less expenses) | 2018-12-31 | $1,559,224 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,309,208 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $749,984 |
| Assets. Value of employer securities | 2018-12-31 | $2,308,699 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $1,100,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : THE CHASE CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $749,984 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $749,984 |
| Total plan assets at beginning of year | 2017-12-31 | $0 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Net income (gross income less expenses) | 2017-12-31 | $749,984 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $749,984 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $749,984 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $749,984 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2023: THE CHASE CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: THE CHASE CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE CHASE CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE CHASE CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE CHASE CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP 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 – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE CHASE CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE CHASE CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | First time form 5500 has been submitted | Yes |
| 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 – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
