CHAPTER 13 TRUSTEE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHAPTER 13 TRUSTEES' RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2017: CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 0 |
| Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 0 |
| Total of all active and inactive participants | 2017-10-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
| Total participants | 2017-10-01 | 0 |
| Number of participants with account balances | 2017-10-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
| 2016: CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 22 |
| Number of retired or separated participants receiving benefits | 2016-10-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 4 |
| Total of all active and inactive participants | 2016-10-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
| Total participants | 2016-10-01 | 27 |
| Number of participants with account balances | 2016-10-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
| 2015: CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 22 |
| Number of retired or separated participants receiving benefits | 2015-10-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 4 |
| Total of all active and inactive participants | 2015-10-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
| Total participants | 2015-10-01 | 27 |
| Number of participants with account balances | 2015-10-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 0 |
| 2014: CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 22 |
| Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 6 |
| Total of all active and inactive participants | 2014-10-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
| Total participants | 2014-10-01 | 28 |
| Number of participants with account balances | 2014-10-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 1 |
| 2013: CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 22 |
| Number of retired or separated participants receiving benefits | 2013-10-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 8 |
| Total of all active and inactive participants | 2013-10-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
| Total participants | 2013-10-01 | 31 |
| Number of participants with account balances | 2013-10-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
| 2012: CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 26 |
| Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 6 |
| Total of all active and inactive participants | 2012-10-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
| Total participants | 2012-10-01 | 32 |
| Number of participants with account balances | 2012-10-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 1 |
| 2011: CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 30 |
| Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 4 |
| Total of all active and inactive participants | 2011-10-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
| Total participants | 2011-10-01 | 34 |
| Number of participants with account balances | 2011-10-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
| 2010: CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-10-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 38 |
| Number of retired or separated participants receiving benefits | 2010-10-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 5 |
| Total of all active and inactive participants | 2010-10-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 0 |
| Total participants | 2010-10-01 | 44 |
| Number of participants with account balances | 2010-10-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 2 |
| 2009: CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 29 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 3 |
| Total of all active and inactive participants | 2009-10-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
| Total participants | 2009-10-01 | 33 |
| Number of participants with account balances | 2009-10-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 1 |
| Measure | Date | Value |
|---|
| 2018 : CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-09-30 | $190,770 |
| Expenses. Total of all expenses incurred | 2018-09-30 | $2,619,193 |
| Benefits paid (including direct rollovers) | 2018-09-30 | $2,618,073 |
| Total plan assets at end of year | 2018-09-30 | $0 |
| Total plan assets at beginning of year | 2018-09-30 | $2,428,423 |
| Value of fidelity bond covering the plan | 2018-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2018-09-30 | $21,080 |
| Other income received | 2018-09-30 | $79,724 |
| Net income (gross income less expenses) | 2018-09-30 | $-2,428,423 |
| Net plan assets at end of year (total assets less liabilities) | 2018-09-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-09-30 | $2,428,423 |
| Total contributions received or receivable from employer(s) | 2018-09-30 | $89,966 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-09-30 | $1,120 |
| 2017 : CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-09-30 | $359,901 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $33,689 |
| Benefits paid (including direct rollovers) | 2017-09-30 | $33,614 |
| Total plan assets at end of year | 2017-09-30 | $2,428,423 |
| Total plan assets at beginning of year | 2017-09-30 | $2,102,211 |
| Value of fidelity bond covering the plan | 2017-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2017-09-30 | $43,490 |
| Other income received | 2017-09-30 | $316,411 |
| Net income (gross income less expenses) | 2017-09-30 | $326,212 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $2,428,423 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $2,102,211 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $75 |
| 2016 : CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-09-30 | $383,763 |
| Expenses. Total of all expenses incurred | 2016-09-30 | $27,668 |
| Benefits paid (including direct rollovers) | 2016-09-30 | $27,543 |
| Total plan assets at end of year | 2016-09-30 | $2,102,211 |
| Total plan assets at beginning of year | 2016-09-30 | $1,746,116 |
| Value of fidelity bond covering the plan | 2016-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2016-09-30 | $40,151 |
| Contributions received from other sources (not participants or employers) | 2016-09-30 | $24,118 |
| Other income received | 2016-09-30 | $203,438 |
| Net income (gross income less expenses) | 2016-09-30 | $356,095 |
| Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $2,102,211 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $1,746,116 |
| Total contributions received or receivable from employer(s) | 2016-09-30 | $116,056 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $125 |
| 2015 : CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-09-30 | $46,024 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $362,768 |
| Benefits paid (including direct rollovers) | 2015-09-30 | $362,768 |
| Total plan assets at end of year | 2015-09-30 | $1,746,116 |
| Total plan assets at beginning of year | 2015-09-30 | $2,062,860 |
| Value of fidelity bond covering the plan | 2015-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2015-09-30 | $37,469 |
| Other income received | 2015-09-30 | $-65,991 |
| Net income (gross income less expenses) | 2015-09-30 | $-316,744 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $1,746,116 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $2,062,860 |
| Total contributions received or receivable from employer(s) | 2015-09-30 | $74,546 |
| 2014 : CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-09-30 | $229,461 |
| Expenses. Total of all expenses incurred | 2014-09-30 | $132,886 |
| Benefits paid (including direct rollovers) | 2014-09-30 | $132,636 |
| Total plan assets at end of year | 2014-09-30 | $2,062,860 |
| Total plan assets at beginning of year | 2014-09-30 | $1,966,285 |
| Total contributions received or receivable from participants | 2014-09-30 | $47,170 |
| Expenses. Other expenses not covered elsewhere | 2014-09-30 | $250 |
| Other income received | 2014-09-30 | $182,291 |
| Net income (gross income less expenses) | 2014-09-30 | $96,575 |
| Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $2,062,860 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $1,966,285 |
| 2013 : CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-09-30 | $479,177 |
| Expenses. Total of all expenses incurred | 2013-09-30 | $1,200 |
| Benefits paid (including direct rollovers) | 2013-09-30 | $1,200 |
| Total plan assets at end of year | 2013-09-30 | $1,966,285 |
| Total plan assets at beginning of year | 2013-09-30 | $1,488,308 |
| Total contributions received or receivable from participants | 2013-09-30 | $51,941 |
| Other income received | 2013-09-30 | $230,173 |
| Net income (gross income less expenses) | 2013-09-30 | $477,977 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $1,966,285 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $1,488,308 |
| Total contributions received or receivable from employer(s) | 2013-09-30 | $197,063 |
| 2012 : CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-09-30 | $375,926 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $34,729 |
| Benefits paid (including direct rollovers) | 2012-09-30 | $34,729 |
| Total plan assets at end of year | 2012-09-30 | $1,488,308 |
| Total plan assets at beginning of year | 2012-09-30 | $1,147,111 |
| Total contributions received or receivable from participants | 2012-09-30 | $46,953 |
| Other income received | 2012-09-30 | $232,879 |
| Net income (gross income less expenses) | 2012-09-30 | $341,197 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $1,488,308 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $1,147,111 |
| Total contributions received or receivable from employer(s) | 2012-09-30 | $96,094 |
| 2011 : CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-09-30 | $103,262 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $102,386 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $102,386 |
| Total plan assets at end of year | 2011-09-30 | $1,147,111 |
| Total plan assets at beginning of year | 2011-09-30 | $1,146,235 |
| Total contributions received or receivable from participants | 2011-09-30 | $51,737 |
| Other income received | 2011-09-30 | $-38,846 |
| Net income (gross income less expenses) | 2011-09-30 | $876 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $1,147,111 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $1,146,235 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $90,371 |
| 2017: CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | This submission is the final filing | Yes |
| 2017-10-01 | Plan funding arrangement – Insurance | Yes |
| 2017-10-01 | Plan funding arrangement – Trust | Yes |
| 2017-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-10-01 | Plan benefit arrangement - Trust | Yes |
| 2016: CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Plan funding arrangement – Insurance | Yes |
| 2016-10-01 | Plan funding arrangement – Trust | Yes |
| 2016-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-10-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Plan funding arrangement – Insurance | Yes |
| 2015-10-01 | Plan funding arrangement – Trust | Yes |
| 2015-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-10-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Plan funding arrangement – Insurance | Yes |
| 2014-10-01 | Plan funding arrangement – Trust | Yes |
| 2014-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-10-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | Plan funding arrangement – Insurance | Yes |
| 2013-10-01 | Plan funding arrangement – Trust | Yes |
| 2013-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-10-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Plan funding arrangement – Insurance | Yes |
| 2012-10-01 | Plan funding arrangement – Trust | Yes |
| 2012-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-10-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Plan funding arrangement – Insurance | Yes |
| 2011-10-01 | Plan funding arrangement – Trust | Yes |
| 2011-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-10-01 | Plan benefit arrangement - Trust | Yes |
| 2010: CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | Plan funding arrangement – Insurance | Yes |
| 2010-10-01 | Plan funding arrangement – Trust | Yes |
| 2010-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CHAPTER 13 TRUSTEES' RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | Yes |
| 2009-10-01 | Plan funding arrangement – Insurance | Yes |
| 2009-10-01 | Plan benefit arrangement – Insurance | Yes |