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CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 401k Plan overview

Plan NameCHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN
Plan identification number 001

CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHICKASAW NATION INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHICKASAW NATION INDUSTRIES, INC.
Employer identification number (EIN):731543162
NAIC Classification:238900

Additional information about CHICKASAW NATION INDUSTRIES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2007-04-03
Company Identification Number: 0800796812
Legal Registered Office Address: 2600 JOHN SAXON BLVD STE 100

NORMAN
United States of America (USA)
73071

More information about CHICKASAW NATION INDUSTRIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN

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
0012018-01-01
0012017-01-01KATHY PETITO
0012016-01-01KATHY PETITO
0012015-01-01KATHY PETITO
0012014-01-01KATHY PETITO
0012013-01-01KATHY PETITO
0012012-01-01KATHY PETITO
0012011-01-01RHONDA JONES
0012010-01-01KATHY PETITO
0012009-01-01KATHY PETITO KATHY PETITO2010-09-23

Plan Statistics for CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN

401k plan membership statisitcs for CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN

Measure Date Value
2022: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01236
Total number of active participants reported on line 7a of the Form 55002022-01-01175
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0177
Total of all active and inactive participants2022-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01255
Number of participants with account balances2022-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01231
Total number of active participants reported on line 7a of the Form 55002021-01-01158
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0174
Total of all active and inactive participants2021-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01236
Number of participants with account balances2021-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01238
Total number of active participants reported on line 7a of the Form 55002020-01-01161
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01228
Number of participants with account balances2020-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01292
Total number of active participants reported on line 7a of the Form 55002019-01-01159
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01234
Number of participants with account balances2019-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,078
Total number of active participants reported on line 7a of the Form 55002018-01-011,526
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0189
Total of all active and inactive participants2018-01-011,618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,618
Number of participants with account balances2018-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01345
Total number of active participants reported on line 7a of the Form 55002017-01-01216
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0178
Total of all active and inactive participants2017-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01298
Number of participants with account balances2017-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01302
Total number of active participants reported on line 7a of the Form 55002016-01-01248
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0194
Total of all active and inactive participants2016-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01345
Number of participants with account balances2016-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01327
Total number of active participants reported on line 7a of the Form 55002015-01-01242
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01302
Number of participants with account balances2015-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01322
Total number of active participants reported on line 7a of the Form 55002014-01-01265
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0159
Total of all active and inactive participants2014-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01327
Number of participants with account balances2014-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01233
Total number of active participants reported on line 7a of the Form 55002013-01-01243
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0178
Total of all active and inactive participants2013-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01322
Number of participants with account balances2013-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01440
Total number of active participants reported on line 7a of the Form 55002012-01-01179
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0153
Total of all active and inactive participants2012-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01233
Number of participants with account balances2012-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01359
Total number of active participants reported on line 7a of the Form 55002011-01-01378
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0162
Total of all active and inactive participants2011-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01440
Number of participants with account balances2011-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01364
Total number of active participants reported on line 7a of the Form 55002010-01-01298
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0151
Total of all active and inactive participants2010-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01349
Number of participants with account balances2010-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01383
Total number of active participants reported on line 7a of the Form 55002009-01-01315
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01364
Number of participants with account balances2009-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN

Measure Date Value
2022 : CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,337,971
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,080,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$964,409
Expenses. Certain deemed distributions of participant loans2022-12-31$24,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,386,430
Value of total assets at end of year2022-12-31$27,583,003
Value of total assets at beginning of year2022-12-31$30,001,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$91,604
Total interest from all sources2022-12-31$64,307
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,230,790
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$1,230,790
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,479,948
Participant contributions at end of year2022-12-31$303,537
Participant contributions at beginning of year2022-12-31$469,684
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,045,228
Other income not declared elsewhere2022-12-31$32,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,418,323
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,583,003
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,001,326
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
Investment advisory and management fees2022-12-31$14,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,317,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,064,070
Interest on participant loans2022-12-31$18,213
Interest earned on other investments2022-12-31$46,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,962,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,467,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,052,178
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$861,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$964,409
Contract administrator fees2022-12-31$77,104
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 name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,175,396
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,666,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,530,549
Expenses. Certain deemed distributions of participant loans2021-12-31$22,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,776,800
Value of total assets at end of year2021-12-31$30,001,326
Value of total assets at beginning of year2021-12-31$25,491,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$112,925
Total interest from all sources2021-12-31$68,428
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,013,410
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$2,013,410
Administrative expenses professional fees incurred2021-12-31$24,100
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$1,366,378
Participant contributions at end of year2021-12-31$469,684
Participant contributions at beginning of year2021-12-31$563,078
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$615,130
Other income not declared elsewhere2021-12-31$25,791
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$4,509,374
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,001,326
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,491,952
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
Investment advisory and management fees2021-12-31$4,923
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,064,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,033,966
Interest on participant loans2021-12-31$25,244
Interest earned on other investments2021-12-31$43,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,467,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,894,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,290,967
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$795,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,530,549
Contract administrator fees2021-12-31$83,902
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 name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$34,763
Total transfer of assets from this plan2020-12-31$471,822
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,245,223
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,463,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,369,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,095,841
Value of total assets at end of year2020-12-31$25,491,952
Value of total assets at beginning of year2020-12-31$22,147,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$94,126
Total interest from all sources2020-12-31$74,553
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$649,157
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$649,157
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$1,289,510
Participant contributions at end of year2020-12-31$563,078
Participant contributions at beginning of year2020-12-31$460,210
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$37,388
Other income not declared elsewhere2020-12-31$34,130
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$3,781,436
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,491,952
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,147,575
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
Investment advisory and management fees2020-12-31$27,571
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,033,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,079,230
Interest on participant loans2020-12-31$25,319
Interest earned on other investments2020-12-31$49,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,894,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,608,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,391,542
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$768,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,369,661
Contract administrator fees2020-12-31$66,555
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 name2020-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2020-12-31731413977
2019 : CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$117,215
Total transfer of assets from this plan2019-12-31$87,645
Total liabilities at end 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$6,996,648
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,438,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,337,259
Expenses. Certain deemed distributions of participant loans2019-12-31$29,183
Value of total corrective distributions2019-12-31$252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,499,754
Value of total assets at end of year2019-12-31$22,147,575
Value of total assets at beginning of year2019-12-31$16,559,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$71,582
Total interest from all sources2019-12-31$82,522
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$753,360
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$753,360
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Contributions received from participants2019-12-31$1,154,027
Participant contributions at end of year2019-12-31$460,210
Participant contributions at beginning of year2019-12-31$529,422
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,666,605
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$280
Other income not declared elsewhere2019-12-31$16,523
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$32,801
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$5,558,372
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,147,575
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,559,633
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,079,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,716,999
Interest on participant loans2019-12-31$25,927
Interest earned on other investments2019-12-31$56,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,608,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,280,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,644,489
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$679,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,337,259
Contract administrator fees2019-12-31$51,582
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2019-12-31731413977
2018 : CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$89,560
Total income from all sources (including contributions)2018-12-31$1,681,615
Total of all expenses incurred2018-12-31$2,155,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,048,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,141,216
Value of total assets at end of year2018-12-31$16,559,633
Value of total assets at beginning of year2018-12-31$16,943,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$107,080
Total interest from all sources2018-12-31$84,431
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$315,769
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$315,769
Administrative expenses professional fees incurred2018-12-31$22,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$1,131,158
Participant contributions at end of year2018-12-31$529,422
Participant contributions at beginning of year2018-12-31$476,971
Participant contributions at beginning of year2018-12-31$4,542
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$253,486
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$280
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$381
Administrative expenses (other) incurred2018-12-31$82,580
Total non interest bearing cash at end of year2018-12-31$32,801
Total non interest bearing cash at beginning of year2018-12-31$24,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-473,813
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,559,633
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,943,886
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
Investment advisory and management fees2018-12-31$2,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,716,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,241,047
Interest on participant loans2018-12-31$26,756
Interest earned on other investments2018-12-31$57,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,280,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,190,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-859,801
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$756,572
Employer contributions (assets) at beginning of year2018-12-31$4,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,048,348
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2018-12-31731413977
2017 : CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$4,582
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,556
Total income from all sources (including contributions)2017-12-31$4,288,530
Total of all expenses incurred2017-12-31$1,598,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,522,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,367,604
Value of total assets at end of year2017-12-31$16,943,886
Value of total assets at beginning of year2017-12-31$14,250,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$75,980
Total interest from all sources2017-12-31$68,353
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$296,512
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$296,512
Administrative expenses professional fees incurred2017-12-31$7,833
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$1,166,396
Participant contributions at end of year2017-12-31$476,971
Participant contributions at beginning of year2017-12-31$487,470
Participant contributions at end of year2017-12-31$4,542
Participant contributions at beginning of year2017-12-31$3,457
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$406,536
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$381
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,556
Administrative expenses (other) incurred2017-12-31$63,630
Total non interest bearing cash at end of year2017-12-31$24,706
Total non interest bearing cash at beginning of year2017-12-31$2,987
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$2,690,096
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,943,886
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,249,208
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
Investment advisory and management fees2017-12-31$4,517
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,241,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,717,799
Interest on participant loans2017-12-31$19,945
Interest earned on other investments2017-12-31$48,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,190,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,035,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,556,061
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$794,672
Employer contributions (assets) at end of year2017-12-31$4,175
Employer contributions (assets) at beginning of year2017-12-31$3,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,522,454
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2017-12-31731413977
2016 : CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,556
Total income from all sources (including contributions)2016-12-31$2,972,254
Total of all expenses incurred2016-12-31$1,697,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,550,357
Expenses. Certain deemed distributions of participant loans2016-12-31$58,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,074,913
Value of total assets at end of year2016-12-31$14,250,764
Value of total assets at beginning of year2016-12-31$12,974,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$88,849
Total interest from all sources2016-12-31$57,433
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$226,185
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$226,185
Administrative expenses professional fees incurred2016-12-31$12,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,178,259
Participant contributions at end of year2016-12-31$487,470
Participant contributions at beginning of year2016-12-31$365,861
Participant contributions at end of year2016-12-31$3,457
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$106,159
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$419
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,556
Administrative expenses (other) incurred2016-12-31$58,347
Total non interest bearing cash at end of year2016-12-31$2,987
Total non interest bearing cash at beginning of year2016-12-31$4,227
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$1,274,908
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,249,208
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,974,300
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
Investment advisory and management fees2016-12-31$18,002
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,717,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,970,639
Interest on participant loans2016-12-31$18,530
Interest earned on other investments2016-12-31$38,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,035,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,632,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$613,723
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$790,495
Employer contributions (assets) at end of year2016-12-31$3,100
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,550,357
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2016-12-31731413977
2015 : CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$40,095
Total income from all sources (including contributions)2015-12-31$2,127,489
Total of all expenses incurred2015-12-31$2,240,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,151,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,969,305
Value of total assets at end of year2015-12-31$12,974,300
Value of total assets at beginning of year2015-12-31$13,047,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$88,838
Total interest from all sources2015-12-31$45,492
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$226,453
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$226,453
Administrative expenses professional fees incurred2015-12-31$11,359
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$1,177,194
Participant contributions at end of year2015-12-31$365,861
Participant contributions at beginning of year2015-12-31$250,537
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$298
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$26,377
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$419
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$278
Administrative expenses (other) incurred2015-12-31$58,635
Total non interest bearing cash at end of year2015-12-31$4,227
Total non interest bearing cash at beginning of year2015-12-31$4,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-113,293
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,974,300
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,047,498
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
Investment advisory and management fees2015-12-31$18,844
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,970,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,157,728
Interest on participant loans2015-12-31$10,837
Interest earned on other investments2015-12-31$34,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$6,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$6,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,632,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,627,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-113,761
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$765,734
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,151,944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2015-12-31731413977
2014 : CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$27,029
Total income from all sources (including contributions)2014-12-31$2,833,489
Total of all expenses incurred2014-12-31$1,192,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,108,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,955,059
Value of total assets at end of year2014-12-31$13,047,498
Value of total assets at beginning of year2014-12-31$11,379,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$84,441
Total interest from all sources2014-12-31$10,132
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$249,485
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$249,485
Administrative expenses professional fees incurred2014-12-31$11,383
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Contributions received from participants2014-12-31$1,158,648
Participant contributions at end of year2014-12-31$250,537
Participant contributions at beginning of year2014-12-31$313,331
Participant contributions at end of year2014-12-31$298
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$46,780
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$278
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$353
Administrative expenses (other) incurred2014-12-31$55,589
Total non interest bearing cash at end of year2014-12-31$4,633
Total non interest bearing cash at beginning of year2014-12-31$5,845
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$1,640,775
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,047,498
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,379,694
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
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$17,469
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,157,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,690,419
Interest on participant loans2014-12-31$10,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$6,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,627,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,369,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$618,813
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$749,631
Employer contributions (assets) at end of year2014-12-31$213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,108,273
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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
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 name2014-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2014-12-31730604334
2013 : CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$422,801
Total income from all sources (including contributions)2013-12-31$3,068,229
Total of all expenses incurred2013-12-31$1,021,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$944,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,613,758
Value of total assets at end of year2013-12-31$11,379,694
Value of total assets at beginning of year2013-12-31$8,910,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$76,976
Total interest from all sources2013-12-31$11,817
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$179,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$179,953
Administrative expenses professional fees incurred2013-12-31$10,701
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$984,955
Participant contributions at end of year2013-12-31$313,331
Participant contributions at beginning of year2013-12-31$394,260
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$663
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$19
Administrative expenses (other) incurred2013-12-31$46,629
Total non interest bearing cash at end of year2013-12-31$5,845
Total non interest bearing cash at beginning of year2013-12-31$4,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,046,783
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,379,694
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,910,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$19,646
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,690,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,390,985
Interest on participant loans2013-12-31$11,815
Interest earned on other investments2013-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,369,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,120,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,262,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$628,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$944,470
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2013-12-31730604334
2012 : CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,424,331
Total of all expenses incurred2012-12-31$1,144,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,119,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,432,959
Value of total assets at end of year2012-12-31$8,910,110
Value of total assets at beginning of year2012-12-31$7,630,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,267
Total interest from all sources2012-12-31$12,763
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$91,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$91,324
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$853,974
Participant contributions at end of year2012-12-31$394,260
Participant contributions at beginning of year2012-12-31$393,961
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$52,968
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$19
Administrative expenses (other) incurred2012-12-31$22,136
Total non interest bearing cash at end of year2012-12-31$4,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,279,662
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,910,110
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,630,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$3,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,390,985
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,160,610
Interest on participant loans2012-12-31$12,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,120,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,075,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$32,240
Net investment gain/loss from pooled separate accounts2012-12-31$111,528
Net investment gain or loss from common/collective trusts2012-12-31$743,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$526,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,119,402
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2012-12-31730604334
2011 : CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$75,985
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,355,763
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,252,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,234,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,498,996
Value of total assets at end of year2011-12-31$7,630,448
Value of total assets at beginning of year2011-12-31$7,451,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,467
Total interest from all sources2011-12-31$71,941
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$851,589
Participant contributions at end of year2011-12-31$393,961
Participant contributions at beginning of year2011-12-31$403,995
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$115,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$103,097
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,630,448
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,451,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$5,160,610
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,132,264
Interest on participant loans2011-12-31$11,820
Interest earned on other investments2011-12-31$60,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,075,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,915,107
Net investment gain/loss from pooled separate accounts2011-12-31$-215,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$532,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,234,199
Contract administrator fees2011-12-31$18,467
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2011-12-31730604334
2010 : CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$2,043
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,178,266
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,326,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,314,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,361,940
Value of total assets at end of year2010-12-31$7,451,366
Value of total assets at beginning of year2010-12-31$6,597,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,305
Total interest from all sources2010-12-31$63,455
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$780,148
Participant contributions at end of year2010-12-31$403,995
Participant contributions at beginning of year2010-12-31$277,292
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$98,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$851,325
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,451,366
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,597,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$5,132,264
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,412,347
Interest on participant loans2010-12-31$10,931
Interest earned on other investments2010-12-31$52,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,915,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,908,359
Net investment gain/loss from pooled separate accounts2010-12-31$752,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$483,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,314,636
Contract administrator fees2010-12-31$12,305
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FINLEY & COOK CPA
Accountancy firm EIN2010-12-31731049855
2009 : CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN

2022: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89583900-087
Policy instance 1
Insurance contract or identification number89583900-087
Number of Individuals Covered143
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89583900-087
Policy instance 1
Insurance contract or identification number89583900-087
Number of Individuals Covered154
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89583900-087
Policy instance 1
Insurance contract or identification number89583900-087
Number of Individuals Covered157
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89583900-087
Policy instance 2
Insurance contract or identification number89583900-087
Number of Individuals Covered189
Insurance policy start date2019-04-15
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62722
Policy instance 1
Insurance contract or identification numberQK62722
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-04-15
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62722
Policy instance 1
Insurance contract or identification numberQK62722
Number of Individuals Covered285
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62722
Policy instance 1
Insurance contract or identification numberQK62722
Number of Individuals Covered287
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62722
Policy instance 1
Insurance contract or identification numberQK62722
Number of Individuals Covered287
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62722
Policy instance 1
Insurance contract or identification numberQK62722
Number of Individuals Covered285
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802449
Policy instance 1
Insurance contract or identification number802449
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,377
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,377
Insurance broker organization code?3
Insurance broker nameMASCHINO, HUDELSON & ASSOCIATES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62722
Policy instance 2
Insurance contract or identification numberQK62722
Number of Individuals Covered223
Insurance policy start date2012-09-13
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802449
Policy instance 1
Insurance contract or identification number802449
Number of Individuals Covered440
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $16,533
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802449
Policy instance 1
Insurance contract or identification number802449
Number of Individuals Covered349
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $21,619
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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