LEE S. MIDDLETON CHARLES S. MIDDLETON AND SON has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2024 : CSM 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-23 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-23 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-23 | 464021 |
| Net assets as of the end of the plan year | 2024-09-23 | 0 |
| Total assets as of the beginning of the plan year | 2024-09-23 | 455488 |
| Value of plan covered by a fidelity bond | 2024-09-23 | 275000 |
| Participant contributions to plan in this plan year | 2024-09-23 | 0 |
| Other expenses paid from plan in this plan year | 2024-09-23 | 0 |
| Other contributions to plan in this plan year | 2024-09-23 | 0 |
| Other income to plan in this plan year | 2024-09-23 | 8533 |
| Plan net income in this plan year | 2024-09-23 | -455488 |
| Net assets as of the end of the plan year | 2024-09-23 | 0 |
| Net assets as of the beginning of the plan year | 2024-09-23 | 455488 |
| Employer contributions to plan in this plan year | 2024-09-23 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-23 | 370 |
| Total transfers to/from plan in this plan year | 2024-02-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-02-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-02-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-02-15 | 10649 |
| Net assets as of the end of the plan year | 2024-02-15 | 455488 |
| Total assets as of the beginning of the plan year | 2024-02-15 | 422620 |
| Value of plan covered by a fidelity bond | 2024-02-15 | 275000 |
| Participant contributions to plan in this plan year | 2024-02-15 | 0 |
| Other expenses paid from plan in this plan year | 2024-02-15 | 0 |
| Other contributions to plan in this plan year | 2024-02-15 | 0 |
| Other income to plan in this plan year | 2024-02-15 | 41048 |
| Plan net income in this plan year | 2024-02-15 | 32868 |
| Net assets as of the end of the plan year | 2024-02-15 | 455488 |
| Net assets as of the beginning of the plan year | 2024-02-15 | 422620 |
| Employer contributions to plan in this plan year | 2024-02-15 | 2469 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-02-15 | 40 |
| 2011 : CSM 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $3,008 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $931,306 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $931,306 |
| Total plan assets at end of year | 2011-12-31 | $0 |
| Total plan assets at beginning of year | 2011-12-31 | $928,298 |
| Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
| Other income received | 2011-12-31 | $3,008 |
| Net income (gross income less expenses) | 2011-12-31 | $-928,298 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $928,298 |
| 2010 : CSM 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $-76,827 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $480,757 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $480,757 |
| Total plan assets at end of year | 2010-12-31 | $928,298 |
| Total plan assets at beginning of year | 2010-12-31 | $1,485,882 |
| Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
| Other income received | 2010-12-31 | $-76,827 |
| Net income (gross income less expenses) | 2010-12-31 | $-557,584 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $928,298 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,485,882 |
