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Plan Name | LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | LAW OFFICES OF SAM J. CHASE, P.C. |
Employer identification number (EIN): | 752740309 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about LAW OFFICES OF SAM J. CHASE, P.C.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1998-01-21 |
Company Identification Number: | 0092372202 |
Legal Registered Office Address: |
1181 LYTLE WAY STE A ABILENE United States of America (USA) 79602 |
More information about LAW OFFICES OF SAM J. CHASE, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2018-01-01 | ||||
002 | 2017-01-01 | SAM CHASE | |||
002 | 2016-01-01 | SAM CHASE | |||
002 | 2015-01-01 | SAM CHASE | |||
002 | 2014-01-01 | SAM CHASE | |||
002 | 2013-01-01 | SAM CHASE | |||
002 | 2012-01-01 | SAM CHASE | |||
002 | 2011-01-01 | SAM CHASE |
Measure | Date | Value |
---|---|---|
2018: LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 7 |
Number of participants with account balances | 2018-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 7 |
Number of participants with account balances | 2017-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 6 |
Number of participants with account balances | 2016-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 7 |
Number of participants with account balances | 2015-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 7 |
Number of participants with account balances | 2014-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 6 |
Number of participants with account balances | 2013-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 6 |
Number of participants with account balances | 2012-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2018 : LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $118,415 |
Expenses. Total of all expenses incurred | 2018-12-31 | $89,075 |
Benefits paid (including direct rollovers) | 2018-12-31 | $74,172 |
Total plan assets at end of year | 2018-12-31 | $1,861,324 |
Total plan assets at beginning of year | 2018-12-31 | $1,831,984 |
Value of fidelity bond covering the plan | 2018-12-31 | $75,000 |
Total contributions received or receivable from participants | 2018-12-31 | $53,060 |
Other income received | 2018-12-31 | $17,872 |
Net income (gross income less expenses) | 2018-12-31 | $29,340 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,861,324 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,831,984 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $34,203 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $47,483 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $14,903 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $239,724 |
Expenses. Total of all expenses incurred | 2017-12-31 | $11,500 |
Total plan assets at end of year | 2017-12-31 | $1,831,984 |
Total plan assets at beginning of year | 2017-12-31 | $1,603,760 |
Value of fidelity bond covering the plan | 2017-12-31 | $75,000 |
Total contributions received or receivable from participants | 2017-12-31 | $67,653 |
Other income received | 2017-12-31 | $132,307 |
Net income (gross income less expenses) | 2017-12-31 | $228,224 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,831,984 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,603,760 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $35,957 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $39,764 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $11,500 |
2016 : LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $279,005 |
Expenses. Total of all expenses incurred | 2016-12-31 | $2,622 |
Benefits paid (including direct rollovers) | 2016-12-31 | $439 |
Total plan assets at end of year | 2016-12-31 | $1,603,760 |
Total plan assets at beginning of year | 2016-12-31 | $1,327,377 |
Value of fidelity bond covering the plan | 2016-12-31 | $75,000 |
Total contributions received or receivable from participants | 2016-12-31 | $73,000 |
Other income received | 2016-12-31 | $143,434 |
Net income (gross income less expenses) | 2016-12-31 | $276,383 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,603,760 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,327,377 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $62,571 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,183 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $147,483 |
Expenses. Total of all expenses incurred | 2015-12-31 | $2,082 |
Total plan assets at end of year | 2015-12-31 | $1,327,377 |
Total plan assets at beginning of year | 2015-12-31 | $1,181,976 |
Value of fidelity bond covering the plan | 2015-12-31 | $75,000 |
Total contributions received or receivable from participants | 2015-12-31 | $44,000 |
Other income received | 2015-12-31 | $38,915 |
Net income (gross income less expenses) | 2015-12-31 | $145,401 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,327,377 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,181,976 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $64,568 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,082 |
2014 : LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $105,511 |
Expenses. Total of all expenses incurred | 2014-12-31 | $2,313 |
Benefits paid (including direct rollovers) | 2014-12-31 | $570 |
Total plan assets at end of year | 2014-12-31 | $1,181,976 |
Total plan assets at beginning of year | 2014-12-31 | $1,078,778 |
Value of fidelity bond covering the plan | 2014-12-31 | $75,000 |
Total contributions received or receivable from participants | 2014-12-31 | $46,100 |
Other income received | 2014-12-31 | $40,343 |
Net income (gross income less expenses) | 2014-12-31 | $103,198 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,181,976 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,078,778 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $19,068 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,743 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $162,262 |
Expenses. Total of all expenses incurred | 2013-12-31 | $2,054 |
Benefits paid (including direct rollovers) | 2013-12-31 | $2,054 |
Total plan assets at end of year | 2013-12-31 | $1,078,778 |
Total plan assets at beginning of year | 2013-12-31 | $918,570 |
Value of fidelity bond covering the plan | 2013-12-31 | $75,000 |
Total contributions received or receivable from participants | 2013-12-31 | $39,650 |
Other income received | 2013-12-31 | $108,053 |
Net income (gross income less expenses) | 2013-12-31 | $160,208 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,078,778 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $918,570 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $14,559 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $84,769 |
Expenses. Total of all expenses incurred | 2012-12-31 | $23,109 |
Benefits paid (including direct rollovers) | 2012-12-31 | $23,109 |
Total plan assets at end of year | 2012-12-31 | $918,570 |
Total plan assets at beginning of year | 2012-12-31 | $856,910 |
Value of fidelity bond covering the plan | 2012-12-31 | $75,000 |
Total contributions received or receivable from participants | 2012-12-31 | $46,850 |
Other income received | 2012-12-31 | $30,299 |
Net income (gross income less expenses) | 2012-12-31 | $61,660 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $918,570 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $856,910 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $7,620 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $82,120 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $856,910 |
Total plan assets at beginning of year | 2011-12-31 | $774,790 |
Value of fidelity bond covering the plan | 2011-12-31 | $75,000 |
Total contributions received or receivable from participants | 2011-12-31 | $56,600 |
Other income received | 2011-12-31 | $10,125 |
Net income (gross income less expenses) | 2011-12-31 | $82,120 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $856,910 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $774,790 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $15,395 |
2010 : LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $133,560 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $776,590 |
Total plan assets at beginning of year | 2010-12-31 | $643,030 |
Value of fidelity bond covering the plan | 2010-12-31 | $75,000 |
Total contributions received or receivable from participants | 2010-12-31 | $47,800 |
Other income received | 2010-12-31 | $14,230 |
Net income (gross income less expenses) | 2010-12-31 | $133,560 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $776,590 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $643,030 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $71,530 |
2018: LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2018 form 5500 responses | ||
---|---|---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |