401k Plan data: LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN plan

LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN
Plan identification number	002

LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

LAW OFFICES OF SAM J. CHASE, P.C. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN

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

Financial Data on LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN

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

Form 5500 Responses for LAW OFFICES OF SAM J. CHASE, P.C. 401K PROFIT SHARING PLAN

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

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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

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

Plan id#	Filing Submission Date	Name of Administrator
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