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CATHEDRAL HILL ASSOCIATES 401(K) PLAN 401k Plan overview

Plan NameCATHEDRAL HILL ASSOCIATES 401(K) PLAN
Plan identification number 001

CATHEDRAL HILL ASSOCIATES 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.
  • 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

CATHEDRAL HILL ASSOCIATES C/O DOUBLE TREE SUITES BY HILTON has sponsored the creation of one or more 401k plans.

Company Name:CATHEDRAL HILL ASSOCIATES C/O DOUBLE TREE SUITES BY HILTON
Employer identification number (EIN):911553299
NAIC Classification:721110
NAIC Description:Hotels (except Casino Hotels) and Motels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATHEDRAL HILL ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01CATHY MANAEA
0012024-01-01CATHY MANAEA
0012023-01-01
0012023-01-01CATHY MANAEA
0012022-01-01
0012022-01-01CATHY MANAEA
0012021-01-01
0012021-01-01CATHY MANAEA
0012020-01-01
0012019-01-01
0012017-01-01CATHY MANAEA
0012016-01-01CATHY MANAEA
0012016-01-01CATHY MANAEA
0012015-01-01CATHY MANAEA
0012014-01-01CATHY MANAEA
0012014-01-01CATHY MANAEA
0012013-01-01CATHY MANAEA
0012012-01-01CATHY MANAEA
0012011-01-01DANIELA CAMPOZ
0012010-01-01EDGARDO SAADE
0012009-01-01GARY GURMAN

Plan Statistics for CATHEDRAL HILL ASSOCIATES 401(K) PLAN

401k plan membership statisitcs for CATHEDRAL HILL ASSOCIATES 401(K) PLAN

Measure Date Value
2023: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01270
Total number of active participants reported on line 7a of the Form 55002023-01-01221
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-0164
Total of all active and inactive participants2023-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01289
Number of participants with account balances2023-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01265
Total number of active participants reported on line 7a of the Form 55002022-01-01193
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0169
Total of all active and inactive participants2022-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01264
Number of participants with account balances2022-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01291
Total number of active participants reported on line 7a of the Form 55002021-01-01197
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0168
Total of all active and inactive participants2021-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01265
Number of participants with account balances2021-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01342
Total number of active participants reported on line 7a of the Form 55002020-01-01211
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0164
Total of all active and inactive participants2020-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01275
Number of participants with account balances2020-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01332
Total number of active participants reported on line 7a of the Form 55002019-01-01277
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01342
Number of participants with account balances2019-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01332
Total number of active participants reported on line 7a of the Form 55002017-01-01284
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01339
Number of participants with account balances2017-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01343
Total number of active participants reported on line 7a of the Form 55002016-01-01280
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01332
Number of participants with account balances2016-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01371
Total number of active participants reported on line 7a of the Form 55002015-01-01289
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0154
Total of all active and inactive participants2015-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01343
Number of participants with account balances2015-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01440
Total number of active participants reported on line 7a of the Form 55002014-01-01314
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0157
Total of all active and inactive participants2014-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01371
Number of participants with account balances2014-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01329
Total number of active participants reported on line 7a of the Form 55002013-01-01294
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01144
Total of all active and inactive participants2013-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01440
Number of participants with account balances2013-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01382
Total number of active participants reported on line 7a of the Form 55002012-01-01284
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01329
Number of participants with account balances2012-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01444
Total number of active participants reported on line 7a of the Form 55002011-01-01349
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01376
Number of participants with account balances2011-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01320
Total number of active participants reported on line 7a of the Form 55002010-01-01400
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01426
Number of participants with account balances2010-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01355
Total number of active participants reported on line 7a of the Form 55002009-01-01299
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01320
Number of participants with account balances2009-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on CATHEDRAL HILL ASSOCIATES 401(K) PLAN

Measure Date Value
2023 : CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$359,714
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$66,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$50,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$138,108
Value of total assets at end of year2023-12-31$1,811,807
Value of total assets at beginning of year2023-12-31$1,518,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$15,848
Total interest from all sources2023-12-31$367
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$138,108
Participant contributions at end of year2023-12-31$7,231
Participant contributions at beginning of year2023-12-31$674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$293,011
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,811,807
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,518,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$1,569,412
Value of interest in pooled separate accounts at beginning of year2023-12-31$1,299,503
Interest on participant loans2023-12-31$367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$235,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$218,619
Net investment gain/loss from pooled separate accounts2023-12-31$221,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$50,855
Contract administrator fees2023-12-31$15,848
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$359,714
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$66,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$50,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$138,108
Value of total assets at end of year2023-01-01$1,811,807
Value of total assets at beginning of year2023-01-01$1,518,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$15,848
Total interest from all sources2023-01-01$367
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$138,108
Participant contributions at end of year2023-01-01$7,231
Participant contributions at beginning of year2023-01-01$674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$293,011
Value of net assets at end of year (total assets less liabilities)2023-01-01$1,811,807
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$1,518,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in pooled separate accounts at end of year2023-01-01$1,569,412
Value of interest in pooled separate accounts at beginning of year2023-01-01$1,299,503
Interest on participant loans2023-01-01$367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$235,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$218,619
Net investment gain/loss from pooled separate accounts2023-01-01$221,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$50,855
Contract administrator fees2023-01-01$15,848
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-01-01410746749
2022 : CATHEDRAL HILL ASSOCIATES 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$0
Total income from all sources (including contributions)2022-12-31$-150,193
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$67,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$53,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$112,995
Value of total assets at end of year2022-12-31$1,518,796
Value of total assets at beginning of year2022-12-31$1,736,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,054
Total interest from all sources2022-12-31$4,181
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$112,995
Participant contributions at end of year2022-12-31$674
Participant contributions at beginning of year2022-12-31$2,815
Administrative expenses (other) incurred2022-12-31$14,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-217,518
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,518,796
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,736,314
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
Value of interest in pooled separate accounts at end of year2022-12-31$1,299,503
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,577,178
Interest on participant loans2022-12-31$101
Interest earned on other investments2022-12-31$4,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$218,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$156,321
Net investment gain/loss from pooled separate accounts2022-12-31$-267,369
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$53,271
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-150,193
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$67,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$53,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$112,995
Value of total assets at end of year2022-01-01$1,518,796
Value of total assets at beginning of year2022-01-01$1,736,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$14,054
Total interest from all sources2022-01-01$4,181
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$112,995
Participant contributions at end of year2022-01-01$674
Participant contributions at beginning of year2022-01-01$2,815
Administrative expenses (other) incurred2022-01-01$14,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-217,518
Value of net assets at end of year (total assets less liabilities)2022-01-01$1,518,796
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$1,736,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$1,299,503
Value of interest in pooled separate accounts at beginning of year2022-01-01$1,577,178
Interest on participant loans2022-01-01$101
Interest earned on other investments2022-01-01$4,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$218,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$156,321
Net investment gain/loss from pooled separate accounts2022-01-01$-267,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$53,271
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-01-01410746749
2021 : CATHEDRAL HILL ASSOCIATES 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$285,535
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$81,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$59,708
Value of total corrective distributions2021-12-31$6,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$76,971
Value of total assets at end of year2021-12-31$1,736,314
Value of total assets at beginning of year2021-12-31$1,532,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,711
Total interest from all sources2021-12-31$5,307
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$76,971
Participant contributions at end of year2021-12-31$2,815
Participant contributions at beginning of year2021-12-31$4,716
Administrative expenses (other) incurred2021-12-31$15,711
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$204,017
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,736,314
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,532,297
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
Value of interest in pooled separate accounts at end of year2021-12-31$1,577,178
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,277,825
Interest on participant loans2021-12-31$171
Interest earned on other investments2021-12-31$5,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$156,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$249,756
Net investment gain/loss from pooled separate accounts2021-12-31$203,257
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$59,708
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$220,785
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$454,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$440,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$55,884
Value of total assets at end of year2020-12-31$1,532,297
Value of total assets at beginning of year2020-12-31$1,765,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,312
Total interest from all sources2020-12-31$4,947
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$51,362
Participant contributions at end of year2020-12-31$4,716
Participant contributions at beginning of year2020-12-31$14,511
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-233,341
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,532,297
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,765,638
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
Value of interest in pooled separate accounts at end of year2020-12-31$1,277,825
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,580,825
Interest on participant loans2020-12-31$511
Interest earned on other investments2020-12-31$4,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$249,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$170,302
Net investment gain/loss from pooled separate accounts2020-12-31$159,954
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$440,814
Contract administrator fees2020-12-31$13,312
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 name2020-12-31BRANTLEY JANSON
Accountancy firm EIN2020-12-31910998786
2019 : CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$463,501
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$263,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$247,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$171,011
Value of total assets at end of year2019-12-31$1,765,638
Value of total assets at beginning of year2019-12-31$1,565,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,029
Total interest from all sources2019-12-31$5,803
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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 period2019-12-31No
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$136,852
Participant contributions at end of year2019-12-31$14,511
Participant contributions at beginning of year2019-12-31$27,942
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$147
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$34,159
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$200,403
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,765,638
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,565,235
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
Value of interest in pooled separate accounts at end of year2019-12-31$1,580,825
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,359,008
Interest on participant loans2019-12-31$1,354
Interest earned on other investments2019-12-31$4,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$170,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$178,138
Net investment gain/loss from pooled separate accounts2019-12-31$286,687
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$247,069
Contract administrator fees2019-12-31$16,029
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 name2019-12-31BRANTLEY JANSON
Accountancy firm EIN2019-12-31910998786
2018 : CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$55,970
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$99,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$84,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$145,971
Value of total assets at end of year2018-12-31$1,565,235
Value of total assets at beginning of year2018-12-31$1,608,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,563
Total interest from all sources2018-12-31$5,365
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$145,971
Participant contributions at end of year2018-12-31$27,942
Participant contributions at beginning of year2018-12-31$15,653
Participant contributions at end of year2018-12-31$147
Other income not declared elsewhere2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-43,761
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,565,235
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,608,996
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
Value of interest in pooled separate accounts at end of year2018-12-31$1,359,008
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,414,495
Interest on participant loans2018-12-31$1,009
Interest earned on other investments2018-12-31$4,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$178,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$178,848
Net investment gain/loss from pooled separate accounts2018-12-31$-95,366
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$84,168
Contract administrator fees2018-12-31$15,563
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 name2018-12-31BRANTLEY JANSON
Accountancy firm EIN2018-12-31910998786
2017 : CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$355,750
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$193,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$178,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$160,491
Value of total assets at end of year2017-12-31$1,608,996
Value of total assets at beginning of year2017-12-31$1,446,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,921
Total interest from all sources2017-12-31$5,233
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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$160,491
Participant contributions at end of year2017-12-31$15,653
Participant contributions at beginning of year2017-12-31$5,973
Administrative expenses (other) incurred2017-12-31$14,921
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$162,216
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,608,996
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,446,780
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
Value of interest in pooled separate accounts at end of year2017-12-31$1,414,495
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,242,382
Interest on participant loans2017-12-31$758
Interest earned on other investments2017-12-31$4,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$178,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$198,425
Net investment gain/loss from pooled separate accounts2017-12-31$190,026
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$178,613
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 name2017-12-31MAHRT & ASSOCIATES, PLLC
Accountancy firm EIN2017-12-31911873332
2016 : CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$252,257
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$117,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$104,079
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$155,381
Value of total assets at end of year2016-12-31$1,446,780
Value of total assets at beginning of year2016-12-31$1,312,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,751
Total interest from all sources2016-12-31$4,719
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$155,381
Participant contributions at end of year2016-12-31$5,973
Participant contributions at beginning of year2016-12-31$13,065
Administrative expenses (other) incurred2016-12-31$13,751
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$134,427
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,446,780
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,312,353
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
Value of interest in pooled separate accounts at end of year2016-12-31$1,242,382
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,140,247
Interest on participant loans2016-12-31$415
Interest earned on other investments2016-12-31$4,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$198,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$159,041
Net investment gain/loss from pooled separate accounts2016-12-31$92,157
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$104,079
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 name2016-12-31MAHRT & ASSOCIATES, PLLC
Accountancy firm EIN2016-12-31911873332
2015 : CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$147,547
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$160,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$139,315
Expenses. Certain deemed distributions of participant loans2015-12-31$8,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$159,100
Value of total assets at end of year2015-12-31$1,312,353
Value of total assets at beginning of year2015-12-31$1,324,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,734
Total interest from all sources2015-12-31$1,001
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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$159,100
Participant contributions at end of year2015-12-31$13,065
Participant contributions at beginning of year2015-12-31$35,611
Administrative expenses (other) incurred2015-12-31$12,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-12,511
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,312,353
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,324,864
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
Value of interest in pooled separate accounts at end of year2015-12-31$1,140,247
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,090,224
Interest on participant loans2015-12-31$1,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$159,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$199,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-16,473
Net investment gain/loss from pooled separate accounts2015-12-31$3,919
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$139,315
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 name2015-12-31MAHRT & ASSOCIATES, PLLC
Accountancy firm EIN2015-12-31911873332
2014 : CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$213,664
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$117,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$93,577
Value of total corrective distributions2014-12-31$5,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$159,826
Value of total assets at end of year2014-12-31$1,324,864
Value of total assets at beginning of year2014-12-31$1,228,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,216
Total interest from all sources2014-12-31$3,702
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Participant contributions at end of year2014-12-31$35,611
Participant contributions at beginning of year2014-12-31$29,179
Administrative expenses (other) incurred2014-12-31$18,216
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$95,905
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,324,864
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,228,959
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
Value of interest in pooled separate accounts at end of year2014-12-31$1,090,224
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,199,780
Interest on participant loans2014-12-31$1,472
Interest earned on other investments2014-12-31$2,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$199,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$50,136
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$159,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$93,577
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 name2014-12-31MAHRT & ASSOCIATES, PLLC
Accountancy firm EIN2014-12-31911873332
2013 : CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$334,837
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$217,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$205,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$156,544
Value of total assets at end of year2013-12-31$1,228,959
Value of total assets at beginning of year2013-12-31$1,111,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,869
Total interest from all sources2013-12-31$1,499
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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$149,896
Participant contributions at end of year2013-12-31$29,179
Participant contributions at beginning of year2013-12-31$35,100
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,308
Administrative expenses (other) incurred2013-12-31$11,869
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$117,712
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,228,959
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,111,247
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
Value of interest in pooled separate accounts at end of year2013-12-31$1,199,780
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,076,147
Interest on participant loans2013-12-31$1,499
Net investment gain/loss from pooled separate accounts2013-12-31$176,794
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$4,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$205,256
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 name2013-12-31MAHRT & ASSOCIATES, PLLC
Accountancy firm EIN2013-12-31911873332
2012 : CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$242,328
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$78,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$61,360
Expenses. Certain deemed distributions of participant loans2012-12-31$4,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$152,765
Value of total assets at end of year2012-12-31$1,111,247
Value of total assets at beginning of year2012-12-31$947,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,483
Total interest from all sources2012-12-31$1,459
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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 period2012-12-31No
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$129,827
Participant contributions at end of year2012-12-31$35,100
Participant contributions at beginning of year2012-12-31$41,712
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$22,938
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$163,620
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,111,247
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$947,627
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
Value of interest in pooled separate accounts at end of year2012-12-31$1,076,147
Value of interest in pooled separate accounts at beginning of year2012-12-31$905,915
Interest on participant loans2012-12-31$1,459
Net investment gain/loss from pooled separate accounts2012-12-31$88,104
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$61,360
Contract administrator fees2012-12-31$12,483
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 name2012-12-31MAHRT & ASSOCIATES, PLLC
Accountancy firm EIN2012-12-31911873332
2011 : CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$106,462
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$150,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$117,179
Expenses. Certain deemed distributions of participant loans2011-12-31$14,343
Value of total corrective distributions2011-12-31$7,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$126,811
Value of total assets at end of year2011-12-31$947,627
Value of total assets at beginning of year2011-12-31$992,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,897
Total interest from all sources2011-12-31$1,824
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$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$126,811
Participant contributions at end of year2011-12-31$41,712
Participant contributions at beginning of year2011-12-31$62,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-44,489
Value of net assets at end of year (total assets less liabilities)2011-12-31$947,627
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$992,116
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$905,915
Value of interest in pooled separate accounts at beginning of year2011-12-31$929,424
Interest on participant loans2011-12-31$1,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-22,173
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$117,179
Contract administrator fees2011-12-31$11,897
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31MAHRT & ASSOCIATES, PLLC
Accountancy firm EIN2011-12-31911873332
2010 : CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$239,322
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$130,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$109,231
Value of total corrective distributions2010-12-31$9,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$150,318
Value of total assets at end of year2010-12-31$992,116
Value of total assets at beginning of year2010-12-31$882,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,560
Total interest from all sources2010-12-31$2,438
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$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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$148,779
Participant contributions at end of year2010-12-31$62,692
Participant contributions at beginning of year2010-12-31$29,746
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,539
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$109,117
Value of net assets at end of year (total assets less liabilities)2010-12-31$992,116
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$882,999
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$929,424
Value of interest in pooled separate accounts at beginning of year2010-12-31$853,253
Interest on participant loans2010-12-31$2,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$86,566
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$109,231
Contract administrator fees2010-12-31$11,560
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31MAHRT & ASSOCIATES, PLLC
Accountancy firm EIN2010-12-31911873332
2009 : CATHEDRAL HILL ASSOCIATES 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 CATHEDRAL HILL ASSOCIATES 401(K) PLAN

2023: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CATHEDRAL HILL ASSOCIATES 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 - TrustYes
2021: CATHEDRAL HILL ASSOCIATES 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 - TrustYes
2020: CATHEDRAL HILL ASSOCIATES 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 - TrustYes
2019: CATHEDRAL HILL ASSOCIATES 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 - TrustYes
2017: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CATHEDRAL HILL ASSOCIATES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CATHEDRAL HILL ASSOCIATES 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 - TrustYes
2010: CATHEDRAL HILL ASSOCIATES 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 - TrustYes
2009: CATHEDRAL HILL ASSOCIATES 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 - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91641647
Policy instance 1
Insurance contract or identification number91641647
Number of Individuals Covered221
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $4,044
Total amount of fees paid to insurance companyUSD $0
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
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91641647
Policy instance 1
Insurance contract or identification number91641647
Number of Individuals Covered116
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,194
Total amount of fees paid to insurance companyUSD $0
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
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91641647
Policy instance 1
AXA EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91641647
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91641647
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91641647
Policy instance 1

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