401k Plan data: MARTIN & CHAPMAN COMPANY 401K RETIREMENT PLAN plan

MARTIN & CHAPMAN COMPANY 401K RETIREMENT PLAN 401k Plan overview

Plan Name	MARTIN & CHAPMAN COMPANY 401K RETIREMENT PLAN
Plan identification number	002

MARTIN & CHAPMAN COMPANY 401K RETIREMENT 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

MARTIN & CHAPMAN COMPANY has sponsored the creation of one or more 401k plans.

Company Name: MARTIN & CHAPMAN COMPANY

Employer identification number (EIN): 952511225

NAIC Classification: 511190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARTIN & CHAPMAN COMPANY 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 SCOTT D. MARTIN 2019-08-13
002 2018-01-01 SCOTT D. MARTIN 2019-03-11
002 2017-01-01 SCOTT D. MARTIN 2018-08-14
002 2016-01-01 SCOTT D. MARTIN
002 2016-01-01 SCOTT D. MARTIN
002 2015-01-01 SCOTT MARTIN
002 2014-01-01 SCOTT MARTIN
002 2013-01-01 SCOTT MARTIN
002 2012-01-01 SCOTT MARTIN
002 2011-01-01 SCOTT MARTIN 2012-09-20
002 2010-01-01 SCOTT MARTIN
002 2009-01-01 SCOTT MARTIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01	SCOTT D. MARTIN	2019-08-13
002	2018-01-01	SCOTT D. MARTIN	2019-03-11
002	2017-01-01	SCOTT D. MARTIN	2018-08-14
002	2016-01-01	SCOTT D. MARTIN
002	2016-01-01	SCOTT D. MARTIN
002	2015-01-01	SCOTT MARTIN
002	2014-01-01	SCOTT MARTIN
002	2013-01-01	SCOTT MARTIN
002	2012-01-01	SCOTT MARTIN
002	2011-01-01	SCOTT MARTIN	2012-09-20
002	2010-01-01	SCOTT MARTIN
002	2009-01-01	SCOTT MARTIN

Financial Data on MARTIN & CHAPMAN COMPANY 401K RETIREMENT PLAN

Measure	Date	Value
2016 : MARTIN & CHAPMAN COMPANY 401K RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,119,431
Expenses. Total of all expenses incurred	2016-12-31	$237,798
Benefits paid (including direct rollovers)	2016-12-31	$202,368
Total plan assets at end of year	2016-12-31	$7,102,043
Total plan assets at beginning of year	2016-12-31	$6,220,410
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$241,992
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$510,813
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$881,633
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,102,043
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,220,410
Assets. Value of participant loans	2016-12-31	$23,522
Total contributions received or receivable from employer(s)	2016-12-31	$366,626
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$35,430
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MARTIN & CHAPMAN COMPANY 401K RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$319,130
Expenses. Total of all expenses incurred	2015-12-31	$46,529
Benefits paid (including direct rollovers)	2015-12-31	$12,467
Total plan assets at end of year	2015-12-31	$6,220,410
Total plan assets at beginning of year	2015-12-31	$5,947,809
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$208,370
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$6,160
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$272,601
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,220,410
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,947,809
Assets. Value of participant loans	2015-12-31	$28,363
Total contributions received or receivable from employer(s)	2015-12-31	$104,600
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$34,062
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MARTIN & CHAPMAN COMPANY 401K RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$720,217
Expenses. Total of all expenses incurred	2014-12-31	$365,131
Benefits paid (including direct rollovers)	2014-12-31	$330,577
Total plan assets at end of year	2014-12-31	$5,939,799
Total plan assets at beginning of year	2014-12-31	$5,584,713
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$237,747
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$332,470
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$355,086
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,939,799
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,584,713
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$43,886
Total contributions received or receivable from employer(s)	2014-12-31	$150,000
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$34,554
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MARTIN & CHAPMAN COMPANY 401K RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$986,457
Expenses. Total of all expenses incurred	2013-12-31	$45,792
Benefits paid (including direct rollovers)	2013-12-31	$12,638
Total plan assets at end of year	2013-12-31	$5,584,713
Total plan assets at beginning of year	2013-12-31	$4,644,048
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$150,473
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$667,158
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$940,665
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,584,713
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,644,048
Assets. Value of participant loans	2013-12-31	$520
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$4,914
Total contributions received or receivable from employer(s)	2013-12-31	$168,826
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$33,154
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MARTIN & CHAPMAN COMPANY 401K RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$1,142,310
Expenses. Total of all expenses incurred	2012-12-31	$517,232
Benefits paid (including direct rollovers)	2012-12-31	$484,069
Total plan assets at end of year	2012-12-31	$4,644,048
Total plan assets at beginning of year	2012-12-31	$4,018,970
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$459,039
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$28,778
Other income received	2012-12-31	$431,765
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$625,078
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,644,048
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,018,970
Assets. Value of participant loans	2012-12-31	$1,621
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$15,204
Total contributions received or receivable from employer(s)	2012-12-31	$222,728
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$33,163
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2010 : MARTIN & CHAPMAN COMPANY 401K RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$707,479
Expenses. Total of all expenses incurred	2010-12-31	$30,842
Benefits paid (including direct rollovers)	2010-12-31	$6,662
Total plan assets at end of year	2010-12-31	$3,762,365
Total plan assets at beginning of year	2010-12-31	$3,085,728
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$142,301
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$324,921
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$676,637
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,762,365
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,085,728
Assets. Value of participant loans	2010-12-31	$7,638
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$17,760
Total contributions received or receivable from employer(s)	2010-12-31	$240,257
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$24,180
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MARTIN & CHAPMAN COMPANY 401K RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MARTIN & CHAPMAN COMPANY 401K RETIREMENT PLAN

2016: MARTIN & CHAPMAN COMPANY 401K RETIREMENT 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MARTIN & CHAPMAN COMPANY 401K RETIREMENT 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MARTIN & CHAPMAN COMPANY 401K RETIREMENT 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MARTIN & CHAPMAN COMPANY 401K RETIREMENT 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MARTIN & CHAPMAN COMPANY 401K RETIREMENT 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2010: MARTIN & CHAPMAN COMPANY 401K RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MARTIN & CHAPMAN COMPANY 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	EPE993
Policy instance	2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	456456-01
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	EPE993
Policy instance	2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	456456-01
Policy instance	1
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	456456-01
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	EPE993
Policy instance	2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	456456-01
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	EPE993
Policy instance	2
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number	456456-01
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	EPE993
Policy instance	2

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Company Name:	MARTIN & CHAPMAN COMPANY
Employer identification number (EIN):	952511225
NAIC Classification:	511190