CHAMBERLAIN & STEWARD ASSOCIATES LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST
Measure | Date | Value |
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2022: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 3 |
Number of participants with account balances | 2022-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 4 |
Total participants | 2021-01-01 | 4 |
Number of participants with account balances | 2021-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 4 |
Number of participants with account balances | 2020-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 4 |
Number of participants with account balances | 2019-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2013: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 4 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 4 |
2009: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-231,712 |
Expenses. Total of all expenses incurred | 2022-12-31 | $252,711 |
Benefits paid (including direct rollovers) | 2022-12-31 | $191,468 |
Total plan assets at end of year | 2022-12-31 | $2,141,180 |
Total plan assets at beginning of year | 2022-12-31 | $2,625,603 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $61,118 |
Other income received | 2022-12-31 | $-281,712 |
Net income (gross income less expenses) | 2022-12-31 | $-484,423 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,141,180 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,625,603 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $507,000 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $50,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $125 |
2021 : CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $272,336 |
Expenses. Total of all expenses incurred | 2021-12-31 | $169,424 |
Benefits paid (including direct rollovers) | 2021-12-31 | $108,306 |
Total plan assets at end of year | 2021-12-31 | $2,625,603 |
Total plan assets at beginning of year | 2021-12-31 | $2,522,691 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $61,118 |
Other income received | 2021-12-31 | $222,336 |
Net income (gross income less expenses) | 2021-12-31 | $102,912 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,625,603 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,522,691 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $507,000 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $50,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $49,109 |
Expenses. Total of all expenses incurred | 2020-12-31 | $48,000 |
Total plan assets at end of year | 2020-12-31 | $2,522,691 |
Total plan assets at beginning of year | 2020-12-31 | $2,521,582 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $48,000 |
Other income received | 2020-12-31 | $-891 |
Net income (gross income less expenses) | 2020-12-31 | $1,109 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,522,691 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,521,582 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $699,400 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $50,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
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Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $292,284 |
Expenses. Total of all expenses incurred | 2019-12-31 | $160,640 |
Benefits paid (including direct rollovers) | 2019-12-31 | $99,522 |
Total plan assets at end of year | 2019-12-31 | $2,521,582 |
Total plan assets at beginning of year | 2019-12-31 | $2,389,938 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $61,118 |
Other income received | 2019-12-31 | $242,284 |
Net income (gross income less expenses) | 2019-12-31 | $131,644 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,521,582 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,389,938 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $834,400 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $50,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2013 : CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $318,696 |
Expenses. Total of all expenses incurred | 2013-12-31 | $112,814 |
Benefits paid (including direct rollovers) | 2013-12-31 | $112,814 |
Total plan assets at end of year | 2013-12-31 | $2,816,292 |
Total plan assets at beginning of year | 2013-12-31 | $2,610,410 |
Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
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 | $268,696 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $205,882 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,816,292 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,610,410 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $50,000 |
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 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
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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 | $211,854 |
Expenses. Total of all expenses incurred | 2012-12-31 | $54,495 |
Benefits paid (including direct rollovers) | 2012-12-31 | $50,000 |
Total plan assets at end of year | 2012-12-31 | $2,610,410 |
Total plan assets at beginning of year | 2012-12-31 | $2,453,051 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $175,125 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $157,359 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,610,410 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,453,051 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $36,729 |
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 | $4,495 |
2011 : CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
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Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $72,704 |
Expenses. Total of all expenses incurred | 2011-12-31 | $63,547 |
Benefits paid (including direct rollovers) | 2011-12-31 | $63,547 |
Total plan assets at end of year | 2011-12-31 | $2,453,051 |
Total plan assets at beginning of year | 2011-12-31 | $2,443,894 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Other income received | 2011-12-31 | $48,922 |
Net income (gross income less expenses) | 2011-12-31 | $9,157 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,453,051 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,443,894 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $23,782 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
2010 : CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
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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 | $250,878 |
Expenses. Total of all expenses incurred | 2010-12-31 | $41,000 |
Benefits paid (including direct rollovers) | 2010-12-31 | $41,000 |
Total plan assets at end of year | 2010-12-31 | $2,443,894 |
Total plan assets at beginning of year | 2010-12-31 | $2,234,016 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Assets. Value of tangible personal property | 2010-12-31 | $0 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $178,225 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $209,878 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,443,894 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,234,016 |
Assets. Value of participant loans | 2010-12-31 | $0 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2010-12-31 | $0 |
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2010-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $0 |
Assets. Value of employer securities | 2010-12-31 | $0 |
Assets. Value of employer real property | 2010-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $72,653 |
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 | $0 |
2022: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses |
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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: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses |
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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 |
2011: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CHAMBERLAIN & STEWARD PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
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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 |