?>
Logo

CFG SAVINGS & PROFIT SHARING PLAN 401k Plan overview

Plan NameCFG SAVINGS & PROFIT SHARING PLAN
Plan identification number 009

CFG SAVINGS & PROFIT SHARING 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COLUMBIAN MUTUAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:COLUMBIAN MUTUAL LIFE INSURANCE COMPANY
Employer identification number (EIN):150274455
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CFG SAVINGS & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0092022-01-01
0092021-01-01
0092020-01-01
0092019-01-01
0092018-01-01
0092017-01-01NANCY ORCUTT MIZER LESLEY FREY2018-10-12
0092017-01-01NANCY ORCUTT MIZER
0092016-01-01NANCY MIZER LESLEY FREY2017-10-16
0092015-01-01NANCY MIZER LESLEY FREY2016-10-14
0092014-01-01NANCY MIZER LESLEY FREY2015-10-12
0092013-01-01NANCY MIZER LESLEY FREY2014-10-15
0092012-01-01LESLEY FREY LESLEY FREY2013-10-14
0092011-01-01LESLEY FREY LESLEY FREY2012-10-15
0092009-01-01LESLEY FREY LESLEY FREY2010-10-07

Plan Statistics for CFG SAVINGS & PROFIT SHARING PLAN

401k plan membership statisitcs for CFG SAVINGS & PROFIT SHARING PLAN

Measure Date Value
2022: CFG SAVINGS & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01435
Total number of active participants reported on line 7a of the Form 55002022-01-01308
Number of retired or separated participants receiving benefits2022-01-0121
Number of other retired or separated participants entitled to future benefits2022-01-01117
Total of all active and inactive participants2022-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01450
Number of participants with account balances2022-01-01446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: CFG SAVINGS & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01442
Total number of active participants reported on line 7a of the Form 55002021-01-01297
Number of retired or separated participants receiving benefits2021-01-0120
Number of other retired or separated participants entitled to future benefits2021-01-01116
Total of all active and inactive participants2021-01-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01435
Number of participants with account balances2021-01-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: CFG SAVINGS & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01473
Total number of active participants reported on line 7a of the Form 55002020-01-01299
Number of retired or separated participants receiving benefits2020-01-0119
Number of other retired or separated participants entitled to future benefits2020-01-01122
Total of all active and inactive participants2020-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01442
Number of participants with account balances2020-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: CFG SAVINGS & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01482
Total number of active participants reported on line 7a of the Form 55002019-01-01327
Number of retired or separated participants receiving benefits2019-01-0120
Number of other retired or separated participants entitled to future benefits2019-01-01124
Total of all active and inactive participants2019-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01473
Number of participants with account balances2019-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: CFG SAVINGS & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01525
Total number of active participants reported on line 7a of the Form 55002018-01-01338
Number of retired or separated participants receiving benefits2018-01-0121
Number of other retired or separated participants entitled to future benefits2018-01-01122
Total of all active and inactive participants2018-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01482
Number of participants with account balances2018-01-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: CFG SAVINGS & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01509
Total number of active participants reported on line 7a of the Form 55002017-01-01338
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-01168
Total of all active and inactive participants2017-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01525
Number of participants with account balances2017-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: CFG SAVINGS & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01496
Total number of active participants reported on line 7a of the Form 55002016-01-01347
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-01147
Total of all active and inactive participants2016-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01509
Number of participants with account balances2016-01-01508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: CFG SAVINGS & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01487
Total number of active participants reported on line 7a of the Form 55002015-01-01328
Number of retired or separated participants receiving benefits2015-01-0114
Number of other retired or separated participants entitled to future benefits2015-01-01153
Total of all active and inactive participants2015-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01496
Number of participants with account balances2015-01-01496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: CFG SAVINGS & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01489
Total number of active participants reported on line 7a of the Form 55002014-01-01326
Number of retired or separated participants receiving benefits2014-01-0116
Number of other retired or separated participants entitled to future benefits2014-01-01144
Total of all active and inactive participants2014-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01487
Number of participants with account balances2014-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: CFG SAVINGS & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01493
Total number of active participants reported on line 7a of the Form 55002013-01-01355
Number of retired or separated participants receiving benefits2013-01-0115
Number of other retired or separated participants entitled to future benefits2013-01-01119
Total of all active and inactive participants2013-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01489
Number of participants with account balances2013-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: CFG SAVINGS & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01410
Total number of active participants reported on line 7a of the Form 55002012-01-01352
Number of retired or separated participants receiving benefits2012-01-0115
Number of other retired or separated participants entitled to future benefits2012-01-01125
Total of all active and inactive participants2012-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01493
Number of participants with account balances2012-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: CFG SAVINGS & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01405
Total number of active participants reported on line 7a of the Form 55002011-01-01333
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-0168
Total of all active and inactive participants2011-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01410
Number of participants with account balances2011-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: CFG SAVINGS & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01284
Total number of active participants reported on line 7a of the Form 55002009-01-01280
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01318
Number of participants with account balances2009-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CFG SAVINGS & PROFIT SHARING PLAN

Measure Date Value
2022 : CFG SAVINGS & PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-11,952,021
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,035,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,998,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,993,563
Value of total assets at end of year2022-12-31$72,874,328
Value of total assets at beginning of year2022-12-31$91,861,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,498
Total interest from all sources2022-12-31$35,072
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,326,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,326,339
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,000,000
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$2,228,127
Participant contributions at end of year2022-12-31$740,892
Participant contributions at beginning of year2022-12-31$799,375
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,499
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$147
Other income not declared elsewhere2022-12-31$2,972
Administrative expenses (other) incurred2022-12-31$36,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,987,263
Value of net assets at end of year (total assets less liabilities)2022-12-31$72,874,328
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$91,861,591
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$72,133,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$91,062,216
Interest on participant loans2022-12-31$35,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,309,967
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,752,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,998,597
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 name2022-12-31DERMODY BURKE & BROWN CPAS,LLC
Accountancy firm EIN2022-12-31010723685
2021 : CFG SAVINGS & PROFIT SHARING 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$15,997,753
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,983,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,952,706
Expenses. Certain deemed distributions of participant loans2021-12-31$-6,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,167,695
Value of total assets at end of year2021-12-31$91,861,591
Value of total assets at beginning of year2021-12-31$85,847,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,271
Total interest from all sources2021-12-31$41,744
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,931,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,931,414
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,219,284
Participant contributions at end of year2021-12-31$799,375
Participant contributions at beginning of year2021-12-31$923,766
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$242,291
Other income not declared elsewhere2021-12-31$472
Administrative expenses (other) incurred2021-12-31$37,271
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$6,014,330
Value of net assets at end of year (total assets less liabilities)2021-12-31$91,861,591
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$85,847,261
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$91,062,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$84,923,495
Interest on participant loans2021-12-31$41,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,856,428
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,706,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,952,706
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 name2021-12-31DERMODY BURKE & BROWN CPAS,LLC
Accountancy firm EIN2021-12-31010723685
2020 : CFG SAVINGS & PROFIT SHARING 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$17,660,578
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,582,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,512,729
Expenses. Certain deemed distributions of participant loans2020-12-31$6,554
Value of total corrective distributions2020-12-31$3,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,949,911
Value of total assets at end of year2020-12-31$85,847,261
Value of total assets at beginning of year2020-12-31$73,768,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,894
Total interest from all sources2020-12-31$50,827
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,811,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,811,606
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,194,315
Participant contributions at end of year2020-12-31$923,766
Participant contributions at beginning of year2020-12-31$973,199
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$40,664
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$110
Other income not declared elsewhere2020-12-31$921
Administrative expenses (other) incurred2020-12-31$58,894
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$12,078,423
Value of net assets at end of year (total assets less liabilities)2020-12-31$85,847,261
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$73,768,838
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$84,923,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$72,795,639
Interest on participant loans2020-12-31$50,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,847,313
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,714,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,512,619
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 name2020-12-31DERMODY BURKE & BROWN CPAS, LLC
Accountancy firm EIN2020-12-31010723685
2019 : CFG SAVINGS & PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$17,787,252
Total income from all sources (including contributions)2019-12-31$17,787,252
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,637,411
Total of all expenses incurred2019-12-31$2,637,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,576,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,576,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,132,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,132,550
Value of total assets at end of year2019-12-31$73,768,838
Value of total assets at end of year2019-12-31$73,768,838
Value of total assets at beginning of year2019-12-31$58,618,997
Value of total assets at beginning of year2019-12-31$58,618,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,700
Total interest from all sources2019-12-31$51,519
Total interest from all sources2019-12-31$51,519
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,526,222
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,526,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,526,222
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,526,222
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,000,000
Value of fidelity bond cover2019-12-31$7,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,310,671
Contributions received from participants2019-12-31$2,310,671
Participant contributions at end of year2019-12-31$973,199
Participant contributions at end of year2019-12-31$973,199
Participant contributions at beginning of year2019-12-31$998,034
Participant contributions at beginning of year2019-12-31$998,034
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,897
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,897
Other income not declared elsewhere2019-12-31$2,483
Other income not declared elsewhere2019-12-31$2,483
Administrative expenses (other) incurred2019-12-31$60,700
Administrative expenses (other) incurred2019-12-31$60,700
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
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$15,149,841
Value of net income/loss2019-12-31$15,149,841
Value of net assets at end of year (total assets less liabilities)2019-12-31$73,768,838
Value of net assets at end of year (total assets less liabilities)2019-12-31$73,768,838
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$58,618,997
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$58,618,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$72,795,639
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$72,795,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$57,620,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$57,620,963
Interest on participant loans2019-12-31$51,519
Interest on participant loans2019-12-31$51,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,074,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,074,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,793,982
Contributions received in cash from employer2019-12-31$1,793,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,576,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,576,711
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DERMODY, BURKE & BROWN CPAS, LLC
Accountancy firm name2019-12-31DERMODY, BURKE & BROWN CPAS, LLC
Accountancy firm EIN2019-12-31010723685
Accountancy firm EIN2019-12-31010723685
2018 : CFG SAVINGS & PROFIT SHARING 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$1,265,690
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,691,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,662,389
Expenses. Certain deemed distributions of participant loans2018-12-31$5,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,111,409
Value of total assets at end of year2018-12-31$58,618,997
Value of total assets at beginning of year2018-12-31$60,044,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,349
Total interest from all sources2018-12-31$45,076
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,658,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,658,779
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,252,166
Participant contributions at end of year2018-12-31$998,034
Participant contributions at beginning of year2018-12-31$977,057
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$87,448
Other income not declared elsewhere2018-12-31$383
Administrative expenses (other) incurred2018-12-31$23,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,425,325
Value of net assets at end of year (total assets less liabilities)2018-12-31$58,618,997
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$60,044,322
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$57,620,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$59,067,265
Interest on participant loans2018-12-31$45,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,549,957
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,771,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,662,389
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 name2018-12-31DERMODY, BURKE & BROWN CPAS, LLC
Accountancy firm EIN2018-12-31010723685
2017 : CFG SAVINGS & PROFIT SHARING 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$13,334,016
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,547,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,538,120
Expenses. Certain deemed distributions of participant loans2017-12-31$-6,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,994,187
Value of total assets at end of year2017-12-31$60,044,322
Value of total assets at beginning of year2017-12-31$49,257,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,463
Total interest from all sources2017-12-31$42,964
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,211,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,211,401
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,115,579
Participant contributions at end of year2017-12-31$977,057
Participant contributions at beginning of year2017-12-31$947,638
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,142,925
Administrative expenses (other) incurred2017-12-31$15,463
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$10,786,495
Value of net assets at end of year (total assets less liabilities)2017-12-31$60,044,322
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$49,257,827
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$59,067,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$48,310,189
Interest on participant loans2017-12-31$42,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,085,464
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
Contributions received in cash from employer2017-12-31$1,735,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,538,120
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 name2017-12-31DERMODY, BURKE & BROWN CPAS, LLC
Accountancy firm EIN2017-12-31010723685
2016 : CFG SAVINGS & PROFIT SHARING 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$7,522,876
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,672,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,664,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,708,336
Value of total assets at end of year2016-12-31$49,257,827
Value of total assets at beginning of year2016-12-31$45,407,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,900
Total interest from all sources2016-12-31$38,541
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,000,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,000,233
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,978,274
Participant contributions at end of year2016-12-31$947,638
Participant contributions at beginning of year2016-12-31$908,349
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$64,065
Other income not declared elsewhere2016-12-31$316
Administrative expenses (other) incurred2016-12-31$7,900
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$3,850,226
Value of net assets at end of year (total assets less liabilities)2016-12-31$49,257,827
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$45,407,601
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$48,310,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$44,499,252
Interest on participant loans2016-12-31$38,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,775,450
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
Contributions received in cash from employer2016-12-31$1,665,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,664,750
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 name2016-12-31DERMODY, BURKE & BROWN CPAS, LLC
Accountancy firm EIN2016-12-31010723685
2015 : CFG SAVINGS & PROFIT SHARING 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$3,586,207
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,633,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,625,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,596,870
Value of total assets at end of year2015-12-31$45,407,601
Value of total assets at beginning of year2015-12-31$45,454,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,719
Total interest from all sources2015-12-31$32,424
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,126,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,126,891
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,813,875
Participant contributions at end of year2015-12-31$908,349
Participant contributions at beginning of year2015-12-31$782,719
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$181,135
Other income not declared elsewhere2015-12-31$350
Administrative expenses (other) incurred2015-12-31$7,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-47,105
Value of net assets at end of year (total assets less liabilities)2015-12-31$45,407,601
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$45,454,706
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$44,499,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$44,671,987
Interest on participant loans2015-12-31$32,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,170,328
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
Contributions received in cash from employer2015-12-31$1,601,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,625,593
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 name2015-12-31DERMODY, BURKE & BROWN CPAS, LLC
Accountancy firm EIN2015-12-31010723685
2014 : CFG SAVINGS & PROFIT SHARING 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$6,799,612
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,558,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,532,982
Value of total corrective distributions2014-12-31$991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,536,924
Value of total assets at end of year2014-12-31$45,454,706
Value of total assets at beginning of year2014-12-31$42,213,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,704
Total interest from all sources2014-12-31$33,109
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,076,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,076,581
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,708,544
Participant contributions at end of year2014-12-31$782,719
Participant contributions at beginning of year2014-12-31$721,048
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$62
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$193,022
Other income not declared elsewhere2014-12-31$22
Administrative expenses (other) incurred2014-12-31$24,704
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$3,240,935
Value of net assets at end of year (total assets less liabilities)2014-12-31$45,454,706
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$42,213,771
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$44,671,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$41,492,523
Interest on participant loans2014-12-31$33,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,152,976
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$1,635,358
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,532,982
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 name2014-12-31DERMODY, BURKE & BROWN CPAS, LLC
Accountancy firm EIN2014-12-31010723685
2013 : CFG SAVINGS & PROFIT SHARING 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$10,065,275
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,724,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,714,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,340,485
Value of total assets at end of year2013-12-31$42,213,771
Value of total assets at beginning of year2013-12-31$35,873,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,969
Total interest from all sources2013-12-31$25,504
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$990,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$990,600
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,526,098
Participant contributions at end of year2013-12-31$721,048
Participant contributions at beginning of year2013-12-31$649,370
Participant contributions at end of year2013-12-31$62
Participant contributions at beginning of year2013-12-31$191
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$302,556
Other income not declared elsewhere2013-12-31$10
Administrative expenses (other) incurred2013-12-31$9,969
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$6,340,405
Value of net assets at end of year (total assets less liabilities)2013-12-31$42,213,771
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$35,873,366
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$41,492,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$35,223,494
Interest on participant loans2013-12-31$25,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,708,676
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$1,511,831
Employer contributions (assets) at end of year2013-12-31$138
Employer contributions (assets) at beginning of year2013-12-31$311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,714,901
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31DERMODY, BURKE & BROWN CPAS, LLC
Accountancy firm EIN2013-12-31010723685
2012 : CFG SAVINGS & PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$8,465,502
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$6,938,352
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,779,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,737,803
Value of total corrective distributions2012-12-31$17,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,511,859
Value of total assets at end of year2012-12-31$35,873,366
Value of total assets at beginning of year2012-12-31$23,248,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,619
Total interest from all sources2012-12-31$26,486
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$807,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$807,464
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$7,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,567,067
Participant contributions at end of year2012-12-31$649,370
Participant contributions at beginning of year2012-12-31$634,859
Participant contributions at end of year2012-12-31$191
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$313,431
Administrative expenses (other) incurred2012-12-31$23,619
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$4,159,168
Value of net assets at end of year (total assets less liabilities)2012-12-31$35,873,366
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,248,696
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$35,223,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,613,837
Interest on participant loans2012-12-31$26,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,592,543
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,631,361
Employer contributions (assets) at end of year2012-12-31$311
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,737,803
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31DERMODY, BURKE & BROWN CPAS, LLC
Accountancy firm EIN2012-12-31010723685
2011 : CFG SAVINGS & PROFIT SHARING 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$2,918,390
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,643,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,621,352
Expenses. Certain deemed distributions of participant loans2011-12-31$11,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,771,904
Value of total assets at end of year2011-12-31$23,248,696
Value of total assets at beginning of year2011-12-31$21,973,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,211
Total interest from all sources2011-12-31$28,203
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$446,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$446,709
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$7,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,346,555
Participant contributions at end of year2011-12-31$634,859
Participant contributions at beginning of year2011-12-31$622,775
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,298
Other income not declared elsewhere2011-12-31$40
Administrative expenses (other) incurred2011-12-31$11,211
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$1,274,765
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,248,696
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,973,931
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$22,613,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,351,156
Interest on participant loans2011-12-31$28,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-328,466
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
Contributions received in cash from employer2011-12-31$1,413,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,621,352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31DERMODY, BURKE & BROWN CPAS, LLC
Accountancy firm EIN2011-12-31010723685
2010 : CFG SAVINGS & PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$4,893,032
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$4,308
Total income from all sources (including contributions)2010-12-31$4,974,122
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,153,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,151,397
Value of total corrective distributions2010-12-31$397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,700,455
Value of total assets at end of year2010-12-31$21,973,931
Value of total assets at beginning of year2010-12-31$14,264,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,635
Total interest from all sources2010-12-31$32,946
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$350,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$350,477
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$7,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,279,460
Participant contributions at end of year2010-12-31$622,775
Participant contributions at beginning of year2010-12-31$421,584
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$13,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,308
Other income not declared elsewhere2010-12-31$1,735
Administrative expenses (other) incurred2010-12-31$1,635
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$2,820,693
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,973,931
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,260,206
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$21,351,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,823,026
Interest on participant loans2010-12-31$32,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,888,509
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
Contributions received in cash from employer2010-12-31$1,420,995
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$6,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,151,397
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31DERMODY, BURKE & BROWN, CPAS, LLC
Accountancy firm EIN2010-12-31010723685

Form 5500 Responses for CFG SAVINGS & PROFIT SHARING PLAN

2022: CFG SAVINGS & PROFIT SHARING 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CFG SAVINGS & PROFIT SHARING 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CFG SAVINGS & PROFIT SHARING 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CFG SAVINGS & PROFIT SHARING 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CFG SAVINGS & PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CFG SAVINGS & PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CFG SAVINGS & PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CFG SAVINGS & PROFIT SHARING 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CFG SAVINGS & PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CFG SAVINGS & PROFIT SHARING 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CFG SAVINGS & PROFIT SHARING 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CFG SAVINGS & PROFIT SHARING 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CFG SAVINGS & PROFIT SHARING 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3