401k Plan data: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN plan

PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN
Plan identification number	001

PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PACIFIC CHARTER INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: PACIFIC CHARTER INSTITUTE

Employer identification number (EIN): 161727094

NAIC Classification: 611000

Additional information about PACIFIC CHARTER INSTITUTE

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C2657521

More information about PACIFIC CHARTER INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JONATHAN CHAO 2023-10-13 JONATHAN CHAO 2023-10-13
001 2021-01-01 LEANNA COMER 2022-10-10
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LARRY PASTORE
001 2016-01-01 LARRY PASTORE
001 2015-01-01 LARRY PASTORE
001 2014-01-01 LARRY PASTORE
001 2013-01-01 LARRY PASTORE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JONATHAN CHAO	2023-10-13	JONATHAN CHAO	2023-10-13
001	2021-01-01	LEANNA COMER	2022-10-10
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	LARRY PASTORE
001	2016-01-01	LARRY PASTORE
001	2015-01-01	LARRY PASTORE
001	2014-01-01	LARRY PASTORE
001	2013-01-01	LARRY PASTORE

Plan Statistics for PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 262
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 274
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 25
Total of all active and inactive participants 2022-01-01 299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 299
Number of participants with account balances 2022-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 260
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 242
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 22
Total of all active and inactive participants 2021-01-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 264
Number of participants with account balances 2021-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 13
2020: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 259
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 260
Number of other retired or separated participants entitled to future benefits 2020-01-01 18
Total of all active and inactive participants 2020-01-01 278
Total participants 2020-01-01 278
Number of participants with account balances 2020-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 233
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 19
Total of all active and inactive participants 2019-01-01 252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 252
Number of participants with account balances 2019-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 231
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 26
Total of all active and inactive participants 2018-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 257
Number of participants with account balances 2018-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13
2017: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 219
Number of other retired or separated participants entitled to future benefits 2017-01-01 16
Total of all active and inactive participants 2017-01-01 235
Total participants 2017-01-01 235
Number of participants with account balances 2017-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 221
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 15
Total of all active and inactive participants 2016-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 236
Number of participants with account balances 2016-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 11
2015: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 199
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 209
Total participants 2015-01-01 209
Number of participants with account balances 2015-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 168
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 175
Number of participants with account balances 2014-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 139
Total of all active and inactive participants 2013-01-01 139
Total participants 2013-01-01 139
Number of participants with account balances 2013-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1

Measure	Date	Value
2022: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	262
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	274
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	25
Total of all active and inactive participants	2022-01-01	299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	299
Number of participants with account balances	2022-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	260
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	242
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	22
Total of all active and inactive participants	2021-01-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	264
Number of participants with account balances	2021-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	13
2020: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	259
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	260
Number of other retired or separated participants entitled to future benefits	2020-01-01	18
Total of all active and inactive participants	2020-01-01	278
Total participants	2020-01-01	278
Number of participants with account balances	2020-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	233
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	19
Total of all active and inactive participants	2019-01-01	252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	252
Number of participants with account balances	2019-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	231
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	26
Total of all active and inactive participants	2018-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	257
Number of participants with account balances	2018-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13
2017: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	219
Number of other retired or separated participants entitled to future benefits	2017-01-01	16
Total of all active and inactive participants	2017-01-01	235
Total participants	2017-01-01	235
Number of participants with account balances	2017-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	221
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	15
Total of all active and inactive participants	2016-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	236
Number of participants with account balances	2016-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	11
2015: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	199
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	209
Total participants	2015-01-01	209
Number of participants with account balances	2015-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	168
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	175
Number of participants with account balances	2014-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	139
Total of all active and inactive participants	2013-01-01	139
Total participants	2013-01-01	139
Number of participants with account balances	2013-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1

Financial Data on PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2022 401k financial data
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	$269,013
Total of all expenses incurred	2022-12-31	$246,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$236,662
Value of total corrective distributions	2022-12-31	$1,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,284,760
Value of total assets at end of year	2022-12-31	$6,341,097
Value of total assets at beginning of year	2022-12-31	$6,318,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$8,932
Total interest from all sources	2022-12-31	$3,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$900
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,032,584
Participant contributions at end of year	2022-12-31	$83,726
Participant contributions at beginning of year	2022-12-31	$62,221
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$46,342
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$3,158
Total non interest bearing cash at beginning of year	2022-12-31	$1,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$22,362
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,341,097
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,318,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$8,032
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,543,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,536,622
Interest on participant loans	2022-12-31	$3,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$710,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$717,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,019,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$205,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$236,662
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2022-12-31	464558541
2021 : PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2021 401k financial data
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	$2,295
Total income from all sources (including contributions)	2021-12-31	$1,632,042
Total of all expenses incurred	2021-12-31	$329,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$285,302
Value of total corrective distributions	2021-12-31	$18,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$981,717
Value of total assets at end of year	2021-12-31	$6,318,735
Value of total assets at beginning of year	2021-12-31	$5,018,521
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$26,045
Total interest from all sources	2021-12-31	$9,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$1,054
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$830,260
Participant contributions at end of year	2021-12-31	$62,221
Participant contributions at beginning of year	2021-12-31	$39,542
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$2,295
Total non interest bearing cash at end of year	2021-12-31	$1,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,302,509
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,318,735
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,016,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$24,991
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,536,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,455,966
Interest on participant loans	2021-12-31	$2,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$523,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$523,013
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$7,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$717,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$640,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$151,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$285,302
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2021-12-31	464558541
2020 : PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$2,295
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$2,295
Total income from all sources (including contributions)	2020-12-31	$1,689,770
Total of all expenses incurred	2020-12-31	$272,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$250,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$998,004
Value of total assets at end of year	2020-12-31	$5,018,521
Value of total assets at beginning of year	2020-12-31	$3,601,043
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$22,063
Total interest from all sources	2020-12-31	$117,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$680,959
Participant contributions at end of year	2020-12-31	$39,542
Participant contributions at beginning of year	2020-12-31	$14,464
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$200,000
Liabilities. Value of operating payables at end of year	2020-12-31	$2,295
Liabilities. Value of operating payables at beginning of year	2020-12-31	$2,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,417,478
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,016,226
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,598,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$22,063
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,455,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,157,039
Interest on participant loans	2020-12-31	$1,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$523,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$429,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$429,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$116,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$574,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$117,045
Employer contributions (assets) at beginning of year	2020-12-31	$30
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$250,229
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2020-12-31	464558541
2019 : PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,295
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$24,068
Total income from all sources (including contributions)	2019-12-31	$1,293,821
Total of all expenses incurred	2019-12-31	$303,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$274,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$706,284
Value of total assets at end of year	2019-12-31	$3,601,043
Value of total assets at beginning of year	2019-12-31	$2,632,487
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$28,716
Total interest from all sources	2019-12-31	$484
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$146,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$146,595
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$600,614
Participant contributions at end of year	2019-12-31	$14,464
Participant contributions at beginning of year	2019-12-31	$5,724
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$656
Liabilities. Value of operating payables at end of year	2019-12-31	$2,295
Liabilities. Value of operating payables at beginning of year	2019-12-31	$24,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$990,329
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,598,748
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,608,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$28,716
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,157,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,271,131
Interest on participant loans	2019-12-31	$217
Interest earned on other investments	2019-12-31	$267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$429,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$355,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$355,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$440,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$105,014
Employer contributions (assets) at end of year	2019-12-31	$30
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$274,776
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2019-12-31	464558541
2018 : PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$24,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$3,463
Total income from all sources (including contributions)	2018-12-31	$530,263
Total of all expenses incurred	2018-12-31	$197,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$170,786
Expenses. Certain deemed distributions of participant loans	2018-12-31	$1,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$673,450
Value of total assets at end of year	2018-12-31	$2,632,487
Value of total assets at beginning of year	2018-12-31	$2,279,269
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$25,660
Total interest from all sources	2018-12-31	$4,745
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$136,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$136,470
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$564,921
Participant contributions at end of year	2018-12-31	$5,724
Participant contributions at beginning of year	2018-12-31	$15,207
Participant contributions at beginning of year	2018-12-31	$37,588
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$356
Liabilities. Value of operating payables at end of year	2018-12-31	$24,068
Liabilities. Value of operating payables at beginning of year	2018-12-31	$3,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$332,613
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,608,419
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,275,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$12,074
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,271,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,929,405
Interest on participant loans	2018-12-31	$634
Interest earned on other investments	2018-12-31	$4,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$355,632
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$288,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$288,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-284,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$108,529
Employer contributions (assets) at beginning of year	2018-12-31	$8,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$170,786
Contract administrator fees	2018-12-31	$13,586
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2018-12-31	464558541
2017 : PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,463
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,330
Total income from all sources (including contributions)	2017-12-31	$894,156
Total of all expenses incurred	2017-12-31	$323,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$307,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$610,450
Value of total assets at end of year	2017-12-31	$2,279,269
Value of total assets at beginning of year	2017-12-31	$1,708,771
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$16,152
Total interest from all sources	2017-12-31	$812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$250,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$501,817
Participant contributions at end of year	2017-12-31	$15,207
Participant contributions at beginning of year	2017-12-31	$14,611
Participant contributions at end of year	2017-12-31	$37,588
Participant contributions at beginning of year	2017-12-31	$82,534
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$7,598
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$356
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$1,835
Liabilities. Value of operating payables at end of year	2017-12-31	$3,463
Liabilities. Value of operating payables at beginning of year	2017-12-31	$3,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$570,365
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,275,806
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,705,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$16,152
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,929,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,350,929
Interest on participant loans	2017-12-31	$812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$288,341
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$223,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$223,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$282,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$101,035
Employer contributions (assets) at end of year	2017-12-31	$8,372
Employer contributions (assets) at beginning of year	2017-12-31	$35,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$307,639
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2017-12-31	464558541
2016 : PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$3,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$373
Total income from all sources (including contributions)	2016-12-31	$603,430
Total of all expenses incurred	2016-12-31	$232,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$215,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$496,837
Value of total assets at end of year	2016-12-31	$1,708,771
Value of total assets at beginning of year	2016-12-31	$1,334,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$16,921
Total interest from all sources	2016-12-31	$779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$200,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$416,581
Participant contributions at end of year	2016-12-31	$14,611
Participant contributions at beginning of year	2016-12-31	$22,372
Participant contributions at end of year	2016-12-31	$82,534
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$899
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$1,835
Liabilities. Value of operating payables at end of year	2016-12-31	$3,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$371,310
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,705,441
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,334,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$16,921
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,350,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,193,571
Interest on participant loans	2016-12-31	$779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$223,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$118,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$118,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$105,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$79,357
Employer contributions (assets) at end of year	2016-12-31	$35,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$215,199
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$373
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2016-12-31	464558541
2015 : PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$373
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$597
Total income from all sources (including contributions)	2015-12-31	$241,077
Total of all expenses incurred	2015-12-31	$89,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$75,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$252,281
Value of total assets at end of year	2015-12-31	$1,334,504
Value of total assets at beginning of year	2015-12-31	$1,182,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$13,705
Total interest from all sources	2015-12-31	$641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$120,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$222,459
Participant contributions at end of year	2015-12-31	$22,372
Participant contributions at beginning of year	2015-12-31	$11,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$151,800
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,334,131
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,182,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$13,705
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,193,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,060,408
Interest on participant loans	2015-12-31	$641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$118,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$110,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$110,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-11,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$29,822
Employer contributions (assets) at beginning of year	2015-12-31	$37
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$75,572
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$373
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$597
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2015-12-31	464558541
2014 : PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$597
Total income from all sources (including contributions)	2014-12-31	$252,977
Total of all expenses incurred	2014-12-31	$50,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$40,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$183,889
Value of total assets at end of year	2014-12-31	$1,182,928
Value of total assets at beginning of year	2014-12-31	$979,660
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$10,056
Total interest from all sources	2014-12-31	$543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$120,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$163,428
Participant contributions at end of year	2014-12-31	$11,992
Participant contributions at beginning of year	2014-12-31	$13,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$202,671
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,182,331
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$979,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$10,056
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,060,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$936,599
Interest on participant loans	2014-12-31	$543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$110,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$29,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$29,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$68,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$20,461
Employer contributions (assets) at end of year	2014-12-31	$37
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$40,250
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$597
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2014-12-31	464558541
2013 : PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$85,518
Total unrealized appreciation/depreciation of assets	2013-12-31	$85,518
Total transfer of assets to this plan	2013-12-31	$801,568
Total income from all sources (including contributions)	2013-12-31	$280,492
Total of all expenses incurred	2013-12-31	$102,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$97,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$153,078
Value of total assets at end of year	2013-12-31	$979,660
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,454
Total interest from all sources	2013-12-31	$41,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$100,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$136,109
Participant contributions at end of year	2013-12-31	$13,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$178,092
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$979,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$4,454
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$936,599
Interest on participant loans	2013-12-31	$195
Income. Interest from US Government securities	2013-12-31	$41,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$29,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$16,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$97,946
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	METZ CPA, PC
Accountancy firm EIN	2013-12-31	860847252

Form 5500 Responses for PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN

2022: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
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: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
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: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PACIFIC CHARTER INSTITUTE 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814431

Policy instance

Insurance contract or identification number	814431
Number of Individuals Covered	154
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814431

Policy instance

Insurance contract or identification number	814431
Number of Individuals Covered	133
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PACIFIC CHARTER INSTITUTE
Employer identification number (EIN):	161727094
NAIC Classification:	611000

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C2657521