CIO HOLDINGS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CIO HOLDINGS, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : CIO HOLDINGS, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-20 | 156302 |
| Net assets as of the end of the plan year | 2025-05-20 | 5714923 |
| Total assets as of the beginning of the plan year | 2025-05-20 | 4726408 |
| Value of plan covered by a fidelity bond | 2025-05-20 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-20 | 412189 |
| Other contributions to plan in this plan year | 2025-05-20 | 13083 |
| Other income to plan in this plan year | 2025-05-20 | 671613 |
| Plan net income in this plan year | 2025-05-20 | 988515 |
| Net assets as of the end of the plan year | 2025-05-20 | 5714923 |
| Net assets as of the beginning of the plan year | 2025-05-20 | 4726408 |
| Employer contributions to plan in this plan year | 2025-05-20 | 47932 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-20 | 5296 |
| 2024 : CIO HOLDINGS, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-23 | 301803 |
| Net assets as of the end of the plan year | 2024-07-23 | 4726408 |
| Total assets as of the beginning of the plan year | 2024-07-23 | 3843933 |
| Value of plan covered by a fidelity bond | 2024-07-23 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-23 | 445558 |
| Other contributions to plan in this plan year | 2024-07-23 | 3172 |
| Other income to plan in this plan year | 2024-07-23 | 676193 |
| Plan net income in this plan year | 2024-07-23 | 882475 |
| Net assets as of the end of the plan year | 2024-07-23 | 4726408 |
| Net assets as of the beginning of the plan year | 2024-07-23 | 3843933 |
| Employer contributions to plan in this plan year | 2024-07-23 | 59355 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-23 | 4802 |
| 2022 : CIO HOLDINGS, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-30 | 163423 |
| Net assets as of the end of the plan year | 2022-06-30 | 4410311 |
| Total assets as of the beginning of the plan year | 2022-06-30 | 3672144 |
| Value of plan covered by a fidelity bond | 2022-06-30 | 5000000 |
| Participant contributions to plan in this plan year | 2022-06-30 | 288938 |
| Other contributions to plan in this plan year | 2022-06-30 | 16107 |
| Other income to plan in this plan year | 2022-06-30 | 548118 |
| Plan net income in this plan year | 2022-06-30 | 738167 |
| Net assets as of the end of the plan year | 2022-06-30 | 4410311 |
| Net assets as of the beginning of the plan year | 2022-06-30 | 3672144 |
| Employer contributions to plan in this plan year | 2022-06-30 | 48427 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-30 | 4486 |
| 2019 : CIO HOLDINGS, INC. 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $807,034 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $31,995 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $29,338 |
| Total plan assets at end of year | 2019-12-31 | $2,845,269 |
| Total plan assets at beginning of year | 2019-12-31 | $2,070,230 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $203,033 |
| Other income received | 2019-12-31 | $573,647 |
| Net income (gross income less expenses) | 2019-12-31 | $775,039 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,845,269 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,070,230 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $30,354 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,657 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : CIO HOLDINGS, INC. 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $15,177 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $19,720 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $17,045 |
| Total plan assets at end of year | 2018-12-31 | $2,070,230 |
| Total plan assets at beginning of year | 2018-12-31 | $2,074,773 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $169,169 |
| Other income received | 2018-12-31 | $-180,227 |
| Net income (gross income less expenses) | 2018-12-31 | $-4,543 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,070,230 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,074,773 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $26,235 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,675 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : CIO HOLDINGS, INC. 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $562,570 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $137,691 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $133,196 |
| Total plan assets at end of year | 2017-12-31 | $2,074,773 |
| Total plan assets at beginning of year | 2017-12-31 | $1,649,894 |
| Value of fidelity bond covering the plan | 2017-12-31 | $210,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $151,621 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $29,437 |
| Other income received | 2017-12-31 | $359,260 |
| Net income (gross income less expenses) | 2017-12-31 | $424,879 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,074,773 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,649,894 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $22,252 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $4,495 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : CIO HOLDINGS, INC. 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $221,191 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $103,745 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $101,154 |
| Total plan assets at end of year | 2016-12-31 | $1,649,894 |
| Total plan assets at beginning of year | 2016-12-31 | $1,532,448 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $117,780 |
| Other income received | 2016-12-31 | $97,474 |
| Net income (gross income less expenses) | 2016-12-31 | $117,446 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,649,894 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,532,448 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $5,937 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,591 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : CIO HOLDINGS, INC. 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $209,743 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $569,802 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $560,039 |
| Total plan assets at end of year | 2015-12-31 | $1,532,448 |
| Total plan assets at beginning of year | 2015-12-31 | $1,892,507 |
| Value of fidelity bond covering the plan | 2015-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $90,256 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $91,802 |
| Other income received | 2015-12-31 | $27,685 |
| Net income (gross income less expenses) | 2015-12-31 | $-360,059 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,532,448 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,892,507 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $9,763 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2019: CIO HOLDINGS, INC. 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: CIO HOLDINGS, INC. 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: CIO HOLDINGS, INC. 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: CIO HOLDINGS, INC. 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CIO HOLDINGS, INC. 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
