401k Plan data: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN plan

CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	001

CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Stock bonus
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.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
The employer maintaining this ESOP is an S Corporation
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.
Life insurance

401k Sponsoring company profile

CHARTIERS ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name: CHARTIERS ENTERPRISES, INC.

Employer identification number (EIN): 263511849

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 MARK S. LOCK
001 2017-01-01 DEBRA L. HARDING
001 2016-01-01 DEBRA L. HARDING
001 2015-01-01 DEBRA L. HARDING
001 2014-01-01 DEBRA L. HARDING
001 2013-01-01 DEBRA L. HARDING
001 2012-01-01 DEBRA L. HARDING
001 2011-01-01 DEBRA L. HARDING
001 2009-01-01 DEBRA L. HARDING

Plan Statistics for CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 37
Number of retired or separated participants receiving benefits 2022-01-01 16
Number of other retired or separated participants entitled to future benefits 2022-01-01 4
Total of all active and inactive participants 2022-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 57
Number of participants with account balances 2022-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 45
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 14
Total of all active and inactive participants 2021-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 59
Number of participants with account balances 2021-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 43
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 17
Total of all active and inactive participants 2020-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 60
Number of participants with account balances 2020-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 43
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 15
Total of all active and inactive participants 2019-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 58
Number of participants with account balances 2019-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 43
Number of retired or separated participants receiving benefits 2018-01-01 13
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 56
Number of participants with account balances 2018-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 44
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 55
Number of participants with account balances 2017-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 45
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 11
Total of all active and inactive participants 2016-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 56
Number of participants with account balances 2016-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 43
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 55
Number of participants with account balances 2015-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 46
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 9
Total of all active and inactive participants 2014-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 56
Number of participants with account balances 2014-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 44
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 55
Number of participants with account balances 2013-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 44
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 58
Number of participants with account balances 2012-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 41
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 13
Total of all active and inactive participants 2011-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 55
Number of participants with account balances 2011-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 44
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 58
Number of participants with account balances 2009-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	37
Number of retired or separated participants receiving benefits	2022-01-01	16
Number of other retired or separated participants entitled to future benefits	2022-01-01	4
Total of all active and inactive participants	2022-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	57
Number of participants with account balances	2022-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	45
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	14
Total of all active and inactive participants	2021-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	59
Number of participants with account balances	2021-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	43
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	17
Total of all active and inactive participants	2020-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	60
Number of participants with account balances	2020-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	43
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	15
Total of all active and inactive participants	2019-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	58
Number of participants with account balances	2019-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	43
Number of retired or separated participants receiving benefits	2018-01-01	13
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	56
Number of participants with account balances	2018-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	44
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	55
Number of participants with account balances	2017-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	45
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	11
Total of all active and inactive participants	2016-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	56
Number of participants with account balances	2016-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	43
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	55
Number of participants with account balances	2015-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	46
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	9
Total of all active and inactive participants	2014-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	56
Number of participants with account balances	2014-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	44
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	55
Number of participants with account balances	2013-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	44
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	58
Number of participants with account balances	2012-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	41
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	13
Total of all active and inactive participants	2011-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	55
Number of participants with account balances	2011-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	44
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	58
Number of participants with account balances	2009-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$8,928
Total income from all sources	2022-12-31	$938,480
Expenses. Total of all expenses incurred	2022-12-31	$871,510
Benefits paid (including direct rollovers)	2022-12-31	$869,469
Total plan assets at end of year	2022-12-31	$6,801,137
Total plan assets at beginning of year	2022-12-31	$6,725,239
Value of fidelity bond covering the plan	2022-12-31	$900,000
Total contributions received or receivable from participants	2022-12-31	$66,255
Expenses. Other expenses not covered elsewhere	2022-12-31	$1,906
Contributions received from other sources (not participants or employers)	2022-12-31	$194,622
Other income received	2022-12-31	$27,603
Net income (gross income less expenses)	2022-12-31	$66,970
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,792,209
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,725,239
Assets. Value of employer securities	2022-12-31	$5,675,000
Total contributions received or receivable from employer(s)	2022-12-31	$650,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$135
2021 : CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,176,819
Expenses. Total of all expenses incurred	2021-12-31	$722,238
Benefits paid (including direct rollovers)	2021-12-31	$721,752
Total plan assets at end of year	2021-12-31	$6,525,834
Total plan assets at beginning of year	2021-12-31	$6,071,253
Value of fidelity bond covering the plan	2021-12-31	$900,000
Total contributions received or receivable from participants	2021-12-31	$41,020
Other income received	2021-12-31	$425,067
Net income (gross income less expenses)	2021-12-31	$454,581
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,525,834
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,071,253
Assets. Value of employer securities	2021-12-31	$5,875,000
Total contributions received or receivable from employer(s)	2021-12-31	$751,752
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$486
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$493,703
Expenses. Total of all expenses incurred	2020-12-31	$485,348
Benefits paid (including direct rollovers)	2020-12-31	$483,123
Total plan assets at end of year	2020-12-31	$6,071,253
Total plan assets at beginning of year	2020-12-31	$6,062,898
Value of fidelity bond covering the plan	2020-12-31	$900,000
Other income received	2020-12-31	$-92,042
Net income (gross income less expenses)	2020-12-31	$8,355
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,071,253
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,062,898
Assets. Value of employer securities	2020-12-31	$5,700,000
Total contributions received or receivable from employer(s)	2020-12-31	$585,745
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2,225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$9,967
Expenses. Total of all expenses incurred	2019-12-31	$425,127
Benefits paid (including direct rollovers)	2019-12-31	$403,590
Total plan assets at end of year	2019-12-31	$6,062,898
Total plan assets at beginning of year	2019-12-31	$6,478,058
Value of fidelity bond covering the plan	2019-12-31	$900,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$21,537
Other income received	2019-12-31	$-386,433
Net income (gross income less expenses)	2019-12-31	$-415,160
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,062,898
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,478,058
Assets. Value of employer securities	2019-12-31	$5,800,000
Total contributions received or receivable from employer(s)	2019-12-31	$396,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$590,967
Expenses. Total of all expenses incurred	2018-12-31	$508,773
Benefits paid (including direct rollovers)	2018-12-31	$466,346
Total plan assets at end of year	2018-12-31	$6,478,058
Total plan assets at beginning of year	2018-12-31	$6,395,864
Value of fidelity bond covering the plan	2018-12-31	$900,000
Other income received	2018-12-31	$102,247
Net income (gross income less expenses)	2018-12-31	$82,194
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,478,058
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,395,864
Assets. Value of employer securities	2018-12-31	$6,200,000
Total contributions received or receivable from employer(s)	2018-12-31	$488,720
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$42,427
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$-336,694
Expenses. Total of all expenses incurred	2017-12-31	$407,139
Benefits paid (including direct rollovers)	2017-12-31	$364,820
Total plan assets at end of year	2017-12-31	$6,395,864
Total plan assets at beginning of year	2017-12-31	$7,139,697
Value of fidelity bond covering the plan	2017-12-31	$900,000
Other income received	2017-12-31	$-567,263
Net income (gross income less expenses)	2017-12-31	$-743,833
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,395,864
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$7,139,697
Assets. Value of employer securities	2017-12-31	$6,100,000
Total contributions received or receivable from employer(s)	2017-12-31	$230,569
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$42,319
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$644,339
Expenses. Total of all expenses incurred	2016-12-31	$405,670
Benefits paid (including direct rollovers)	2016-12-31	$382,123
Total plan assets at end of year	2016-12-31	$7,139,697
Total plan assets at beginning of year	2016-12-31	$6,901,028
Value of fidelity bond covering the plan	2016-12-31	$900,000
Other income received	2016-12-31	$220,467
Net income (gross income less expenses)	2016-12-31	$238,669
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,139,697
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,901,028
Assets. Value of employer securities	2016-12-31	$6,700,000
Total contributions received or receivable from employer(s)	2016-12-31	$423,872
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$23,547
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$1,059,840
Expenses. Total of all expenses incurred	2015-12-31	$794,731
Benefits paid (including direct rollovers)	2015-12-31	$772,948
Total plan assets at end of year	2015-12-31	$6,901,028
Total plan assets at beginning of year	2015-12-31	$6,635,919
Value of fidelity bond covering the plan	2015-12-31	$900,000
Other income received	2015-12-31	$465,109
Net income (gross income less expenses)	2015-12-31	$265,109
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,901,028
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,635,919
Assets. Value of employer securities	2015-12-31	$6,500,000
Total contributions received or receivable from employer(s)	2015-12-31	$594,731
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$21,783
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$651,116
Expenses. Total of all expenses incurred	2014-12-31	$657,297
Benefits paid (including direct rollovers)	2014-12-31	$599,048
Total plan assets at end of year	2014-12-31	$6,635,919
Total plan assets at beginning of year	2014-12-31	$6,642,100
Value of fidelity bond covering the plan	2014-12-31	$900,000
Other income received	2014-12-31	$104,450
Net income (gross income less expenses)	2014-12-31	$-6,181
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,635,919
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,642,100
Assets. Value of employer securities	2014-12-31	$6,030,000
Total contributions received or receivable from employer(s)	2014-12-31	$546,666
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$58,249
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$777,277
Expenses. Total of all expenses incurred	2013-12-31	$655,714
Benefits paid (including direct rollovers)	2013-12-31	$599,965
Total plan assets at end of year	2013-12-31	$6,642,100
Total plan assets at beginning of year	2013-12-31	$6,520,537
Value of fidelity bond covering the plan	2013-12-31	$900,000
Other income received	2013-12-31	$322,847
Net income (gross income less expenses)	2013-12-31	$121,563
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,642,100
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,520,537
Assets. Value of employer securities	2013-12-31	$6,050,000
Total contributions received or receivable from employer(s)	2013-12-31	$454,430
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$55,749
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$272,957
Expenses. Total of all expenses incurred	2012-12-31	$556,652
Benefits paid (including direct rollovers)	2012-12-31	$511,903
Total plan assets at end of year	2012-12-31	$6,520,537
Total plan assets at beginning of year	2012-12-31	$6,804,232
Value of fidelity bond covering the plan	2012-12-31	$900,000
Other income received	2012-12-31	$47,870
Net income (gross income less expenses)	2012-12-31	$-283,695
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,520,537
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,804,232
Assets. Value of employer securities	2012-12-31	$5,940,000
Total contributions received or receivable from employer(s)	2012-12-31	$225,087
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$44,749
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$32,103
Expenses. Total of all expenses incurred	2011-12-31	$374,579
Benefits paid (including direct rollovers)	2011-12-31	$329,830
Total plan assets at end of year	2011-12-31	$6,804,232
Total plan assets at beginning of year	2011-12-31	$7,146,708
Value of fidelity bond covering the plan	2011-12-31	$900,000
Other income received	2011-12-31	$-189,825
Net income (gross income less expenses)	2011-12-31	$-342,476
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,804,232
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,146,708
Assets. Value of employer securities	2011-12-31	$6,230,000
Total contributions received or receivable from employer(s)	2011-12-31	$221,928
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$44,749
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$687,887
Expenses. Total of all expenses incurred	2010-12-31	$609,759
Benefits paid (including direct rollovers)	2010-12-31	$563,991
Total plan assets at end of year	2010-12-31	$7,146,708
Total plan assets at beginning of year	2010-12-31	$7,068,580
Value of fidelity bond covering the plan	2010-12-31	$900,000
Other income received	2010-12-31	$195,207
Net income (gross income less expenses)	2010-12-31	$78,128
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,146,708
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$7,068,580
Assets. Value of employer securities	2010-12-31	$6,560,000
Total contributions received or receivable from employer(s)	2010-12-31	$492,680
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$45,768
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN

2022: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP 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: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP 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: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP 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: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP 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: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP 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: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP 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: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CHARTIERS ENTERPRISES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )

Policy contract number

7438389

Policy instance

Insurance contract or identification number	7438389
Number of Individuals Covered	1
Insurance policy start date	2020-09-12
Insurance policy end date	2021-09-11
Total amount of commissions paid to insurance broker	USD $861
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $43,031
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $861
Insurance broker organization code?	3

METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )

Policy contract number

7438389

Policy instance

Insurance contract or identification number	7438389
Number of Individuals Covered	1
Insurance policy start date	2019-09-12
Insurance policy end date	2020-09-11
Total amount of commissions paid to insurance broker	USD $415
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $20,749
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $415
Insurance broker organization code?	3

METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )

Policy contract number

7438389

Policy instance

Insurance contract or identification number	7438389
Number of Individuals Covered	1
Insurance policy start date	2018-09-12
Insurance policy end date	2019-09-11
Total amount of commissions paid to insurance broker	USD $415
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $20,749
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $415
Insurance broker organization code?	3

METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )

Policy contract number

7438389

Policy instance

Insurance contract or identification number	7438389
Number of Individuals Covered	1
Insurance policy start date	2017-09-12
Insurance policy end date	2018-09-11
Total amount of commissions paid to insurance broker	USD $616
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $20,749
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $616
Insurance broker organization code?	3

METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )

Policy contract number

7438389

Policy instance

Insurance contract or identification number	7438389
Number of Individuals Covered	1
Insurance policy start date	2016-09-12
Insurance policy end date	2017-09-11
Total amount of commissions paid to insurance broker	USD $616
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $20,749
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $616
Insurance broker organization code?	3
Insurance broker name	JAMES W. MONTEVERDE, CLU, CHFL, AEP

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Company Name:	CHARTIERS ENTERPRISES, INC.
Employer identification number (EIN):	263511849
NAIC Classification:	238900