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Plan Name | CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | HORIZON TELCOM, INC. |
Employer identification number (EIN): | 311449037 |
NAIC Classification: | 517000 |
Additional information about HORIZON TELCOM, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1995-12-28 |
Company Identification Number: | 927229 |
Legal Registered Office Address: |
68 E MAIN ST - CHILLICOTHE United States of America (USA) 45601 |
More information about HORIZON TELCOM, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-09-01 | ||||
001 | 2020-09-01 | ||||
001 | 2019-09-01 | ||||
001 | 2018-09-01 | ||||
001 | 2017-09-01 | ||||
001 | 2016-09-01 | SCOTT MOON | |||
001 | 2015-09-01 | ||||
001 | 2014-09-01 | ||||
001 | 2013-09-01 | CHRIS GLASSBURN | |||
001 | 2012-09-01 | BARBARA LITTLE | |||
001 | 2011-09-01 | ERIC STEVENS | ERIC STEVENS | 2013-06-14 | |
001 | 2010-09-01 | ERIC STEVENS | ERIC STEVENS | 2012-06-12 | |
001 | 2009-09-01 | TREVOR KENDALL | TREVOR KENDALL | 2011-06-14 |
Measure | Date | Value |
---|---|---|
2022: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2022 401k membership | ||
Market value of plan assets | 2022-08-31 | 6,954,071 |
Acturial value of plan assets | 2022-08-31 | 6,282,915 |
Funding target for retired participants and beneficiaries receiving payment | 2022-08-31 | 3,590,425 |
Number of terminated vested participants | 2022-08-31 | 34 |
Fundng target for terminated vested participants | 2022-08-31 | 1,189,965 |
Active participant vested funding target | 2022-08-31 | 1,374,329 |
Number of active participants | 2022-08-31 | 26 |
Total funding liabilities for active participants | 2022-08-31 | 1,374,329 |
Total participant count | 2022-08-31 | 116 |
Total funding target for all participants | 2022-08-31 | 6,154,719 |
Balance at beginning of prior year after applicable adjustments | 2022-08-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-08-31 | 795 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-08-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-08-31 | 0 |
Amount remaining of carryover balance | 2022-08-31 | 0 |
Amount remaining of prefunding balance | 2022-08-31 | 795 |
Present value of excess contributions | 2022-08-31 | 14,469 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-08-31 | 15,292 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-08-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-08-31 | 0 |
Balance of carryovers at beginning of current year | 2022-08-31 | 0 |
Balance of prefunding at beginning of current year | 2022-08-31 | 950 |
Total employer contributions | 2022-08-31 | 0 |
Total employee contributions | 2022-08-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-08-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-08-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-08-31 | 35,625 |
Net shortfall amortization installment of oustanding balance | 2022-08-31 | 0 |
Waiver amortization installment | 2022-08-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-08-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-08-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-08-31 | 0 |
Additional cash requirement | 2022-08-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-08-31 | 0 |
Unpaid minimum required contributions for current year | 2022-08-31 | 0 |
Unpaid minimum required contributions for all years | 2022-08-31 | 0 |
2021: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2021 401k membership | ||
Total participants, beginning-of-year | 2021-09-01 | 116 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 22 |
Number of retired or separated participants receiving benefits | 2021-09-01 | 47 |
Number of other retired or separated participants entitled to future benefits | 2021-09-01 | 36 |
Total of all active and inactive participants | 2021-09-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-09-01 | 9 |
Total participants | 2021-09-01 | 114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-09-01 | 0 |
Market value of plan assets | 2021-08-31 | 6,779,536 |
Acturial value of plan assets | 2021-08-31 | 6,581,004 |
Funding target for retired participants and beneficiaries receiving payment | 2021-08-31 | 3,941,926 |
Number of terminated vested participants | 2021-08-31 | 36 |
Fundng target for terminated vested participants | 2021-08-31 | 1,236,779 |
Active participant vested funding target | 2021-08-31 | 1,601,148 |
Number of active participants | 2021-08-31 | 30 |
Total funding liabilities for active participants | 2021-08-31 | 1,601,148 |
Total participant count | 2021-08-31 | 125 |
Total funding target for all participants | 2021-08-31 | 6,779,853 |
Balance at beginning of prior year after applicable adjustments | 2021-08-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-08-31 | 710 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-08-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-08-31 | 0 |
Amount remaining of carryover balance | 2021-08-31 | 0 |
Amount remaining of prefunding balance | 2021-08-31 | 710 |
Present value of excess contributions | 2021-08-31 | 457 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-08-31 | 482 |
Balance of carryovers at beginning of current year | 2021-08-31 | 0 |
Balance of prefunding at beginning of current year | 2021-08-31 | 795 |
Total employer contributions | 2021-08-31 | 88,600 |
Total employee contributions | 2021-08-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-08-31 | 86,656 |
Liquidity shortfalls end of Q1 | 2021-08-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-08-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-08-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-08-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-08-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-08-31 | 49,437 |
Net shortfall amortization installment of oustanding balance | 2021-08-31 | 199,644 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-08-31 | 72,187 |
Additional cash requirement | 2021-08-31 | 72,187 |
Contributions allocatedtoward minimum required contributions for current year | 2021-08-31 | 86,656 |
Unpaid minimum required contributions for current year | 2021-08-31 | 0 |
Unpaid minimum required contributions for all years | 2021-08-31 | 0 |
2020: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2020 401k membership | ||
Total participants, beginning-of-year | 2020-09-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 26 |
Number of retired or separated participants receiving benefits | 2020-09-01 | 50 |
Number of other retired or separated participants entitled to future benefits | 2020-09-01 | 34 |
Total of all active and inactive participants | 2020-09-01 | 110 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-09-01 | 6 |
Total participants | 2020-09-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-09-01 | 0 |
Market value of plan assets | 2020-08-31 | 6,835,096 |
Acturial value of plan assets | 2020-08-31 | 6,846,083 |
Funding target for retired participants and beneficiaries receiving payment | 2020-08-31 | 4,625,293 |
Number of terminated vested participants | 2020-08-31 | 37 |
Fundng target for terminated vested participants | 2020-08-31 | 1,204,146 |
Active participant vested funding target | 2020-08-31 | 1,992,475 |
Number of active participants | 2020-08-31 | 35 |
Total funding liabilities for active participants | 2020-08-31 | 1,992,475 |
Total participant count | 2020-08-31 | 139 |
Total funding target for all participants | 2020-08-31 | 7,821,914 |
Balance at beginning of prior year after applicable adjustments | 2020-08-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-08-31 | 682 |
Amount remaining of carryover balance | 2020-08-31 | 0 |
Amount remaining of prefunding balance | 2020-08-31 | 682 |
Present value of excess contributions | 2020-08-31 | 60 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-08-31 | 63 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-08-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-08-31 | 0 |
Balance of carryovers at beginning of current year | 2020-08-31 | 0 |
Balance of prefunding at beginning of current year | 2020-08-31 | 710 |
Total employer contributions | 2020-08-31 | 100,000 |
Total employee contributions | 2020-08-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-08-31 | 92,896 |
Liquidity shortfalls end of Q1 | 2020-08-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-08-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-08-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-08-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-08-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-08-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-08-31 | 2,150 |
Net shortfall amortization installment of oustanding balance | 2020-08-31 | 976,541 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-08-31 | 92,439 |
Carryover balance elected to use to offset funding requirement | 2020-08-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-08-31 | 0 |
Additional cash requirement | 2020-08-31 | 92,439 |
Contributions allocatedtoward minimum required contributions for current year | 2020-08-31 | 92,896 |
Unpaid minimum required contributions for current year | 2020-08-31 | 0 |
Unpaid minimum required contributions for all years | 2020-08-31 | 0 |
2019: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2019 401k membership | ||
Total participants, beginning-of-year | 2019-09-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 30 |
Number of retired or separated participants receiving benefits | 2019-09-01 | 54 |
Number of other retired or separated participants entitled to future benefits | 2019-09-01 | 36 |
Total of all active and inactive participants | 2019-09-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-09-01 | 5 |
Total participants | 2019-09-01 | 125 |
Market value of plan assets | 2019-08-31 | 7,329,200 |
Acturial value of plan assets | 2019-08-31 | 7,079,380 |
Funding target for retired participants and beneficiaries receiving payment | 2019-08-31 | 4,715,934 |
Number of terminated vested participants | 2019-08-31 | 38 |
Fundng target for terminated vested participants | 2019-08-31 | 1,137,659 |
Active participant vested funding target | 2019-08-31 | 2,020,806 |
Number of active participants | 2019-08-31 | 37 |
Total funding liabilities for active participants | 2019-08-31 | 2,020,806 |
Total participant count | 2019-08-31 | 142 |
Total funding target for all participants | 2019-08-31 | 7,874,399 |
Balance at beginning of prior year after applicable adjustments | 2019-08-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-08-31 | 618 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-08-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-08-31 | 0 |
Amount remaining of carryover balance | 2019-08-31 | 0 |
Amount remaining of prefunding balance | 2019-08-31 | 618 |
Present value of excess contributions | 2019-08-31 | 336 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-08-31 | 356 |
Balance of carryovers at beginning of current year | 2019-08-31 | 0 |
Balance of prefunding at beginning of current year | 2019-08-31 | 682 |
Total employer contributions | 2019-08-31 | 31,300 |
Total employee contributions | 2019-08-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-08-31 | 29,962 |
Liquidity shortfalls end of Q1 | 2019-08-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-08-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-08-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-08-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-08-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-08-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-08-31 | 29,902 |
Net shortfall amortization installment of oustanding balance | 2019-08-31 | 795,701 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-08-31 | 29,902 |
Additional cash requirement | 2019-08-31 | 29,902 |
Contributions allocatedtoward minimum required contributions for current year | 2019-08-31 | 29,962 |
Unpaid minimum required contributions for current year | 2019-08-31 | 0 |
Unpaid minimum required contributions for all years | 2019-08-31 | 0 |
2018: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2018 401k membership | ||
Total participants, beginning-of-year | 2018-09-01 | 142 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 35 |
Number of retired or separated participants receiving benefits | 2018-09-01 | 62 |
Number of other retired or separated participants entitled to future benefits | 2018-09-01 | 37 |
Total of all active and inactive participants | 2018-09-01 | 134 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-09-01 | 5 |
Total participants | 2018-09-01 | 139 |
Market value of plan assets | 2018-08-31 | 7,154,992 |
Acturial value of plan assets | 2018-08-31 | 6,995,284 |
Funding target for retired participants and beneficiaries receiving payment | 2018-08-31 | 4,242,167 |
Number of terminated vested participants | 2018-08-31 | 43 |
Fundng target for terminated vested participants | 2018-08-31 | 1,322,464 |
Active participant vested funding target | 2018-08-31 | 1,917,670 |
Number of active participants | 2018-08-31 | 39 |
Total funding liabilities for active participants | 2018-08-31 | 1,917,670 |
Total participant count | 2018-08-31 | 147 |
Total funding target for all participants | 2018-08-31 | 7,482,301 |
Balance at beginning of prior year after applicable adjustments | 2018-08-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-08-31 | 562 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-08-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-08-31 | 0 |
Amount remaining of carryover balance | 2018-08-31 | 0 |
Amount remaining of prefunding balance | 2018-08-31 | 562 |
Present value of excess contributions | 2018-08-31 | 4 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-08-31 | 4 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-08-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-08-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-08-31 | 0 |
Balance of carryovers at beginning of current year | 2018-08-31 | 0 |
Balance of prefunding at beginning of current year | 2018-08-31 | 618 |
Total employer contributions | 2018-08-31 | 139,862 |
Total employee contributions | 2018-08-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-08-31 | 133,642 |
Liquidity shortfalls end of Q1 | 2018-08-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-08-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-08-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-08-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-08-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-08-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-08-31 | 37,224 |
Net shortfall amortization installment of oustanding balance | 2018-08-31 | 487,635 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-08-31 | 133,306 |
Carryover balance elected to use to offset funding requirement | 2018-08-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-08-31 | 0 |
Additional cash requirement | 2018-08-31 | 133,306 |
Contributions allocatedtoward minimum required contributions for current year | 2018-08-31 | 133,642 |
Unpaid minimum required contributions for current year | 2018-08-31 | 0 |
Unpaid minimum required contributions for all years | 2018-08-31 | 0 |
2017: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2017 401k membership | ||
Total participants, beginning-of-year | 2017-09-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 37 |
Number of retired or separated participants receiving benefits | 2017-09-01 | 62 |
Number of other retired or separated participants entitled to future benefits | 2017-09-01 | 38 |
Total of all active and inactive participants | 2017-09-01 | 137 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-09-01 | 5 |
Total participants | 2017-09-01 | 142 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-09-01 | 0 |
Market value of plan assets | 2017-08-31 | 7,344,135 |
Acturial value of plan assets | 2017-08-31 | 7,512,257 |
Funding target for retired participants and beneficiaries receiving payment | 2017-08-31 | 4,430,570 |
Number of terminated vested participants | 2017-08-31 | 51 |
Fundng target for terminated vested participants | 2017-08-31 | 1,568,205 |
Active participant vested funding target | 2017-08-31 | 1,714,775 |
Number of active participants | 2017-08-31 | 39 |
Total funding liabilities for active participants | 2017-08-31 | 1,755,497 |
Total participant count | 2017-08-31 | 159 |
Total funding target for all participants | 2017-08-31 | 7,754,272 |
Balance at beginning of prior year after applicable adjustments | 2017-08-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-08-31 | 523 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-08-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-08-31 | 0 |
Amount remaining of carryover balance | 2017-08-31 | 0 |
Amount remaining of prefunding balance | 2017-08-31 | 523 |
Present value of excess contributions | 2017-08-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-08-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-08-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-08-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-08-31 | 0 |
Balance of carryovers at beginning of current year | 2017-08-31 | 0 |
Balance of prefunding at beginning of current year | 2017-08-31 | 562 |
Total employer contributions | 2017-08-31 | 125,848 |
Total employee contributions | 2017-08-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-08-31 | 120,035 |
Liquidity shortfalls end of Q1 | 2017-08-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-08-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-08-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-08-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-08-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-08-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-08-31 | 34,114 |
Net shortfall amortization installment of oustanding balance | 2017-08-31 | 242,577 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-08-31 | 120,031 |
Additional cash requirement | 2017-08-31 | 120,031 |
Contributions allocatedtoward minimum required contributions for current year | 2017-08-31 | 120,035 |
Unpaid minimum required contributions for current year | 2017-08-31 | 0 |
Unpaid minimum required contributions for all years | 2017-08-31 | 0 |
2016: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2016 401k membership | ||
Total participants, beginning-of-year | 2016-09-01 | 159 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 39 |
Number of retired or separated participants receiving benefits | 2016-09-01 | 60 |
Number of other retired or separated participants entitled to future benefits | 2016-09-01 | 43 |
Total of all active and inactive participants | 2016-09-01 | 142 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-09-01 | 5 |
Total participants | 2016-09-01 | 147 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-09-01 | 0 |
2015: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2015 401k membership | ||
Total participants, beginning-of-year | 2015-09-01 | 164 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 39 |
Number of retired or separated participants receiving benefits | 2015-09-01 | 61 |
Number of other retired or separated participants entitled to future benefits | 2015-09-01 | 51 |
Total of all active and inactive participants | 2015-09-01 | 151 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-09-01 | 8 |
Total participants | 2015-09-01 | 159 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-09-01 | 0 |
2014: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2014 401k membership | ||
Total participants, beginning-of-year | 2014-09-01 | 170 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 41 |
Number of retired or separated participants receiving benefits | 2014-09-01 | 61 |
Number of other retired or separated participants entitled to future benefits | 2014-09-01 | 53 |
Total of all active and inactive participants | 2014-09-01 | 155 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-09-01 | 9 |
Total participants | 2014-09-01 | 164 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-09-01 | 0 |
2013: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2013 401k membership | ||
Total participants, beginning-of-year | 2013-09-01 | 177 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 47 |
Number of retired or separated participants receiving benefits | 2013-09-01 | 62 |
Number of other retired or separated participants entitled to future benefits | 2013-09-01 | 51 |
Total of all active and inactive participants | 2013-09-01 | 160 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-09-01 | 10 |
Total participants | 2013-09-01 | 170 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-09-01 | 0 |
2012: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2012 401k membership | ||
Total participants, beginning-of-year | 2012-09-01 | 179 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 50 |
Number of retired or separated participants receiving benefits | 2012-09-01 | 63 |
Number of other retired or separated participants entitled to future benefits | 2012-09-01 | 54 |
Total of all active and inactive participants | 2012-09-01 | 167 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-09-01 | 10 |
Total participants | 2012-09-01 | 177 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-09-01 | 0 |
2011: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2011 401k membership | ||
Total participants, beginning-of-year | 2011-09-01 | 178 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 54 |
Number of retired or separated participants receiving benefits | 2011-09-01 | 62 |
Number of other retired or separated participants entitled to future benefits | 2011-09-01 | 54 |
Total of all active and inactive participants | 2011-09-01 | 170 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-09-01 | 9 |
Total participants | 2011-09-01 | 179 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-09-01 | 0 |
2010: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2010 401k membership | ||
Total participants, beginning-of-year | 2010-09-01 | 181 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-09-01 | 60 |
Number of retired or separated participants receiving benefits | 2010-09-01 | 60 |
Number of other retired or separated participants entitled to future benefits | 2010-09-01 | 51 |
Total of all active and inactive participants | 2010-09-01 | 171 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-09-01 | 7 |
Total participants | 2010-09-01 | 178 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-09-01 | 0 |
2009: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2009 401k membership | ||
Total participants, beginning-of-year | 2009-09-01 | 186 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 68 |
Number of retired or separated participants receiving benefits | 2009-09-01 | 61 |
Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 44 |
Total of all active and inactive participants | 2009-09-01 | 173 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-09-01 | 8 |
Total participants | 2009-09-01 | 181 |
Number of participants with account balances | 2009-09-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-09-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2022 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2022-08-31 | $-549,511 |
Total unrealized appreciation/depreciation of assets | 2022-08-31 | $-549,511 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-08-31 | $53,611 |
Total income from all sources (including contributions) | 2022-08-31 | $-743,744 |
Total loss/gain on sale of assets | 2022-08-31 | $-342,108 |
Total of all expenses incurred | 2022-08-31 | $763,211 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-08-31 | $735,506 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-08-31 | $0 |
Value of total assets at end of year | 2022-08-31 | $5,447,116 |
Value of total assets at beginning of year | 2022-08-31 | $7,007,682 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-08-31 | $27,705 |
Total interest from all sources | 2022-08-31 | $19,125 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-08-31 | $134,370 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-08-31 | No |
Administrative expenses professional fees incurred | 2022-08-31 | $27,705 |
Was this plan covered by a fidelity bond | 2022-08-31 | Yes |
Value of fidelity bond cover | 2022-08-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-08-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-08-31 | $8,483 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-08-31 | $14,193 |
Other income not declared elsewhere | 2022-08-31 | $-5,620 |
Total non interest bearing cash at beginning of year | 2022-08-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-08-31 | No |
Value of net income/loss | 2022-08-31 | $-1,506,955 |
Value of net assets at end of year (total assets less liabilities) | 2022-08-31 | $5,447,116 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-08-31 | $6,954,071 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-08-31 | $2,501,315 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-08-31 | $2,825,292 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-08-31 | $31,734 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-08-31 | $142,290 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-08-31 | $142,290 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-08-31 | $19,125 |
Asset value of US Government securities at end of year | 2022-08-31 | $1,904 |
Asset value of US Government securities at beginning of year | 2022-08-31 | $2,393 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-08-31 | No |
Contributions received in cash from employer | 2022-08-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-08-31 | $0 |
Income. Dividends from common stock | 2022-08-31 | $134,370 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-08-31 | $735,506 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-08-31 | $249,570 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-08-31 | $913,677 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-08-31 | $2,654,110 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-08-31 | $3,109,837 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-08-31 | $53,611 |
Did the plan have assets held for investment | 2022-08-31 | 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 | 2022-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-08-31 | No |
Aggregate proceeds on sale of assets | 2022-08-31 | $-342,108 |
Opinion of an independent qualified public accountant for this plan | 2022-08-31 | Unqualified |
Accountancy firm name | 2022-08-31 | CLARK, SCHAEFER, HACKETT & CO |
Accountancy firm EIN | 2022-08-31 | 310800053 |
2021 : CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2021 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2021-08-31 | $1,069,924 |
Total unrealized appreciation/depreciation of assets | 2021-08-31 | $1,069,924 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-08-31 | $53,611 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-08-31 | $11,417 |
Total income from all sources (including contributions) | 2021-08-31 | $1,292,469 |
Total loss/gain on sale of assets | 2021-08-31 | $16,356 |
Total of all expenses incurred | 2021-08-31 | $1,109,088 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-08-31 | $1,091,458 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-08-31 | $88,600 |
Value of total assets at end of year | 2021-08-31 | $7,007,682 |
Value of total assets at beginning of year | 2021-08-31 | $6,782,107 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-08-31 | $17,630 |
Total interest from all sources | 2021-08-31 | $38,045 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-08-31 | $79,544 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-08-31 | No |
Administrative expenses professional fees incurred | 2021-08-31 | $17,630 |
Was this plan covered by a fidelity bond | 2021-08-31 | Yes |
Value of fidelity bond cover | 2021-08-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-08-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-08-31 | $53,611 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-08-31 | $14,193 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-08-31 | $16,882 |
Other income not declared elsewhere | 2021-08-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-08-31 | $11,417 |
Total non interest bearing cash at end of year | 2021-08-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-08-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-08-31 | No |
Value of net income/loss | 2021-08-31 | $183,381 |
Value of net assets at end of year (total assets less liabilities) | 2021-08-31 | $6,954,071 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-08-31 | $6,770,690 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-08-31 | $2,825,292 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-08-31 | $2,585,522 |
Interest earned on other investments | 2021-08-31 | $38,045 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-08-31 | $142,290 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-08-31 | $57,786 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-08-31 | $57,786 |
Asset value of US Government securities at end of year | 2021-08-31 | $2,393 |
Asset value of US Government securities at beginning of year | 2021-08-31 | $3,002 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-08-31 | No |
Contributions received in cash from employer | 2021-08-31 | $88,600 |
Employer contributions (assets) at end of year | 2021-08-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-08-31 | $77,500 |
Income. Dividends from common stock | 2021-08-31 | $79,544 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-08-31 | $1,037,847 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-08-31 | $913,677 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-08-31 | $1,356,391 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-08-31 | $3,109,837 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-08-31 | $2,685,024 |
Liabilities. Value of benefit claims payable at end of year | 2021-08-31 | $53,611 |
Did the plan have assets held for investment | 2021-08-31 | 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 | 2021-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-08-31 | No |
Aggregate proceeds on sale of assets | 2021-08-31 | $16,356 |
Opinion of an independent qualified public accountant for this plan | 2021-08-31 | Disclaimer |
Accountancy firm name | 2021-08-31 | CLARK, SCHAEFER, HACKETT & CO |
Accountancy firm EIN | 2021-08-31 | 310800053 |
2020 : CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2020 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2020-08-31 | $626,626 |
Total unrealized appreciation/depreciation of assets | 2020-08-31 | $626,626 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-08-31 | $11,417 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-08-31 | $33,074 |
Total income from all sources (including contributions) | 2020-08-31 | $860,845 |
Total loss/gain on sale of assets | 2020-08-31 | $-31,328 |
Total of all expenses incurred | 2020-08-31 | $892,343 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-08-31 | $864,908 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-08-31 | $100,000 |
Value of total assets at end of year | 2020-08-31 | $6,782,107 |
Value of total assets at beginning of year | 2020-08-31 | $6,835,262 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-08-31 | $27,435 |
Total interest from all sources | 2020-08-31 | $41,386 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-08-31 | $124,161 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-08-31 | No |
Administrative expenses professional fees incurred | 2020-08-31 | $27,435 |
Was this plan covered by a fidelity bond | 2020-08-31 | Yes |
Value of fidelity bond cover | 2020-08-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-08-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-08-31 | $16,882 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-08-31 | $19,800 |
Liabilities. Value of operating payables at end of year | 2020-08-31 | $11,417 |
Liabilities. Value of operating payables at beginning of year | 2020-08-31 | $33,074 |
Total non interest bearing cash at end of year | 2020-08-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-08-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-08-31 | No |
Value of net income/loss | 2020-08-31 | $-31,498 |
Value of net assets at end of year (total assets less liabilities) | 2020-08-31 | $6,770,690 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-08-31 | $6,802,188 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-08-31 | $2,585,522 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-08-31 | $2,453,849 |
Interest earned on other investments | 2020-08-31 | $41,386 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-08-31 | $57,786 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-08-31 | $378,345 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-08-31 | $378,345 |
Asset value of US Government securities at end of year | 2020-08-31 | $3,002 |
Asset value of US Government securities at beginning of year | 2020-08-31 | $3,344 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-08-31 | No |
Contributions received in cash from employer | 2020-08-31 | $100,000 |
Employer contributions (assets) at end of year | 2020-08-31 | $77,500 |
Employer contributions (assets) at beginning of year | 2020-08-31 | $10,900 |
Income. Dividends from common stock | 2020-08-31 | $124,161 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-08-31 | $864,908 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-08-31 | $1,356,391 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-08-31 | $1,332,843 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-08-31 | $2,685,024 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-08-31 | $2,636,181 |
Did the plan have assets held for investment | 2020-08-31 | 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 | 2020-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-08-31 | No |
Aggregate proceeds on sale of assets | 2020-08-31 | $-31,328 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-08-31 | Disclaimer |
Accountancy firm name | 2020-08-31 | CLARK, SCHAEFER, HACKETT & CO |
Accountancy firm EIN | 2020-08-31 | 310800053 |
2019 : CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-08-31 | $289,685 |
Total unrealized appreciation/depreciation of assets | 2019-08-31 | $289,685 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-08-31 | $33,074 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-08-31 | $0 |
Total income from all sources (including contributions) | 2019-08-31 | $316,949 |
Total loss/gain on sale of assets | 2019-08-31 | $-196,410 |
Total of all expenses incurred | 2019-08-31 | $844,758 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-08-31 | $809,534 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-08-31 | $31,300 |
Value of total assets at end of year | 2019-08-31 | $6,835,262 |
Value of total assets at beginning of year | 2019-08-31 | $7,329,997 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-08-31 | $35,224 |
Total interest from all sources | 2019-08-31 | $44,257 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-08-31 | $148,117 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-08-31 | No |
Administrative expenses professional fees incurred | 2019-08-31 | $35,224 |
Was this plan covered by a fidelity bond | 2019-08-31 | Yes |
Value of fidelity bond cover | 2019-08-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-08-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-08-31 | $19,800 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-08-31 | $20,651 |
Other income not declared elsewhere | 2019-08-31 | $0 |
Liabilities. Value of operating payables at end of year | 2019-08-31 | $33,074 |
Total non interest bearing cash at end of year | 2019-08-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-08-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-08-31 | No |
Value of net income/loss | 2019-08-31 | $-527,809 |
Value of net assets at end of year (total assets less liabilities) | 2019-08-31 | $6,802,188 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-08-31 | $7,329,997 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-08-31 | $2,453,849 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-08-31 | $2,630,513 |
Interest earned on other investments | 2019-08-31 | $44,257 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-08-31 | $378,345 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-08-31 | $85,904 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-08-31 | $85,904 |
Asset value of US Government securities at end of year | 2019-08-31 | $3,344 |
Asset value of US Government securities at beginning of year | 2019-08-31 | $3,925 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-08-31 | No |
Contributions received in cash from employer | 2019-08-31 | $31,300 |
Employer contributions (assets) at end of year | 2019-08-31 | $10,900 |
Employer contributions (assets) at beginning of year | 2019-08-31 | $49,400 |
Income. Dividends from common stock | 2019-08-31 | $148,117 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-08-31 | $809,534 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-08-31 | $1,332,843 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-08-31 | $1,290,620 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-08-31 | $2,636,181 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-08-31 | $3,248,984 |
Did the plan have assets held for investment | 2019-08-31 | 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 | 2019-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-08-31 | No |
Aggregate proceeds on sale of assets | 2019-08-31 | $-196,410 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-08-31 | Disclaimer |
Accountancy firm name | 2019-08-31 | CLARK, SCHAEFER, HACKETT & CO |
Accountancy firm EIN | 2019-08-31 | 310800053 |
2018 : CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2018 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2018-08-31 | $425,671 |
Total unrealized appreciation/depreciation of assets | 2018-08-31 | $425,671 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-08-31 | $0 |
Total income from all sources (including contributions) | 2018-08-31 | $849,497 |
Total loss/gain on sale of assets | 2018-08-31 | $46,492 |
Total of all expenses incurred | 2018-08-31 | $675,276 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-08-31 | $645,374 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-08-31 | $139,862 |
Value of total assets at end of year | 2018-08-31 | $7,329,997 |
Value of total assets at beginning of year | 2018-08-31 | $7,155,776 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-08-31 | $29,902 |
Total interest from all sources | 2018-08-31 | $51,081 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-08-31 | $187,111 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-08-31 | No |
Administrative expenses professional fees incurred | 2018-08-31 | $29,902 |
Was this plan covered by a fidelity bond | 2018-08-31 | Yes |
Value of fidelity bond cover | 2018-08-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-08-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-08-31 | $20,651 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-08-31 | $18,618 |
Other income not declared elsewhere | 2018-08-31 | $-720 |
Total non interest bearing cash at end of year | 2018-08-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-08-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-08-31 | No |
Value of net income/loss | 2018-08-31 | $174,221 |
Value of net assets at end of year (total assets less liabilities) | 2018-08-31 | $7,329,997 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-08-31 | $7,155,776 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-08-31 | $2,630,513 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-08-31 | $2,439,800 |
Interest earned on other investments | 2018-08-31 | $51,081 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-08-31 | $85,904 |
Asset value of US Government securities at end of year | 2018-08-31 | $3,925 |
Asset value of US Government securities at beginning of year | 2018-08-31 | $5,208 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-08-31 | No |
Contributions received in cash from employer | 2018-08-31 | $139,862 |
Employer contributions (assets) at end of year | 2018-08-31 | $49,400 |
Employer contributions (assets) at beginning of year | 2018-08-31 | $44,827 |
Income. Dividends from preferred stock | 2018-08-31 | $187,111 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-08-31 | $645,374 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-08-31 | $1,290,620 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-08-31 | $1,598,258 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-08-31 | $3,248,984 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-08-31 | $3,049,065 |
Did the plan have assets held for investment | 2018-08-31 | 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 | 2018-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-08-31 | No |
Aggregate proceeds on sale of assets | 2018-08-31 | $46,492 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-08-31 | Disclaimer |
Accountancy firm name | 2018-08-31 | CLARK, SCHAEFER, HACKETT & CO |
Accountancy firm EIN | 2018-08-31 | 310800053 |
2017 : CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-08-31 | $451,100 |
Total unrealized appreciation/depreciation of assets | 2017-08-31 | $451,100 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-08-31 | $0 |
Total income from all sources (including contributions) | 2017-08-31 | $801,152 |
Total loss/gain on sale of assets | 2017-08-31 | $41,299 |
Total of all expenses incurred | 2017-08-31 | $991,877 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-08-31 | $953,622 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-08-31 | $125,848 |
Value of total assets at end of year | 2017-08-31 | $7,155,776 |
Value of total assets at beginning of year | 2017-08-31 | $7,346,501 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-08-31 | $38,255 |
Total interest from all sources | 2017-08-31 | $46,111 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-08-31 | $136,794 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-08-31 | No |
Administrative expenses professional fees incurred | 2017-08-31 | $38,255 |
Was this plan covered by a fidelity bond | 2017-08-31 | Yes |
Value of fidelity bond cover | 2017-08-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-08-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-08-31 | $18,618 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-08-31 | $24,831 |
Total non interest bearing cash at end of year | 2017-08-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-08-31 | No |
Value of net income/loss | 2017-08-31 | $-190,725 |
Value of net assets at end of year (total assets less liabilities) | 2017-08-31 | $7,155,776 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-08-31 | $7,346,501 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-08-31 | $2,439,800 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-08-31 | $2,399,690 |
Interest earned on other investments | 2017-08-31 | $46,111 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-08-31 | $196,224 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-08-31 | $196,224 |
Asset value of US Government securities at end of year | 2017-08-31 | $5,208 |
Asset value of US Government securities at beginning of year | 2017-08-31 | $6,497 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-08-31 | No |
Contributions received in cash from employer | 2017-08-31 | $125,848 |
Employer contributions (assets) at end of year | 2017-08-31 | $44,827 |
Employer contributions (assets) at beginning of year | 2017-08-31 | $131,004 |
Income. Dividends from common stock | 2017-08-31 | $136,794 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-08-31 | $953,622 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-08-31 | $1,598,258 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-08-31 | $1,730,358 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-08-31 | $3,049,065 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-08-31 | $2,857,897 |
Did the plan have assets held for investment | 2017-08-31 | 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 | 2017-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-08-31 | No |
Aggregate proceeds on sale of assets | 2017-08-31 | $41,299 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-08-31 | Disclaimer |
Accountancy firm name | 2017-08-31 | CLARK, SCHAEFER, HACKETT & CO |
Accountancy firm EIN | 2017-08-31 | 310800053 |
2016 : CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-08-31 | $360,227 |
Total unrealized appreciation/depreciation of assets | 2016-08-31 | $360,227 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-08-31 | $0 |
Total income from all sources (including contributions) | 2016-08-31 | $881,022 |
Total loss/gain on sale of assets | 2016-08-31 | $-122,299 |
Total of all expenses incurred | 2016-08-31 | $841,474 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-08-31 | $807,360 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-08-31 | $366,723 |
Value of total assets at end of year | 2016-08-31 | $7,346,501 |
Value of total assets at beginning of year | 2016-08-31 | $7,306,953 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-08-31 | $34,114 |
Total interest from all sources | 2016-08-31 | $57,094 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-08-31 | $219,277 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-08-31 | No |
Administrative expenses professional fees incurred | 2016-08-31 | $34,114 |
Was this plan covered by a fidelity bond | 2016-08-31 | Yes |
Value of fidelity bond cover | 2016-08-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-08-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-08-31 | $24,831 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-08-31 | $19,603 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-08-31 | No |
Value of net income/loss | 2016-08-31 | $39,548 |
Value of net assets at end of year (total assets less liabilities) | 2016-08-31 | $7,346,501 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-08-31 | $7,306,953 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-08-31 | $2,399,690 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-08-31 | $2,973,847 |
Interest earned on other investments | 2016-08-31 | $57,094 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-08-31 | $196,224 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-08-31 | $271,541 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-08-31 | $271,541 |
Asset value of US Government securities at end of year | 2016-08-31 | $6,497 |
Asset value of US Government securities at beginning of year | 2016-08-31 | $8,600 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-08-31 | No |
Contributions received in cash from employer | 2016-08-31 | $366,723 |
Employer contributions (assets) at end of year | 2016-08-31 | $131,004 |
Employer contributions (assets) at beginning of year | 2016-08-31 | $252,790 |
Income. Dividends from common stock | 2016-08-31 | $219,277 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-08-31 | $807,360 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-08-31 | $1,730,358 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-08-31 | $1,461,469 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-08-31 | $2,857,897 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-08-31 | $2,319,103 |
Did the plan have assets held for investment | 2016-08-31 | 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 | 2016-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-08-31 | No |
Aggregate proceeds on sale of assets | 2016-08-31 | $-122,299 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-08-31 | Disclaimer |
Accountancy firm name | 2016-08-31 | SMITH & DEKAY PS |
Accountancy firm EIN | 2016-08-31 | 911343765 |
2015 : CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-08-31 | $-291,993 |
Total unrealized appreciation/depreciation of assets | 2015-08-31 | $-291,993 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-08-31 | $0 |
Total income from all sources (including contributions) | 2015-08-31 | $630,371 |
Total loss/gain on sale of assets | 2015-08-31 | $-33,540 |
Total of all expenses incurred | 2015-08-31 | $1,092,853 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-08-31 | $1,047,640 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-08-31 | $705,520 |
Value of total assets at end of year | 2015-08-31 | $7,306,953 |
Value of total assets at beginning of year | 2015-08-31 | $7,769,435 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-08-31 | $45,213 |
Total interest from all sources | 2015-08-31 | $51,859 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-08-31 | $198,525 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-08-31 | No |
Was this plan covered by a fidelity bond | 2015-08-31 | Yes |
Value of fidelity bond cover | 2015-08-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-08-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-08-31 | $19,603 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-08-31 | $21,926 |
Administrative expenses (other) incurred | 2015-08-31 | $45,213 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-08-31 | No |
Value of net income/loss | 2015-08-31 | $-462,482 |
Value of net assets at end of year (total assets less liabilities) | 2015-08-31 | $7,306,953 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-08-31 | $7,769,435 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-08-31 | $2,973,847 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-08-31 | $3,383,892 |
Interest earned on other investments | 2015-08-31 | $51,859 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-08-31 | $271,541 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-08-31 | $127,860 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-08-31 | $127,860 |
Asset value of US Government securities at end of year | 2015-08-31 | $8,600 |
Asset value of US Government securities at beginning of year | 2015-08-31 | $10,042 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-08-31 | No |
Contributions received in cash from employer | 2015-08-31 | $705,520 |
Employer contributions (assets) at end of year | 2015-08-31 | $252,790 |
Employer contributions (assets) at beginning of year | 2015-08-31 | $206,759 |
Income. Dividends from common stock | 2015-08-31 | $198,525 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-08-31 | $1,047,640 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-08-31 | $1,461,469 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-08-31 | $1,642,048 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-08-31 | $2,319,103 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-08-31 | $2,376,908 |
Did the plan have assets held for investment | 2015-08-31 | 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 | 2015-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-08-31 | No |
Aggregate proceeds on sale of assets | 2015-08-31 | $-33,540 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-08-31 | Disclaimer |
Accountancy firm name | 2015-08-31 | SMITH & DEKAY PS |
Accountancy firm EIN | 2015-08-31 | 911343765 |
2014 : CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-08-31 | $534,159 |
Total unrealized appreciation/depreciation of assets | 2014-08-31 | $534,159 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-08-31 | $99,809 |
Total income from all sources (including contributions) | 2014-08-31 | $1,663,347 |
Total loss/gain on sale of assets | 2014-08-31 | $164,856 |
Total of all expenses incurred | 2014-08-31 | $1,322,851 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-08-31 | $1,275,125 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-08-31 | $679,650 |
Value of total assets at end of year | 2014-08-31 | $7,769,435 |
Value of total assets at beginning of year | 2014-08-31 | $7,528,748 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-08-31 | $47,726 |
Total interest from all sources | 2014-08-31 | $55,355 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-08-31 | $229,327 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-08-31 | No |
Was this plan covered by a fidelity bond | 2014-08-31 | Yes |
Value of fidelity bond cover | 2014-08-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-08-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-08-31 | $21,926 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-08-31 | $23,294 |
Administrative expenses (other) incurred | 2014-08-31 | $47,726 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-08-31 | No |
Value of net income/loss | 2014-08-31 | $340,496 |
Value of net assets at end of year (total assets less liabilities) | 2014-08-31 | $7,769,435 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-08-31 | $7,428,939 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-08-31 | $3,383,892 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-08-31 | $3,431,872 |
Interest earned on other investments | 2014-08-31 | $55,355 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-08-31 | $127,860 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-08-31 | $95,605 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-08-31 | $95,605 |
Asset value of US Government securities at end of year | 2014-08-31 | $10,042 |
Asset value of US Government securities at beginning of year | 2014-08-31 | $11,392 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-08-31 | No |
Contributions received in cash from employer | 2014-08-31 | $679,650 |
Employer contributions (assets) at end of year | 2014-08-31 | $206,759 |
Employer contributions (assets) at beginning of year | 2014-08-31 | $244,703 |
Income. Dividends from common stock | 2014-08-31 | $229,327 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-08-31 | $1,275,125 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-08-31 | $1,642,048 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-08-31 | $1,580,635 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-08-31 | $2,376,908 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-08-31 | $2,141,247 |
Liabilities. Value of benefit claims payable at end of year | 2014-08-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-08-31 | $99,809 |
Did the plan have assets held for investment | 2014-08-31 | 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 | 2014-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-08-31 | No |
Aggregate proceeds on sale of assets | 2014-08-31 | $164,856 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-08-31 | Disclaimer |
Accountancy firm name | 2014-08-31 | SMITH & DEKAY |
Accountancy firm EIN | 2014-08-31 | 911343765 |
2013 : CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-08-31 | $274,445 |
Total unrealized appreciation/depreciation of assets | 2013-08-31 | $274,445 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-08-31 | $99,809 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-08-31 | $0 |
Total income from all sources (including contributions) | 2013-08-31 | $1,208,949 |
Total loss/gain on sale of assets | 2013-08-31 | $35,097 |
Total of all expenses incurred | 2013-08-31 | $666,974 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-08-31 | $622,849 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-08-31 | $675,179 |
Value of total assets at end of year | 2013-08-31 | $7,528,748 |
Value of total assets at beginning of year | 2013-08-31 | $6,886,964 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-08-31 | $44,125 |
Total interest from all sources | 2013-08-31 | $48,451 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-08-31 | $175,777 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-08-31 | No |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-08-31 | $14,331 |
Was this plan covered by a fidelity bond | 2013-08-31 | Yes |
Value of fidelity bond cover | 2013-08-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-08-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-08-31 | $23,294 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-08-31 | $22,332 |
Administrative expenses (other) incurred | 2013-08-31 | $44,125 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-08-31 | No |
Value of net income/loss | 2013-08-31 | $541,975 |
Value of net assets at end of year (total assets less liabilities) | 2013-08-31 | $7,428,939 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-08-31 | $6,886,964 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-08-31 | $3,431,872 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-08-31 | $2,959,538 |
Interest earned on other investments | 2013-08-31 | $48,451 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-08-31 | $95,605 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-08-31 | $344,555 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-08-31 | $344,555 |
Asset value of US Government securities at end of year | 2013-08-31 | $11,392 |
Asset value of US Government securities at beginning of year | 2013-08-31 | $15,983 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-08-31 | No |
Contributions received in cash from employer | 2013-08-31 | $675,179 |
Employer contributions (assets) at end of year | 2013-08-31 | $244,703 |
Employer contributions (assets) at beginning of year | 2013-08-31 | $440,280 |
Income. Dividends from common stock | 2013-08-31 | $175,777 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-08-31 | $622,849 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-08-31 | $1,580,635 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-08-31 | $1,283,055 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-08-31 | $2,141,247 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-08-31 | $1,806,890 |
Liabilities. Value of benefit claims payable at end of year | 2013-08-31 | $99,809 |
Did the plan have assets held for investment | 2013-08-31 | 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 | 2013-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-08-31 | No |
Aggregate proceeds on sale of assets | 2013-08-31 | $35,097 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-08-31 | Disclaimer |
Accountancy firm name | 2013-08-31 | SMITH AND DEKAY |
Accountancy firm EIN | 2013-08-31 | 911343765 |
2012 : CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-08-31 | $-1 |
Total unrealized appreciation/depreciation of assets | 2012-08-31 | $-1 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-08-31 | $0 |
Total income from all sources (including contributions) | 2012-08-31 | $1,312,174 |
Total loss/gain on sale of assets | 2012-08-31 | $235,440 |
Total of all expenses incurred | 2012-08-31 | $578,467 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-08-31 | $535,727 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-08-31 | $946,368 |
Value of total assets at end of year | 2012-08-31 | $6,886,964 |
Value of total assets at beginning of year | 2012-08-31 | $6,153,257 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-08-31 | $42,740 |
Total interest from all sources | 2012-08-31 | $31,147 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-08-31 | $99,220 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-08-31 | No |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-08-31 | $14,331 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-08-31 | $31,694 |
Was this plan covered by a fidelity bond | 2012-08-31 | Yes |
Value of fidelity bond cover | 2012-08-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-08-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-08-31 | $22,332 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-08-31 | $13,220 |
Administrative expenses (other) incurred | 2012-08-31 | $42,740 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-08-31 | No |
Value of net income/loss | 2012-08-31 | $733,707 |
Value of net assets at end of year (total assets less liabilities) | 2012-08-31 | $6,886,964 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-08-31 | $6,153,257 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-08-31 | $2,959,538 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-08-31 | $1,931,115 |
Interest earned on other investments | 2012-08-31 | $31,147 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-08-31 | $344,555 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-08-31 | $883,921 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-08-31 | $883,921 |
Asset value of US Government securities at end of year | 2012-08-31 | $15,983 |
Asset value of US Government securities at beginning of year | 2012-08-31 | $20,946 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-08-31 | No |
Contributions received in cash from employer | 2012-08-31 | $946,368 |
Employer contributions (assets) at end of year | 2012-08-31 | $440,280 |
Employer contributions (assets) at beginning of year | 2012-08-31 | $0 |
Income. Dividends from common stock | 2012-08-31 | $99,220 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-08-31 | $535,727 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-08-31 | $1,283,055 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-08-31 | $451,451 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-08-31 | $1,806,890 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-08-31 | $2,820,910 |
Did the plan have assets held for investment | 2012-08-31 | 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 | 2012-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-08-31 | No |
Aggregate proceeds on sale of assets | 2012-08-31 | $525,152 |
Aggregate carrying amount (costs) on sale of assets | 2012-08-31 | $289,712 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-08-31 | Disclaimer |
Accountancy firm name | 2012-08-31 | SMITH & DEKAY |
Accountancy firm EIN | 2012-08-31 | 911343765 |
2011 : CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-08-31 | $789,816 |
Total unrealized appreciation/depreciation of assets | 2011-08-31 | $789,816 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-08-31 | $0 |
Total income from all sources (including contributions) | 2011-08-31 | $1,684,811 |
Total loss/gain on sale of assets | 2011-08-31 | $0 |
Total of all expenses incurred | 2011-08-31 | $566,280 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-08-31 | $526,263 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-08-31 | $787,550 |
Value of total assets at end of year | 2011-08-31 | $6,153,257 |
Value of total assets at beginning of year | 2011-08-31 | $5,034,726 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-08-31 | $40,017 |
Total interest from all sources | 2011-08-31 | $107,445 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-08-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-08-31 | No |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-08-31 | $31,694 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-08-31 | $5,162 |
Was this plan covered by a fidelity bond | 2011-08-31 | Yes |
Value of fidelity bond cover | 2011-08-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-08-31 | No |
Assets. Other investments not covered elsewhere at beginning of year | 2011-08-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-08-31 | $13,220 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-08-31 | $21,371 |
Administrative expenses (other) incurred | 2011-08-31 | $40,017 |
Total non interest bearing cash at beginning of year | 2011-08-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-08-31 | No |
Value of net income/loss | 2011-08-31 | $1,118,531 |
Value of net assets at end of year (total assets less liabilities) | 2011-08-31 | $6,153,257 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-08-31 | $5,034,726 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-08-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-08-31 | $1,931,115 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-08-31 | $549,692 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-08-31 | $883,921 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-08-31 | $164,039 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-08-31 | $164,039 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-08-31 | $107,445 |
Asset value of US Government securities at end of year | 2011-08-31 | $20,946 |
Asset value of US Government securities at beginning of year | 2011-08-31 | $532,591 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-08-31 | No |
Contributions received in cash from employer | 2011-08-31 | $787,550 |
Employer contributions (assets) at end of year | 2011-08-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-08-31 | $415,625 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-08-31 | $526,263 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-08-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-08-31 | $451,451 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-08-31 | $454,379 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-08-31 | $2,820,910 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-08-31 | $2,891,867 |
Did the plan have assets held for investment | 2011-08-31 | 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 | 2011-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-08-31 | Disclaimer |
Accountancy firm name | 2011-08-31 | SMITH & DEKAY |
Accountancy firm EIN | 2011-08-31 | 911343765 |
2010 : CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-08-31 | $0 |
2021: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2021 form 5500 responses | ||
---|---|---|
2021-09-01 | Type of plan entity | Single employer plan |
2021-09-01 | Submission has been amended | No |
2021-09-01 | This submission is the final filing | No |
2021-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-09-01 | Plan is a collectively bargained plan | No |
2021-09-01 | Plan funding arrangement – Trust | Yes |
2021-09-01 | Plan benefit arrangement - Trust | Yes |
2020: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2020 form 5500 responses | ||
2020-09-01 | Type of plan entity | Single employer plan |
2020-09-01 | Submission has been amended | No |
2020-09-01 | This submission is the final filing | No |
2020-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-09-01 | Plan is a collectively bargained plan | No |
2020-09-01 | Plan funding arrangement – Trust | Yes |
2020-09-01 | Plan benefit arrangement - Trust | Yes |
2019: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2019 form 5500 responses | ||
2019-09-01 | Type of plan entity | Single employer plan |
2019-09-01 | Submission has been amended | No |
2019-09-01 | This submission is the final filing | No |
2019-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-09-01 | Plan is a collectively bargained plan | No |
2019-09-01 | Plan funding arrangement – Trust | Yes |
2019-09-01 | Plan benefit arrangement - Trust | Yes |
2018: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2018 form 5500 responses | ||
2018-09-01 | Type of plan entity | Single employer plan |
2018-09-01 | Submission has been amended | No |
2018-09-01 | This submission is the final filing | No |
2018-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-09-01 | Plan is a collectively bargained plan | No |
2018-09-01 | Plan funding arrangement – Trust | Yes |
2018-09-01 | Plan benefit arrangement - Trust | Yes |
2017: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2017 form 5500 responses | ||
2017-09-01 | Type of plan entity | Single employer plan |
2017-09-01 | Submission has been amended | No |
2017-09-01 | This submission is the final filing | No |
2017-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-09-01 | Plan is a collectively bargained plan | No |
2017-09-01 | Plan funding arrangement – Trust | Yes |
2017-09-01 | Plan benefit arrangement - Trust | Yes |
2016: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2016 form 5500 responses | ||
2016-09-01 | Type of plan entity | Single employer plan |
2016-09-01 | Submission has been amended | No |
2016-09-01 | This submission is the final filing | No |
2016-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-09-01 | Plan is a collectively bargained plan | No |
2016-09-01 | Plan funding arrangement – Trust | Yes |
2016-09-01 | Plan benefit arrangement - Trust | Yes |
2015: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2015 form 5500 responses | ||
2015-09-01 | Type of plan entity | Single employer plan |
2015-09-01 | Submission has been amended | No |
2015-09-01 | This submission is the final filing | No |
2015-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-09-01 | Plan is a collectively bargained plan | Yes |
2015-09-01 | Plan funding arrangement – Trust | Yes |
2015-09-01 | Plan benefit arrangement - Trust | Yes |
2014: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2014 form 5500 responses | ||
2014-09-01 | Type of plan entity | Single employer plan |
2014-09-01 | Submission has been amended | No |
2014-09-01 | This submission is the final filing | No |
2014-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-09-01 | Plan is a collectively bargained plan | Yes |
2014-09-01 | Plan funding arrangement – Trust | Yes |
2014-09-01 | Plan benefit arrangement - Trust | Yes |
2013: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2013 form 5500 responses | ||
2013-09-01 | Type of plan entity | Single employer plan |
2013-09-01 | Submission has been amended | No |
2013-09-01 | This submission is the final filing | No |
2013-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-09-01 | Plan is a collectively bargained plan | Yes |
2013-09-01 | Plan funding arrangement – Trust | Yes |
2013-09-01 | Plan benefit arrangement - Trust | Yes |
2012: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2012 form 5500 responses | ||
2012-09-01 | Type of plan entity | Single employer plan |
2012-09-01 | Submission has been amended | No |
2012-09-01 | This submission is the final filing | No |
2012-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-09-01 | Plan is a collectively bargained plan | Yes |
2012-09-01 | Plan funding arrangement – Trust | Yes |
2012-09-01 | Plan benefit arrangement - Trust | Yes |
2011: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2011 form 5500 responses | ||
2011-09-01 | Type of plan entity | Single employer plan |
2011-09-01 | Submission has been amended | No |
2011-09-01 | This submission is the final filing | No |
2011-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-09-01 | Plan is a collectively bargained plan | Yes |
2011-09-01 | Plan funding arrangement – Trust | Yes |
2011-09-01 | Plan benefit arrangement - Trust | Yes |
2010: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2010 form 5500 responses | ||
2010-09-01 | Type of plan entity | Single employer plan |
2010-09-01 | Submission has been amended | No |
2010-09-01 | This submission is the final filing | No |
2010-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-09-01 | Plan is a collectively bargained plan | Yes |
2010-09-01 | Plan funding arrangement – Trust | Yes |
2010-09-01 | Plan benefit arrangement - Trust | Yes |
2009: CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT 2009 form 5500 responses | ||
2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | Submission has been amended | No |
2009-09-01 | This submission is the final filing | No |
2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-09-01 | Plan is a collectively bargained plan | Yes |
2009-09-01 | Plan funding arrangement – Trust | Yes |
2009-09-01 | Plan benefit arrangement - Trust | Yes |