CHART INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: CHART PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 61,911,172 |
Acturial value of plan assets | 2022-12-31 | 56,599,484 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 31,461,199 |
Number of terminated vested participants | 2022-12-31 | 285 |
Fundng target for terminated vested participants | 2022-12-31 | 10,363,144 |
Active participant vested funding target | 2022-12-31 | 6,636,525 |
Number of active participants | 2022-12-31 | 182 |
Total funding liabilities for active participants | 2022-12-31 | 7,064,189 |
Total participant count | 2022-12-31 | 996 |
Total funding target for all participants | 2022-12-31 | 48,888,532 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 122,368 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 933 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 151 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 447 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 239 |
Total of all active and inactive participants | 2022-01-01 | 837 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 71 |
Total participants | 2022-01-01 | 908 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: CHART PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 53,933,488 |
Acturial value of plan assets | 2021-12-31 | 48,892,748 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 28,804,989 |
Number of terminated vested participants | 2021-12-31 | 226 |
Fundng target for terminated vested participants | 2021-12-31 | 9,977,877 |
Active participant vested funding target | 2021-12-31 | 7,511,737 |
Number of active participants | 2021-12-31 | 200 |
Total funding liabilities for active participants | 2021-12-31 | 7,687,568 |
Total participant count | 2021-12-31 | 905 |
Total funding target for all participants | 2021-12-31 | 46,470,434 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 349,563 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 368,160 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 205,344 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 831 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 176 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 448 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 269 |
Total of all active and inactive participants | 2021-01-01 | 893 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 40 |
Total participants | 2021-01-01 | 933 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: CHART PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 49,875,542 |
Acturial value of plan assets | 2020-12-31 | 47,540,486 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 27,933,920 |
Number of terminated vested participants | 2020-12-31 | 236 |
Fundng target for terminated vested participants | 2020-12-31 | 10,061,533 |
Active participant vested funding target | 2020-12-31 | 9,004,331 |
Number of active participants | 2020-12-31 | 215 |
Total funding liabilities for active participants | 2020-12-31 | 9,230,026 |
Total participant count | 2020-12-31 | 916 |
Total funding target for all participants | 2020-12-31 | 47,225,479 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 1,408 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 1,485 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 357,086 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 349,543 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 263,904 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 349,543 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 916 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 200 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 401 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 181 |
Total of all active and inactive participants | 2020-01-01 | 782 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 49 |
Total participants | 2020-01-01 | 831 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: CHART PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 43,188,550 |
Acturial value of plan assets | 2019-12-31 | 45,515,614 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 25,980,879 |
Number of terminated vested participants | 2019-12-31 | 252 |
Fundng target for terminated vested participants | 2019-12-31 | 10,922,602 |
Active participant vested funding target | 2019-12-31 | 9,779,682 |
Number of active participants | 2019-12-31 | 235 |
Total funding liabilities for active participants | 2019-12-31 | 10,081,278 |
Total participant count | 2019-12-31 | 927 |
Total funding target for all participants | 2019-12-31 | 46,984,759 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 569 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 601 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 783,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 715,580 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 475,454 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 1,469,145 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 714,172 |
Additional cash requirement | 2019-12-31 | 714,172 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 715,580 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 848 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 200 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 389 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 210 |
Total of all active and inactive participants | 2019-01-01 | 799 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 44 |
Total participants | 2019-01-01 | 843 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CHART PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 48,507,230 |
Acturial value of plan assets | 2018-12-31 | 45,118,848 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 23,642,287 |
Number of terminated vested participants | 2018-12-31 | 261 |
Fundng target for terminated vested participants | 2018-12-31 | 11,106,766 |
Active participant vested funding target | 2018-12-31 | 10,306,466 |
Number of active participants | 2018-12-31 | 253 |
Total funding liabilities for active participants | 2018-12-31 | 10,353,180 |
Total participant count | 2018-12-31 | 936 |
Total funding target for all participants | 2018-12-31 | 45,102,233 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 375,100 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 342,021 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 358,067 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 341,452 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 341,452 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 342,021 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 936 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 236 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 361 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 213 |
Total of all active and inactive participants | 2018-01-01 | 810 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 38 |
Total participants | 2018-01-01 | 848 |
Number of participants with account balances | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 4 |
2017: CHART PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 43,979,912 |
Acturial value of plan assets | 2017-12-31 | 44,383,005 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 22,615,960 |
Number of terminated vested participants | 2017-12-31 | 276 |
Fundng target for terminated vested participants | 2017-12-31 | 10,882,820 |
Active participant vested funding target | 2017-12-31 | 10,353,385 |
Number of active participants | 2017-12-31 | 272 |
Total funding liabilities for active participants | 2017-12-31 | 10,409,016 |
Total participant count | 2017-12-31 | 945 |
Total funding target for all participants | 2017-12-31 | 43,907,796 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 2,712,057 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 2,877,221 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 0 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 389,831 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 963 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 253 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 350 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 213 |
Total of all active and inactive participants | 2017-01-01 | 816 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 43 |
Total participants | 2017-01-01 | 859 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CHART PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 41,950,849 |
Acturial value of plan assets | 2016-12-31 | 44,252,553 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 20,205,696 |
Number of terminated vested participants | 2016-12-31 | 362 |
Fundng target for terminated vested participants | 2016-12-31 | 10,824,824 |
Active participant vested funding target | 2016-12-31 | 12,623,086 |
Number of active participants | 2016-12-31 | 321 |
Total funding liabilities for active participants | 2016-12-31 | 12,695,331 |
Total participant count | 2016-12-31 | 1,040 |
Total funding target for all participants | 2016-12-31 | 43,725,851 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 903,540 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 960,463 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 3,000,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 2,712,057 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 481,229 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 2,712,057 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 963 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 272 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 372 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 229 |
Total of all active and inactive participants | 2016-01-01 | 873 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 873 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CHART PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 1,051 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 321 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 306 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 336 |
Total of all active and inactive participants | 2015-01-01 | 963 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 963 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CHART PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 1,060 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 345 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 325 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 381 |
Total of all active and inactive participants | 2014-01-01 | 1,051 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 1,051 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: CHART PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 1,069 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 358 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 306 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 396 |
Total of all active and inactive participants | 2013-01-01 | 1,060 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 1,060 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: CHART PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 1,082 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 367 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 296 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 406 |
Total of all active and inactive participants | 2012-01-01 | 1,069 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 1,069 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: CHART PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 1,087 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 380 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 290 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 412 |
Total of all active and inactive participants | 2011-01-01 | 1,082 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 1,082 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: CHART PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 1,212 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 416 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 249 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 492 |
Total of all active and inactive participants | 2009-01-01 | 1,157 |
Total participants | 2009-01-01 | 1,157 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 7 |
Measure | Date | Value |
---|
2022 : CHART PENSION PLAN 2022 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-9,441,032 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-9,424,003 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,403,332 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,234,192 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $49,083,837 |
Value of total assets at beginning of year | 2022-12-31 | $61,911,172 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $169,140 |
Total interest from all sources | 2022-12-31 | $-9,424,003 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $9,756 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Administrative expenses (other) incurred | 2022-12-31 | $159,384 |
Total non interest bearing cash at end of year | 2022-12-31 | $2,669 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-12,827,335 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $49,083,837 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $61,911,172 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $47,977,252 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $59,890,747 |
Interest earned on other investments | 2022-12-31 | $-9,424,003 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,103,916 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $2,020,425 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,234,192 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BDO |
Accountancy firm EIN | 2022-12-31 | 135381590 |
2021 : CHART PENSION PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $2,412,350 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $8,614,499 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,049,165 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,844,621 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $61,911,172 |
Value of total assets at beginning of year | 2021-12-31 | $53,933,488 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $204,544 |
Total interest from all sources | 2021-12-31 | $20,165 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $204,544 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $5,565,334 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $61,911,172 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $53,933,488 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $59,890,747 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $52,124,822 |
Interest earned on other investments | 2021-12-31 | $20,165 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $2,020,425 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,808,666 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $8,594,334 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,844,621 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BDO |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : CHART PENSION PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $6,965,175 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,935,435 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,685,836 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $357,324 |
Value of total assets at end of year | 2020-12-31 | $53,933,488 |
Value of total assets at beginning of year | 2020-12-31 | $49,903,748 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $249,599 |
Total interest from all sources | 2020-12-31 | $25,681 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $238 |
Administrative expenses (other) incurred | 2020-12-31 | $248,799 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,029,740 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $53,933,488 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $49,903,748 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $52,124,822 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $48,811,449 |
Interest earned on other investments | 2020-12-31 | $25,681 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,808,666 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $309,299 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $6,582,170 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $357,086 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $783,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,685,836 |
Contract administrator fees | 2020-12-31 | $800 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BDO |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : CHART PENSION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $9,672,983 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,971,472 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,956,367 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $797,508 |
Value of total assets at end of year | 2019-12-31 | $49,903,748 |
Value of total assets at beginning of year | 2019-12-31 | $43,202,237 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $15,105 |
Total interest from all sources | 2019-12-31 | $28,779 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $14,508 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $461,204 |
Administrative expenses (other) incurred | 2019-12-31 | $15,105 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $6,701,511 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $49,903,748 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $43,202,237 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $48,811,449 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $42,610,271 |
Interest earned on other investments | 2019-12-31 | $28,779 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $309,299 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $216,866 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $8,846,696 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $783,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $783,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $375,100 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,495,163 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BDO |
Accountancy firm EIN | 2019-12-31 | 341945695 |
2018 : CHART PENSION PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-2,592,872 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,712,121 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,697,871 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $378,461 |
Value of total assets at end of year | 2018-12-31 | $43,202,237 |
Value of total assets at beginning of year | 2018-12-31 | $48,507,230 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $14,250 |
Total interest from all sources | 2018-12-31 | $27,377 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $3,361 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $338,560 |
Administrative expenses (other) incurred | 2018-12-31 | $13,800 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-5,304,993 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $43,202,237 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $48,507,230 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $42,610,271 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $45,605,822 |
Interest earned on other investments | 2018-12-31 | $27,377 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $216,866 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $2,901,408 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-2,998,710 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $375,100 |
Employer contributions (assets) at end of year | 2018-12-31 | $375,100 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,359,311 |
Contract administrator fees | 2018-12-31 | $450 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BDO |
Accountancy firm EIN | 2018-12-31 | 135381590 |
2017 : CHART PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $9,999,947 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,582,654 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,574,504 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,000,000 |
Value of total assets at end of year | 2017-12-31 | $48,507,230 |
Value of total assets at beginning of year | 2017-12-31 | $41,089,937 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $8,150 |
Total interest from all sources | 2017-12-31 | $25,250 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $349,917 |
Administrative expenses (other) incurred | 2017-12-31 | $7,700 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $7,417,293 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $48,507,230 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $41,089,937 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $45,605,822 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $39,839,927 |
Interest earned on other investments | 2017-12-31 | $25,250 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $2,901,408 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,250,010 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $6,974,697 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $3,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,224,587 |
Contract administrator fees | 2017-12-31 | $450 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BDO USA LLP |
Accountancy firm EIN | 2017-12-31 | 135381590 |
2016 : CHART PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,405,881 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $4,291,032 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,856,756 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,000,016 |
Value of total assets at end of year | 2016-12-31 | $41,089,937 |
Value of total assets at beginning of year | 2016-12-31 | $40,975,088 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $434,276 |
Total interest from all sources | 2016-12-31 | $25,710 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $16 |
Administrative expenses (other) incurred | 2016-12-31 | $426,276 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $114,849 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $41,089,937 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $40,975,088 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $39,839,927 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $40,660,108 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $25,710 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,250,010 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $314,980 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $3,380,155 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,856,756 |
Contract administrator fees | 2016-12-31 | $8,000 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BDO USA LLP |
Accountancy firm EIN | 2016-12-31 | 135381590 |
2015 : CHART PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $-804,160 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,407,373 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,087,502 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,169 |
Value of total assets at end of year | 2015-12-31 | $40,975,088 |
Value of total assets at beginning of year | 2015-12-31 | $45,186,621 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $319,871 |
Total interest from all sources | 2015-12-31 | $18,133 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,169 |
Administrative expenses (other) incurred | 2015-12-31 | $319,871 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-4,211,533 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $40,975,088 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $45,186,621 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $40,660,108 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $43,201,530 |
Interest earned on other investments | 2015-12-31 | $18,133 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $314,980 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,985,091 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-824,462 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,087,502 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BDO USA LLP |
Accountancy firm EIN | 2015-12-31 | 135381590 |
2014 : CHART PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $2,298,184 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,014,708 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,997,808 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $45,186,621 |
Value of total assets at beginning of year | 2014-12-31 | $44,903,145 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $16,900 |
Total interest from all sources | 2014-12-31 | $33,664 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $121,786 |
Administrative expenses (other) incurred | 2014-12-31 | $16,450 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $283,476 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $45,186,621 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $44,903,145 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $43,201,530 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $40,804,117 |
Interest earned on other investments | 2014-12-31 | $33,664 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,985,091 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $2,160,927 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $2,264,520 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,938,101 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,876,022 |
Contract administrator fees | 2014-12-31 | $450 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : CHART PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $8,925,670 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,963,471 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,946,802 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,573,675 |
Value of total assets at end of year | 2013-12-31 | $44,903,145 |
Value of total assets at beginning of year | 2013-12-31 | $37,940,946 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $16,669 |
Total interest from all sources | 2013-12-31 | $29,882 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $724 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $134,277 |
Administrative expenses (other) incurred | 2013-12-31 | $15,619 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $6,962,199 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $44,903,145 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $37,940,946 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $40,804,117 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $37,940,946 |
Interest earned on other investments | 2013-12-31 | $29,882 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $2,160,927 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $98 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $6,322,113 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,572,951 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,938,101 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,812,427 |
Contract administrator fees | 2013-12-31 | $1,050 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SS AND G INC |
Accountancy firm EIN | 2013-12-31 | 341945695 |
2012 : CHART PENSION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $4,913,075 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,844,326 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,830,649 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $879,842 |
Value of total assets at end of year | 2012-12-31 | $37,940,946 |
Value of total assets at beginning of year | 2012-12-31 | $34,872,197 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $13,677 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $120,220 |
Administrative expenses (other) incurred | 2012-12-31 | $12,633 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,068,749 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $37,940,946 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $34,872,197 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $37,940,946 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $34,020,475 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $4,033,233 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $879,842 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $851,722 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,710,429 |
Contract administrator fees | 2012-12-31 | $1,044 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SS AND G |
Accountancy firm EIN | 2012-12-31 | 341945695 |
2011 : CHART PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,502,380 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,752,637 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,640,841 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,863,514 |
Value of total assets at end of year | 2011-12-31 | $34,872,197 |
Value of total assets at beginning of year | 2011-12-31 | $35,122,454 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $111,796 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Other income not declared elsewhere | 2011-12-31 | $-361,134 |
Administrative expenses (other) incurred | 2011-12-31 | $46,106 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $121,956 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-250,257 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $34,872,197 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $35,122,454 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $32,459,320 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $34,020,475 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $628,721 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $628,721 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,863,514 |
Employer contributions (assets) at end of year | 2011-12-31 | $851,722 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,912,457 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,640,841 |
Contract administrator fees | 2011-12-31 | $65,690 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SS AND G INC |
Accountancy firm EIN | 2011-12-31 | 341945695 |
2010 : CHART PENSION PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $5,781,785 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,719,244 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,568,201 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,376,639 |
Value of total assets at end of year | 2010-12-31 | $35,122,454 |
Value of total assets at beginning of year | 2010-12-31 | $31,059,913 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $151,043 |
Total interest from all sources | 2010-12-31 | $122 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $594,469 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $594,469 |
Administrative expenses professional fees incurred | 2010-12-31 | $39,663 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $6,811 |
Administrative expenses (other) incurred | 2010-12-31 | $98,303 |
Total non interest bearing cash at end of year | 2010-12-31 | $121,956 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $115,579 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,062,541 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $35,122,454 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $31,059,913 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $32,459,320 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $30,276,203 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $628,721 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $589,523 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $589,523 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $122 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,810,555 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $2,369,828 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,912,457 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $78,608 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,568,201 |
Contract administrator fees | 2010-12-31 | $13,077 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SS & G FINANCIAL SERVICES, INC |
Accountancy firm EIN | 2010-12-31 | 341945695 |