401k Plan data: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN plan

CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 401k Plan overview

Plan Name	CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN
Plan identification number	002

CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHICAGO STRATEGY ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: CHICAGO STRATEGY ASSOCIATES, INC.

Employer identification number (EIN): 363818387

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 RICHARD E. WILSON 2023-06-01 RICHARD E. WILSON 2023-06-01
002 2021-01-01 RICHARD WILSON 2022-06-30
002 2020-01-01 RICHARD WILSON 2021-06-09
002 2019-01-01 RICHARD WILSON
002 2018-01-01 RICHARD WILSON 2019-07-29
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 RICHARD E. WILSON
002 2013-01-01 RICHARD E. WILSON
002 2012-01-01 RICHARD E. WILSON
002 2011-01-01 RICHARD E. WILSON
002 2009-01-01 RICHARD E WILSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	RICHARD E. WILSON	2023-06-01	RICHARD E. WILSON	2023-06-01
002	2021-01-01	RICHARD WILSON	2022-06-30
002	2020-01-01	RICHARD WILSON	2021-06-09
002	2019-01-01	RICHARD WILSON
002	2018-01-01	RICHARD WILSON	2019-07-29
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	RICHARD E. WILSON
002	2013-01-01	RICHARD E. WILSON
002	2012-01-01	RICHARD E. WILSON
002	2011-01-01	RICHARD E. WILSON
002	2009-01-01	RICHARD E WILSON

Plan Statistics for CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN

401k plan membership statisitcs for CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN

Measure Date Value
2022: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
2015: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2022: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
2015: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN

Measure	Date	Value
2022 : CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-246,152
Total plan assets at end of year	2022-12-31	$1,211,912
Total plan assets at beginning of year	2022-12-31	$1,458,064
Other income received	2022-12-31	$-256,112
Net income (gross income less expenses)	2022-12-31	$-246,152
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,211,912
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,458,064
Total contributions received or receivable from employer(s)	2022-12-31	$9,960
2021 : CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$163,196
Total plan assets at end of year	2021-12-31	$1,458,064
Total plan assets at beginning of year	2021-12-31	$1,294,868
Other income received	2021-12-31	$153,209
Net income (gross income less expenses)	2021-12-31	$163,196
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,458,064
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,294,868
Total contributions received or receivable from employer(s)	2021-12-31	$9,987
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$9,987
Amount contributed by the employer to the plan for this plan year	2021-12-31	$9,987
2020 : CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$247,135
Total plan assets at end of year	2020-12-31	$1,294,868
Total plan assets at beginning of year	2020-12-31	$1,047,733
Other income received	2020-12-31	$219,115
Net income (gross income less expenses)	2020-12-31	$247,135
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,294,868
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,047,733
Total contributions received or receivable from employer(s)	2020-12-31	$28,020
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$28,020
Amount contributed by the employer to the plan for this plan year	2020-12-31	$28,020
2019 : CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$191,636
Total plan assets at end of year	2019-12-31	$1,047,733
Total plan assets at beginning of year	2019-12-31	$856,097
Other income received	2019-12-31	$179,545
Net income (gross income less expenses)	2019-12-31	$191,636
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,047,733
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$856,097
Total contributions received or receivable from employer(s)	2019-12-31	$12,091
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$12,091
Amount contributed by the employer to the plan for this plan year	2019-12-31	$12,091
2018 : CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-34,230
Total plan assets at end of year	2018-12-31	$856,097
Total plan assets at beginning of year	2018-12-31	$890,327
Other income received	2018-12-31	$-47,466
Net income (gross income less expenses)	2018-12-31	$-34,230
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$856,097
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$890,327
Total contributions received or receivable from employer(s)	2018-12-31	$13,236
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$13,236
Amount contributed by the employer to the plan for this plan year	2018-12-31	$13,236
2017 : CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$147,855
Total plan assets at end of year	2017-12-31	$890,327
Total plan assets at beginning of year	2017-12-31	$742,472
Other income received	2017-12-31	$118,095
Net income (gross income less expenses)	2017-12-31	$147,855
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$890,327
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$742,472
Total contributions received or receivable from employer(s)	2017-12-31	$29,760
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$29,760
Amount contributed by the employer to the plan for this plan year	2017-12-31	$29,760
2016 : CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$38,309
Total plan assets at end of year	2016-12-31	$742,472
Total plan assets at beginning of year	2016-12-31	$704,163
Other income received	2016-12-31	$28,654
Net income (gross income less expenses)	2016-12-31	$38,309
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$742,472
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$704,163
Total contributions received or receivable from employer(s)	2016-12-31	$9,655
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$9,655
Amount contributed by the employer to the plan for this plan year	2016-12-31	$9,655
2015 : CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$40,092
Total plan assets at end of year	2015-12-31	$704,163
Total plan assets at beginning of year	2015-12-31	$664,071
Other income received	2015-12-31	$13,142
Net income (gross income less expenses)	2015-12-31	$40,092
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$704,163
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$664,071
Total contributions received or receivable from employer(s)	2015-12-31	$26,950
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$26,595
Amount contributed by the employer to the plan for this plan year	2015-12-31	$26,595
2014 : CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$2,750
Total income from all sources	2014-12-31	$77,188
Total plan assets at end of year	2014-12-31	$664,071
Total plan assets at beginning of year	2014-12-31	$589,633
Other income received	2014-12-31	$52,758
Net income (gross income less expenses)	2014-12-31	$77,188
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$664,071
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$586,883
Total contributions received or receivable from employer(s)	2014-12-31	$24,430
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$24,430
Amount contributed by the employer to the plan for this plan year	2014-12-31	$24,430
2013 : CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$2,750
Total income from all sources	2013-12-31	$127,637
Total plan assets at end of year	2013-12-31	$589,633
Total plan assets at beginning of year	2013-12-31	$459,246
Other income received	2013-12-31	$113,837
Net income (gross income less expenses)	2013-12-31	$127,637
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$586,883
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$459,246
Total contributions received or receivable from employer(s)	2013-12-31	$13,800
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$13,800
Amount contributed by the employer to the plan for this plan year	2013-12-31	$13,800
2012 : CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$57,828
Total plan assets at end of year	2012-12-31	$459,246
Total plan assets at beginning of year	2012-12-31	$401,418
Other income received	2012-12-31	$49,328
Net income (gross income less expenses)	2012-12-31	$57,828
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$459,246
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$401,418
Total contributions received or receivable from employer(s)	2012-12-31	$8,500
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$8,500
Amount contributed by the employer to the plan for this plan year	2012-12-31	$8,500
2011 : CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$1,350
Total income from all sources	2011-12-31	$36,967
Total plan assets at end of year	2011-12-31	$401,418
Total plan assets at beginning of year	2011-12-31	$365,801
Other income received	2011-12-31	$10,467
Net income (gross income less expenses)	2011-12-31	$36,967
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$401,418
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$364,451
Total contributions received or receivable from employer(s)	2011-12-31	$26,500
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$26,500
Amount contributed by the employer to the plan for this plan year	2011-12-31	$26,500
2010 : CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$1,350
Total income from all sources	2010-12-31	$54,264
Total plan assets at end of year	2010-12-31	$365,801
Total plan assets at beginning of year	2010-12-31	$310,187
Other income received	2010-12-31	$29,264
Net income (gross income less expenses)	2010-12-31	$54,264
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$364,451
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$310,187
Total contributions received or receivable from employer(s)	2010-12-31	$25,000
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$25,000
Amount contributed by the employer to the plan for this plan year	2010-12-31	$25,000
2009 : CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$23,000
Amount contributed by the employer to the plan for this plan year	2009-12-31	$23,000

Form 5500 Responses for CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN

2022: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CHICAGO STRATEGY ASSOCIATES, INC. MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHICAGO STRATEGY ASSOCIATES, INC.
Employer identification number (EIN):	363818387
NAIC Classification:	541600