401k Plan data: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST plan

CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 401k Plan overview

Plan Name	CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST
Plan identification number	001

CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Stock bonus
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHIEF IOWA INVESTMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: CHIEF IOWA INVESTMENT CORPORATION

Employer identification number (EIN): 462827580

NAIC Classification: 523110
NAIC Description: Investment Banking and Securities Dealing

Additional information about CHIEF IOWA INVESTMENT CORPORATION

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 2013-05-15

Company Identification Number: 454455

Legal Registered Office Address: 204 E. LIBERTY ST.
P.O. BOX 69
MONTEZUMA
United States of America (USA)
50171

More information about CHIEF IOWA INVESTMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KYLE COOK 2023-07-31 KYLE COOK 2023-07-31
001 2021-01-01 KYLE COOK 2022-08-01
001 2020-01-01 KYLE COOK 2021-10-13
001 2019-01-01 KYLE COOK 2020-07-29
001 2018-01-01 KYLE COOK 2019-07-31
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-08-12 KYLE COOK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	KYLE COOK	2023-07-31	KYLE COOK	2023-07-31
001	2021-01-01	KYLE COOK	2022-08-01
001	2020-01-01	KYLE COOK	2021-10-13
001	2019-01-01	KYLE COOK	2020-07-29
001	2018-01-01	KYLE COOK	2019-07-31
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-08-12	KYLE COOK

Plan Statistics for CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST

401k plan membership statisitcs for CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST

Measure Date Value
2022: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 10
Number of participants with account balances 2022-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 12
Number of participants with account balances 2021-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
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 5
Total of all active and inactive participants 2020-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
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 1
Total of all active and inactive participants 2019-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 1
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 0
2013: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-08-12 3
Total number of active participants reported on line 7a of the Form 5500 2013-08-12 12
Number of retired or separated participants receiving benefits 2013-08-12 0
Number of other retired or separated participants entitled to future benefits 2013-08-12 0
Total of all active and inactive participants 2013-08-12 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-08-12 0
Total participants 2013-08-12 12
Number of participants with account balances 2013-08-12 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-08-12 0

Measure	Date	Value
2022: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	10
Number of participants with account balances	2022-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	12
Number of participants with account balances	2021-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
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	5
Total of all active and inactive participants	2020-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
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	1
Total of all active and inactive participants	2019-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	1
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	0
2013: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-08-12	3
Total number of active participants reported on line 7a of the Form 5500	2013-08-12	12
Number of retired or separated participants receiving benefits	2013-08-12	0
Number of other retired or separated participants entitled to future benefits	2013-08-12	0
Total of all active and inactive participants	2013-08-12	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-08-12	0
Total participants	2013-08-12	12
Number of participants with account balances	2013-08-12	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-08-12	0

Financial Data on CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST

Measure	Date	Value
2022 : CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$213,968
Expenses. Total of all expenses incurred	2022-12-31	$105,711
Benefits paid (including direct rollovers)	2022-12-31	$103,211
Total plan assets at end of year	2022-12-31	$2,515,786
Total plan assets at beginning of year	2022-12-31	$2,407,529
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$12,274
Expenses. Other expenses not covered elsewhere	2022-12-31	$2,500
Contributions received from other sources (not participants or employers)	2022-12-31	$1,914
Other income received	2022-12-31	$189,915
Net income (gross income less expenses)	2022-12-31	$108,257
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,515,786
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,407,529
Assets. Value of employer securities	2022-12-31	$2,237,222
Total contributions received or receivable from employer(s)	2022-12-31	$9,865
2021 : CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$278,310
Expenses. Total of all expenses incurred	2021-12-31	$72,631
Benefits paid (including direct rollovers)	2021-12-31	$70,424
Total plan assets at end of year	2021-12-31	$2,407,529
Total plan assets at beginning of year	2021-12-31	$2,201,850
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$5,773
Other income received	2021-12-31	$263,986
Net income (gross income less expenses)	2021-12-31	$205,679
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,407,529
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,201,850
Assets. Value of employer securities	2021-12-31	$2,165,120
Total contributions received or receivable from employer(s)	2021-12-31	$8,551
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$2,207
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$45,820
2020 : CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$205,732
Expenses. Total of all expenses incurred	2020-12-31	$1,615
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$2,201,850
Total plan assets at beginning of year	2020-12-31	$1,997,733
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$7,543
Other income received	2020-12-31	$188,792
Net income (gross income less expenses)	2020-12-31	$204,117
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,201,850
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,997,733
Assets. Value of employer securities	2020-12-31	$2,007,960
Total contributions received or receivable from employer(s)	2020-12-31	$9,397
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,615
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$314,020
Expenses. Total of all expenses incurred	2019-12-31	$37,466
Benefits paid (including direct rollovers)	2019-12-31	$36,085
Total plan assets at end of year	2019-12-31	$1,997,733
Total plan assets at beginning of year	2019-12-31	$1,721,179
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$12,667
Contributions received from other sources (not participants or employers)	2019-12-31	$3,012
Other income received	2019-12-31	$288,424
Net income (gross income less expenses)	2019-12-31	$276,554
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,997,733
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,721,179
Assets. Value of employer securities	2019-12-31	$1,841,784
Total contributions received or receivable from employer(s)	2019-12-31	$9,917
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,381
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$34,884
2018 : CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$138,228
Expenses. Total of all expenses incurred	2018-12-31	$48,329
Benefits paid (including direct rollovers)	2018-12-31	$47,119
Total plan assets at end of year	2018-12-31	$1,721,179
Total plan assets at beginning of year	2018-12-31	$1,631,280
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$10,260
Other income received	2018-12-31	$115,701
Net income (gross income less expenses)	2018-12-31	$89,899
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,721,179
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,631,280
Assets. Value of employer securities	2018-12-31	$1,613,556
Total contributions received or receivable from employer(s)	2018-12-31	$12,267
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,210
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$32,235
2017 : CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$138,452
Expenses. Total of all expenses incurred	2017-12-31	$39,530
Benefits paid (including direct rollovers)	2017-12-31	$38,146
Total plan assets at end of year	2017-12-31	$1,631,280
Total plan assets at beginning of year	2017-12-31	$1,532,358
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$9,778
Other income received	2017-12-31	$116,505
Net income (gross income less expenses)	2017-12-31	$98,922
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,631,280
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,532,358
Assets. Value of employer securities	2017-12-31	$1,518,405
Total contributions received or receivable from employer(s)	2017-12-31	$12,169
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,384
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$30,184
2016 : CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total income from all sources	2016-12-31	$161,997
Expenses. Total of all expenses incurred	2016-12-31	$33,438
Benefits paid (including direct rollovers)	2016-12-31	$32,481
Total plan assets at end of year	2016-12-31	$1,532,358
Total plan assets at beginning of year	2016-12-31	$1,403,799
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$10,531
Other income received	2016-12-31	$139,360
Net income (gross income less expenses)	2016-12-31	$128,559
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,532,358
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,403,799
Assets. Value of employer securities	2016-12-31	$1,447,362
Total contributions received or receivable from employer(s)	2016-12-31	$12,106
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$957
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$27,590
2015 : CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-37,065
Expenses. Total of all expenses incurred	2015-12-31	$29,719
Benefits paid (including direct rollovers)	2015-12-31	$29,115
Total plan assets at end of year	2015-12-31	$1,403,799
Total plan assets at beginning of year	2015-12-31	$1,470,583
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$12,510
Other income received	2015-12-31	$-62,198
Net income (gross income less expenses)	2015-12-31	$-66,784
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,403,799
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,470,583
Assets. Value of employer securities	2015-12-31	$1,342,031
Total contributions received or receivable from employer(s)	2015-12-31	$12,623
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$604
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$28,923
2014 : CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$-48,891
Expenses. Total of all expenses incurred	2014-12-31	$60,312
Benefits paid (including direct rollovers)	2014-12-31	$60,113
Total plan assets at end of year	2014-12-31	$1,470,583
Total plan assets at beginning of year	2014-12-31	$1,579,786
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$13,033
Other income received	2014-12-31	$-75,660
Net income (gross income less expenses)	2014-12-31	$-109,203
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,470,583
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,579,786
Assets. Value of employer securities	2014-12-31	$1,431,270
Total contributions received or receivable from employer(s)	2014-12-31	$13,736
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$199
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$59,780
2013 : CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,579,813
Expenses. Total of all expenses incurred	2013-12-31	$27
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,579,786
Total plan assets at beginning of year	2013-12-31	$0
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$3,010
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$1,605,247
Other income received	2013-12-31	$-31,506
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,579,786
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,579,786
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Assets. Value of employer securities	2013-12-31	$1,568,000
Total contributions received or receivable from employer(s)	2013-12-31	$3,062
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$27

Form 5500 Responses for CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST

2022: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CHIEF IOWA INVESTMENT CORP. 401K PLAN AND TRUST 2013 form 5500 responses
2013-08-12	Type of plan entity	Single employer plan
2013-08-12	First time form 5500 has been submitted	Yes
2013-08-12	Submission has been amended	Yes
2013-08-12	This submission is the final filing	No
2013-08-12	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-08-12	Plan is a collectively bargained plan	No
2013-08-12	Plan funding arrangement – Trust	Yes
2013-08-12	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

460249

Policy instance

Insurance contract or identification number	460249
Number of Individuals Covered	10
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $331
Total amount of fees paid to insurance company	USD $41
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $331
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3

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Company Name:	CHIEF IOWA INVESTMENT CORPORATION
Employer identification number (EIN):	462827580
NAIC Classification:	523110
NAIC Description:	Investment Banking and Securities Dealing

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	2013-05-15
Company Identification Number:	454455
Legal Registered Office Address:	204 E. LIBERTY ST. P.O. BOX 69 MONTEZUMA United States of America (USA) 50171