401k Plan data: CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT PLAN plan

CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT PLAN 401k Plan overview

Plan Name	CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT PLAN
Plan identification number	002

CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

CHASE INVESTMENT COUNSEL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: CHASE INVESTMENT COUNSEL CORPORATION

Employer identification number (EIN): 540742944

NAIC Classification: 523900

Additional information about CHASE INVESTMENT COUNSEL CORPORATION

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1964-01-06

Company Identification Number: 0098914

Legal Registered Office Address: 300 PRESTON AVE STE 500

CHARLOTTESVILLE
United States of America (USA)
22902-5096

More information about CHASE INVESTMENT COUNSEL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 PETER TUZ 2018-08-21
002 2016-01-01 PETER TUZ 2017-05-26
002 2015-01-01 PETER TUZ 2016-07-27
002 2014-01-01 PETER TUZ 2015-05-04
002 2013-01-01 PETER TUZ 2014-05-02
002 2012-01-01 PETER TUZ 2013-07-24
002 2011-01-01 PETER TUZ PETER TUZ 2012-08-08
002 2010-01-01 PETER TUZ PETER TUZ 2011-06-24
002 2009-01-01 DERWOOD S. CHASE, JR DERWOOD S. CHASE, JR 2010-08-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	PETER TUZ	2018-08-21
002	2016-01-01	PETER TUZ	2017-05-26
002	2015-01-01	PETER TUZ	2016-07-27
002	2014-01-01	PETER TUZ	2015-05-04
002	2013-01-01	PETER TUZ	2014-05-02
002	2012-01-01	PETER TUZ	2013-07-24
002	2011-01-01	PETER TUZ		PETER TUZ	2012-08-08
002	2010-01-01	PETER TUZ		PETER TUZ	2011-06-24
002	2009-01-01	DERWOOD S. CHASE, JR		DERWOOD S. CHASE, JR	2010-08-26

Plan Statistics for CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT PLAN

Measure Date Value
2011: CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 15
Total participants 2011-01-01 15
Number of participants with account balances 2011-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 14
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 18
Total participants 2010-01-01 18
Number of participants with account balances 2010-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 4
2009: CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Total of all active and inactive participants 2009-01-01 18
Total participants 2009-01-01 18
Number of participants with account balances 2009-01-01 18

Measure	Date	Value
2011: CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	15
Total participants	2011-01-01	15
Number of participants with account balances	2011-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	14
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	18
Total participants	2010-01-01	18
Number of participants with account balances	2010-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	4
2009: CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Total of all active and inactive participants	2009-01-01	18
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	18

Financial Data on CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT PLAN

Measure	Date	Value
2011 : CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$225,409
Expenses. Total of all expenses incurred	2011-12-31	$342,869
Benefits paid (including direct rollovers)	2011-12-31	$339,848
Total plan assets at end of year	2011-12-31	$5,436,639
Total plan assets at beginning of year	2011-12-31	$5,554,099
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$120,933
Other income received	2011-12-31	$82,469
Net income (gross income less expenses)	2011-12-31	$-117,460
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,436,639
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,554,099
Total contributions received or receivable from employer(s)	2011-12-31	$22,007
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,021
2010 : CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$649,639
Expenses. Total of all expenses incurred	2010-12-31	$606,692
Benefits paid (including direct rollovers)	2010-12-31	$603,969
Total plan assets at end of year	2010-12-31	$5,554,099
Total plan assets at beginning of year	2010-12-31	$5,511,152
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$147,929
Other income received	2010-12-31	$473,722
Net income (gross income less expenses)	2010-12-31	$42,947
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,554,099
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,511,152
Total contributions received or receivable from employer(s)	2010-12-31	$27,988
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,723

Form 5500 Responses for CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT PLAN

2011: CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT 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
2010: CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CHASE INVESTMENT COUNSEL CORPORATION RETIREMENT 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

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CHASE INVESTMENT COUNSEL CORPORATION
Employer identification number (EIN):	540742944
NAIC Classification:	523900

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1964-01-06
Company Identification Number:	0098914
Legal Registered Office Address:	300 PRESTON AVE STE 500 CHARLOTTESVILLE United States of America (USA) 22902-5096