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CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameCHRIS KIDS, INC. 403(B) RETIREMENT PLAN
Plan identification number 001

CHRIS KIDS, INC. 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

CHRIS 180, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHRIS 180, INC.
Employer identification number (EIN):581430183
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHRIS KIDS, INC. 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01NILDA DIAZ2022-10-16
0012020-01-01KATHY COLBENSON2021-10-14
0012019-01-01KATHY COLBENSON2020-10-14
0012018-01-01MARK PHILLIPS2019-10-07
0012017-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01KATHERINE COLBENSON KATHERINE COLBENSON2013-08-09
0012011-01-01KATHERINE COLBENSON KATHERINE COLBENSON2012-10-10
0012009-01-01KATHERINE COLBENSON KATHERINE COLBENSON2010-10-15

Plan Statistics for CHRIS KIDS, INC. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for CHRIS KIDS, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2022: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01583
Total number of active participants reported on line 7a of the Form 55002022-01-01497
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0173
Total of all active and inactive participants2022-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01570
Number of participants with account balances2022-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0158
2021: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01543
Total number of active participants reported on line 7a of the Form 55002021-01-01369
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01288
Total of all active and inactive participants2021-01-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01664
Number of participants with account balances2021-01-01603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0151
2020: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01461
Total number of active participants reported on line 7a of the Form 55002020-01-01419
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01110
Total of all active and inactive participants2020-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01537
Number of participants with account balances2020-01-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0133
2019: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01286
Total number of active participants reported on line 7a of the Form 55002019-01-01372
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01405
Number of participants with account balances2019-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0122
2018: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01282
Total number of active participants reported on line 7a of the Form 55002018-01-01243
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0172
Total of all active and inactive participants2018-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01315
Number of participants with account balances2018-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01283
Total number of active participants reported on line 7a of the Form 55002017-01-01230
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01285
Number of participants with account balances2017-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01270
Total number of active participants reported on line 7a of the Form 55002016-01-01247
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01297
Total participants2016-01-01297
Number of participants with account balances2016-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01272
Total number of active participants reported on line 7a of the Form 55002015-01-01219
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0151
Total of all active and inactive participants2015-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01270
Number of participants with account balances2015-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01260
Total number of active participants reported on line 7a of the Form 55002014-01-01221
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01272
Number of participants with account balances2014-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01224
Total number of active participants reported on line 7a of the Form 55002013-01-01214
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0146
Total of all active and inactive participants2013-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01260
Number of participants with account balances2013-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01212
Total number of active participants reported on line 7a of the Form 55002012-01-01206
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01249
Number of participants with account balances2012-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01196
Total number of active participants reported on line 7a of the Form 55002011-01-01180
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01217
Total participants2011-01-01217
Number of participants with account balances2011-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01184
Total number of active participants reported on line 7a of the Form 55002009-01-01138
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01167
Total participants2009-01-01167
Number of participants with account balances2009-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on CHRIS KIDS, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2022 : CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$589,233
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$723,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$686,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,256,915
Value of total assets at end of year2022-12-31$3,587,918
Value of total assets at beginning of year2022-12-31$3,722,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$37,325
Total interest from all sources2022-12-31$3,116
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$33,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$33,565
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$963,396
Participant contributions at end of year2022-12-31$33,747
Participant contributions at beginning of year2022-12-31$34,929
Participant contributions at end of year2022-12-31$37,220
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$58,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-134,391
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,587,918
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,722,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$5,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,324,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,429,180
Interest on participant loans2022-12-31$1,435
Interest earned on other investments2022-12-31$1,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$182,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$258,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-704,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$235,439
Employer contributions (assets) at end of year2022-12-31$10,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$686,299
Contract administrator fees2022-12-31$32,065
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMITH & HOWARD
Accountancy firm EIN2022-12-31581250486
2021 : CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$1,395,874
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$330,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$298,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$998,174
Value of total assets at end of year2021-12-31$3,722,309
Value of total assets at beginning of year2021-12-31$2,656,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,471
Total interest from all sources2021-12-31$198,354
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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$763,651
Participant contributions at end of year2021-12-31$34,929
Participant contributions at beginning of year2021-12-31$24,445
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$28,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,065,395
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,722,309
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,656,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,429,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,383,705
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$20,486
Interest on participant loans2021-12-31$1,440
Interest earned on other investments2021-12-31$196,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$258,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$228,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$199,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$205,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$298,008
Contract administrator fees2021-12-31$32,471
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH AND HOWARD, PC
Accountancy firm EIN2021-12-31581250486
2020 : CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,024,215
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$346,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$324,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$702,520
Value of total assets at end of year2020-12-31$2,656,914
Value of total assets at beginning of year2020-12-31$1,979,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,304
Total interest from all sources2020-12-31$2,169
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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$561,480
Participant contributions at end of year2020-12-31$24,445
Participant contributions at beginning of year2020-12-31$11,648
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$15,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$677,358
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,656,914
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,979,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,383,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,725,987
Value of interest in pooled separate accounts at end of year2020-12-31$20,486
Value of interest in pooled separate accounts at beginning of year2020-12-31$39,778
Interest on participant loans2020-12-31$810
Interest earned on other investments2020-12-31$1,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$228,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$202,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$318,784
Net investment gain/loss from pooled separate accounts2020-12-31$742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$125,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$324,553
Contract administrator fees2020-12-31$22,304
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SMITH & HOWARD, PC
Accountancy firm EIN2020-12-31581250486
2019 : CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$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$757
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$757
Total income from all sources (including contributions)2019-12-31$772,468
Total income from all sources (including contributions)2019-12-31$772,468
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$170,867
Total of all expenses incurred2019-12-31$170,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$154,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$154,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$471,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$471,401
Value of total assets at end of year2019-12-31$1,979,556
Value of total assets at end of year2019-12-31$1,979,556
Value of total assets at beginning of year2019-12-31$1,378,712
Value of total assets at beginning of year2019-12-31$1,378,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,599
Total interest from all sources2019-12-31$819
Total interest from all sources2019-12-31$819
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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$375,509
Contributions received from participants2019-12-31$375,509
Participant contributions at end of year2019-12-31$11,648
Participant contributions at end of year2019-12-31$11,648
Participant contributions at beginning of year2019-12-31$15,283
Participant contributions at beginning of year2019-12-31$15,283
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,318
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$601,601
Value of net income/loss2019-12-31$601,601
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,979,556
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,979,556
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,377,955
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,377,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,725,987
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,725,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,117,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,117,335
Value of interest in pooled separate accounts at end of year2019-12-31$39,778
Value of interest in pooled separate accounts at end of year2019-12-31$39,778
Value of interest in pooled separate accounts at beginning of year2019-12-31$57,900
Interest on participant loans2019-12-31$819
Interest on participant loans2019-12-31$819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$202,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$202,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$188,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$188,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$298,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$298,947
Net investment gain/loss from pooled separate accounts2019-12-31$1,301
Net investment gain/loss from pooled separate accounts2019-12-31$1,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$82,574
Contributions received in cash from employer2019-12-31$82,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$154,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$154,268
Contract administrator fees2019-12-31$16,599
Contract administrator fees2019-12-31$16,599
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
2018 : CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$757
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,027
Total income from all sources (including contributions)2018-12-31$247,089
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$98,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$83,219
Value of total corrective distributions2018-12-31$757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$331,753
Value of total assets at end of year2018-12-31$1,378,712
Value of total assets at beginning of year2018-12-31$1,236,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,581
Total interest from all sources2018-12-31$2,572
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$17,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$17,218
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$248,693
Participant contributions at end of year2018-12-31$15,283
Participant contributions at beginning of year2018-12-31$8,580
Participant contributions at beginning of year2018-12-31$7,173
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$29,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$7,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$148,532
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,377,955
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,229,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,117,335
Value of interest in pooled separate accounts at end of year2018-12-31$57,900
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,219,026
Interest on participant loans2018-12-31$613
Interest earned on other investments2018-12-31$1,959
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$188,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-106,281
Net investment gain/loss from pooled separate accounts2018-12-31$1,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$53,367
Employer contributions (assets) at beginning of year2018-12-31$1,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$83,219
Contract administrator fees2018-12-31$14,581
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BROOKS, MCGINNIS & COMPANY LLC
Accountancy firm EIN2018-12-31252161308
2017 : CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,610
Total income from all sources (including contributions)2017-12-31$386,165
Total of all expenses incurred2017-12-31$149,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$135,026
Value of total corrective distributions2017-12-31$3,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$234,763
Value of total assets at end of year2017-12-31$1,236,450
Value of total assets at beginning of year2017-12-31$999,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,900
Total interest from all sources2017-12-31$415
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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$174,275
Participant contributions at end of year2017-12-31$8,580
Participant contributions at beginning of year2017-12-31$8,128
Participant contributions at end of year2017-12-31$7,173
Participant contributions at beginning of year2017-12-31$5,644
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,275
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$2,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$7,027
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$7,610
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$237,105
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,229,423
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$992,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$1,219,026
Value of interest in pooled separate accounts at beginning of year2017-12-31$984,594
Interest on participant loans2017-12-31$415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$138,885
Net investment gain/loss from pooled separate accounts2017-12-31$12,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$47,213
Employer contributions (assets) at end of year2017-12-31$1,671
Employer contributions (assets) at beginning of year2017-12-31$1,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$132,543
Contract administrator fees2017-12-31$10,900
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BROOKS, MCGINNIS & COMPANY, LLC
Accountancy firm EIN2017-12-31582161308
2016 : CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,610
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,446
Total income from all sources (including contributions)2016-12-31$230,701
Total of all expenses incurred2016-12-31$6,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$175,845
Value of total assets at end of year2016-12-31$999,928
Value of total assets at beginning of year2016-12-31$775,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,682
Total interest from all sources2016-12-31$413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$142,585
Participant contributions at end of year2016-12-31$8,128
Participant contributions at beginning of year2016-12-31$8,204
Participant contributions at end of year2016-12-31$5,644
Participant contributions at beginning of year2016-12-31$4,888
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$7,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$7,446
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$5,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$224,150
Value of net assets at end of year (total assets less liabilities)2016-12-31$992,318
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$768,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$5,682
Value of interest in pooled separate accounts at end of year2016-12-31$984,594
Value of interest in pooled separate accounts at beginning of year2016-12-31$756,262
Interest on participant loans2016-12-31$413
Net investment gain/loss from pooled separate accounts2016-12-31$54,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$25,283
Employer contributions (assets) at end of year2016-12-31$1,562
Employer contributions (assets) at beginning of year2016-12-31$1,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$869
Contract administrator fees2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BROOKS, MCGINNIS & COMPANY, LLC
Accountancy firm EIN2016-12-31582161308
2015 : CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,446
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,629
Total income from all sources (including contributions)2015-12-31$136,468
Total of all expenses incurred2015-12-31$56,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$53,069
Expenses. Certain deemed distributions of participant loans2015-12-31$3,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$152,805
Value of total assets at end of year2015-12-31$775,614
Value of total assets at beginning of year2015-12-31$696,951
Total interest from all sources2015-12-31$167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$109,195
Participant contributions at end of year2015-12-31$8,204
Participant contributions at beginning of year2015-12-31$1,816
Participant contributions at end of year2015-12-31$4,888
Participant contributions at beginning of year2015-12-31$7,025
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$15,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$7,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,629
Total non interest bearing cash at end of year2015-12-31$5,195
Total non interest bearing cash at beginning of year2015-12-31$4,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$79,846
Value of net assets at end of year (total assets less liabilities)2015-12-31$768,168
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$688,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$756,262
Value of interest in pooled separate accounts at beginning of year2015-12-31$681,120
Interest on participant loans2015-12-31$167
Net investment gain/loss from pooled separate accounts2015-12-31$-16,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$27,990
Employer contributions (assets) at end of year2015-12-31$1,065
Employer contributions (assets) at beginning of year2015-12-31$2,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$53,069
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BROOKS, MCGINNIS & COMPANY, LLC
Accountancy firm EIN2015-12-31582161308
2014 : CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,869
Total income from all sources (including contributions)2014-12-31$136,273
Total of all expenses incurred2014-12-31$55,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$50,623
Value of total corrective distributions2014-12-31$4,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$105,056
Value of total assets at end of year2014-12-31$696,951
Value of total assets at beginning of year2014-12-31$612,277
Total interest from all sources2014-12-31$19
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$81,301
Participant contributions at end of year2014-12-31$1,816
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$7,025
Participant contributions at beginning of year2014-12-31$2,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,869
Other income not declared elsewhere2014-12-31$150
Total non interest bearing cash at end of year2014-12-31$4,833
Total non interest bearing cash at beginning of year2014-12-31$2,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$80,914
Value of net assets at end of year (total assets less liabilities)2014-12-31$688,322
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$607,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$681,120
Value of interest in pooled separate accounts at beginning of year2014-12-31$605,992
Interest on participant loans2014-12-31$19
Net investment gain/loss from pooled separate accounts2014-12-31$31,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$23,755
Employer contributions (assets) at end of year2014-12-31$2,157
Employer contributions (assets) at beginning of year2014-12-31$763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$50,623
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BROOKS, MCGINNIS & COMPANY, LLC
Accountancy firm EIN2014-12-31582161308
2013 : CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,869
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,148
Total income from all sources (including contributions)2013-12-31$180,805
Total of all expenses incurred2013-12-31$14,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,090
Expenses. Certain deemed distributions of participant loans2013-12-31$500
Value of total corrective distributions2013-12-31$4,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$106,649
Value of total assets at end of year2013-12-31$612,277
Value of total assets at beginning of year2013-12-31$445,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$85,992
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$94
Participant contributions at end of year2013-12-31$2,603
Participant contributions at beginning of year2013-12-31$2,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,148
Total non interest bearing cash at end of year2013-12-31$2,919
Total non interest bearing cash at beginning of year2013-12-31$2,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$166,346
Value of net assets at end of year (total assets less liabilities)2013-12-31$607,408
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$441,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$605,992
Value of interest in pooled separate accounts at beginning of year2013-12-31$439,633
Net investment gain/loss from pooled separate accounts2013-12-31$74,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$20,657
Employer contributions (assets) at end of year2013-12-31$763
Employer contributions (assets) at beginning of year2013-12-31$542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,090
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BROOKS, MCGINNIS & COMPANY, LLC
Accountancy firm EIN2013-12-31582161308
2012 : CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,148
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,669
Total income from all sources (including contributions)2012-12-31$106,938
Total of all expenses incurred2012-12-31$27,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$23,201
Value of total corrective distributions2012-12-31$4,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$74,759
Value of total assets at end of year2012-12-31$445,210
Value of total assets at beginning of year2012-12-31$365,142
Total interest from all sources2012-12-31$94
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$58,461
Participant contributions at end of year2012-12-31$94
Participant contributions at beginning of year2012-12-31$3,321
Participant contributions at end of year2012-12-31$2,752
Participant contributions at beginning of year2012-12-31$1,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,669
Total non interest bearing cash at end of year2012-12-31$2,189
Total non interest bearing cash at beginning of year2012-12-31$2,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$79,589
Value of net assets at end of year (total assets less liabilities)2012-12-31$441,062
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$361,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$439,633
Value of interest in pooled separate accounts at beginning of year2012-12-31$357,416
Interest on participant loans2012-12-31$94
Net investment gain/loss from pooled separate accounts2012-12-31$32,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$16,298
Employer contributions (assets) at end of year2012-12-31$542
Employer contributions (assets) at beginning of year2012-12-31$697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$23,201
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BROOKS, MCGINNIS & COMPANY, LLC
Accountancy firm EIN2012-12-31582161308
2011 : CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,669
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,119
Total income from all sources (including contributions)2011-12-31$30,940
Total of all expenses incurred2011-12-31$8,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,210
Value of total corrective distributions2011-12-31$3,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$42,961
Value of total assets at end of year2011-12-31$365,142
Value of total assets at beginning of year2011-12-31$344,531
Total interest from all sources2011-12-31$164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$29,981
Participant contributions at end of year2011-12-31$3,321
Participant contributions at beginning of year2011-12-31$4,248
Participant contributions at end of year2011-12-31$1,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,669
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$5,119
Total non interest bearing cash at end of year2011-12-31$2,189
Total non interest bearing cash at beginning of year2011-12-31$2,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$22,061
Value of net assets at end of year (total assets less liabilities)2011-12-31$361,473
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$339,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$357,416
Value of interest in pooled separate accounts at beginning of year2011-12-31$338,094
Interest on participant loans2011-12-31$164
Net investment gain/loss from pooled separate accounts2011-12-31$-12,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$12,980
Employer contributions (assets) at end of year2011-12-31$697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,210
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BROOKS, MCGINNIS & COMPANY, LLC
Accountancy firm EIN2011-12-31582161308
2010 : CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,119
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,209
Total income from all sources (including contributions)2010-12-31$60,773
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$30,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$26,104
Value of total corrective distributions2010-12-31$3,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$34,054
Value of total assets at end of year2010-12-31$344,531
Value of total assets at beginning of year2010-12-31$309,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$283
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$23,393
Participant contributions at end of year2010-12-31$4,248
Participant contributions at beginning of year2010-12-31$870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$5,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,209
Total non interest bearing cash at end of year2010-12-31$2,189
Total non interest bearing cash at beginning of year2010-12-31$2,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$30,759
Value of net assets at end of year (total assets less liabilities)2010-12-31$339,412
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$308,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$338,094
Value of interest in pooled separate accounts at beginning of year2010-12-31$306,803
Interest on participant loans2010-12-31$283
Net investment gain/loss from pooled separate accounts2010-12-31$26,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$10,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$26,104
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BROOKS, MCGINNIS & COMPANY, LLC
Accountancy firm EIN2010-12-31582161308

Form 5500 Responses for CHRIS KIDS, INC. 403(B) RETIREMENT PLAN

2022: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CHRIS KIDS, INC. 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered570
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $514
Total amount of fees paid to insurance companyUSD $96
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $514
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered594
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $957
Total amount of fees paid to insurance companyUSD $121
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $957
Insurance broker organization code?3
Amount paid for insurance broker fees121
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP 1809
Policy instance 1
Insurance contract or identification numberGP 1809
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $21
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $21
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered537
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $864
Total amount of fees paid to insurance companyUSD $107
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $864
Insurance broker organization code?3
Amount paid for insurance broker fees107
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP 1809
Policy instance 1
Insurance contract or identification numberGP 1809
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $104
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $104
Insurance broker organization code?3
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP 1809
Policy instance 1
Insurance contract or identification numberGP 1809
Number of Individuals Covered15
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $179
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $179
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered448
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $799
Total amount of fees paid to insurance companyUSD $100
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $799
Insurance broker organization code?3
Amount paid for insurance broker fees53
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP1809
Policy instance 2
Insurance contract or identification numberGP1809
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $250
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $250
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered359
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $708
Total amount of fees paid to insurance companyUSD $88
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $708
Insurance broker organization code?3
Amount paid for insurance broker fees88
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered313
Insurance policy start date2017-04-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $390
Total amount of fees paid to insurance companyUSD $82
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $390
Insurance broker organization code?3
Amount paid for insurance broker fees82
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameRETIREMENT PLAN ADMINISTRATORS, LLC
THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )
Policy contract numberGP1809
Policy instance 1
Insurance contract or identification numberGP1809
Number of Individuals Covered15
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $316
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $316
Insurance broker organization code?3
Insurance broker nameNYLIFE SECURITIES, LLC

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