?>
Logo

CHANCELLOR WEALTH MANAGEMENT INC. 401(K) AND 401k Plan overview

Plan NameCHANCELLOR WEALTH MANAGEMENT INC. 401(K) AND
Plan identification number 001

CHANCELLOR WEALTH MANAGEMENT INC. 401(K) AND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

CHANCELLOR WEALTH MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHANCELLOR WEALTH MANAGEMENT, INC.
Employer identification number (EIN):582085101
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHANCELLOR WEALTH MANAGEMENT INC. 401(K) AND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HERSCHEL VINCENT CLANTON2024-03-11
0012022-01-01HERSCHEL VINCENT CLANTON2023-06-06
0012021-01-01H. VINCENT CLANTON2022-05-27
0012020-01-01H. VINCENT CLANTON2021-05-11
0012019-01-01VINCENT CLANTON2020-07-27
0012018-01-01VINCENT CLANTON2019-09-26

Plan Statistics for CHANCELLOR WEALTH MANAGEMENT INC. 401(K) AND

401k plan membership statisitcs for CHANCELLOR WEALTH MANAGEMENT INC. 401(K) AND

Measure Date Value
2025: CHANCELLOR WEALTH MANAGEMENT INC. 401(K) AND 2025 401k membership
Total number of particpants at beginning of year2025-06-093
Total number of particpants at end of year2025-06-093
Number of Participants With Account Balances2025-06-093
2024: CHANCELLOR WEALTH MANAGEMENT INC. 401(K) AND 2024 401k membership
Total number of particpants at beginning of year2024-03-113
Total number of particpants at end of year2024-03-113
Number of Participants With Account Balances2024-03-112
2022: CHANCELLOR WEALTH MANAGEMENT INC. 401(K) AND 2022 401k membership
Total number of particpants at beginning of year2022-05-273
Total number of particpants at end of year2022-05-273
Number of Participants With Account Balances2022-05-273

Financial Data on CHANCELLOR WEALTH MANAGEMENT INC. 401(K) AND

Measure Date Value
2025 : CHANCELLOR WEALTH MANAGEMENT INC. 401(K) AND 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-090
Total liabilities as of the end of the plan year2025-06-090
Total liabilities as of the beginning of the plan year2025-06-090
Total expenses incurred by plan in this plan year2025-06-0954670
Net assets as of the end of the plan year2025-06-09292029
Total assets as of the beginning of the plan year2025-06-09196912
Participant contributions to plan in this plan year2025-06-0958102
Other expenses paid from plan in this plan year2025-06-090
Other contributions to plan in this plan year2025-06-090
Other income to plan in this plan year2025-06-0935059
Plan net income in this plan year2025-06-0995117
Net assets as of the end of the plan year2025-06-09292029
Net assets as of the beginning of the plan year2025-06-09196912
Employer contributions to plan in this plan year2025-06-0956626
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-09115
2024 : CHANCELLOR WEALTH MANAGEMENT INC. 401(K) AND 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-110
Total liabilities as of the end of the plan year2024-03-110
Total liabilities as of the beginning of the plan year2024-03-110
Total expenses incurred by plan in this plan year2024-03-11101299
Net assets as of the end of the plan year2024-03-11196912
Total assets as of the beginning of the plan year2024-03-11159088
Participant contributions to plan in this plan year2024-03-1151029
Other expenses paid from plan in this plan year2024-03-110
Other contributions to plan in this plan year2024-03-110
Other income to plan in this plan year2024-03-1133804
Plan net income in this plan year2024-03-1137824
Net assets as of the end of the plan year2024-03-11196912
Net assets as of the beginning of the plan year2024-03-11159088
Employer contributions to plan in this plan year2024-03-1154290
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-11215
2022 : CHANCELLOR WEALTH MANAGEMENT INC. 401(K) AND 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-270
Total liabilities as of the end of the plan year2022-05-270
Total liabilities as of the beginning of the plan year2022-05-270
Total expenses incurred by plan in this plan year2022-05-2771069
Net assets as of the end of the plan year2022-05-2773784
Total assets as of the beginning of the plan year2022-05-2762961
Participant contributions to plan in this plan year2022-05-2743494
Other expenses paid from plan in this plan year2022-05-270
Other contributions to plan in this plan year2022-05-270
Other income to plan in this plan year2022-05-2710835
Plan net income in this plan year2022-05-2710823
Net assets as of the end of the plan year2022-05-2773784
Net assets as of the beginning of the plan year2022-05-2762961
Employer contributions to plan in this plan year2022-05-2727563
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-270

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3