401k Plan data: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN plan

CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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
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

CHIVAROLI & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: CHIVAROLI & ASSOCIATES, INC.

Employer identification number (EIN): 770345567

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about CHIVAROLI & ASSOCIATES, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2008-07-29

Company Identification Number: 0801009785

Legal Registered Office Address: 200 N WESTLAKE BLVD STE 101

WESTLAKE VLG
United States of America (USA)
91362

More information about CHIVAROLI & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 COLLIN WEDEL
001 2017-01-01 COLLIN WEDEL
001 2016-01-01 COLLIN WEDEL
001 2015-01-01 COLLIN WEDEL
001 2014-01-01 COLLIN WEDEL
001 2013-01-01 COLLIN WEDEL 2014-08-15
001 2012-01-01 RICHARD CHIVAROLI 2013-10-07
001 2011-01-01 RICHARD CHIVAROLI 2012-08-15
001 2010-01-01 RICHARD CHIVAROLI 2011-09-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	COLLIN WEDEL
001	2017-01-01	COLLIN WEDEL
001	2016-01-01	COLLIN WEDEL
001	2015-01-01	COLLIN WEDEL
001	2014-01-01	COLLIN WEDEL
001	2013-01-01	COLLIN WEDEL	2014-08-15
001	2012-01-01	RICHARD CHIVAROLI	2013-10-07
001	2011-01-01	RICHARD CHIVAROLI	2012-08-15
001	2010-01-01	RICHARD CHIVAROLI	2011-09-13

Plan Statistics for CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 29
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 33
Number of participants with account balances 2020-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 29
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 34
Number of participants with account balances 2019-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 28
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 32
Number of participants with account balances 2018-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 22
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 27
Number of participants with account balances 2017-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 27
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 33
Number of participants with account balances 2016-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 25
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 28
Number of participants with account balances 2015-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 22
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 29
Number of participants with account balances 2014-01-01 24

Measure	Date	Value
2021: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	29
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	33
Number of participants with account balances	2020-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	29
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	34
Number of participants with account balances	2019-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	28
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	32
Number of participants with account balances	2018-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	22
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	27
Number of participants with account balances	2017-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	27
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	33
Number of participants with account balances	2016-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	25
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	28
Number of participants with account balances	2015-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	22
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	29
Number of participants with account balances	2014-01-01	24

Financial Data on CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2021 : CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-15	$0
Total plan liabilities at end of year	2021-12-15	$0
Total plan liabilities at beginning of year	2021-12-15	$0
Total income from all sources	2021-12-15	$1,004,017
Expenses. Total of all expenses incurred	2021-12-15	$7,854,466
Benefits paid (including direct rollovers)	2021-12-15	$7,830,503
Total plan assets at end of year	2021-12-15	$0
Total plan assets at beginning of year	2021-12-15	$6,850,449
Value of fidelity bond covering the plan	2021-12-15	$500,000
Total contributions received or receivable from participants	2021-12-15	$91,342
Expenses. Other expenses not covered elsewhere	2021-12-15	$0
Contributions received from other sources (not participants or employers)	2021-12-15	$36,575
Other income received	2021-12-15	$814,034
Noncash contributions received	2021-12-15	$0
Net income (gross income less expenses)	2021-12-15	$-6,850,449
Net plan assets at end of year (total assets less liabilities)	2021-12-15	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-15	$6,850,449
Assets. Value of participant loans	2021-12-15	$0
Total contributions received or receivable from employer(s)	2021-12-15	$62,066
Value of certain deemed distributions of participant loans	2021-12-15	$0
Value of corrective distributions	2021-12-15	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-15	$23,963
2020 : CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,137,541
Expenses. Total of all expenses incurred	2020-12-31	$58,413
Benefits paid (including direct rollovers)	2020-12-31	$32,623
Total plan assets at end of year	2020-12-31	$6,850,449
Total plan assets at beginning of year	2020-12-31	$5,771,321
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$284,045
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$16,490
Other income received	2020-12-31	$627,098
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,079,128
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,850,449
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,771,321
Assets. Value of participant loans	2020-12-31	$144,463
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$209,908
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$25,790
2019 : CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,249,389
Expenses. Total of all expenses incurred	2019-12-31	$33,470
Benefits paid (including direct rollovers)	2019-12-31	$9,313
Total plan assets at end of year	2019-12-31	$5,771,321
Total plan assets at beginning of year	2019-12-31	$4,555,402
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$231,858
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$884,289
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,215,919
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,771,321
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,555,402
Assets. Value of participant loans	2019-12-31	$120,725
Total contributions received or receivable from employer(s)	2019-12-31	$133,242
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$24,157
2018 : CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$115,080
Expenses. Total of all expenses incurred	2018-12-31	$86,633
Benefits paid (including direct rollovers)	2018-12-31	$47,051
Total plan assets at end of year	2018-12-31	$4,555,402
Total plan assets at beginning of year	2018-12-31	$4,526,955
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$217,564
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-276,480
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$28,447
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,555,402
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,526,955
Assets. Value of participant loans	2018-12-31	$115,894
Total contributions received or receivable from employer(s)	2018-12-31	$173,996
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$39,582
2017 : CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$878,247
Expenses. Total of all expenses incurred	2017-12-31	$213,843
Benefits paid (including direct rollovers)	2017-12-31	$181,644
Total plan assets at end of year	2017-12-31	$4,526,955
Total plan assets at beginning of year	2017-12-31	$3,862,551
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$184,981
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$516,484
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$664,404
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,526,955
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,862,551
Assets. Value of participant loans	2017-12-31	$64,152
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$176,782
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$32,199
2016 : CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,218,898
Expenses. Total of all expenses incurred	2016-12-31	$85,010
Benefits paid (including direct rollovers)	2016-12-31	$79,356
Total plan assets at end of year	2016-12-31	$3,862,551
Total plan assets at beginning of year	2016-12-31	$2,728,663
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$167,138
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$233,601
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$1,133,888
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,862,551
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,728,663
Assets. Value of participant loans	2016-12-31	$45,473
Total contributions received or receivable from employer(s)	2016-12-31	$818,159
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$5,654
2015 : CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$347,966
Expenses. Total of all expenses incurred	2015-12-31	$1,674,050
Benefits paid (including direct rollovers)	2015-12-31	$1,666,039
Total plan assets at end of year	2015-12-31	$2,728,663
Total plan assets at beginning of year	2015-12-31	$4,054,747
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$143,914
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-10,077
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-1,326,084
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,728,663
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,054,747
Assets. Value of participant loans	2015-12-31	$37,130
Total contributions received or receivable from employer(s)	2015-12-31	$214,129
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$8,011
2014 : CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$206,659
Expenses. Total of all expenses incurred	2014-12-31	$122,500
Benefits paid (including direct rollovers)	2014-12-31	$121,330
Total plan assets at end of year	2014-12-31	$4,054,747
Total plan assets at beginning of year	2014-12-31	$3,970,588
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$94,300
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$94,426
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$84,159
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,054,747
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,970,588
Assets. Value of participant loans	2014-12-31	$60,618
Total contributions received or receivable from employer(s)	2014-12-31	$17,933
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,170

Form 5500 Responses for CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2021: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CHIVAROLI & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHIVAROLI & ASSOCIATES, INC.
Employer identification number (EIN):	770345567
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2008-07-29
Company Identification Number:	0801009785
Legal Registered Office Address:	200 N WESTLAKE BLVD STE 101 WESTLAKE VLG United States of America (USA) 91362