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CHM PARTNERS LLC DBA INSPA RETIREMENT PLAN 401k Plan overview

Plan NameCHM PARTNERS LLC DBA INSPA RETIREMENT PLAN
Plan identification number 001

CHM PARTNERS LLC DBA INSPA 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.
  • 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

CMH PARTNERS LLC DBA INSPA has sponsored the creation of one or more 401k plans.

Company Name:CMH PARTNERS LLC DBA INSPA
Employer identification number (EIN):823263077
NAIC Classification:812190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHM PARTNERS LLC DBA INSPA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BARBARA GRYCZ

Plan Statistics for CHM PARTNERS LLC DBA INSPA RETIREMENT PLAN

401k plan membership statisitcs for CHM PARTNERS LLC DBA INSPA RETIREMENT PLAN

Measure Date Value
2022: CHM PARTNERS LLC DBA INSPA RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01102
Total number of active participants reported on line 7a of the Form 55002022-01-0182
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0116
Total of all active and inactive participants2022-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0198
Number of participants with account balances2022-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHM PARTNERS LLC DBA INSPA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01121
Total number of active participants reported on line 7a of the Form 55002021-01-0184
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0115
Total of all active and inactive participants2021-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0199
Number of participants with account balances2021-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHM PARTNERS LLC DBA INSPA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01126
Total number of active participants reported on line 7a of the Form 55002020-01-01101
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01119
Number of participants with account balances2020-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CHM PARTNERS LLC DBA INSPA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01215
Total number of active participants reported on line 7a of the Form 55002019-01-01104
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01124
Number of participants with account balances2019-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHM PARTNERS LLC DBA INSPA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01244
Total number of active participants reported on line 7a of the Form 55002018-01-0199
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01115
Total of all active and inactive participants2018-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01214
Number of participants with account balances2018-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHM PARTNERS LLC DBA INSPA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01254
Total number of active participants reported on line 7a of the Form 55002017-01-01120
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01116
Total of all active and inactive participants2017-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01236
Number of participants with account balances2017-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on CHM PARTNERS LLC DBA INSPA RETIREMENT PLAN

Measure Date Value
2022 : CHM PARTNERS LLC DBA INSPA RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-18,092
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$121,656
Value of total assets at end of year2022-12-31$1,243,234
Value of total assets at beginning of year2022-12-31$1,269,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$330
Total interest from all sources2022-12-31$778
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$42,676
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$42,676
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$127,000
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$105,553
Participant contributions at end of year2022-12-31$9,054
Participant contributions at beginning of year2022-12-31$14,424
Administrative expenses (other) incurred2022-12-31$330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-26,499
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,243,234
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,269,733
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$722,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$866,214
Interest on participant loans2022-12-31$778
Value of interest in common/collective trusts at end of year2022-12-31$512,130
Value of interest in common/collective trusts at beginning of year2022-12-31$389,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-159,421
Net investment gain or loss from common/collective trusts2022-12-31$-23,781
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$16,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,077
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 name2022-12-31HARRIS & CO., PLLC
Accountancy firm EIN2022-12-31264022510
2021 : CHM PARTNERS LLC DBA INSPA RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$227,116
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$81,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$64,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$95,123
Value of total assets at end of year2021-12-31$1,269,733
Value of total assets at beginning of year2021-12-31$1,124,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,429
Total interest from all sources2021-12-31$2,132
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$59,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$59,559
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$113,000
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$82,183
Participant contributions at end of year2021-12-31$14,424
Participant contributions at beginning of year2021-12-31$26,867
Other income not declared elsewhere2021-12-31$6,000
Administrative expenses (other) incurred2021-12-31$17,429
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$145,477
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,269,733
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,124,256
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$866,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$735,386
Interest on participant loans2021-12-31$2,132
Value of interest in common/collective trusts at end of year2021-12-31$389,095
Value of interest in common/collective trusts at beginning of year2021-12-31$362,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$34,460
Net investment gain or loss from common/collective trusts2021-12-31$29,842
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$12,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$64,210
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 name2021-12-31HARRIS & CO., PLLC
Accountancy firm EIN2021-12-31264022510
2020 : CHM PARTNERS LLC DBA INSPA RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$184,466
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$69,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$59,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$84,623
Value of total assets at end of year2020-12-31$1,124,256
Value of total assets at beginning of year2020-12-31$1,009,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,385
Total interest from all sources2020-12-31$632
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$37,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$37,492
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$101,000
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$74,301
Participant contributions at end of year2020-12-31$26,867
Participant contributions at beginning of year2020-12-31$21,241
Administrative expenses (other) incurred2020-12-31$10,385
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$114,645
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,124,256
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,009,611
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$735,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$617,178
Interest on participant loans2020-12-31$632
Value of interest in common/collective trusts at end of year2020-12-31$362,003
Value of interest in common/collective trusts at beginning of year2020-12-31$371,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$39,217
Net investment gain or loss from common/collective trusts2020-12-31$22,502
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$10,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$59,436
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA LLP
Accountancy firm EIN2020-12-31135381590
2019 : CHM PARTNERS LLC DBA INSPA RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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$0
Total income from all sources (including contributions)2019-12-31$264,364
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$139,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$124,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$97,667
Value of total assets at end of year2019-12-31$1,009,611
Value of total assets at beginning of year2019-12-31$884,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,726
Total interest from all sources2019-12-31$1,179
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$44,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$44,340
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$89,000
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
Contributions received from participants2019-12-31$84,385
Participant contributions at end of year2019-12-31$21,241
Participant contributions at beginning of year2019-12-31$4,370
Administrative expenses (other) incurred2019-12-31$14,726
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$124,752
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,009,611
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$884,859
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 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$617,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$744,820
Interest on participant loans2019-12-31$1,179
Value of interest in common/collective trusts at end of year2019-12-31$371,192
Value of interest in common/collective trusts at beginning of year2019-12-31$135,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$91,249
Net investment gain or loss from common/collective trusts2019-12-31$29,929
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$13,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$124,886
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA LLP
Accountancy firm EIN2019-12-31135381590
2018 : CHM PARTNERS LLC DBA INSPA RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$27,965
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$105,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$96,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$94,197
Value of total assets at end of year2018-12-31$884,859
Value of total assets at beginning of year2018-12-31$962,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,525
Total interest from all sources2018-12-31$104
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$50,441
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$50,441
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$97,000
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$81,167
Participant contributions at end of year2018-12-31$4,370
Participant contributions at beginning of year2018-12-31$2,943
Administrative expenses (other) incurred2018-12-31$9,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-77,977
Value of net assets at end of year (total assets less liabilities)2018-12-31$884,859
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$962,836
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$744,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$833,302
Interest on participant loans2018-12-31$104
Value of interest in common/collective trusts at end of year2018-12-31$135,669
Value of interest in common/collective trusts at beginning of year2018-12-31$126,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-107,534
Net investment gain or loss from common/collective trusts2018-12-31$-9,243
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$13,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$96,417
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 name2018-12-31PETERSON SULLIVAN, LLP
Accountancy firm EIN2018-12-31910605875
2017 : CHM PARTNERS LLC DBA INSPA RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$216,750
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$131,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$122,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$105,134
Value of total assets at end of year2017-12-31$962,836
Value of total assets at beginning of year2017-12-31$877,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,805
Total interest from all sources2017-12-31$161
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$25,217
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$25,217
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$88,000
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$91,048
Participant contributions at end of year2017-12-31$2,943
Participant contributions at beginning of year2017-12-31$4,217
Administrative expenses (other) incurred2017-12-31$8,805
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$85,041
Value of net assets at end of year (total assets less liabilities)2017-12-31$962,836
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$877,795
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$833,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$700,602
Interest on participant loans2017-12-31$161
Value of interest in common/collective trusts at end of year2017-12-31$126,591
Value of interest in common/collective trusts at beginning of year2017-12-31$172,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$70,692
Net investment gain or loss from common/collective trusts2017-12-31$15,546
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$14,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$122,904
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 name2017-12-31PETERSON SULLIVAN, LLP
Accountancy firm EIN2017-12-31910605875

Form 5500 Responses for CHM PARTNERS LLC DBA INSPA RETIREMENT PLAN

2022: CHM PARTNERS LLC DBA INSPA 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHM PARTNERS LLC DBA INSPA 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHM PARTNERS LLC DBA INSPA 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHM PARTNERS LLC DBA INSPA 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHM PARTNERS LLC DBA INSPA 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHM PARTNERS LLC DBA INSPA 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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