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C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameC HARLEY SOMERS PROFIT SHARING PLAN AND TRUST
Plan identification number 001

C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

C HARLEY SOMERS has sponsored the creation of one or more 401k plans.

Company Name:C HARLEY SOMERS
Employer identification number (EIN):911401313
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01CHARLES SOMERS CHARLES SOMERS2019-01-24
0012017-01-01CHARLES SOMERS
0012016-01-01CHARLES SOMERS CHARLES SOMERS2017-01-29
0012015-01-01CHARLES SOMERS CHARLES SOMERS2016-01-30
0012014-01-01CHARLES SOMERS CHARLES SOMERS2015-02-15
0012013-01-01CHARLES SOMERS CHARLES SOMERS2015-02-15
0012012-01-01CHARLES SOMERS CHARLES SOMERS2013-02-25
0012011-01-01CHARLES SOMERS
0012009-01-01 CHARLES SOMERS2010-02-18
0012009-01-01CHARLES SOMERS CHARLES SOMERS2013-02-25

Plan Statistics for C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST

Measure Date Value
2019: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-011
2018: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
2017: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
2016: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
2015: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
2014: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
2013: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
2012: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST

Measure Date Value
2019 : C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$61,609
Expenses. Total of all expenses incurred2019-12-31$85,609
Benefits paid (including direct rollovers)2019-12-31$73,622
Total plan assets at end of year2019-12-31$1,470,530
Total plan assets at beginning of year2019-12-31$1,494,530
Assets. Value of loans (other than to participants)2019-12-31$146,008
Expenses. Other expenses not covered elsewhere2019-12-31$11,987
Other income received2019-12-31$61,609
Net income (gross income less expenses)2019-12-31$-24,000
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,470,530
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,494,530
Assets. Value of real-estate (other than employer real property)2019-12-31$60,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$44,136
Expenses. Total of all expenses incurred2018-12-31$73,397
Benefits paid (including direct rollovers)2018-12-31$71,877
Total plan assets at end of year2018-12-31$1,494,530
Total plan assets at beginning of year2018-12-31$1,523,791
Assets. Value of loans (other than to participants)2018-12-31$332,745
Expenses. Other expenses not covered elsewhere2018-12-31$1,520
Other income received2018-12-31$44,136
Net income (gross income less expenses)2018-12-31$-29,261
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,494,530
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,523,791
Assets. Value of real-estate (other than employer real property)2018-12-31$95,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$51,490
Expenses. Total of all expenses incurred2017-12-31$71,487
Benefits paid (including direct rollovers)2017-12-31$70,173
Total plan assets at end of year2017-12-31$1,523,791
Total plan assets at beginning of year2017-12-31$1,543,788
Assets. Value of loans (other than to participants)2017-12-31$322,217
Expenses. Other expenses not covered elsewhere2017-12-31$1,314
Other income received2017-12-31$51,490
Net income (gross income less expenses)2017-12-31$-19,997
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,523,791
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,543,788
Assets. Value of real-estate (other than employer real property)2017-12-31$95,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$62,000
Total income from all sources2016-12-31$112,781
Expenses. Total of all expenses incurred2016-12-31$70,317
Benefits paid (including direct rollovers)2016-12-31$66,249
Total plan assets at end of year2016-12-31$1,543,788
Total plan assets at beginning of year2016-12-31$1,563,324
Assets. Value of loans (other than to participants)2016-12-31$327,461
Expenses. Other expenses not covered elsewhere2016-12-31$4,068
Other income received2016-12-31$112,781
Net income (gross income less expenses)2016-12-31$42,464
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,543,788
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,501,324
Assets. Value of real-estate (other than employer real property)2016-12-31$95,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$62,000
Total income from all sources2015-12-31$144,033
Expenses. Total of all expenses incurred2015-12-31$128,270
Benefits paid (including direct rollovers)2015-12-31$126,000
Total plan assets at end of year2015-12-31$1,517,087
Total plan assets at beginning of year2015-12-31$1,563,324
Assets. Value of loans (other than to participants)2015-12-31$343,397
Expenses. Other expenses not covered elsewhere2015-12-31$2,270
Other income received2015-12-31$144,033
Net income (gross income less expenses)2015-12-31$15,763
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,517,087
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,501,324
Assets. Value of real-estate (other than employer real property)2015-12-31$95,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$62,000
Total plan liabilities at beginning of year2014-12-31$926
Total income from all sources2014-12-31$78,022
Expenses. Total of all expenses incurred2014-12-31$63,693
Benefits paid (including direct rollovers)2014-12-31$62,000
Total plan assets at end of year2014-12-31$1,563,324
Total plan assets at beginning of year2014-12-31$1,487,921
Assets. Value of loans (other than to participants)2014-12-31$581,761
Expenses. Other expenses not covered elsewhere2014-12-31$1,693
Other income received2014-12-31$78,022
Net income (gross income less expenses)2014-12-31$14,329
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,501,324
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,486,995
Assets. Value of real-estate (other than employer real property)2014-12-31$95,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$926
Total income from all sources2013-12-31$72,922
Expenses. Total of all expenses incurred2013-12-31$61,168
Benefits paid (including direct rollovers)2013-12-31$57,000
Total plan assets at end of year2013-12-31$1,487,921
Total plan assets at beginning of year2013-12-31$1,475,241
Assets. Value of loans (other than to participants)2013-12-31$594,402
Expenses. Other expenses not covered elsewhere2013-12-31$4,168
Other income received2013-12-31$72,922
Net income (gross income less expenses)2013-12-31$11,754
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,486,995
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,475,241
Assets. Value of real-estate (other than employer real property)2013-12-31$95,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$1,669
Total plan liabilities at beginning of year2012-12-31$1,807
Total income from all sources2012-12-31$141,440
Expenses. Total of all expenses incurred2012-12-31$56,236
Benefits paid (including direct rollovers)2012-12-31$52,522
Total plan assets at end of year2012-12-31$1,476,910
Total plan assets at beginning of year2012-12-31$1,391,844
Assets. Value of loans (other than to participants)2012-12-31$379,384
Expenses. Other expenses not covered elsewhere2012-12-31$3,714
Other income received2012-12-31$141,440
Net income (gross income less expenses)2012-12-31$85,204
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,475,241
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,390,037
Assets. Value of real-estate (other than employer real property)2012-12-31$95,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$1,807
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$67,841
Expenses. Total of all expenses incurred2011-12-31$5,363
Total plan assets at end of year2011-12-31$1,391,844
Total plan assets at beginning of year2011-12-31$1,327,559
Assets. Value of loans (other than to participants)2011-12-31$710,167
Expenses. Other expenses not covered elsewhere2011-12-31$5,363
Other income received2011-12-31$67,841
Net income (gross income less expenses)2011-12-31$62,478
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,390,037
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,327,559
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$287,432
Assets. Value of real-estate (other than employer real property)2011-12-31$95,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$1,345
Total income from all sources2010-12-31$99,883
Expenses. Total of all expenses incurred2010-12-31$9,432
Total plan assets at end of year2010-12-31$1,327,559
Total plan assets at beginning of year2010-12-31$1,238,453
Assets. Value of loans (other than to participants)2010-12-31$1,061,548
Expenses. Other expenses not covered elsewhere2010-12-31$9,432
Other income received2010-12-31$99,883
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$90,451
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,327,559
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,237,108
Assets. Value of real-estate (other than employer real property)2010-12-31$60,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST

2019: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 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: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 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: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 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
2016: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: C HARLEY SOMERS PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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