401k Plan data: CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN plan

CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

CHARLES GEORGE COMPANIES, 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).
Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHARLES GEORGE COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: CHARLES GEORGE COMPANIES, INC.

Employer identification number (EIN): 020490741

NAIC Classification: 484110
NAIC Description: General Freight Trucking, Local

Additional information about CHARLES GEORGE COMPANIES, INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division

Incorporation Date: 2009-06-04

Company Identification Number: 87893

Legal Registered Office Address: 400 CORNERSTONE DR #240

WILLISTON
United States of America (USA)
05495

More information about CHARLES GEORGE COMPANIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES GEORGE COMPANIES, 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 KAREN GEORGE 2021-10-27 KAREN GEORGOULAKOS 2021-10-27
001 2020-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ALYSSA MCMURCHY
001 2016-01-01 ALYSSA MCMURCHY
001 2015-01-01 ALYSSA MCMURCHY 2016-10-12
001 2014-01-01 REBECCA L. FUNK 2015-10-01 REBECCA L. FUNK 2015-10-01
001 2013-01-01 REBECCA L. FUNK 2014-05-09 REBECCA L. FUNK 2014-05-09
001 2012-01-01 REBECCA FUNK 2013-06-28
001 2011-01-01 REBECCA FUNK 2012-07-24
001 2010-01-01 FRANCIS LANG 2011-10-11
001 2009-01-01 FRANCIS LANG
001 2009-01-01 FRANCIS LANG 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	KAREN GEORGE	2021-10-27	KAREN GEORGOULAKOS	2021-10-27
001	2020-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ALYSSA MCMURCHY
001	2016-01-01	ALYSSA MCMURCHY
001	2015-01-01	ALYSSA MCMURCHY	2016-10-12
001	2014-01-01	REBECCA L. FUNK	2015-10-01	REBECCA L. FUNK	2015-10-01
001	2013-01-01	REBECCA L. FUNK	2014-05-09	REBECCA L. FUNK	2014-05-09
001	2012-01-01	REBECCA FUNK	2013-06-28
001	2011-01-01	REBECCA FUNK	2012-07-24
001	2010-01-01	FRANCIS LANG	2011-10-11
001	2009-01-01	FRANCIS LANG
001	2009-01-01			FRANCIS LANG	2010-10-14

Plan Statistics for CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 7
Number of other retired or separated participants entitled to future benefits 2020-01-01 41
Total of all active and inactive participants 2020-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 48
Number of participants with account balances 2020-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 127
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 138
Number of participants with account balances 2019-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 149
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 5
Total of all active and inactive participants 2018-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 158
Number of participants with account balances 2018-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 144
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 23
Total of all active and inactive participants 2017-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 167
Number of participants with account balances 2017-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7
2016: CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 117
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 10
Total of all active and inactive participants 2016-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 127
Number of participants with account balances 2016-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2009: CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 72
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 11
Total of all active and inactive participants 2009-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 83
Number of participants with account balances 2009-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2020: CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	7
Number of other retired or separated participants entitled to future benefits	2020-01-01	41
Total of all active and inactive participants	2020-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	48
Number of participants with account balances	2020-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	127
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	138
Number of participants with account balances	2019-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	149
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	5
Total of all active and inactive participants	2018-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	158
Number of participants with account balances	2018-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	144
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	23
Total of all active and inactive participants	2017-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	167
Number of participants with account balances	2017-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7
2016: CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	117
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	10
Total of all active and inactive participants	2016-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	127
Number of participants with account balances	2016-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2009: CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	72
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	11
Total of all active and inactive participants	2009-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	83
Number of participants with account balances	2009-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$445,252
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$820,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$797,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$105,397
Value of total assets at end of year	2020-12-31	$1,775,407
Value of total assets at beginning of year	2020-12-31	$2,150,868
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$23,622
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$55,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$55,570
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$72,836
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$8,056
Administrative expenses (other) incurred	2020-12-31	$13,544
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-375,461
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,775,407
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,150,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$10,078
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,695,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,057,647
Value of interest in common/collective trusts at end of year	2020-12-31	$79,823
Value of interest in common/collective trusts at beginning of year	2020-12-31	$80,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$566
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$284,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$32,561
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$4,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$797,091
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2020-12-31	043499945
2019 : CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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	$10,398
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$10,398
Total income from all sources (including contributions)	2019-12-31	$603,574
Total income from all sources (including contributions)	2019-12-31	$603,574
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$68,646
Total of all expenses incurred	2019-12-31	$68,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$51,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$51,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$252,148
Value of total assets at end of year	2019-12-31	$2,150,868
Value of total assets at end of year	2019-12-31	$2,150,868
Value of total assets at beginning of year	2019-12-31	$1,626,338
Value of total assets at beginning of year	2019-12-31	$1,626,338
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$17,507
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$17,507
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$67,998
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$67,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$67,998
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$67,998
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$173,750
Contributions received from participants	2019-12-31	$173,750
Participant contributions at end of year	2019-12-31	$8,056
Participant contributions at beginning of year	2019-12-31	$3,170
Participant contributions at beginning of year	2019-12-31	$3,170
Administrative expenses (other) incurred	2019-12-31	$8,570
Administrative expenses (other) incurred	2019-12-31	$8,570
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$10,398
Liabilities. Value of operating payables at beginning of year	2019-12-31	$10,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$534,928
Value of net income/loss	2019-12-31	$534,928
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,150,868
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,150,868
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,615,940
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,615,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$8,937
Investment advisory and management fees	2019-12-31	$8,937
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,057,647
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,057,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,531,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,531,157
Value of interest in common/collective trusts at end of year	2019-12-31	$80,569
Value of interest in common/collective trusts at end of year	2019-12-31	$80,569
Value of interest in common/collective trusts at beginning of year	2019-12-31	$80,127
Value of interest in common/collective trusts at beginning of year	2019-12-31	$80,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$10,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$10,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$10,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$10,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$281,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$281,614
Net investment gain or loss from common/collective trusts	2019-12-31	$1,814
Net investment gain or loss from common/collective trusts	2019-12-31	$1,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$78,398
Contributions received in cash from employer	2019-12-31	$78,398
Employer contributions (assets) at end of year	2019-12-31	$4,030
Employer contributions (assets) at end of year	2019-12-31	$4,030
Employer contributions (assets) at beginning of year	2019-12-31	$1,495
Employer contributions (assets) at beginning of year	2019-12-31	$1,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$51,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$51,139
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CARON & BLETZER, PLLC
Accountancy firm name	2019-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2019-12-31	043499945
Accountancy firm EIN	2019-12-31	043499945
2018 : CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$10,398
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$10,880
Total income from all sources (including contributions)	2018-12-31	$112,152
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$391,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$373,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$249,161
Value of total assets at end of year	2018-12-31	$1,626,338
Value of total assets at beginning of year	2018-12-31	$1,905,868
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$17,363
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$86,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$86,201
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$139,931
Participant contributions at end of year	2018-12-31	$3,170
Participant contributions at beginning of year	2018-12-31	$2,522
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$36,267
Administrative expenses (other) incurred	2018-12-31	$9,347
Liabilities. Value of operating payables at end of year	2018-12-31	$10,398
Liabilities. Value of operating payables at beginning of year	2018-12-31	$10,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-279,048
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,615,940
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,894,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$8,016
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,531,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,809,667
Value of interest in common/collective trusts at end of year	2018-12-31	$80,127
Value of interest in common/collective trusts at beginning of year	2018-12-31	$81,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$10,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$10,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$10,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-224,800
Net investment gain or loss from common/collective trusts	2018-12-31	$1,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$72,963
Employer contributions (assets) at end of year	2018-12-31	$1,495
Employer contributions (assets) at beginning of year	2018-12-31	$1,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$373,837
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PROVANZANO & MARCHESIANI
Accountancy firm EIN	2018-12-31	042930395
2017 : CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$10,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$6,832
Total income from all sources (including contributions)	2017-12-31	$505,923
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$47,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$32,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$251,742
Value of total assets at end of year	2017-12-31	$1,905,868
Value of total assets at beginning of year	2017-12-31	$1,443,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$14,355
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$55,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$55,694
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$200,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$161,089
Participant contributions at end of year	2017-12-31	$2,522
Participant contributions at beginning of year	2017-12-31	$3,747
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$21,216
Administrative expenses (other) incurred	2017-12-31	$8,105
Liabilities. Value of operating payables at end of year	2017-12-31	$10,880
Liabilities. Value of operating payables at beginning of year	2017-12-31	$6,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$458,632
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,894,988
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,436,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$6,250
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,809,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,351,534
Value of interest in common/collective trusts at end of year	2017-12-31	$81,585
Value of interest in common/collective trusts at beginning of year	2017-12-31	$61,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$10,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$25,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$25,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$197,389
Net investment gain or loss from common/collective trusts	2017-12-31	$1,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$69,437
Employer contributions (assets) at end of year	2017-12-31	$1,214
Employer contributions (assets) at beginning of year	2017-12-31	$1,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$32,936
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PROVANZANO & MARCHESIANI
Accountancy firm EIN	2017-12-31	042930395
2016 : CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$6,832
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$760
Total income from all sources (including contributions)	2016-12-31	$409,652
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$332,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$320,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$244,796
Value of total assets at end of year	2016-12-31	$1,443,188
Value of total assets at beginning of year	2016-12-31	$1,359,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,254
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$41,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$41,955
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$172,246
Participant contributions at end of year	2016-12-31	$3,747
Administrative expenses (other) incurred	2016-12-31	$1,754
Liabilities. Value of operating payables at end of year	2016-12-31	$6,832
Liabilities. Value of operating payables at beginning of year	2016-12-31	$760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$77,612
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,436,356
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,358,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$9,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,351,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,287,467
Value of interest in common/collective trusts at end of year	2016-12-31	$61,307
Value of interest in common/collective trusts at beginning of year	2016-12-31	$42,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$25,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$29,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$29,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$109,009
Net investment gain or loss from common/collective trusts	2016-12-31	$13,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$72,550
Employer contributions (assets) at end of year	2016-12-31	$1,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$320,786
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BLUM SHAPIRO & COMPANY, P.C.
Accountancy firm EIN	2016-12-31	061009205

Form 5500 Responses for CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN

2020: CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	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: CHARLES GEORGE COMPANIES, 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: CHARLES GEORGE COMPANIES, 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: CHARLES GEORGE COMPANIES, 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	This return/report is a short plan year return/report (less than 12 months)	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: CHARLES GEORGE COMPANIES, 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
2009: CHARLES GEORGE COMPANIES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHARLES GEORGE COMPANIES, INC.
Employer identification number (EIN):	020490741
NAIC Classification:	484110
NAIC Description:	General Freight Trucking, Local

Jurisdiction of Incorporation:	Vermont Secretary of State Corporations Division
Incorporation Date:	2009-06-04
Company Identification Number:	87893
Legal Registered Office Address:	400 CORNERSTONE DR #240 WILLISTON United States of America (USA) 05495