401k Plan data: CHAPIN & BANGS UNION 401(K) PLAN plan

CHAPIN & BANGS UNION 401(K) PLAN 401k Plan overview

Plan Name	CHAPIN & BANGS UNION 401(K) PLAN
Plan identification number	004

CHAPIN & BANGS UNION 401(K) PLAN Benefits

401k Plan Type

Defined 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

THE CHAPIN & BANGS CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: THE CHAPIN & BANGS CO., INC.

Employer identification number (EIN): 060290380

NAIC Classification: 423500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHAPIN & BANGS UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01 BRIAN H. WILLIAMS 2019-07-15 BRIAN H. WILLIAMS 2019-07-15
004 2017-01-01 BRIAN H. WILLIAMS 2018-07-30 BRIAN H. WILLIAMS 2018-07-30
004 2016-01-01 BRIAN H. WILLIAMS 2017-07-17 BRIAN H. WILLIAMS 2017-07-17
004 2015-01-01 BRIAN H. WILLIAMS 2016-07-13
004 2014-01-01 BRIAN H. WILLIAMS
004 2013-01-01 RICHARD M. HOYT
004 2012-01-01 RICHARD M. HOYT
004 2011-01-01 RICHARD HOYT
004 2009-01-01 RICHARD M. HOYT RICHARD M. HOYT 2010-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2023-01-01
004	2022-01-01
004	2021-01-01
004	2020-01-01
004	2019-01-01
004	2018-01-01	BRIAN H. WILLIAMS	2019-07-15	BRIAN H. WILLIAMS	2019-07-15
004	2017-01-01	BRIAN H. WILLIAMS	2018-07-30	BRIAN H. WILLIAMS	2018-07-30
004	2016-01-01	BRIAN H. WILLIAMS	2017-07-17	BRIAN H. WILLIAMS	2017-07-17
004	2015-01-01	BRIAN H. WILLIAMS	2016-07-13
004	2014-01-01	BRIAN H. WILLIAMS
004	2013-01-01	RICHARD M. HOYT
004	2012-01-01	RICHARD M. HOYT
004	2011-01-01	RICHARD HOYT
004	2009-01-01	RICHARD M. HOYT		RICHARD M. HOYT	2010-10-05

Plan Statistics for CHAPIN & BANGS UNION 401(K) PLAN

401k plan membership statisitcs for CHAPIN & BANGS UNION 401(K) PLAN

Measure Date Value
2023: CHAPIN & BANGS UNION 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 53
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 7
Total of all active and inactive participants 2023-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 61
Number of participants with account balances 2023-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 3
2022: CHAPIN & BANGS UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 50
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 9
Total of all active and inactive participants 2022-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 60
Number of participants with account balances 2022-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: CHAPIN & BANGS UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 48
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 9
Total of all active and inactive participants 2021-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 58
Number of participants with account balances 2021-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: CHAPIN & BANGS UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 50
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 9
Total of all active and inactive participants 2020-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 60
Number of participants with account balances 2020-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: CHAPIN & BANGS UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 51
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 13
Total of all active and inactive participants 2019-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 64
Number of participants with account balances 2019-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2014: CHAPIN & BANGS UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 40
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 52
Number of participants with account balances 2014-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: CHAPIN & BANGS UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 35
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 42
Number of participants with account balances 2013-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: CHAPIN & BANGS UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 35
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 41
Number of participants with account balances 2012-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: CHAPIN & BANGS UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 33
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 40
Number of participants with account balances 2011-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: CHAPIN & BANGS UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 35
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 7
Total of all active and inactive participants 2009-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 42
Number of participants with account balances 2009-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2023: CHAPIN & BANGS UNION 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	53
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	7
Total of all active and inactive participants	2023-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	61
Number of participants with account balances	2023-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	3
2022: CHAPIN & BANGS UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	50
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	9
Total of all active and inactive participants	2022-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	60
Number of participants with account balances	2022-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: CHAPIN & BANGS UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	48
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	9
Total of all active and inactive participants	2021-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	58
Number of participants with account balances	2021-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: CHAPIN & BANGS UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	50
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	9
Total of all active and inactive participants	2020-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	60
Number of participants with account balances	2020-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: CHAPIN & BANGS UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	51
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	13
Total of all active and inactive participants	2019-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	64
Number of participants with account balances	2019-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2014: CHAPIN & BANGS UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	40
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	52
Number of participants with account balances	2014-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: CHAPIN & BANGS UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	35
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	42
Number of participants with account balances	2013-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: CHAPIN & BANGS UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	35
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	41
Number of participants with account balances	2012-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: CHAPIN & BANGS UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	33
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	40
Number of participants with account balances	2011-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: CHAPIN & BANGS UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	35
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	7
Total of all active and inactive participants	2009-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	42
Number of participants with account balances	2009-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on CHAPIN & BANGS UNION 401(K) PLAN

Measure	Date	Value
2023 : CHAPIN & BANGS UNION 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$897,257
Expenses. Total of all expenses incurred	2023-12-31	$339,055
Benefits paid (including direct rollovers)	2023-12-31	$323,904
Total plan assets at end of year	2023-12-31	$5,714,240
Total plan assets at beginning of year	2023-12-31	$5,156,038
Value of fidelity bond covering the plan	2023-12-31	$600,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$198,597
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$9,980
Other income received	2023-12-31	$551,494
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$558,202
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$5,714,240
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$5,156,038
Assets. Value of participant loans	2023-12-31	$145,272
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$137,186
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$15,151
2022 : CHAPIN & BANGS UNION 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-164,444
Expenses. Total of all expenses incurred	2022-12-31	$431,364
Benefits paid (including direct rollovers)	2022-12-31	$415,889
Total plan assets at end of year	2022-12-31	$5,156,038
Total plan assets at beginning of year	2022-12-31	$5,751,846
Value of fidelity bond covering the plan	2022-12-31	$600,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$219,383
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$15,587
Other income received	2022-12-31	$-558,218
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-595,808
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,156,038
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,751,846
Assets. Value of participant loans	2022-12-31	$150,560
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$158,804
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$15,475
2021 : CHAPIN & BANGS UNION 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$-52,778
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$855,592
Expenses. Total of all expenses incurred	2021-12-31	$265,099
Benefits paid (including direct rollovers)	2021-12-31	$250,367
Total plan assets at end of year	2021-12-31	$5,751,846
Total plan assets at beginning of year	2021-12-31	$5,214,131
Value of fidelity bond covering the plan	2021-12-31	$600,000
Total contributions received or receivable from participants	2021-12-31	$223,918
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$477,944
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$590,493
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,751,846
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,214,131
Assets. Value of participant loans	2021-12-31	$75,630
Total contributions received or receivable from employer(s)	2021-12-31	$153,730
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$14,732
2020 : CHAPIN & BANGS UNION 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$8,767
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$813,600
Expenses. Total of all expenses incurred	2020-12-31	$673,365
Benefits paid (including direct rollovers)	2020-12-31	$656,354
Total plan assets at end of year	2020-12-31	$5,214,131
Total plan assets at beginning of year	2020-12-31	$5,065,129
Value of fidelity bond covering the plan	2020-12-31	$600,000
Total contributions received or receivable from participants	2020-12-31	$220,227
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$454,123
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$140,235
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,214,131
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,065,129
Assets. Value of participant loans	2020-12-31	$103,654
Total contributions received or receivable from employer(s)	2020-12-31	$139,250
Value of certain deemed distributions of participant loans	2020-12-31	$6,441
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$10,570
2019 : CHAPIN & BANGS UNION 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$249,138
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$972,769
Expenses. Total of all expenses incurred	2019-12-31	$193,850
Benefits paid (including direct rollovers)	2019-12-31	$180,545
Total plan assets at end of year	2019-12-31	$5,065,129
Total plan assets at beginning of year	2019-12-31	$4,037,072
Value of fidelity bond covering the plan	2019-12-31	$600,000
Total contributions received or receivable from participants	2019-12-31	$212,671
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$607,081
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$778,919
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,065,129
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,037,072
Assets. Value of participant loans	2019-12-31	$125,221
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$153,017
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$13,305
2014 : CHAPIN & BANGS UNION 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$401,586
Expenses. Total of all expenses incurred	2014-12-31	$233,051
Benefits paid (including direct rollovers)	2014-12-31	$223,543
Total plan assets at end of year	2014-12-31	$3,328,871
Total plan assets at beginning of year	2014-12-31	$3,160,336
Value of fidelity bond covering the plan	2014-12-31	$600,000
Total contributions received or receivable from participants	2014-12-31	$134,477
Other income received	2014-12-31	$163,437
Net income (gross income less expenses)	2014-12-31	$168,535
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,328,871
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,160,336
Assets. Value of participant loans	2014-12-31	$136,071
Total contributions received or receivable from employer(s)	2014-12-31	$103,672
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$9,508
2013 : CHAPIN & BANGS UNION 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$-2,152
Total income from all sources	2013-12-31	$505,242
Expenses. Total of all expenses incurred	2013-12-31	$184,528
Benefits paid (including direct rollovers)	2013-12-31	$175,675
Total plan assets at end of year	2013-12-31	$3,160,336
Total plan assets at beginning of year	2013-12-31	$2,841,774
Value of fidelity bond covering the plan	2013-12-31	$600,000
Total contributions received or receivable from participants	2013-12-31	$134,672
Other income received	2013-12-31	$270,543
Net income (gross income less expenses)	2013-12-31	$320,714
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,160,336
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,841,774
Assets. Value of participant loans	2013-12-31	$113,644
Total contributions received or receivable from employer(s)	2013-12-31	$100,027
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$8,853
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CHAPIN & BANGS UNION 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$402,521
Expenses. Total of all expenses incurred	2012-12-31	$174,472
Benefits paid (including direct rollovers)	2012-12-31	$166,116
Total plan assets at end of year	2012-12-31	$2,841,774
Total plan assets at beginning of year	2012-12-31	$2,613,725
Value of fidelity bond covering the plan	2012-12-31	$600,000
Total contributions received or receivable from participants	2012-12-31	$113,992
Contributions received from other sources (not participants or employers)	2012-12-31	$12,321
Other income received	2012-12-31	$184,562
Net income (gross income less expenses)	2012-12-31	$228,049
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,841,774
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,613,725
Assets. Value of participant loans	2012-12-31	$105,933
Total contributions received or receivable from employer(s)	2012-12-31	$91,646
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$8,356
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CHAPIN & BANGS UNION 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$229,014
Expenses. Total of all expenses incurred	2011-12-31	$262,942
Benefits paid (including direct rollovers)	2011-12-31	$254,415
Total plan assets at end of year	2011-12-31	$2,613,725
Total plan assets at beginning of year	2011-12-31	$2,647,653
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$110,185
Other income received	2011-12-31	$23,383
Net income (gross income less expenses)	2011-12-31	$-33,928
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,613,725
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,647,653
Assets. Value of participant loans	2011-12-31	$140,374
Total contributions received or receivable from employer(s)	2011-12-31	$95,446
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,527
2010 : CHAPIN & BANGS UNION 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$415,855
Expenses. Total of all expenses incurred	2010-12-31	$353,502
Benefits paid (including direct rollovers)	2010-12-31	$344,450
Total plan assets at end of year	2010-12-31	$2,647,653
Total plan assets at beginning of year	2010-12-31	$2,585,300
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$86,979
Contributions received from other sources (not participants or employers)	2010-12-31	$6,356
Other income received	2010-12-31	$233,083
Net income (gross income less expenses)	2010-12-31	$62,353
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,647,653
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,585,300
Assets. Value of participant loans	2010-12-31	$148,482
Total contributions received or receivable from employer(s)	2010-12-31	$89,437
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$9,052
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for CHAPIN & BANGS UNION 401(K) PLAN

2023: CHAPIN & BANGS UNION 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CHAPIN & BANGS UNION 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CHAPIN & BANGS UNION 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CHAPIN & BANGS UNION 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
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	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CHAPIN & BANGS UNION 401(K) 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	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2014: CHAPIN & BANGS UNION 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CHAPIN & BANGS UNION 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CHAPIN & BANGS UNION 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CHAPIN & BANGS UNION 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CHAPIN & BANGS UNION 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE CHAPIN & BANGS CO., INC.
Employer identification number (EIN):	060290380
NAIC Classification:	423500