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CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameCHARLES S. DREW, JR., INC. PROFIT SHARING PLAN
Plan identification number 001

CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

CHARLES S. DREW, JR., INC. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES S. DREW, JR., INC.
Employer identification number (EIN):431091311
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-11-01
0012021-11-01
0012020-11-01
0012019-11-01
0012018-11-01
0012017-11-01
0012016-11-01
0012015-11-01
0012014-11-01JOHN DREW
0012013-11-01JOHN DREW
0012012-11-01JOHN DREW
0012011-11-01JOHN DREW
0012009-11-01JOHN DREW

Plan Statistics for CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN

Measure Date Value
2014: CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-015
Total number of active participants reported on line 7a of the Form 55002014-11-015
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-010
Total of all active and inactive participants2014-11-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-015
Number of participants with account balances2014-11-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-014
Total number of active participants reported on line 7a of the Form 55002013-11-015
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-010
Total of all active and inactive participants2013-11-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-015
Number of participants with account balances2013-11-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-014
Total number of active participants reported on line 7a of the Form 55002012-11-014
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-010
Total of all active and inactive participants2012-11-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-014
Number of participants with account balances2012-11-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
2011: CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-014
Total number of active participants reported on line 7a of the Form 55002011-11-014
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-010
Total of all active and inactive participants2011-11-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-014
Number of participants with account balances2011-11-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2009: CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-014
Total number of active participants reported on line 7a of the Form 55002009-11-013
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-010
Total of all active and inactive participants2009-11-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-013
Number of participants with account balances2009-11-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-011

Financial Data on CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN

Measure Date Value
2015 : CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-10-31$153,937
Expenses. Total of all expenses incurred2015-10-31$35,628
Total plan assets at end of year2015-10-31$3,580,675
Total plan assets at beginning of year2015-10-31$3,462,366
Value of fidelity bond covering the plan2015-10-31$500,000
Other income received2015-10-31$11,092
Net income (gross income less expenses)2015-10-31$118,309
Net plan assets at end of year (total assets less liabilities)2015-10-31$3,580,675
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$3,462,366
Assets. Value of assets in partnership/joint-venture interests2015-10-31$71,188
Total contributions received or receivable from employer(s)2015-10-31$142,845
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$35,628
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
2014 : CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-10-31$422,537
Expenses. Total of all expenses incurred2014-10-31$33,982
Total plan assets at end of year2014-10-31$3,462,366
Total plan assets at beginning of year2014-10-31$3,073,811
Value of fidelity bond covering the plan2014-10-31$500,000
Expenses. Other expenses not covered elsewhere2014-10-31$33,982
Other income received2014-10-31$288,921
Net income (gross income less expenses)2014-10-31$388,555
Net plan assets at end of year (total assets less liabilities)2014-10-31$3,462,366
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$3,073,811
Assets. Value of assets in partnership/joint-venture interests2014-10-31$71,188
Total contributions received or receivable from employer(s)2014-10-31$133,616
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
2013 : CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-10-31$582,383
Expenses. Total of all expenses incurred2013-10-31$28,261
Total plan assets at end of year2013-10-31$3,073,811
Total plan assets at beginning of year2013-10-31$2,519,689
Value of fidelity bond covering the plan2013-10-31$500,000
Other income received2013-10-31$482,383
Net income (gross income less expenses)2013-10-31$554,122
Net plan assets at end of year (total assets less liabilities)2013-10-31$3,073,811
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$2,519,689
Assets. Value of assets in partnership/joint-venture interests2013-10-31$26,833
Total contributions received or receivable from employer(s)2013-10-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-31$28,261
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
2012 : CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-10-31$322,581
Expenses. Total of all expenses incurred2012-10-31$24,630
Total plan assets at end of year2012-10-31$2,519,689
Total plan assets at beginning of year2012-10-31$2,221,738
Value of fidelity bond covering the plan2012-10-31$500,000
Other income received2012-10-31$213,747
Net income (gross income less expenses)2012-10-31$297,951
Net plan assets at end of year (total assets less liabilities)2012-10-31$2,519,689
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$2,221,738
Assets. Value of assets in partnership/joint-venture interests2012-10-31$128,346
Total contributions received or receivable from employer(s)2012-10-31$108,834
Expenses. Administrative service providers (salaries,fees and commissions)2012-10-31$24,630
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
2011 : CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-10-31$193,800
Expenses. Total of all expenses incurred2011-10-31$22,615
Total plan assets at end of year2011-10-31$2,221,738
Total plan assets at beginning of year2011-10-31$2,050,553
Value of fidelity bond covering the plan2011-10-31$500,000
Expenses. Other expenses not covered elsewhere2011-10-31$22,615
Other income received2011-10-31$88,026
Net income (gross income less expenses)2011-10-31$171,185
Net plan assets at end of year (total assets less liabilities)2011-10-31$2,221,738
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$2,050,553
Assets. Value of assets in partnership/joint-venture interests2011-10-31$128,346
Total contributions received or receivable from employer(s)2011-10-31$105,774
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0
2010 : CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-31$0

Form 5500 Responses for CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN

2014: CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2009: CHARLES S. DREW, JR., INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes

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