401k Plan data: STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST plan

STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST
Plan identification number	001

STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

STEVEN JN CHIERCHIE DC PC has sponsored the creation of one or more 401k plans.

Company Name: STEVEN JN CHIERCHIE DC PC

Employer identification number (EIN): 474642878

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-06-01
001 2018-06-01
001 2017-06-01 STEVE CHIERCHIE STEVE CHIERCHIE 2019-02-11
001 2016-06-01 STEVE CHIERCHIE STEVE CHIERCHIE 2018-01-31
001 2015-06-01 STEVE CHIERCHIE STEVE CHIERCHIE 2017-03-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-06-01
001	2018-06-01
001	2017-06-01	STEVE CHIERCHIE	STEVE CHIERCHIE	2019-02-11
001	2016-06-01	STEVE CHIERCHIE	STEVE CHIERCHIE	2018-01-31
001	2015-06-01	STEVE CHIERCHIE	STEVE CHIERCHIE	2017-03-08

Plan Statistics for STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST

Measure Date Value
2020: STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-05-31 1,335,770
Acturial value of plan assets 2020-05-31 1,335,770
Funding target for retired participants and beneficiaries receiving payment 2020-05-31 0
Number of terminated vested participants 2020-05-31 0
Fundng target for terminated vested participants 2020-05-31 0
Active participant vested funding target 2020-05-31 1,386,745
Number of active participants 2020-05-31 2
Total funding liabilities for active participants 2020-05-31 1,386,745
Total participant count 2020-05-31 2
Total funding target for all participants 2020-05-31 1,386,745
Balance at beginning of prior year after applicable adjustments 2020-05-31 2,764
Prefunding balance at beginning of prior year after applicable adjustments 2020-05-31 4,375
Carryover balanced portion elected for use to offset prior years funding requirement 2020-05-31 0
Prefunding balanced used to offset prior years funding requirement 2020-05-31 0
Amount remaining of carryover balance 2020-05-31 2,764
Amount remaining of prefunding balance 2020-05-31 4,375
Present value of excess contributions 2020-05-31 2,153
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-05-31 2,192
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-05-31 2,192
Reductions in caryover balances due to elections or deemed elections 2020-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-05-31 0
Balance of carryovers at beginning of current year 2020-05-31 2,797
Balance of prefunding at beginning of current year 2020-05-31 6,646
Total employer contributions 2020-05-31 126,426
Total employee contributions 2020-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-05-31 126,426
Unpaid minimum required contributions for all prior years 2020-05-31 0
Remaining amount of unpaid minimum required contributions 2020-05-31 0
Minimum required contributions for current year target normal cost 2020-05-31 124,377
Net shortfall amortization installment of oustanding balance 2020-05-31 0
Waiver amortization installment 2020-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-05-31 124,377
Additional cash requirement 2020-05-31 124,377
Contributions allocatedtoward minimum required contributions for current year 2020-05-31 126,426
Unpaid minimum required contributions for current year 2020-05-31 0
Unpaid minimum required contributions for all years 2020-05-31 0
2019: STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-06-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 2
Number of retired or separated participants receiving benefits 2019-06-01 0
Number of other retired or separated participants entitled to future benefits 2019-06-01 0
Total of all active and inactive participants 2019-06-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 0
Total participants 2019-06-01 2
Number of participants with account balances 2019-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 0
Market value of plan assets 2019-05-31 1,316,030
Acturial value of plan assets 2019-05-31 1,316,030
Funding target for retired participants and beneficiaries receiving payment 2019-05-31 0
Number of terminated vested participants 2019-05-31 0
Fundng target for terminated vested participants 2019-05-31 0
Active participant vested funding target 2019-05-31 1,367,837
Number of active participants 2019-05-31 1
Total funding liabilities for active participants 2019-05-31 1,367,834
Total participant count 2019-05-31 1
Total funding target for all participants 2019-05-31 1,367,834
Balance at beginning of prior year after applicable adjustments 2019-05-31 1,390
Prefunding balance at beginning of prior year after applicable adjustments 2019-05-31 2,764
Carryover balanced portion elected for use to offset prior years funding requirement 2019-05-31 0
Prefunding balanced used to offset prior years funding requirement 2019-05-31 0
Amount remaining of carryover balance 2019-05-31 1,390
Amount remaining of prefunding balance 2019-05-31 2,764
Present value of excess contributions 2019-05-31 1,560
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-05-31 1,578
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-05-31 1,578
Reductions in caryover balances due to elections or deemed elections 2019-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-05-31 0
Balance of carryovers at beginning of current year 2019-05-31 1,390
Balance of prefunding at beginning of current year 2019-05-31 4,375
Total employer contributions 2019-05-31 129,727
Total employee contributions 2019-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-05-31 129,727
Unpaid minimum required contributions for all prior years 2019-05-31 0
Remaining amount of unpaid minimum required contributions 2019-05-31 0
Minimum required contributions for current year target normal cost 2019-05-31 127,574
Net shortfall amortization installment of oustanding balance 2019-05-31 0
Waiver amortization installment 2019-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-05-31 127,574
Additional cash requirement 2019-05-31 127,574
Contributions allocatedtoward minimum required contributions for current year 2019-05-31 129,727
Unpaid minimum required contributions for current year 2019-05-31 0
Unpaid minimum required contributions for all years 2019-05-31 0
2018: STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-06-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 1
Number of retired or separated participants receiving benefits 2018-06-01 0
Number of other retired or separated participants entitled to future benefits 2018-06-01 0
Total of all active and inactive participants 2018-06-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 0
Total participants 2018-06-01 1
Number of participants with account balances 2018-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 0
Market value of plan assets 2018-05-31 628,747
Acturial value of plan assets 2018-05-31 628,747
Funding target for retired participants and beneficiaries receiving payment 2018-05-31 0
Number of terminated vested participants 2018-05-31 0
Fundng target for terminated vested participants 2018-05-31 0
Active participant vested funding target 2018-05-31 653,897
Number of active participants 2018-05-31 1
Total funding liabilities for active participants 2018-05-31 653,897
Total participant count 2018-05-31 1
Total funding target for all participants 2018-05-31 653,897
Balance at beginning of prior year after applicable adjustments 2018-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-05-31 1,390
Carryover balanced portion elected for use to offset prior years funding requirement 2018-05-31 0
Prefunding balanced used to offset prior years funding requirement 2018-05-31 0
Amount remaining of carryover balance 2018-05-31 0
Amount remaining of prefunding balance 2018-05-31 1,390
Present value of excess contributions 2018-05-31 1,312
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-05-31 1,374
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-05-31 1,374
Reductions in caryover balances due to elections or deemed elections 2018-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-05-31 0
Balance of carryovers at beginning of current year 2018-05-31 0
Balance of prefunding at beginning of current year 2018-05-31 2,764
Total employer contributions 2018-05-31 93,998
Total employee contributions 2018-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-05-31 93,998
Unpaid minimum required contributions for all prior years 2018-05-31 0
Remaining amount of unpaid minimum required contributions 2018-05-31 0
Minimum required contributions for current year target normal cost 2018-05-31 92,438
Net shortfall amortization installment of oustanding balance 2018-05-31 0
Waiver amortization installment 2018-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-05-31 92,438
Carryover balance elected to use to offset funding requirement 2018-05-31 0
Prefunding balance elected to use to offset funding requirement 2018-05-31 0
Additional cash requirement 2018-05-31 92,438
Contributions allocatedtoward minimum required contributions for current year 2018-05-31 93,998
Unpaid minimum required contributions for current year 2018-05-31 0
Unpaid minimum required contributions for all years 2018-05-31 0
2017: STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-06-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 1
Number of retired or separated participants receiving benefits 2017-06-01 0
Number of other retired or separated participants entitled to future benefits 2017-06-01 0
Total of all active and inactive participants 2017-06-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 1
Number of participants with account balances 2017-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
Market value of plan assets 2017-05-31 162,697
Acturial value of plan assets 2017-05-31 162,697
Funding target for retired participants and beneficiaries receiving payment 2017-05-31 0
Number of terminated vested participants 2017-05-31 0
Fundng target for terminated vested participants 2017-05-31 0
Active participant vested funding target 2017-05-31 169,755
Number of active participants 2017-05-31 1
Total funding liabilities for active participants 2017-05-31 169,755
Total participant count 2017-05-31 1
Total funding target for all participants 2017-05-31 169,755
Balance at beginning of prior year after applicable adjustments 2017-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-05-31 0
Prefunding balanced used to offset prior years funding requirement 2017-05-31 0
Amount remaining of carryover balance 2017-05-31 0
Amount remaining of prefunding balance 2017-05-31 0
Present value of excess contributions 2017-05-31 1,327
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-05-31 1,390
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-05-31 1,390
Reductions in caryover balances due to elections or deemed elections 2017-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-05-31 0
Balance of carryovers at beginning of current year 2017-05-31 0
Balance of prefunding at beginning of current year 2017-05-31 1,390
Total employer contributions 2017-05-31 78,998
Total employee contributions 2017-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-05-31 79,998
Unpaid minimum required contributions for all prior years 2017-05-31 0
Remaining amount of unpaid minimum required contributions 2017-05-31 0
Minimum required contributions for current year target normal cost 2017-05-31 77,686
Net shortfall amortization installment of oustanding balance 2017-05-31 0
Waiver amortization installment 2017-05-31 0
Waived amount of outstanding balance 2017-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-05-31 77,686
Additional cash requirement 2017-05-31 77,686
Contributions allocatedtoward minimum required contributions for current year 2017-05-31 79,998
Unpaid minimum required contributions for current year 2017-05-31 0
Unpaid minimum required contributions for all years 2017-05-31 0
2016: STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-06-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 1
Number of retired or separated participants receiving benefits 2016-06-01 0
Number of other retired or separated participants entitled to future benefits 2016-06-01 0
Total of all active and inactive participants 2016-06-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 0
Total participants 2016-06-01 1
Number of participants with account balances 2016-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 0
2015: STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-06-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 1
Number of retired or separated participants receiving benefits 2015-06-01 0
Number of other retired or separated participants entitled to future benefits 2015-06-01 0
Total of all active and inactive participants 2015-06-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 0
Total participants 2015-06-01 1
Number of participants with account balances 2015-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 0

Measure	Date	Value
2020: STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-05-31	1,335,770
Acturial value of plan assets	2020-05-31	1,335,770
Funding target for retired participants and beneficiaries receiving payment	2020-05-31	0
Number of terminated vested participants	2020-05-31	0
Fundng target for terminated vested participants	2020-05-31	0
Active participant vested funding target	2020-05-31	1,386,745
Number of active participants	2020-05-31	2
Total funding liabilities for active participants	2020-05-31	1,386,745
Total participant count	2020-05-31	2
Total funding target for all participants	2020-05-31	1,386,745
Balance at beginning of prior year after applicable adjustments	2020-05-31	2,764
Prefunding balance at beginning of prior year after applicable adjustments	2020-05-31	4,375
Carryover balanced portion elected for use to offset prior years funding requirement	2020-05-31	0
Prefunding balanced used to offset prior years funding requirement	2020-05-31	0
Amount remaining of carryover balance	2020-05-31	2,764
Amount remaining of prefunding balance	2020-05-31	4,375
Present value of excess contributions	2020-05-31	2,153
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-05-31	2,192
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-05-31	2,192
Reductions in caryover balances due to elections or deemed elections	2020-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-05-31	0
Balance of carryovers at beginning of current year	2020-05-31	2,797
Balance of prefunding at beginning of current year	2020-05-31	6,646
Total employer contributions	2020-05-31	126,426
Total employee contributions	2020-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-05-31	126,426
Unpaid minimum required contributions for all prior years	2020-05-31	0
Remaining amount of unpaid minimum required contributions	2020-05-31	0
Minimum required contributions for current year target normal cost	2020-05-31	124,377
Net shortfall amortization installment of oustanding balance	2020-05-31	0
Waiver amortization installment	2020-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-05-31	124,377
Additional cash requirement	2020-05-31	124,377
Contributions allocatedtoward minimum required contributions for current year	2020-05-31	126,426
Unpaid minimum required contributions for current year	2020-05-31	0
Unpaid minimum required contributions for all years	2020-05-31	0
2019: STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-06-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	2
Number of retired or separated participants receiving benefits	2019-06-01	0
Number of other retired or separated participants entitled to future benefits	2019-06-01	0
Total of all active and inactive participants	2019-06-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	0
Total participants	2019-06-01	2
Number of participants with account balances	2019-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	0
Market value of plan assets	2019-05-31	1,316,030
Acturial value of plan assets	2019-05-31	1,316,030
Funding target for retired participants and beneficiaries receiving payment	2019-05-31	0
Number of terminated vested participants	2019-05-31	0
Fundng target for terminated vested participants	2019-05-31	0
Active participant vested funding target	2019-05-31	1,367,837
Number of active participants	2019-05-31	1
Total funding liabilities for active participants	2019-05-31	1,367,834
Total participant count	2019-05-31	1
Total funding target for all participants	2019-05-31	1,367,834
Balance at beginning of prior year after applicable adjustments	2019-05-31	1,390
Prefunding balance at beginning of prior year after applicable adjustments	2019-05-31	2,764
Carryover balanced portion elected for use to offset prior years funding requirement	2019-05-31	0
Prefunding balanced used to offset prior years funding requirement	2019-05-31	0
Amount remaining of carryover balance	2019-05-31	1,390
Amount remaining of prefunding balance	2019-05-31	2,764
Present value of excess contributions	2019-05-31	1,560
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-05-31	1,578
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-05-31	1,578
Reductions in caryover balances due to elections or deemed elections	2019-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-05-31	0
Balance of carryovers at beginning of current year	2019-05-31	1,390
Balance of prefunding at beginning of current year	2019-05-31	4,375
Total employer contributions	2019-05-31	129,727
Total employee contributions	2019-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-05-31	129,727
Unpaid minimum required contributions for all prior years	2019-05-31	0
Remaining amount of unpaid minimum required contributions	2019-05-31	0
Minimum required contributions for current year target normal cost	2019-05-31	127,574
Net shortfall amortization installment of oustanding balance	2019-05-31	0
Waiver amortization installment	2019-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-05-31	127,574
Additional cash requirement	2019-05-31	127,574
Contributions allocatedtoward minimum required contributions for current year	2019-05-31	129,727
Unpaid minimum required contributions for current year	2019-05-31	0
Unpaid minimum required contributions for all years	2019-05-31	0
2018: STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-06-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	1
Number of retired or separated participants receiving benefits	2018-06-01	0
Number of other retired or separated participants entitled to future benefits	2018-06-01	0
Total of all active and inactive participants	2018-06-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	0
Total participants	2018-06-01	1
Number of participants with account balances	2018-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	0
Market value of plan assets	2018-05-31	628,747
Acturial value of plan assets	2018-05-31	628,747
Funding target for retired participants and beneficiaries receiving payment	2018-05-31	0
Number of terminated vested participants	2018-05-31	0
Fundng target for terminated vested participants	2018-05-31	0
Active participant vested funding target	2018-05-31	653,897
Number of active participants	2018-05-31	1
Total funding liabilities for active participants	2018-05-31	653,897
Total participant count	2018-05-31	1
Total funding target for all participants	2018-05-31	653,897
Balance at beginning of prior year after applicable adjustments	2018-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-05-31	1,390
Carryover balanced portion elected for use to offset prior years funding requirement	2018-05-31	0
Prefunding balanced used to offset prior years funding requirement	2018-05-31	0
Amount remaining of carryover balance	2018-05-31	0
Amount remaining of prefunding balance	2018-05-31	1,390
Present value of excess contributions	2018-05-31	1,312
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-05-31	1,374
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-05-31	1,374
Reductions in caryover balances due to elections or deemed elections	2018-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-05-31	0
Balance of carryovers at beginning of current year	2018-05-31	0
Balance of prefunding at beginning of current year	2018-05-31	2,764
Total employer contributions	2018-05-31	93,998
Total employee contributions	2018-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-05-31	93,998
Unpaid minimum required contributions for all prior years	2018-05-31	0
Remaining amount of unpaid minimum required contributions	2018-05-31	0
Minimum required contributions for current year target normal cost	2018-05-31	92,438
Net shortfall amortization installment of oustanding balance	2018-05-31	0
Waiver amortization installment	2018-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-05-31	92,438
Carryover balance elected to use to offset funding requirement	2018-05-31	0
Prefunding balance elected to use to offset funding requirement	2018-05-31	0
Additional cash requirement	2018-05-31	92,438
Contributions allocatedtoward minimum required contributions for current year	2018-05-31	93,998
Unpaid minimum required contributions for current year	2018-05-31	0
Unpaid minimum required contributions for all years	2018-05-31	0
2017: STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-06-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	1
Number of retired or separated participants receiving benefits	2017-06-01	0
Number of other retired or separated participants entitled to future benefits	2017-06-01	0
Total of all active and inactive participants	2017-06-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	1
Number of participants with account balances	2017-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
Market value of plan assets	2017-05-31	162,697
Acturial value of plan assets	2017-05-31	162,697
Funding target for retired participants and beneficiaries receiving payment	2017-05-31	0
Number of terminated vested participants	2017-05-31	0
Fundng target for terminated vested participants	2017-05-31	0
Active participant vested funding target	2017-05-31	169,755
Number of active participants	2017-05-31	1
Total funding liabilities for active participants	2017-05-31	169,755
Total participant count	2017-05-31	1
Total funding target for all participants	2017-05-31	169,755
Balance at beginning of prior year after applicable adjustments	2017-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-05-31	0
Prefunding balanced used to offset prior years funding requirement	2017-05-31	0
Amount remaining of carryover balance	2017-05-31	0
Amount remaining of prefunding balance	2017-05-31	0
Present value of excess contributions	2017-05-31	1,327
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-05-31	1,390
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-05-31	1,390
Reductions in caryover balances due to elections or deemed elections	2017-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-05-31	0
Balance of carryovers at beginning of current year	2017-05-31	0
Balance of prefunding at beginning of current year	2017-05-31	1,390
Total employer contributions	2017-05-31	78,998
Total employee contributions	2017-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-05-31	79,998
Unpaid minimum required contributions for all prior years	2017-05-31	0
Remaining amount of unpaid minimum required contributions	2017-05-31	0
Minimum required contributions for current year target normal cost	2017-05-31	77,686
Net shortfall amortization installment of oustanding balance	2017-05-31	0
Waiver amortization installment	2017-05-31	0
Waived amount of outstanding balance	2017-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-05-31	77,686
Additional cash requirement	2017-05-31	77,686
Contributions allocatedtoward minimum required contributions for current year	2017-05-31	79,998
Unpaid minimum required contributions for current year	2017-05-31	0
Unpaid minimum required contributions for all years	2017-05-31	0
2016: STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-06-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	1
Number of retired or separated participants receiving benefits	2016-06-01	0
Number of other retired or separated participants entitled to future benefits	2016-06-01	0
Total of all active and inactive participants	2016-06-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	0
Total participants	2016-06-01	1
Number of participants with account balances	2016-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	0
2015: STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-06-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	1
Number of retired or separated participants receiving benefits	2015-06-01	0
Number of other retired or separated participants entitled to future benefits	2015-06-01	0
Total of all active and inactive participants	2015-06-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	0
Total participants	2015-06-01	1
Number of participants with account balances	2015-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	0

Financial Data on STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST

Measure	Date	Value
2020 : STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan	2020-05-31	$0
Total plan liabilities at end of year	2020-05-31	$0
Total plan liabilities at beginning of year	2020-05-31	$0
Total income from all sources	2020-05-31	$19,740
Expenses. Total of all expenses incurred	2020-05-31	$0
Benefits paid (including direct rollovers)	2020-05-31	$0
Total plan assets at end of year	2020-05-31	$1,335,770
Total plan assets at beginning of year	2020-05-31	$1,316,030
Total contributions received or receivable from participants	2020-05-31	$0
Expenses. Other expenses not covered elsewhere	2020-05-31	$0
Contributions received from other sources (not participants or employers)	2020-05-31	$0
Other income received	2020-05-31	$-106,686
Noncash contributions received	2020-05-31	$0
Net income (gross income less expenses)	2020-05-31	$19,740
Net plan assets at end of year (total assets less liabilities)	2020-05-31	$1,335,770
Net plan assets at beginning of year (total assets less liabilities)	2020-05-31	$1,316,030
Total contributions received or receivable from employer(s)	2020-05-31	$126,426
Value of certain deemed distributions of participant loans	2020-05-31	$0
Value of corrective distributions	2020-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-05-31	$0
2019 : STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan	2019-05-31	$0
Total plan liabilities at end of year	2019-05-31	$0
Total plan liabilities at beginning of year	2019-05-31	$0
Total income from all sources	2019-05-31	$687,283
Expenses. Total of all expenses incurred	2019-05-31	$0
Benefits paid (including direct rollovers)	2019-05-31	$0
Total plan assets at end of year	2019-05-31	$1,316,030
Total plan assets at beginning of year	2019-05-31	$628,747
Total contributions received or receivable from participants	2019-05-31	$0
Expenses. Other expenses not covered elsewhere	2019-05-31	$0
Contributions received from other sources (not participants or employers)	2019-05-31	$546,239
Other income received	2019-05-31	$11,317
Noncash contributions received	2019-05-31	$0
Net income (gross income less expenses)	2019-05-31	$687,283
Net plan assets at end of year (total assets less liabilities)	2019-05-31	$1,316,030
Net plan assets at beginning of year (total assets less liabilities)	2019-05-31	$628,747
Total contributions received or receivable from employer(s)	2019-05-31	$129,727
Value of certain deemed distributions of participant loans	2019-05-31	$0
Value of corrective distributions	2019-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-05-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-05-31	$0
2018 : STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan	2018-05-31	$0
Total plan liabilities at end of year	2018-05-31	$0
Total plan liabilities at beginning of year	2018-05-31	$0
Total income from all sources	2018-05-31	$466,050
Expenses. Total of all expenses incurred	2018-05-31	$0
Benefits paid (including direct rollovers)	2018-05-31	$0
Total plan assets at end of year	2018-05-31	$628,747
Total plan assets at beginning of year	2018-05-31	$162,697
Total contributions received or receivable from participants	2018-05-31	$0
Expenses. Other expenses not covered elsewhere	2018-05-31	$0
Contributions received from other sources (not participants or employers)	2018-05-31	$352,780
Other income received	2018-05-31	$19,272
Noncash contributions received	2018-05-31	$0
Net income (gross income less expenses)	2018-05-31	$466,050
Net plan assets at end of year (total assets less liabilities)	2018-05-31	$628,747
Net plan assets at beginning of year (total assets less liabilities)	2018-05-31	$162,697
Total contributions received or receivable from employer(s)	2018-05-31	$93,998
Value of certain deemed distributions of participant loans	2018-05-31	$0
Value of corrective distributions	2018-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-05-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-05-31	$0
2017 : STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan	2017-05-31	$0
Total plan liabilities at end of year	2017-05-31	$0
Total plan liabilities at beginning of year	2017-05-31	$0
Total income from all sources	2017-05-31	$82,793
Expenses. Total of all expenses incurred	2017-05-31	$0
Benefits paid (including direct rollovers)	2017-05-31	$0
Total plan assets at end of year	2017-05-31	$162,697
Total plan assets at beginning of year	2017-05-31	$79,904
Total contributions received or receivable from participants	2017-05-31	$0
Expenses. Other expenses not covered elsewhere	2017-05-31	$0
Contributions received from other sources (not participants or employers)	2017-05-31	$0
Other income received	2017-05-31	$3,795
Noncash contributions received	2017-05-31	$0
Net income (gross income less expenses)	2017-05-31	$82,793
Net plan assets at end of year (total assets less liabilities)	2017-05-31	$162,697
Net plan assets at beginning of year (total assets less liabilities)	2017-05-31	$79,904
Total contributions received or receivable from employer(s)	2017-05-31	$78,998
Value of certain deemed distributions of participant loans	2017-05-31	$0
Value of corrective distributions	2017-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-05-31	$0
2016 : STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-05-31	$0
Total plan liabilities at end of year	2016-05-31	$0
Total plan liabilities at beginning of year	2016-05-31	$0
Total income from all sources	2016-05-31	$79,904
Expenses. Total of all expenses incurred	2016-05-31	$0
Benefits paid (including direct rollovers)	2016-05-31	$0
Total plan assets at end of year	2016-05-31	$79,904
Total plan assets at beginning of year	2016-05-31	$0
Total contributions received or receivable from participants	2016-05-31	$0
Expenses. Other expenses not covered elsewhere	2016-05-31	$0
Contributions received from other sources (not participants or employers)	2016-05-31	$0
Other income received	2016-05-31	$0
Noncash contributions received	2016-05-31	$0
Net income (gross income less expenses)	2016-05-31	$79,904
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$79,904
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$0
Total contributions received or receivable from employer(s)	2016-05-31	$79,904
Value of certain deemed distributions of participant loans	2016-05-31	$0
Value of corrective distributions	2016-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-05-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0

Form 5500 Responses for STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST

2019: STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	Submission has been amended	No
2019-06-01	This submission is the final filing	No
2019-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-06-01	Plan is a collectively bargained plan	No
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-06-01	Type of plan entity	Single employer plan
2018-06-01	Submission has been amended	No
2018-06-01	This submission is the final filing	No
2018-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-06-01	Plan is a collectively bargained plan	No
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	No
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	No
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	No
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: STEVEN JN CHIERCHIE DC PC RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	First time form 5500 has been submitted	Yes
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes

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STEVEN JN CHIERCHIE DEFINED BENEFIT PLAN [EIN = 112770437]

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Company Name:	STEVEN JN CHIERCHIE DC PC
Employer identification number (EIN):	474642878
NAIC Classification:	812990
NAIC Description:	All Other Personal Services