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CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

CHARLES ANN ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES ANN ENTERPRISES, INC.
Employer identification number (EIN):825093138
NAIC Classification:531130
NAIC Description:Lessors of Miniwarehouses and Self-Storage Units

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-04-06RICK THOMSON

Plan Statistics for CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

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

Measure Date Value
2023: CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-013
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-013
Number of participants with account balances2023-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-063
Total number of active participants reported on line 7a of the Form 55002018-04-063
Number of retired or separated participants receiving benefits2018-04-060
Number of other retired or separated participants entitled to future benefits2018-04-060
Total of all active and inactive participants2018-04-063
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-060
Total participants2018-04-063
Number of participants with account balances2018-04-061
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-060

Financial Data on CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$-256,107
Expenses. Total of all expenses incurred2023-12-31$0
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$1,307,894
Total plan assets at beginning of year2023-12-31$1,564,001
Value of fidelity bond covering the plan2023-12-31$25,000
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$-256,107
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-256,107
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,307,894
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,564,001
Assets. Value of employer securities2023-12-31$1,302,804
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total income from all sources2022-12-31$208,893
Expenses. Total of all expenses incurred2022-12-31$0
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$1,564,001
Total plan assets at beginning of year2022-12-31$1,355,108
Value of fidelity bond covering the plan2022-12-31$25,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$208,893
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$208,893
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,564,001
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,355,108
Assets. Value of employer securities2022-12-31$1,558,934
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$653,209
Expenses. Total of all expenses incurred2021-12-31$1,015
Benefits paid (including direct rollovers)2021-12-31$1,015
Total plan assets at end of year2021-12-31$1,355,108
Total plan assets at beginning of year2021-12-31$702,914
Value of fidelity bond covering the plan2021-12-31$25,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$653,209
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$652,194
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,355,108
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$702,914
Assets. Value of employer securities2021-12-31$1,350,048
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$456,689
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$702,914
Total plan assets at beginning of year2020-12-31$246,225
Value of fidelity bond covering the plan2020-12-31$25,000
Total contributions received or receivable from participants2020-12-31$1,015
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$455,674
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$456,689
Net plan assets at end of year (total assets less liabilities)2020-12-31$702,914
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$246,225
Assets. Value of employer securities2020-12-31$696,840
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$-253,799
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$246,225
Total plan assets at beginning of year2019-12-31$500,024
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$-253,799
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-253,799
Net plan assets at end of year (total assets less liabilities)2019-12-31$246,225
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$500,024
Assets. Value of employer securities2019-12-31$241,170
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$500,024
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$500,024
Total plan assets at beginning of year2018-12-31$0
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$500,000
Other income received2018-12-31$24
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$500,024
Net plan assets at end of year (total assets less liabilities)2018-12-31$500,024
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$0
Assets. Value of employer securities2018-12-31$495,000
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0

Form 5500 Responses for CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

2023: CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHARLES ANN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-06Type of plan entitySingle employer plan
2018-04-06First time form 5500 has been submittedYes
2018-04-06Submission has been amendedNo
2018-04-06This submission is the final filingNo
2018-04-06This return/report is a short plan year return/report (less than 12 months)Yes
2018-04-06Plan is a collectively bargained planNo
2018-04-06Plan funding arrangement – TrustYes
2018-04-06Plan benefit arrangement - TrustYes

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