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CLASSIC HOME 401(K) PLAN 401k Plan overview

Plan NameCLASSIC HOME 401(K) PLAN
Plan identification number 003

CLASSIC HOME 401(K) PLAN Benefits

401k Plan TypeDefined 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

CLASSIC CONCEPTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CLASSIC CONCEPTS, INC.
Employer identification number (EIN):850384815
NAIC Classification:442110
NAIC Description:Furniture Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLASSIC HOME 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01SUNNY KAUSHIK2023-10-10 SUNNY KAUSHIK2023-10-10
0032021-01-01ANNABELLE HOLMES2023-02-14 ANNABELLE HOLMES2023-02-14
0032020-01-01ANNABELLE HOLMES2021-10-15 ANNABELLE HOLMES2021-10-15
0032020-01-01ANNABELLE HOLMES2022-05-02
0032019-06-01HARPAL SINGH2020-10-12
0032019-06-01ANNABELLE HOLMES2021-08-26

Plan Statistics for CLASSIC HOME 401(K) PLAN

401k plan membership statisitcs for CLASSIC HOME 401(K) PLAN

Measure Date Value
2023: CLASSIC HOME 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01282
Total number of active participants reported on line 7a of the Form 55002023-01-01236
Number of retired or separated participants receiving benefits2023-01-0126
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01262
Number of participants with account balances2023-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0111
2022: CLASSIC HOME 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01260
Total number of active participants reported on line 7a of the Form 55002022-01-01246
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0113
Total of all active and inactive participants2022-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01259
Number of participants with account balances2022-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: CLASSIC HOME 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01251
Total number of active participants reported on line 7a of the Form 55002021-01-01238
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01251
Number of participants with account balances2021-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CLASSIC HOME 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01156
Total number of active participants reported on line 7a of the Form 55002020-01-01146
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01146
Number of participants with account balances2020-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: CLASSIC HOME 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01155
Total number of active participants reported on line 7a of the Form 55002019-06-01154
Number of retired or separated participants receiving benefits2019-06-012
Number of other retired or separated participants entitled to future benefits2019-06-010
Total of all active and inactive participants2019-06-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-010
Total participants2019-06-01156
Number of participants with account balances2019-06-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-010

Financial Data on CLASSIC HOME 401(K) PLAN

Measure Date Value
2023 : CLASSIC HOME 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,989,624
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,097,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,046,603
Expenses. Certain deemed distributions of participant loans2023-12-31$4,706
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,274,168
Value of total assets at end of year2023-12-31$5,466,595
Value of total assets at beginning of year2023-12-31$4,574,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$46,012
Total interest from all sources2023-12-31$4,186
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$146,277
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$146,277
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$100,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$712,877
Participant contributions at end of year2023-12-31$68,257
Participant contributions at beginning of year2023-12-31$18,417
Participant contributions at end of year2023-12-31$5,104
Participant contributions at beginning of year2023-12-31$20,349
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$165,336
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$892,303
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,466,595
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,574,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$27,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$5,232,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,227,550
Interest on participant loans2023-12-31$4,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$137,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$276,684
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$564,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$395,955
Employer contributions (assets) at end of year2023-12-31$23,298
Employer contributions (assets) at beginning of year2023-12-31$31,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,046,603
Contract administrator fees2023-12-31$18,720
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HKG, LLP
Accountancy firm EIN2023-12-31954552788
2022 : CLASSIC HOME 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$424,172
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$176,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$138,688
Expenses. Certain deemed distributions of participant loans2022-12-31$585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,099,253
Value of total assets at end of year2022-12-31$4,574,292
Value of total assets at beginning of year2022-12-31$4,326,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$37,231
Total interest from all sources2022-12-31$808
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$182,792
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$182,792
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$100,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$702,855
Participant contributions at end of year2022-12-31$18,417
Participant contributions at beginning of year2022-12-31$9,667
Participant contributions at end of year2022-12-31$20,349
Participant contributions at beginning of year2022-12-31$16,451
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$247,668
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,574,292
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,326,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$14,739
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,227,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,042,601
Interest on participant loans2022-12-31$808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$276,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$227,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-858,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$393,801
Employer contributions (assets) at end of year2022-12-31$31,292
Employer contributions (assets) at beginning of year2022-12-31$30,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$138,688
Contract administrator fees2022-12-31$22,492
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HKG, LLP
Accountancy firm EIN2022-12-31954552788
2021 : CLASSIC HOME 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$47
Total income from all sources (including contributions)2021-12-31$3,583,494
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$227,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$203,346
Expenses. Certain deemed distributions of participant loans2021-12-31$6,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,271,081
Value of total assets at end of year2021-12-31$4,326,624
Value of total assets at beginning of year2021-12-31$970,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,213
Total interest from all sources2021-12-31$647
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$214,105
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$100,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$572,518
Participant contributions at end of year2021-12-31$9,667
Participant contributions at beginning of year2021-12-31$12,230
Participant contributions at end of year2021-12-31$16,451
Participant contributions at beginning of year2021-12-31$1,272
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,383,733
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$47
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,356,271
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,326,624
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$970,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$10,261
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,270,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$906,591
Interest on participant loans2021-12-31$647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$99
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$24,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$311,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$314,830
Employer contributions (assets) at end of year2021-12-31$30,105
Employer contributions (assets) at beginning of year2021-12-31$25,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$203,346
Contract administrator fees2021-12-31$6,952
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31HKG, LLP
Accountancy firm EIN2021-12-31954552788
2020 : CLASSIC HOME 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$47
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$47
Total income from all sources (including contributions)2020-12-31$666,361
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$59,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$55,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$533,332
Value of total assets at end of year2020-12-31$970,400
Value of total assets at beginning of year2020-12-31$363,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,874
Total interest from all sources2020-12-31$104
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$26,655
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$202,582
Participant contributions at end of year2020-12-31$12,230
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$1,272
Participant contributions at beginning of year2020-12-31$131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$47
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$47
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$606,866
Value of net assets at end of year (total assets less liabilities)2020-12-31$970,353
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$363,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$906,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$356,769
Interest on participant loans2020-12-31$104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$24,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$106,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$330,750
Employer contributions (assets) at end of year2020-12-31$25,548
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from common stock2020-12-31$26,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$55,621
Contract administrator fees2020-12-31$3,874
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HKG, LLP
Accountancy firm EIN2020-12-31954552788
2019 : CLASSIC HOME 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$47
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$364,618
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$346,906
Value of total assets at end of year2019-12-31$363,534
Value of total assets at beginning of year2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$167
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$11,065
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$230,166
Participant contributions at end of year2019-12-31$131
Participant contributions at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$47
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$363,487
Value of net assets at end of year (total assets less liabilities)2019-12-31$363,487
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$356,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$116,740
Income. Dividends from common stock2019-12-31$11,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$964
Contract administrator fees2019-12-31$167
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HKG, LLP
Accountancy firm EIN2019-12-31954552788

Form 5500 Responses for CLASSIC HOME 401(K) PLAN

2023: CLASSIC HOME 401(K) 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 – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: CLASSIC HOME 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: CLASSIC HOME 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: CLASSIC HOME 401(K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: CLASSIC HOME 401(K) PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01First time form 5500 has been submittedYes
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number506253-01
Policy instance 1
Insurance contract or identification number506253-01
Number of Individuals Covered45
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number506253-01
Policy instance 1
Insurance contract or identification number506253-01
Number of Individuals Covered46
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number506253-01
Policy instance 1
Insurance contract or identification number506253-01
Number of Individuals Covered48
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number506253-01
Policy instance 1
Insurance contract or identification number506253-01
Number of Individuals Covered28
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number506253-01
Policy instance 1
Insurance contract or identification number506253-01
Number of Individuals Covered78
Insurance policy start date2019-06-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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