401k Plan data: CHESTNUT HILL REALTY CORP. 401K PLAN plan

CHESTNUT HILL REALTY CORP. 401K PLAN 401k Plan overview

Plan Name	CHESTNUT HILL REALTY CORP. 401K PLAN
Plan identification number	001

CHESTNUT HILL REALTY CORP. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHESTNUT HILL REALTY has sponsored the creation of one or more 401k plans.

Company Name: CHESTNUT HILL REALTY

Employer identification number (EIN): 042737440

NAIC Classification: 531110
NAIC Description: Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHESTNUT HILL REALTY CORP. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CARL ANDERSEN
001 2016-01-01 CARL ANDERSEN
001 2015-01-01 CARL ANDERSEN
001 2014-01-01 CARL ANDERSEN
001 2013-01-01 CARL ANDERSEN
001 2012-01-01 CARL ANDERSEN CARL ANDERSEN 2013-07-31
001 2011-01-01 CARL ANDERSEN CARL ANDERSEN 2012-07-27
001 2010-01-01 CARL R. ANDERSEN CARL ANDERSEN 2011-07-28
001 2009-01-01 CARL ANDERSEN

Plan Statistics for CHESTNUT HILL REALTY CORP. 401K PLAN

401k plan membership statisitcs for CHESTNUT HILL REALTY CORP. 401K PLAN

Measure Date Value
2023: CHESTNUT HILL REALTY CORP. 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 446
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 198
Number of retired or separated participants receiving benefits 2023-01-01 7
Number of other retired or separated participants entitled to future benefits 2023-01-01 254
Total of all active and inactive participants 2023-01-01 459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 2
Total participants 2023-01-01 461
Number of participants with account balances 2023-01-01 460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 45
2022: CHESTNUT HILL REALTY CORP. 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 424
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 203
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 233
Total of all active and inactive participants 2022-01-01 443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 445
Number of participants with account balances 2022-01-01 440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 32
2021: CHESTNUT HILL REALTY CORP. 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 390
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 193
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 221
Total of all active and inactive participants 2021-01-01 419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 419
Number of participants with account balances 2021-01-01 417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 30
2020: CHESTNUT HILL REALTY CORP. 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 370
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 198
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 186
Total of all active and inactive participants 2020-01-01 385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 385
Number of participants with account balances 2020-01-01 381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 41
2019: CHESTNUT HILL REALTY CORP. 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 413
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 227
Number of retired or separated participants receiving benefits 2019-01-01 6
Number of other retired or separated participants entitled to future benefits 2019-01-01 135
Total of all active and inactive participants 2019-01-01 368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 368
Number of participants with account balances 2019-01-01 357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 28
2018: CHESTNUT HILL REALTY CORP. 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 379
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 221
Number of retired or separated participants receiving benefits 2018-01-01 7
Number of other retired or separated participants entitled to future benefits 2018-01-01 182
Total of all active and inactive participants 2018-01-01 410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 410
Number of participants with account balances 2018-01-01 400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 35
2017: CHESTNUT HILL REALTY CORP. 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 359
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 216
Number of retired or separated participants receiving benefits 2017-01-01 7
Number of other retired or separated participants entitled to future benefits 2017-01-01 152
Total of all active and inactive participants 2017-01-01 375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 375
Number of participants with account balances 2017-01-01 375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 15
2016: CHESTNUT HILL REALTY CORP. 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 218
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 139
Total of all active and inactive participants 2016-01-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 357
Number of participants with account balances 2016-01-01 346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 25
2015: CHESTNUT HILL REALTY CORP. 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 205
Number of other retired or separated participants entitled to future benefits 2015-01-01 120
Total of all active and inactive participants 2015-01-01 325
Total participants 2015-01-01 325
Number of participants with account balances 2015-01-01 316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 35
2014: CHESTNUT HILL REALTY CORP. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 200
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 78
Total of all active and inactive participants 2014-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 278
Number of participants with account balances 2014-01-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 14
2013: CHESTNUT HILL REALTY CORP. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 167
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 67
Total of all active and inactive participants 2013-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 237
Number of participants with account balances 2013-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 6
2012: CHESTNUT HILL REALTY CORP. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 160
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 63
Total of all active and inactive participants 2012-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 224
Number of participants with account balances 2012-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 10
2011: CHESTNUT HILL REALTY CORP. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 153
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 56
Total of all active and inactive participants 2011-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 211
Number of participants with account balances 2011-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6
2010: CHESTNUT HILL REALTY CORP. 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 125
Number of retired or separated participants receiving benefits 2010-01-01 4
Number of other retired or separated participants entitled to future benefits 2010-01-01 43
Total of all active and inactive participants 2010-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 172
Number of participants with account balances 2010-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 7
2009: CHESTNUT HILL REALTY CORP. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 115
Number of retired or separated participants receiving benefits 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 51
Total of all active and inactive participants 2009-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 169
Number of participants with account balances 2009-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2023: CHESTNUT HILL REALTY CORP. 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	446
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	198
Number of retired or separated participants receiving benefits	2023-01-01	7
Number of other retired or separated participants entitled to future benefits	2023-01-01	254
Total of all active and inactive participants	2023-01-01	459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	2
Total participants	2023-01-01	461
Number of participants with account balances	2023-01-01	460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	45
2022: CHESTNUT HILL REALTY CORP. 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	424
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	203
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	233
Total of all active and inactive participants	2022-01-01	443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	445
Number of participants with account balances	2022-01-01	440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	32
2021: CHESTNUT HILL REALTY CORP. 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	390
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	193
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	221
Total of all active and inactive participants	2021-01-01	419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	419
Number of participants with account balances	2021-01-01	417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	30
2020: CHESTNUT HILL REALTY CORP. 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	370
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	198
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	186
Total of all active and inactive participants	2020-01-01	385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	385
Number of participants with account balances	2020-01-01	381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	41
2019: CHESTNUT HILL REALTY CORP. 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	413
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	227
Number of retired or separated participants receiving benefits	2019-01-01	6
Number of other retired or separated participants entitled to future benefits	2019-01-01	135
Total of all active and inactive participants	2019-01-01	368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	368
Number of participants with account balances	2019-01-01	357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	28
2018: CHESTNUT HILL REALTY CORP. 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	379
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	221
Number of retired or separated participants receiving benefits	2018-01-01	7
Number of other retired or separated participants entitled to future benefits	2018-01-01	182
Total of all active and inactive participants	2018-01-01	410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	410
Number of participants with account balances	2018-01-01	400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	35
2017: CHESTNUT HILL REALTY CORP. 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	359
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	216
Number of retired or separated participants receiving benefits	2017-01-01	7
Number of other retired or separated participants entitled to future benefits	2017-01-01	152
Total of all active and inactive participants	2017-01-01	375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	375
Number of participants with account balances	2017-01-01	375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	15
2016: CHESTNUT HILL REALTY CORP. 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	218
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	139
Total of all active and inactive participants	2016-01-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	357
Number of participants with account balances	2016-01-01	346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	25
2015: CHESTNUT HILL REALTY CORP. 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	205
Number of other retired or separated participants entitled to future benefits	2015-01-01	120
Total of all active and inactive participants	2015-01-01	325
Total participants	2015-01-01	325
Number of participants with account balances	2015-01-01	316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	35
2014: CHESTNUT HILL REALTY CORP. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	200
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	78
Total of all active and inactive participants	2014-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	278
Number of participants with account balances	2014-01-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	14
2013: CHESTNUT HILL REALTY CORP. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	167
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	67
Total of all active and inactive participants	2013-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	237
Number of participants with account balances	2013-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	6
2012: CHESTNUT HILL REALTY CORP. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	160
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	63
Total of all active and inactive participants	2012-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	224
Number of participants with account balances	2012-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	10
2011: CHESTNUT HILL REALTY CORP. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	153
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	56
Total of all active and inactive participants	2011-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	211
Number of participants with account balances	2011-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6
2010: CHESTNUT HILL REALTY CORP. 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	125
Number of retired or separated participants receiving benefits	2010-01-01	4
Number of other retired or separated participants entitled to future benefits	2010-01-01	43
Total of all active and inactive participants	2010-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	172
Number of participants with account balances	2010-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	7
2009: CHESTNUT HILL REALTY CORP. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	115
Number of retired or separated participants receiving benefits	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	51
Total of all active and inactive participants	2009-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	169
Number of participants with account balances	2009-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on CHESTNUT HILL REALTY CORP. 401K PLAN

Measure	Date	Value
2023 : CHESTNUT HILL REALTY CORP. 401K PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$8,341,257
Total of all expenses incurred	2023-12-31	$2,359,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,284,989
Expenses. Certain deemed distributions of participant loans	2023-12-31	$2,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,112,368
Value of total assets at end of year	2023-12-31	$37,731,338
Value of total assets at beginning of year	2023-12-31	$31,749,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$71,767
Total interest from all sources	2023-12-31	$23,124
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$307,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$307,074
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,358,786
Participant contributions at end of year	2023-12-31	$288,276
Participant contributions at beginning of year	2023-12-31	$366,959
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$2,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$5,981,591
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$37,731,338
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$31,749,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$4,604
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$24,948,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$0
Value of interest in pooled separate accounts at end of year	2023-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$31,322,312
Interest on participant loans	2023-12-31	$16,668
Interest earned on other investments	2023-12-31	$6,018
Value of interest in common/collective trusts at end of year	2023-12-31	$12,057,365
Value of interest in common/collective trusts at beginning of year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$19,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$416,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$60,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$3,014,312
Net investment gain/loss from pooled separate accounts	2023-12-31	$1,634,239
Net investment gain or loss from common/collective trusts	2023-12-31	$1,250,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$750,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,284,989
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	Yes
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	WALTER SHUFFAIN, P.C.
Accountancy firm EIN	2023-12-31	043236498
2022 : CHESTNUT HILL REALTY CORP. 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-5,098,045
Total of all expenses incurred	2022-12-31	$1,307,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,283,500
Value of total corrective distributions	2022-12-31	$14
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,134,464
Value of total assets at end of year	2022-12-31	$31,749,747
Value of total assets at beginning of year	2022-12-31	$38,154,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$23,492
Total interest from all sources	2022-12-31	$20,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$18,000
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,233,264
Participant contributions at end of year	2022-12-31	$366,959
Participant contributions at beginning of year	2022-12-31	$446,541
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$211,102
Administrative expenses (other) incurred	2022-12-31	$5,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,405,051
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$31,749,747
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$38,154,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$31,322,312
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$37,632,211
Interest on participant loans	2022-12-31	$20,283
Interest earned on other investments	2022-12-31	$125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$60,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$76,046
Net investment gain/loss from pooled separate accounts	2022-12-31	$-7,252,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$690,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,283,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WALTER SHUFFAIN, P.C.
Accountancy firm EIN	2022-12-31	043236498
2021 : CHESTNUT HILL REALTY CORP. 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$7,268,217
Total of all expenses incurred	2021-12-31	$2,290,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,257,530
Expenses. Certain deemed distributions of participant loans	2021-12-31	$12,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,033,972
Value of total assets at end of year	2021-12-31	$38,154,798
Value of total assets at beginning of year	2021-12-31	$33,177,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$20,900
Total interest from all sources	2021-12-31	$24,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$18,000
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,250,214
Participant contributions at end of year	2021-12-31	$446,541
Participant contributions at beginning of year	2021-12-31	$540,443
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$67,577
Administrative expenses (other) incurred	2021-12-31	$2,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,977,638
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$38,154,798
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$33,177,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$37,632,211
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$32,529,502
Interest on participant loans	2021-12-31	$24,612
Interest earned on other investments	2021-12-31	$95
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$76,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$107,215
Net investment gain/loss from pooled separate accounts	2021-12-31	$5,209,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$716,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,257,530
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	WALTER & SUFFAIN, P.C.
Accountancy firm EIN	2021-12-31	043236498
2020 : CHESTNUT HILL REALTY CORP. 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$7,239,722
Total of all expenses incurred	2020-12-31	$476,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$454,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,246,482
Value of total assets at end of year	2020-12-31	$33,177,160
Value of total assets at beginning of year	2020-12-31	$26,413,740
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$21,551
Total interest from all sources	2020-12-31	$26,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$18,000
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,219,811
Participant contributions at end of year	2020-12-31	$540,443
Participant contributions at beginning of year	2020-12-31	$445,897
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$33
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$3,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$6,763,420
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$33,177,160
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$26,413,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$32,529,502
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$25,902,931
Interest on participant loans	2020-12-31	$26,472
Interest earned on other investments	2020-12-31	$109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$107,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$64,912
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$141
Net investment gain/loss from pooled separate accounts	2020-12-31	$4,966,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,026,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$454,610
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WALTER & SUFFAIN, P.C.
Accountancy firm EIN	2020-12-31	043236498
2019 : CHESTNUT HILL REALTY CORP. 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$6,733,642
Total of all expenses incurred	2019-12-31	$525,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$518,932
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,957
Value of total corrective distributions	2019-12-31	$485
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,848,472
Value of total assets at end of year	2019-12-31	$26,413,740
Value of total assets at beginning of year	2019-12-31	$20,205,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,070
Total interest from all sources	2019-12-31	$21,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,169,013
Participant contributions at end of year	2019-12-31	$445,897
Participant contributions at beginning of year	2019-12-31	$361,240
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$20,386
Administrative expenses (other) incurred	2019-12-31	$4,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$6,208,198
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$26,413,740
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$20,205,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$25,902,931
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$19,812,056
Interest on participant loans	2019-12-31	$21,389
Interest earned on other investments	2019-12-31	$70
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$64,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$32,246
Net investment gain/loss from pooled separate accounts	2019-12-31	$4,863,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$659,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$518,932
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WALTER & SUFFAIN, P.C.
Accountancy firm EIN	2019-12-31	043236498
2018 : CHESTNUT HILL REALTY CORP. 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$936,265
Total of all expenses incurred	2018-12-31	$1,073,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,046,865
Expenses. Certain deemed distributions of participant loans	2018-12-31	$3,509
Value of total corrective distributions	2018-12-31	$18,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,192,131
Value of total assets at end of year	2018-12-31	$20,205,542
Value of total assets at beginning of year	2018-12-31	$20,342,525
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,382
Total interest from all sources	2018-12-31	$15,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,098,607
Participant contributions at end of year	2018-12-31	$361,240
Participant contributions at beginning of year	2018-12-31	$245,491
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$467,570
Other income not declared elsewhere	2018-12-31	$9
Administrative expenses (other) incurred	2018-12-31	$4,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-136,983
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$20,205,542
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$20,342,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$19,812,056
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$20,094,529
Interest on participant loans	2018-12-31	$15,264
Interest earned on other investments	2018-12-31	$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$32,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,505
Net investment gain/loss from pooled separate accounts	2018-12-31	$-1,271,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$625,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,046,865
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WALTER & SHUFFAIN, P.C.
Accountancy firm EIN	2018-12-31	043236498
2017 : CHESTNUT HILL REALTY CORP. 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$4,775,589
Total of all expenses incurred	2017-12-31	$739,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$712,961
Expenses. Certain deemed distributions of participant loans	2017-12-31	$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,700,485
Value of total assets at end of year	2017-12-31	$20,342,525
Value of total assets at beginning of year	2017-12-31	$16,305,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$25,065
Total interest from all sources	2017-12-31	$12,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$21,800
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,014,299
Participant contributions at end of year	2017-12-31	$245,491
Participant contributions at beginning of year	2017-12-31	$362,201
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$109,389
Other income not declared elsewhere	2017-12-31	$41
Administrative expenses (other) incurred	2017-12-31	$3,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,036,563
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$20,342,525
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$16,305,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$20,094,529
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$15,937,028
Interest on participant loans	2017-12-31	$12,454
Interest earned on other investments	2017-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$6,733
Net investment gain/loss from pooled separate accounts	2017-12-31	$3,062,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$576,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$712,961
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WALTER & SHUFFAIN, P.C.
Accountancy firm EIN	2017-12-31	043236498
2016 : CHESTNUT HILL REALTY CORP. 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,663,161
Total of all expenses incurred	2016-12-31	$452,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$442,715
Value of total corrective distributions	2016-12-31	$6,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,639,916
Value of total assets at end of year	2016-12-31	$16,305,962
Value of total assets at beginning of year	2016-12-31	$14,095,324
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,529
Total interest from all sources	2016-12-31	$15,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$943,886
Participant contributions at end of year	2016-12-31	$362,201
Participant contributions at beginning of year	2016-12-31	$351,792
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$171,969
Other income not declared elsewhere	2016-12-31	$58
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,210,638
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$16,305,962
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$14,095,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$15,937,028
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$13,736,741
Interest on participant loans	2016-12-31	$15,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$6,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$6,791
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,007,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$524,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$442,715
Contract administrator fees	2016-12-31	$3,529
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WALTER & SHUFFAIN, P.C.
Accountancy firm EIN	2016-12-31	043236498
2015 : CHESTNUT HILL REALTY CORP. 401K PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,345,598
Total of all expenses incurred	2015-12-31	$486,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$455,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,442,609
Value of total assets at end of year	2015-12-31	$14,095,324
Value of total assets at beginning of year	2015-12-31	$13,236,325
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$31,251
Total interest from all sources	2015-12-31	$12,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$907,209
Participant contributions at end of year	2015-12-31	$351,792
Participant contributions at beginning of year	2015-12-31	$283,421
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$46,720
Other income not declared elsewhere	2015-12-31	$87
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$858,999
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,095,324
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,236,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$13,736,741
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$12,946,543
Interest on participant loans	2015-12-31	$12,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$6,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$6,361
Net investment gain/loss from pooled separate accounts	2015-12-31	$-109,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$488,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$455,348
Contract administrator fees	2015-12-31	$31,251
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WALTER & SHUFFAIN, P.C.
Accountancy firm EIN	2015-12-31	043236498
2014 : CHESTNUT HILL REALTY CORP. 401K PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,336,643
Total of all expenses incurred	2014-12-31	$606,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$581,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,559,283
Value of total assets at end of year	2014-12-31	$13,236,325
Value of total assets at beginning of year	2014-12-31	$11,506,613
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$25,853
Total interest from all sources	2014-12-31	$10,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$821,898
Participant contributions at end of year	2014-12-31	$283,421
Participant contributions at beginning of year	2014-12-31	$243,265
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$125,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,729,712
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$13,236,325
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,506,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$12,946,543
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$11,263,348
Interest on participant loans	2014-12-31	$10,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$6,361
Net investment gain/loss from pooled separate accounts	2014-12-31	$766,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$611,936
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$581,078
Contract administrator fees	2014-12-31	$25,853
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WALTER & SHUFFAIN, P.C.
Accountancy firm EIN	2014-12-31	043236498
2013 : CHESTNUT HILL REALTY CORP. 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$3,535,144
Total of all expenses incurred	2013-12-31	$475,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$446,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,431,066
Value of total assets at end of year	2013-12-31	$11,506,613
Value of total assets at beginning of year	2013-12-31	$8,446,697
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$28,843
Total interest from all sources	2013-12-31	$9,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$715,034
Participant contributions at end of year	2013-12-31	$243,265
Participant contributions at beginning of year	2013-12-31	$252,041
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$35,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,059,916
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,506,613
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,446,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$11,263,348
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$8,194,656
Interest on participant loans	2013-12-31	$9,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$2,094,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$680,431
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$446,385
Contract administrator fees	2013-12-31	$28,843
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WALTER & SHUFFAIN, P.C.
Accountancy firm EIN	2013-12-31	043236498
2012 : CHESTNUT HILL REALTY CORP. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,788,352
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$188,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$160,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$906,225
Value of total assets at end of year	2012-12-31	$8,446,697
Value of total assets at beginning of year	2012-12-31	$6,846,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$27,672
Total interest from all sources	2012-12-31	$9,054
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$651,885
Participant contributions at end of year	2012-12-31	$252,041
Participant contributions at beginning of year	2012-12-31	$235,543
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$10,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,599,841
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,446,697
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,846,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$8,194,656
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$6,611,313
Interest on participant loans	2012-12-31	$9,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$873,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$244,016
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$160,839
Contract administrator fees	2012-12-31	$27,672
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WALTER & SHUFFAIN, P.C.
Accountancy firm EIN	2012-12-31	043236498
2011 : CHESTNUT HILL REALTY CORP. 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$680,541
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$281,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$254,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$946,774
Value of total assets at end of year	2011-12-31	$6,846,856
Value of total assets at beginning of year	2011-12-31	$6,447,861
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$26,747
Total interest from all sources	2011-12-31	$8,452
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$26,747
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$614,275
Participant contributions at end of year	2011-12-31	$235,543
Participant contributions at beginning of year	2011-12-31	$151,503
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$96,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$398,995
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,846,856
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,447,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$6,611,313
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$6,296,358
Interest on participant loans	2011-12-31	$8,452
Net investment gain/loss from pooled separate accounts	2011-12-31	$-274,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$235,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$254,799
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WALTER & SHUFFAIN, PC
Accountancy firm EIN	2011-12-31	043236498
2010 : CHESTNUT HILL REALTY CORP. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,486,561
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$205,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$156,462
Expenses. Certain deemed distributions of participant loans	2010-12-31	$5,853
Value of total corrective distributions	2010-12-31	$14,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$724,107
Value of total assets at end of year	2010-12-31	$6,447,861
Value of total assets at beginning of year	2010-12-31	$5,166,846
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$28,314
Total interest from all sources	2010-12-31	$7,394
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$519,894
Participant contributions at end of year	2010-12-31	$151,503
Participant contributions at beginning of year	2010-12-31	$154,975
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$5,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,281,015
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,447,861
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,166,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$6,296,358
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$5,011,871
Interest on participant loans	2010-12-31	$7,394
Net investment gain/loss from pooled separate accounts	2010-12-31	$755,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$199,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$156,462
Contract administrator fees	2010-12-31	$28,314
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WALTER & SHUFFAIN, PC
Accountancy firm EIN	2010-12-31	043236498
2009 : CHESTNUT HILL REALTY CORP. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CHESTNUT HILL REALTY CORP. 401K PLAN

2023: CHESTNUT HILL REALTY CORP. 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CHESTNUT HILL REALTY CORP. 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CHESTNUT HILL REALTY CORP. 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CHESTNUT HILL REALTY CORP. 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CHESTNUT HILL REALTY CORP. 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CHESTNUT HILL REALTY CORP. 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CHESTNUT HILL REALTY CORP. 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CHESTNUT HILL REALTY CORP. 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CHESTNUT HILL REALTY CORP. 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CHESTNUT HILL REALTY CORP. 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CHESTNUT HILL REALTY CORP. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CHESTNUT HILL REALTY CORP. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CHESTNUT HILL REALTY CORP. 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CHESTNUT HILL REALTY CORP. 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CHESTNUT HILL REALTY CORP. 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996403 - 514147

Policy instance

Insurance contract or identification number	996403 - 514147
Number of Individuals Covered	460
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $23,364
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996403

Policy instance

Insurance contract or identification number	996403
Number of Individuals Covered	440
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $69,240
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $69,240
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996403

Policy instance

Insurance contract or identification number	996403
Number of Individuals Covered	417
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $75,286
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $75,286
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996403

Policy instance

Insurance contract or identification number	996403
Number of Individuals Covered	381
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $57,574
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $57,574
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996403

Policy instance

Insurance contract or identification number	996403
Number of Individuals Covered	357
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $55,358
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $55,358
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996403

Policy instance

Insurance contract or identification number	996403
Number of Individuals Covered	400
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $50,797
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $50,797
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

996403

Policy instance

Insurance contract or identification number	996403
Number of Individuals Covered	375
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $49,058
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $49,058
Insurance broker organization code?	3
Insurance broker name	R ALLIANCE INS AGENCY OF MA INC

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Company Name:	CHESTNUT HILL REALTY
Employer identification number (EIN):	042737440
NAIC Classification:	531110
NAIC Description:	Lessors of Residential Buildings and Dwellings