C. H. NICKERSON & CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN
401k plan membership statisitcs for C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN
| Measure | Date | Value |
|---|
| 2023: C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 3 |
| Total of all active and inactive participants | 2023-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 15 |
| Number of participants with account balances | 2023-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 4 |
| Total of all active and inactive participants | 2022-01-01 | 22 |
| Total participants | 2022-01-01 | 22 |
| Number of participants with account balances | 2022-01-01 | 22 |
| 2021: C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 22 |
| Number of participants with account balances | 2021-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 16 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 18 |
| Total participants | 2020-01-01 | 18 |
| Number of participants with account balances | 2020-01-01 | 17 |
| 2019: C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 14 |
| Total participants | 2019-01-01 | 14 |
| Number of participants with account balances | 2019-01-01 | 14 |
| 2018: C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 13 |
| Total participants | 2018-01-01 | 13 |
| Number of participants with account balances | 2018-01-01 | 13 |
| 2017: C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 14 |
| Number of participants with account balances | 2017-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,593,771 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $800,898 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $800,873 |
| Total plan assets at end of year | 2023-12-31 | $6,802,733 |
| Total plan assets at beginning of year | 2023-12-31 | $6,009,860 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $1,108,015 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $792,873 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $6,802,733 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,009,860 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $485,756 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $25 |
| 2022 : C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-818,627 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $80,855 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $80,830 |
| Total plan assets at end of year | 2022-12-31 | $6,009,860 |
| Total plan assets at beginning of year | 2022-12-31 | $6,909,342 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-1,310,261 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-899,482 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,009,860 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,909,342 |
| Assets. Value of participant loans | 2022-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $491,634 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $25 |
| 2021 : C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,376,434 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $6,909,342 |
| Total plan assets at beginning of year | 2021-12-31 | $5,532,908 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $861,235 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $1,376,434 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,909,342 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,532,908 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $515,199 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| 2020 : C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $1,265,088 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $5,532,908 |
| Total plan assets at beginning of year | 2020-12-31 | $4,267,820 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $798,395 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $1,265,088 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,532,908 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,267,820 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $466,693 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| 2019 : C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,095,355 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $4,267,820 |
| Total plan assets at beginning of year | 2019-12-31 | $3,172,465 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $773,602 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $1,095,355 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,267,820 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,172,465 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $321,753 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| 2018 : C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $45,323 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,032 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,032 |
| Total plan assets at end of year | 2018-12-31 | $3,172,465 |
| Total plan assets at beginning of year | 2018-12-31 | $3,128,174 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-259,882 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $44,291 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,172,465 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,128,174 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $305,205 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| 2023: C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | Plan is a collectively bargained plan | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | Yes |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: C.H. NICKERSON & CO. INC. MONEY PURCHASE PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | Yes |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
