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CHAMBERLAIN 401(K) PLAN 401k Plan overview

Plan NameCHAMBERLAIN 401(K) PLAN
Plan identification number 007

CHAMBERLAIN 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE CHAMBERLAIN GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CHAMBERLAIN GROUP INC.
Employer identification number (EIN):060953094
NAIC Classification:332900

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072023-01-01MEGAN BARCHESKI2024-10-11
0072022-01-01MEGAN BARCHESKI2023-10-09
0072021-01-01CHRISTINE KOCH2022-10-13
0072020-01-01
0072019-01-01
0072018-01-01

Plan Statistics for CHAMBERLAIN 401(K) PLAN

401k plan membership statisitcs for CHAMBERLAIN 401(K) PLAN

Measure Date Value
2023: CHAMBERLAIN 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,876
Total number of active participants reported on line 7a of the Form 55002023-01-011,362
Number of retired or separated participants receiving benefits2023-01-0120
Number of other retired or separated participants entitled to future benefits2023-01-01571
Total of all active and inactive participants2023-01-011,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,953
Number of participants with account balances2023-01-011,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0183
2022: CHAMBERLAIN 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,248
Total number of active participants reported on line 7a of the Form 55002022-01-011,297
Number of retired or separated participants receiving benefits2022-01-0121
Number of other retired or separated participants entitled to future benefits2022-01-01558
Total of all active and inactive participants2022-01-011,876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,876
Number of participants with account balances2022-01-011,789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0181
2021: CHAMBERLAIN 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,773
Total number of active participants reported on line 7a of the Form 55002021-01-011,248
Number of retired or separated participants receiving benefits2021-01-0119
Number of other retired or separated participants entitled to future benefits2021-01-01565
Total of all active and inactive participants2021-01-011,832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,832
Number of participants with account balances2021-01-011,729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01119
2020: CHAMBERLAIN 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,820
Total number of active participants reported on line 7a of the Form 55002020-01-011,270
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-01497
Total of all active and inactive participants2020-01-011,773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,773
Number of participants with account balances2020-01-011,732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0179
2019: CHAMBERLAIN 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,660
Total number of active participants reported on line 7a of the Form 55002019-01-011,341
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-01465
Total of all active and inactive participants2019-01-011,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,820
Number of participants with account balances2019-01-011,777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0188
2018: CHAMBERLAIN 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,500
Total number of active participants reported on line 7a of the Form 55002018-01-011,227
Number of retired or separated participants receiving benefits2018-01-0117
Number of other retired or separated participants entitled to future benefits2018-01-01416
Total of all active and inactive participants2018-01-011,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,660
Number of participants with account balances2018-01-011,587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0152

Financial Data on CHAMBERLAIN 401(K) PLAN

Measure Date Value
2023 : CHAMBERLAIN 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$77,123,974
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$27,257,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$26,914,783
Value of total corrective distributions2023-12-31$10,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$25,951,823
Value of total assets at end of year2023-12-31$279,418,904
Value of total assets at beginning of year2023-12-31$229,552,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$332,611
Total interest from all sources2023-12-31$849,390
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$5,977,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$5,977,606
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$12,635,061
Participant contributions at end of year2023-12-31$3,105,383
Participant contributions at beginning of year2023-12-31$2,986,235
Participant contributions at end of year2023-12-31$223,535
Participant contributions at beginning of year2023-12-31$206,239
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,216,039
Other income not declared elsewhere2023-12-31$344,089
Administrative expenses (other) incurred2023-12-31$145,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$49,866,028
Value of net assets at end of year (total assets less liabilities)2023-12-31$279,418,904
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$229,552,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$255,911,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$204,982,364
Interest on participant loans2023-12-31$174,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$12,836,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$15,111,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$15,111,955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$674,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$44,001,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$11,100,723
Employer contributions (assets) at end of year2023-12-31$7,341,832
Employer contributions (assets) at beginning of year2023-12-31$6,266,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$26,914,783
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31RSM US LLP
Accountancy firm EIN2023-12-31420714325
2022 : CHAMBERLAIN 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-31,894,029
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$28,724,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$28,460,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$23,342,462
Value of total assets at end of year2022-12-31$229,552,876
Value of total assets at beginning of year2022-12-31$290,171,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$264,069
Total interest from all sources2022-12-31$355,467
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$15,312,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$15,312,643
Administrative expenses professional fees incurred2022-12-31$264,069
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$11,117,418
Participant contributions at end of year2022-12-31$2,986,235
Participant contributions at beginning of year2022-12-31$2,597,415
Participant contributions at end of year2022-12-31$206,239
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,283,071
Other income not declared elsewhere2022-12-31$355,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-60,618,462
Value of net assets at end of year (total assets less liabilities)2022-12-31$229,552,876
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$290,171,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$204,982,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$268,276,573
Interest on participant loans2022-12-31$132,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$15,111,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$13,166,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$13,166,541
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$222,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-71,259,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$9,941,973
Employer contributions (assets) at end of year2022-12-31$6,266,083
Employer contributions (assets) at beginning of year2022-12-31$6,130,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$28,460,364
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : CHAMBERLAIN 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$27,792,698
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$67,455,807
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$24,021,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$23,694,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$24,495,242
Value of total assets at end of year2021-12-31$290,171,338
Value of total assets at beginning of year2021-12-31$274,530,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$327,938
Total interest from all sources2021-12-31$133,035
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$21,906,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$21,906,819
Administrative expenses professional fees incurred2021-12-31$327,938
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$12,064,507
Participant contributions at end of year2021-12-31$2,597,415
Participant contributions at beginning of year2021-12-31$2,705,060
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,853,308
Other income not declared elsewhere2021-12-31$380,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$43,433,825
Value of net assets at end of year (total assets less liabilities)2021-12-31$290,171,338
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$274,530,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$268,276,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$247,197,706
Interest on participant loans2021-12-31$131,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$13,166,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$18,681,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$18,681,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$20,540,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$10,577,427
Employer contributions (assets) at end of year2021-12-31$6,130,809
Employer contributions (assets) at beginning of year2021-12-31$5,946,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$23,694,044
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : CHAMBERLAIN 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$72,671,920
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$18,279,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,019,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$21,829,339
Value of total assets at end of year2020-12-31$274,530,211
Value of total assets at beginning of year2020-12-31$220,137,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$260,323
Total interest from all sources2020-12-31$233,252
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$13,360,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$13,360,169
Administrative expenses professional fees incurred2020-12-31$260,323
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$10,615,687
Participant contributions at end of year2020-12-31$2,705,060
Participant contributions at beginning of year2020-12-31$3,006,026
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,850,513
Other income not declared elsewhere2020-12-31$280,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$54,392,476
Value of net assets at end of year (total assets less liabilities)2020-12-31$274,530,211
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$220,137,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$247,197,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$196,990,337
Interest on participant loans2020-12-31$166,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$18,681,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$14,307,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$14,307,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$66,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$36,969,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$9,363,139
Employer contributions (assets) at end of year2020-12-31$5,946,109
Employer contributions (assets) at beginning of year2020-12-31$5,833,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,019,121
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : CHAMBERLAIN 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$66,848,321
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$24,825,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$24,656,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,878,441
Value of total assets at end of year2019-12-31$220,137,735
Value of total assets at beginning of year2019-12-31$178,114,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$168,704
Total interest from all sources2019-12-31$454,875
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,748,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$9,748,101
Administrative expenses professional fees incurred2019-12-31$168,704
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$10,002,989
Participant contributions at end of year2019-12-31$3,006,026
Participant contributions at beginning of year2019-12-31$2,907,965
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,736,521
Other income not declared elsewhere2019-12-31$250,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$42,022,878
Value of net assets at end of year (total assets less liabilities)2019-12-31$220,137,735
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$178,114,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$211,298,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$169,707,167
Interest on participant loans2019-12-31$159,998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$294,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$31,516,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,138,931
Employer contributions (assets) at end of year2019-12-31$5,833,523
Employer contributions (assets) at beginning of year2019-12-31$5,499,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$24,656,739
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : CHAMBERLAIN 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$8,955,016
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$17,312,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,272,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$18,762,952
Value of total assets at end of year2018-12-31$178,114,857
Value of total assets at beginning of year2018-12-31$186,472,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$40,084
Total interest from all sources2018-12-31$337,092
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$9,315,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$9,315,366
Administrative expenses professional fees incurred2018-12-31$33,801
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$8,627,765
Participant contributions at end of year2018-12-31$2,907,965
Participant contributions at beginning of year2018-12-31$2,735,212
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,811,846
Other income not declared elsewhere2018-12-31$127,250
Administrative expenses (other) incurred2018-12-31$6,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,357,439
Value of net assets at end of year (total assets less liabilities)2018-12-31$178,114,857
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$186,472,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$169,707,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$179,058,521
Interest on participant loans2018-12-31$137,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$199,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-19,587,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$8,323,341
Employer contributions (assets) at end of year2018-12-31$5,499,725
Employer contributions (assets) at beginning of year2018-12-31$4,678,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,272,371
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325

Form 5500 Responses for CHAMBERLAIN 401(K) PLAN

2023: CHAMBERLAIN 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CHAMBERLAIN 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHAMBERLAIN 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHAMBERLAIN 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHAMBERLAIN 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHAMBERLAIN 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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