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THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameTHE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

CHAZEN ENGINEERING, LAND SURVEYING, LANDSCAPE ARCHITECTURE & GEOLOGY C has sponsored the creation of one or more 401k plans.

Company Name:CHAZEN ENGINEERING, LAND SURVEYING, LANDSCAPE ARCHITECTURE & GEOLOGY C
Employer identification number (EIN):141681699
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DON TEGELER
0022016-01-01DON TEGELER
0022015-01-01DON TEGELER
0022014-01-01GLENN GRAY
0022013-01-01GLENN GRAY MARK KASTNER2014-07-22
0022012-01-01MARK KASTNER GLENN GRAY2013-10-11
0022011-01-01MARK KASTNER
0022009-01-01GLENN GRAY MARK KASTNER2010-10-08

Plan Statistics for THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01161
Total number of active participants reported on line 7a of the Form 55002022-01-01115
Number of retired or separated participants receiving benefits2022-01-0137
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01161
Number of participants with account balances2022-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01172
Total number of active participants reported on line 7a of the Form 55002021-01-01152
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01172
Number of participants with account balances2021-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01173
Total number of active participants reported on line 7a of the Form 55002020-01-01152
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01172
Number of participants with account balances2020-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01155
Total number of active participants reported on line 7a of the Form 55002019-01-01129
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01138
Number of participants with account balances2019-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01135
Total number of active participants reported on line 7a of the Form 55002018-01-01116
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01127
Number of participants with account balances2018-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01135
Total number of active participants reported on line 7a of the Form 55002017-01-01111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01117
Number of participants with account balances2017-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01120
Total number of active participants reported on line 7a of the Form 55002016-01-0199
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01115
Number of participants with account balances2016-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0196
Total number of active participants reported on line 7a of the Form 55002015-01-0191
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01104
Number of participants with account balances2015-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0193
Total number of active participants reported on line 7a of the Form 55002014-01-0182
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0194
Number of participants with account balances2014-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0189
Total number of active participants reported on line 7a of the Form 55002013-01-0174
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0188
Number of participants with account balances2013-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01114
Total number of active participants reported on line 7a of the Form 55002012-01-0175
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0187
Number of participants with account balances2012-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01102
Total number of active participants reported on line 7a of the Form 55002011-01-0173
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0197
Number of participants with account balances2011-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01131
Total number of active participants reported on line 7a of the Form 55002009-01-0191
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01111
Number of participants with account balances2009-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP 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$880
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,060,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,039,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$101,557
Value of total assets at beginning of year2022-12-31$2,160,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,891
Total interest from all sources2022-12-31$880
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$20,891
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,100,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$606,054
Total non interest bearing cash at end of year2022-12-31$101,557
Total non interest bearing cash at beginning of year2022-12-31$1,554,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,059,434
Value of net assets at end of year (total assets less liabilities)2022-12-31$101,557
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,160,991
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$880
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,039,423
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
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 name2022-12-31RBT CPAS, LLP
Accountancy firm EIN2022-12-31141604297
2021 : THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$1,517,921
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$1,654,664
Total loss/gain on sale of assets2021-12-31$1,651,353
Total of all expenses incurred2021-12-31$916,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$908,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$2,160,991
Value of total assets at beginning of year2021-12-31$2,940,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,215
Total interest from all sources2021-12-31$3,311
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$8,140
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,100,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$606,054
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$75
Total non interest bearing cash at end of year2021-12-31$1,554,937
Total non interest bearing cash at beginning of year2021-12-31$2,712,546
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$738,126
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,160,991
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,940,786
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,311
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$228,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$908,323
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$3,509,919
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,858,566
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RBT CPAS, LLP
Accountancy firm EIN2021-12-31141604297
2020 : THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP 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$4,194
Total income from all sources (including contributions)2020-12-31$492,074
Total loss/gain on sale of assets2020-12-31$258,984
Total of all expenses incurred2020-12-31$77,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$77,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$2,940,786
Value of total assets at beginning of year2020-12-31$2,530,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35
Total interest from all sources2020-12-31$4,850
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$228,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,100,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$35
Total non interest bearing cash at end of year2020-12-31$2,712,546
Total non interest bearing cash at beginning of year2020-12-31$866,125
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$414,605
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,940,786
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,526,181
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,850
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$1,599,582
Employer contributions (assets) at end of year2020-12-31$228,240
Employer contributions (assets) at beginning of year2020-12-31$64,668
Income. Dividends from common stock2020-12-31$228,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$77,434
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$4,194
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
Aggregate proceeds on sale of assets2020-12-31$1,858,566
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,599,582
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RBT CPAS, LLP
Accountancy firm EIN2020-12-31141604297
2019 : THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$102,708
Total unrealized appreciation/depreciation of assets2019-12-31$102,708
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,194
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,195
Total income from all sources (including contributions)2019-12-31$182,407
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$111,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$111,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$2,530,375
Value of total assets at beginning of year2019-12-31$2,459,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25
Total interest from all sources2019-12-31$15,031
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$64,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,100,000
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
Administrative expenses (other) incurred2019-12-31$25
Total non interest bearing cash at end of year2019-12-31$866,125
Total non interest bearing cash at beginning of year2019-12-31$886,392
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$71,030
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,526,181
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,455,151
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$15,031
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
Assets. Invements in employer securities at end of year2019-12-31$1,599,582
Assets. Invements in employer securities at beginning of year2019-12-31$1,496,874
Employer contributions (assets) at end of year2019-12-31$64,668
Employer contributions (assets) at beginning of year2019-12-31$76,080
Income. Dividends from common stock2019-12-31$64,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$111,352
Liabilities. Value of benefit claims payable at end of year2019-12-31$4,194
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,195
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31RBT CPAS, LLP
Accountancy firm EIN2019-12-31141604297
2018 : THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$262,476
Total unrealized appreciation/depreciation of assets2018-12-31$262,476
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,815
Total income from all sources (including contributions)2018-12-31$349,906
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$108,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$108,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$2,459,346
Value of total assets at beginning of year2018-12-31$2,215,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20
Total interest from all sources2018-12-31$11,350
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$76,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,100,000
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
Administrative expenses (other) incurred2018-12-31$20
Total non interest bearing cash at end of year2018-12-31$886,392
Total non interest bearing cash at beginning of year2018-12-31$644,605
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$241,692
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,455,151
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,213,459
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$11,350
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
Assets. Invements in employer securities at end of year2018-12-31$1,496,874
Assets. Invements in employer securities at beginning of year2018-12-31$1,234,398
Employer contributions (assets) at end of year2018-12-31$76,080
Employer contributions (assets) at beginning of year2018-12-31$336,271
Income. Dividends from common stock2018-12-31$76,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$108,194
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$4,195
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,815
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31RBT CPAS, LLP
Accountancy firm EIN2018-12-31141604297
2017 : THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$140,748
Total unrealized appreciation/depreciation of assets2017-12-31$140,748
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,815
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$480,627
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$31,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$31,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$265,897
Value of total assets at end of year2017-12-31$2,215,274
Value of total assets at beginning of year2017-12-31$1,764,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$3,608
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$70,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,100,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Total non interest bearing cash at end of year2017-12-31$644,605
Total non interest bearing cash at beginning of year2017-12-31$268,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$448,896
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,213,459
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,764,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$1,234,398
Assets. Invements in employer securities at beginning of year2017-12-31$1,093,650
Contributions received in cash from employer2017-12-31$265,897
Employer contributions (assets) at end of year2017-12-31$336,271
Employer contributions (assets) at beginning of year2017-12-31$402,553
Income. Dividends from common stock2017-12-31$70,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$31,731
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,815
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31RBT CPAS, LLP
Accountancy firm EIN2017-12-31141604297
2016 : THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources2016-12-31$478,912
Expenses. Total of all expenses incurred2016-12-31$39,036
Benefits paid (including direct rollovers)2016-12-31$39,036
Total plan assets at end of year2016-12-31$1,764,563
Total plan assets at beginning of year2016-12-31$1,324,687
Value of fidelity bond covering the plan2016-12-31$1,100,000
Other income received2016-12-31$161,949
Net income (gross income less expenses)2016-12-31$439,876
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,764,563
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,324,687
Assets. Value of employer securities2016-12-31$1,093,650
Total contributions received or receivable from employer(s)2016-12-31$316,963
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources2015-12-31$329,258
Expenses. Total of all expenses incurred2015-12-31$7,596
Benefits paid (including direct rollovers)2015-12-31$7,596
Total plan assets at end of year2015-12-31$1,324,687
Total plan assets at beginning of year2015-12-31$1,003,025
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$106,813
Net income (gross income less expenses)2015-12-31$321,662
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,324,687
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,003,025
Assets. Value of employer securities2015-12-31$1,019,472
Total contributions received or receivable from employer(s)2015-12-31$222,445
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$125
Total income from all sources2014-12-31$315,704
Expenses. Total of all expenses incurred2014-12-31$46,589
Benefits paid (including direct rollovers)2014-12-31$46,589
Total plan assets at end of year2014-12-31$1,003,025
Total plan assets at beginning of year2014-12-31$734,035
Value of fidelity bond covering the plan2014-12-31$1,000,000
Other income received2014-12-31$115,662
Net income (gross income less expenses)2014-12-31$269,115
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,003,025
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$733,910
Assets. Value of employer securities2014-12-31$749,568
Total contributions received or receivable from employer(s)2014-12-31$200,042
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$125
Total plan liabilities at beginning of year2013-12-31$125
Total income from all sources2013-12-31$212,452
Expenses. Total of all expenses incurred2013-12-31$50,462
Benefits paid (including direct rollovers)2013-12-31$50,462
Total plan assets at end of year2013-12-31$734,035
Total plan assets at beginning of year2013-12-31$572,045
Value of fidelity bond covering the plan2013-12-31$1,000,000
Other income received2013-12-31$58,721
Net income (gross income less expenses)2013-12-31$161,990
Net plan assets at end of year (total assets less liabilities)2013-12-31$733,910
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$571,920
Assets. Value of employer securities2013-12-31$534,750
Total contributions received or receivable from employer(s)2013-12-31$153,731
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$13,800
Total unrealized appreciation/depreciation of assets2012-12-31$13,800
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,450
Total income from all sources (including contributions)2012-12-31$75,677
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$56,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$56,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$58,812
Value of total assets at end of year2012-12-31$572,045
Value of total assets at beginning of year2012-12-31$574,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10
Total interest from all sources2012-12-31$3,065
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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$21,450
Administrative expenses (other) incurred2012-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$18,707
Value of net assets at end of year (total assets less liabilities)2012-12-31$571,920
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$553,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$360,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$360,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$512,900
Contributions received in cash from employer2012-12-31$58,812
Employer contributions (assets) at end of year2012-12-31$58,812
Employer contributions (assets) at beginning of year2012-12-31$214,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$56,960
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LARRY DIKER, CPA
Accountancy firm EIN2012-12-31141828828
2011 : THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,450
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$217,666
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$21,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$21,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$214,348
Value of total assets at end of year2011-12-31$574,663
Value of total assets at beginning of year2011-12-31$356,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$3,318
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$21,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$196,216
Value of net assets at end of year (total assets less liabilities)2011-12-31$553,213
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$356,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$360,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$356,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$356,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$214,348
Employer contributions (assets) at end of year2011-12-31$214,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$21,450
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LARRY DIKER, CPA
Accountancy firm EIN2011-12-31141828828
2010 : THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$4,552
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$22,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$22,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$356,997
Value of total assets at beginning of year2010-12-31$375,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$4,552
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-18,426
Value of net assets at end of year (total assets less liabilities)2010-12-31$356,997
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$375,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$356,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$375,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$375,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$22,978
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARRY DIKER, CPA
Accountancy firm EIN2010-12-31141828828
2009 : THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN

2022: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP 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: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP 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: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP 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: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP 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: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP 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
2017: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE CHAZEN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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