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CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCHAL-FRO, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

CHAL-FRO, INC. 401(K) PROFIT SHARING 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHAL-FRO, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHAL-FRO, INC.
Employer identification number (EIN):231893882
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-07-01MARK CHALPHIN MARK CHALPHIN2016-05-25
0012014-07-01MARK CHALPHIN MARK CHALPHIN2015-12-02
0012013-07-01MARK CHALPHIN MARK CHALPHIN2014-11-07
0012012-07-01MARK CHALPHIN MARK CHALPHIN2013-09-13
0012011-07-01MARK CHALPHIN MARK CHALPHIN2012-09-04
0012010-07-01MARK CHALPHIN MARK CHALPHIN2012-03-22
0012009-07-01MARK CHALPHIN MARK CHALPHIN2010-08-25

Plan Statistics for CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0117
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-010
Number of participants with account balances2015-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0123
Total number of active participants reported on line 7a of the Form 55002014-07-010
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0117
Total of all active and inactive participants2014-07-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0117
Number of participants with account balances2014-07-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0125
Total number of active participants reported on line 7a of the Form 55002013-07-0121
Number of retired or separated participants receiving benefits2013-07-011
Number of other retired or separated participants entitled to future benefits2013-07-011
Total of all active and inactive participants2013-07-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0123
Number of participants with account balances2013-07-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0124
Total number of active participants reported on line 7a of the Form 55002012-07-0125
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0125
Number of participants with account balances2012-07-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0125
Total number of active participants reported on line 7a of the Form 55002011-07-0123
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0123
Number of participants with account balances2011-07-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0125
Total number of active participants reported on line 7a of the Form 55002010-07-0122
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-012
Total of all active and inactive participants2010-07-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0124
Number of participants with account balances2010-07-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0125
Total number of active participants reported on line 7a of the Form 55002009-07-0124
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0125
Number of participants with account balances2009-07-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-03-31$0
Total plan liabilities at end of year2016-03-31$0
Total plan liabilities at beginning of year2016-03-31$0
Total income from all sources2016-03-31$-26,321
Expenses. Total of all expenses incurred2016-03-31$2,473,594
Benefits paid (including direct rollovers)2016-03-31$2,468,335
Total plan assets at end of year2016-03-31$0
Total plan assets at beginning of year2016-03-31$2,499,915
Value of fidelity bond covering the plan2016-03-31$325,000
Total contributions received or receivable from participants2016-03-31$0
Expenses. Other expenses not covered elsewhere2016-03-31$5,259
Contributions received from other sources (not participants or employers)2016-03-31$0
Other income received2016-03-31$-26,321
Noncash contributions received2016-03-31$0
Net income (gross income less expenses)2016-03-31$-2,499,915
Net plan assets at end of year (total assets less liabilities)2016-03-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$2,499,915
Assets. Value of participant loans2016-03-31$0
Total contributions received or receivable from employer(s)2016-03-31$0
Value of certain deemed distributions of participant loans2016-03-31$0
Value of corrective distributions2016-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
2015 : CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$79,510
Expenses. Total of all expenses incurred2015-06-30$587,721
Benefits paid (including direct rollovers)2015-06-30$568,333
Total plan assets at end of year2015-06-30$2,499,915
Total plan assets at beginning of year2015-06-30$3,008,126
Value of fidelity bond covering the plan2015-06-30$325,000
Total contributions received or receivable from participants2015-06-30$32,907
Expenses. Other expenses not covered elsewhere2015-06-30$18,685
Other income received2015-06-30$39,020
Net income (gross income less expenses)2015-06-30$-508,211
Net plan assets at end of year (total assets less liabilities)2015-06-30$2,499,915
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$3,008,126
Assets. Value of participant loans2015-06-30$46,243
Total contributions received or receivable from employer(s)2015-06-30$7,583
Value of corrective distributions2015-06-30$703
2014 : CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-06-30$0
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$516,753
Expenses. Total of all expenses incurred2014-06-30$127,877
Benefits paid (including direct rollovers)2014-06-30$109,636
Total plan assets at end of year2014-06-30$3,008,126
Total plan assets at beginning of year2014-06-30$2,619,250
Value of fidelity bond covering the plan2014-06-30$325,000
Total contributions received or receivable from participants2014-06-30$39,996
Expenses. Other expenses not covered elsewhere2014-06-30$0
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$467,490
Noncash contributions received2014-06-30$0
Net income (gross income less expenses)2014-06-30$388,876
Net plan assets at end of year (total assets less liabilities)2014-06-30$3,008,126
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$2,619,250
Assets. Value of participant loans2014-06-30$45,788
Total contributions received or receivable from employer(s)2014-06-30$9,267
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$457
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$17,784
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-06-30$0
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$328,293
Expenses. Total of all expenses incurred2013-06-30$64,655
Benefits paid (including direct rollovers)2013-06-30$47,375
Total plan assets at end of year2013-06-30$2,619,250
Total plan assets at beginning of year2013-06-30$2,355,612
Value of fidelity bond covering the plan2013-06-30$325,000
Total contributions received or receivable from participants2013-06-30$39,929
Expenses. Other expenses not covered elsewhere2013-06-30$0
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$279,067
Noncash contributions received2013-06-30$0
Net income (gross income less expenses)2013-06-30$263,638
Net plan assets at end of year (total assets less liabilities)2013-06-30$2,619,250
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$2,355,612
Assets. Value of participant loans2013-06-30$51,402
Total contributions received or receivable from employer(s)2013-06-30$9,297
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$1,055
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$16,225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-06-30$0
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$-37,936
Expenses. Total of all expenses incurred2012-06-30$114,767
Benefits paid (including direct rollovers)2012-06-30$78,909
Total plan assets at end of year2012-06-30$2,355,612
Total plan assets at beginning of year2012-06-30$2,508,315
Value of fidelity bond covering the plan2012-06-30$325,000
Total contributions received or receivable from participants2012-06-30$39,961
Expenses. Other expenses not covered elsewhere2012-06-30$0
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$-87,455
Noncash contributions received2012-06-30$0
Net income (gross income less expenses)2012-06-30$-152,703
Net plan assets at end of year (total assets less liabilities)2012-06-30$2,355,612
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$2,508,315
Assets. Value of participant loans2012-06-30$44,688
Total contributions received or receivable from employer(s)2012-06-30$9,558
Value of certain deemed distributions of participant loans2012-06-30$17,454
Value of corrective distributions2012-06-30$669
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$17,735
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$490,950
Expenses. Total of all expenses incurred2011-06-30$31,993
Benefits paid (including direct rollovers)2011-06-30$14,834
Total plan assets at end of year2011-06-30$2,508,315
Total plan assets at beginning of year2011-06-30$2,049,358
Value of fidelity bond covering the plan2011-06-30$325,000
Total contributions received or receivable from participants2011-06-30$55,114
Other income received2011-06-30$424,151
Net income (gross income less expenses)2011-06-30$458,957
Net plan assets at end of year (total assets less liabilities)2011-06-30$2,508,315
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$2,049,358
Assets. Value of participant loans2011-06-30$83,272
Total contributions received or receivable from employer(s)2011-06-30$11,685
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$17,159
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0

Form 5500 Responses for CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN

2015: CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingYes
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: CHAL-FRO, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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