Plan Name | CHRISTY AND ASSOCIATES INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | CHRISTY & ASSOCIATES, INC. |
Employer identification number (EIN): | 311336482 |
NAIC Classification: | 531390 |
NAIC Description: | Other Activities Related to Real Estate |
Additional information about CHRISTY & ASSOCIATES, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1992-01-02 |
Company Identification Number: | 809903 |
Legal Registered Office Address: |
311 FOURTH STREET - MARIETTA United States of America (USA) 45750 |
More information about CHRISTY & ASSOCIATES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | JOANNE PALADINO | 2023-10-16 | ||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | STEPHEN C KEISER | STEPHEN C KEISER | 2018-10-12 | |
001 | 2016-01-01 | STEPHEN C KEISER | STEPHEN C KEISER | 2017-10-16 | |
001 | 2015-01-01 | STEPHEN C. KEISER | STEPHEN C. KEISER | 2016-10-14 | |
001 | 2014-01-01 | STEPHEN C KEISER | |||
001 | 2013-01-01 | STEPHEN C KEISER | |||
001 | 2012-01-01 | STEPHEN C KEISER | STEPHEN C KEISER | 2013-07-30 | |
001 | 2011-01-01 | STEPHEN C. KEISER | |||
001 | 2009-01-01 | STEPHEN KEISER |
Measure | Date | Value |
---|---|---|
2022: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 52 |
Total of all active and inactive participants | 2022-01-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 53 |
Number of participants with account balances | 2022-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 13 |
2021: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 199 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 66 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 36 |
Total of all active and inactive participants | 2021-01-01 | 102 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 102 |
Number of participants with account balances | 2021-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 42 |
2020: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 230 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 160 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 42 |
Total of all active and inactive participants | 2020-01-01 | 202 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 202 |
Number of participants with account balances | 2020-01-01 | 188 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 49 |
2019: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 228 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 175 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 48 |
Total of all active and inactive participants | 2019-01-01 | 223 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 223 |
Number of participants with account balances | 2019-01-01 | 205 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 57 |
2018: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 219 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 184 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 39 |
Total of all active and inactive participants | 2018-01-01 | 223 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 223 |
Number of participants with account balances | 2018-01-01 | 202 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 10 |
2017: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 183 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 169 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 27 |
Total of all active and inactive participants | 2017-01-01 | 196 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 196 |
Number of participants with account balances | 2017-01-01 | 91 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 3 |
2016: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 209 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 160 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 21 |
Total of all active and inactive participants | 2016-01-01 | 181 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 181 |
Number of participants with account balances | 2016-01-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 4 |
2015: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 205 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 181 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 20 |
Total of all active and inactive participants | 2015-01-01 | 201 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 201 |
Number of participants with account balances | 2015-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 7 |
2014: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 171 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 192 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 12 |
Total of all active and inactive participants | 2014-01-01 | 204 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 204 |
Number of participants with account balances | 2014-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13 |
Total of all active and inactive participants | 2013-01-01 | 172 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 172 |
Number of participants with account balances | 2013-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 132 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 125 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 13 |
Total of all active and inactive participants | 2012-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 138 |
Number of participants with account balances | 2012-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 118 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 14 |
Total of all active and inactive participants | 2011-01-01 | 132 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 132 |
Number of participants with account balances | 2011-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2009: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 13 |
Total of all active and inactive participants | 2009-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 119 |
Number of participants with account balances | 2009-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2022 : CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $15,709 |
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 | $-116,152 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $339,591 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $339,338 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $197 |
Value of total corrective distributions | 2022-12-31 | $56 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $60,181 |
Value of total assets at end of year | 2022-12-31 | $963,182 |
Value of total assets at beginning of year | 2022-12-31 | $1,434,634 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $839 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $9,135 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $9,135 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $144,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $45,897 |
Participant contributions at end of year | 2022-12-31 | $11,310 |
Participant contributions at beginning of year | 2022-12-31 | $16,066 |
Other income not declared elsewhere | 2022-12-31 | $12 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-455,743 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $963,182 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,434,634 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $178,030 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $278,042 |
Interest on participant loans | 2022-12-31 | $839 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $573,955 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $899,359 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $199,887 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $241,167 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $241,167 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-40,624 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-145,695 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $14,284 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $339,338 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SUTTLE & STALNAKER |
Accountancy firm EIN | 2022-12-31 | 550538163 |
2021 : CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $3,100,220 |
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 | $465,159 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $270,043 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $240,879 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $-3,090 |
Value of total corrective distributions | 2021-12-31 | $32,254 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $99,910 |
Value of total assets at end of year | 2021-12-31 | $1,434,634 |
Value of total assets at beginning of year | 2021-12-31 | $4,339,738 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $1,447 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $29,848 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $29,848 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $434,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $76,365 |
Participant contributions at end of year | 2021-12-31 | $16,066 |
Participant contributions at beginning of year | 2021-12-31 | $34,491 |
Other income not declared elsewhere | 2021-12-31 | $157 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $195,116 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,434,634 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,339,738 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $278,042 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,031,754 |
Interest on participant loans | 2021-12-31 | $1,440 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $899,359 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,933,420 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $241,167 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $340,073 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $340,073 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $7 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $111,415 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $222,382 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $23,545 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $240,879 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SUTTLE & STALNAKER |
Accountancy firm EIN | 2021-12-31 | 550538163 |
2020 : CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $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 | $858,789 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $113,220 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $88,091 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $7,334 |
Value of total corrective distributions | 2020-12-31 | $17,795 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $347,497 |
Value of total assets at end of year | 2020-12-31 | $4,339,738 |
Value of total assets at beginning of year | 2020-12-31 | $3,594,169 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $2,542 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $71,711 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $71,711 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $360,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $278,828 |
Participant contributions at end of year | 2020-12-31 | $34,491 |
Participant contributions at beginning of year | 2020-12-31 | $14,439 |
Other income not declared elsewhere | 2020-12-31 | $5 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $745,569 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,339,738 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,594,169 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,031,754 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,673,323 |
Interest on participant loans | 2020-12-31 | $2,049 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,933,420 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,636,508 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $340,073 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $269,899 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $269,899 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $493 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $184,808 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $252,226 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $68,669 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $88,091 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | SUTTLE & STALNAKER |
Accountancy firm EIN | 2020-12-31 | 550538163 |
2019 : CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $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 | $1,030,378 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $217,036 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $195,358 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $11,113 |
Value of total corrective distributions | 2019-12-31 | $10,565 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $434,852 |
Value of total assets at end of year | 2019-12-31 | $3,594,169 |
Value of total assets at beginning of year | 2019-12-31 | $2,780,827 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $5,911 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $95,079 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $95,079 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $279,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $243,036 |
Participant contributions at end of year | 2019-12-31 | $14,439 |
Participant contributions at beginning of year | 2019-12-31 | $42,014 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $124,725 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $813,342 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,594,169 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,780,827 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,673,323 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,327,178 |
Interest on participant loans | 2019-12-31 | $2,238 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,636,508 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,182,770 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $269,899 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $228,865 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $228,865 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $3,673 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $182,692 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $311,844 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $67,091 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $195,358 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SUTTLE & STALNAKER |
Accountancy firm EIN | 2019-12-31 | 550538163 |
2018 : CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $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 | $100,977 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $121,337 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $115,945 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $60 |
Value of total corrective distributions | 2018-12-31 | $5,332 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $268,276 |
Value of total assets at end of year | 2018-12-31 | $2,780,827 |
Value of total assets at beginning of year | 2018-12-31 | $2,801,187 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $4,183 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $113,826 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $113,826 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $281,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $210,256 |
Participant contributions at end of year | 2018-12-31 | $42,014 |
Participant contributions at beginning of year | 2018-12-31 | $25,516 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-20,360 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,780,827 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,801,187 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,327,178 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,346,631 |
Interest on participant loans | 2018-12-31 | $1,669 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,182,770 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,282,009 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $228,865 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $147,031 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $147,031 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $2,514 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-197,389 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-87,919 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $58,020 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $115,945 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SUTTLE & STALNAKER |
Accountancy firm EIN | 2018-12-31 | 550538163 |
2017 : CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
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 | $602,795 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $35,960 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $29,021 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $603 |
Value of total corrective distributions | 2017-12-31 | $6,336 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $247,540 |
Value of total assets at end of year | 2017-12-31 | $2,801,187 |
Value of total assets at beginning of year | 2017-12-31 | $2,234,352 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $1,686 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $68,866 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $68,866 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $224,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $191,808 |
Participant contributions at end of year | 2017-12-31 | $25,516 |
Participant contributions at beginning of year | 2017-12-31 | $27,987 |
Other income not declared elsewhere | 2017-12-31 | $13 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $566,835 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,801,187 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,234,352 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,346,631 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,057,710 |
Interest on participant loans | 2017-12-31 | $1,411 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,282,009 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,014,940 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $147,031 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $133,715 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $133,715 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $275 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $106,250 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $178,440 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $55,732 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $29,021 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SUTTLE & STALNAKER |
Accountancy firm EIN | 2017-12-31 | 550538163 |
2016 : CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $408,099 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $78,644 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $68,868 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $27 |
Value of total corrective distributions | 2016-12-31 | $9,749 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $226,659 |
Value of total assets at end of year | 2016-12-31 | $2,234,352 |
Value of total assets at beginning of year | 2016-12-31 | $1,904,897 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $1,155 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $37,063 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $37,063 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $191,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $171,581 |
Participant contributions at end of year | 2016-12-31 | $27,987 |
Participant contributions at beginning of year | 2016-12-31 | $15,984 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $4,955 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $329,455 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,234,352 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,904,897 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,057,710 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $892,674 |
Interest on participant loans | 2016-12-31 | $1,154 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,014,940 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $893,832 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $133,715 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $102,407 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $102,407 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $49,420 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $93,802 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $50,123 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $68,868 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SUTTLE & STALNAKER |
Accountancy firm EIN | 2016-12-31 | 550538163 |
2015 : CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $177,180 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $58,987 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $49,751 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $412 |
Value of total corrective distributions | 2015-12-31 | $8,824 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $222,697 |
Value of total assets at end of year | 2015-12-31 | $1,904,897 |
Value of total assets at beginning of year | 2015-12-31 | $1,786,704 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $737 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $82,343 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $82,343 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $179,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $156,402 |
Participant contributions at end of year | 2015-12-31 | $15,984 |
Participant contributions at beginning of year | 2015-12-31 | $20,911 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $20,593 |
Other income not declared elsewhere | 2015-12-31 | $26 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $118,193 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,904,897 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,786,704 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $892,674 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $874,580 |
Interest on participant loans | 2015-12-31 | $737 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $893,832 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $786,591 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $102,407 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $104,622 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $104,622 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-122,937 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-5,686 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $45,702 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $49,751 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SUTTLE & STALNAKER |
Accountancy firm EIN | 2015-12-31 | 550538163 |
2014 : CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $291,501 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $26,082 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $19,183 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $325 |
Value of total corrective distributions | 2014-12-31 | $6,574 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $180,920 |
Value of total assets at end of year | 2014-12-31 | $1,786,704 |
Value of total assets at beginning of year | 2014-12-31 | $1,521,285 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $1,316 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $85,091 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $85,091 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $153,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $126,960 |
Participant contributions at end of year | 2014-12-31 | $20,911 |
Participant contributions at beginning of year | 2014-12-31 | $22,785 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $18,783 |
Other income not declared elsewhere | 2014-12-31 | $287 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $265,419 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,786,704 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,521,285 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $874,580 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $757,838 |
Interest on participant loans | 2014-12-31 | $1,316 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $786,591 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $649,191 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $104,622 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $91,471 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $91,471 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-44,369 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $68,256 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $35,177 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $19,183 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SUTTLE & STALNAKER |
Accountancy firm EIN | 2014-12-31 | 550538163 |
2013 : CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $177,787 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $343,077 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $66,146 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $65,503 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $643 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $126,521 |
Value of total assets at end of year | 2013-12-31 | $1,521,285 |
Value of total assets at beginning of year | 2013-12-31 | $1,066,567 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $1,446 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $56,239 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $56,239 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $107,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $110,046 |
Participant contributions at end of year | 2013-12-31 | $22,785 |
Participant contributions at beginning of year | 2013-12-31 | $12,959 |
Other income not declared elsewhere | 2013-12-31 | $10 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $276,931 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,521,285 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,066,567 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $757,838 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $560,431 |
Interest on participant loans | 2013-12-31 | $1,446 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $649,191 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $358,524 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $91,471 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $134,653 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $134,653 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $50,523 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $108,338 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $16,475 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $65,503 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SUTTLE & STALNAKER |
Accountancy firm EIN | 2013-12-31 | 550538163 |
2012 : CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $236,792 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $82,344 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $81,765 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $579 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $127,347 |
Value of total assets at end of year | 2012-12-31 | $1,066,567 |
Value of total assets at beginning of year | 2012-12-31 | $912,119 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $1,462 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $20,351 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $20,351 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $92,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $112,466 |
Participant contributions at end of year | 2012-12-31 | $12,959 |
Participant contributions at beginning of year | 2012-12-31 | $19,878 |
Other income not declared elsewhere | 2012-12-31 | $11 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $154,448 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,066,567 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $912,119 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $560,431 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $487,800 |
Interest on participant loans | 2012-12-31 | $1,462 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $358,524 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $271,903 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $134,653 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $132,538 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $132,538 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $46,907 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $40,714 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $14,881 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $81,765 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SUTTLE & STALNAKER |
Accountancy firm EIN | 2012-12-31 | 550538163 |
2011 : CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $74,905 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $216,384 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $215,867 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $517 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $90,003 |
Value of total assets at end of year | 2011-12-31 | $912,119 |
Value of total assets at beginning of year | 2011-12-31 | $1,053,598 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $1,328 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $16,383 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $16,383 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $106,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $78,040 |
Participant contributions at end of year | 2011-12-31 | $19,878 |
Participant contributions at beginning of year | 2011-12-31 | $15,350 |
Other income not declared elsewhere | 2011-12-31 | $11 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-141,479 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $912,119 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,053,598 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $487,800 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $541,564 |
Interest on participant loans | 2011-12-31 | $1,328 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $271,903 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $272,427 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $132,538 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $224,257 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $224,257 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-32,071 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-749 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $11,963 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $215,867 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SUTTLE & STALNAKER |
Accountancy firm EIN | 2011-12-31 | 550538163 |
2010 : CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $191,223 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $43,563 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $43,099 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $464 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $99,096 |
Value of total assets at end of year | 2010-12-31 | $1,053,598 |
Value of total assets at beginning of year | 2010-12-31 | $905,938 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $2,145 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $19,598 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $19,598 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $91,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $85,511 |
Participant contributions at end of year | 2010-12-31 | $15,350 |
Participant contributions at beginning of year | 2010-12-31 | $30,763 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $2,091 |
Other income not declared elsewhere | 2010-12-31 | $243 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $147,660 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,053,598 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $905,938 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $541,564 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $422,855 |
Interest on participant loans | 2010-12-31 | $2,145 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $272,427 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $244,469 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $224,257 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $207,851 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $207,851 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $32,735 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $37,406 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $11,494 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $43,099 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SUTTLE & STALNAKER |
Accountancy firm EIN | 2010-12-31 | 550538163 |
2009 : CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CHRISTY AND ASSOCIATES INC. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |