Logo

CHAMPIONS GROUP 401(K) PLAN 401k Plan overview

Plan NameCHAMPIONS GROUP 401(K) PLAN
Plan identification number 003

CHAMPIONS GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SERVICE CHAMPIONS, LLC has sponsored the creation of one or more 401k plans.

Company Name:SERVICE CHAMPIONS, LLC
Employer identification number (EIN):330896958
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about SERVICE CHAMPIONS, LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2000-02-09
Company Identification Number: C2186508
Legal Registered Office Address: 333 S Hope St Ste 3750

Los Angeles
United States of America (USA)
90071

More information about SERVICE CHAMPIONS, LLC

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01SAMANTHA BECKER
0032023-01-01
0032023-01-01SAMANTHA BECKER
0032022-01-01
0032022-01-01SAMANTHA BECKER
0032021-01-01
0032021-01-01SAMANTHA BECKER
0032020-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01DANIEL HAMM
0032016-01-01LELAND SMITH2017-11-28
0032015-01-01LELAND SMITH2016-06-14
0032014-01-01LELAND SMITH2015-10-13
0032013-01-01LELAND SMITH2014-10-15
0032012-01-01LELAND SMITH2013-10-10
0032011-01-01LELAND SMITH2012-10-15
0032010-01-01LELAND SMITH2011-09-23

Financial Data on CHAMPIONS GROUP 401(K) PLAN

Measure Date Value
2023 : CHAMPIONS GROUP 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$5,047,747
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$9,075,798
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,977,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,698,086
Expenses. Certain deemed distributions of participant loans2023-12-31$67,734
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$6,270,051
Value of total assets at end of year2023-12-31$33,287,215
Value of total assets at beginning of year2023-12-31$22,140,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$211,372
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$33,343
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$977,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$977,152
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$4,733,838
Participant contributions at end of year2023-12-31$691,271
Participant contributions at beginning of year2023-12-31$593,412
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$816,709
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$166,897
Administrative expenses (other) incurred2023-12-31$0
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$6,098,606
Value of net assets at end of year (total assets less liabilities)2023-12-31$33,287,215
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$22,140,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$31,608,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$20,252,686
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$30,764
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$2,579
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$1,294,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$987,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,594,649
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$33,706
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$719,504
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,698,086
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
Unrealized appreciation/depreciation of real estate assets2023-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$0
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$5,047,747
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$9,075,798
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,977,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,698,086
Expenses. Certain deemed distributions of participant loans2023-01-01$67,734
Value of total corrective distributions2023-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$6,270,051
Value of total assets at end of year2023-01-01$33,287,215
Value of total assets at beginning of year2023-01-01$22,140,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$211,372
Total income from rents2023-01-01$0
Total interest from all sources2023-01-01$33,343
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$977,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$977,152
Assets. Real estate other than employer real property at end of year2023-01-01$0
Assets. Real estate other than employer real property at beginning of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-01-01$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$4,733,838
Participant contributions at end of year2023-01-01$691,271
Participant contributions at beginning of year2023-01-01$593,412
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$0
Assets. Other investments not covered elsewhere at end of year2023-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$816,709
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$0
Assets. Loans (other than to participants) at end of year2023-01-01$0
Assets. Loans (other than to participants) at beginning of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$0
Other income not declared elsewhere2023-01-01$166,897
Administrative expenses (other) incurred2023-01-01$0
Liabilities. Value of operating payables at end of year2023-01-01$0
Liabilities. Value of operating payables at beginning of year2023-01-01$0
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Income. Non cash contributions2023-01-01$0
Value of net income/loss2023-01-01$6,098,606
Value of net assets at end of year (total assets less liabilities)2023-01-01$33,287,215
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$22,140,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$0
Assets. partnership/joint venture interests at beginning of year2023-01-01$0
Investment advisory and management fees2023-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$31,608,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$20,252,686
Value of interest in pooled separate accounts at end of year2023-01-01$0
Value of interest in pooled separate accounts at beginning of year2023-01-01$0
Interest on participant loans2023-01-01$30,764
Income. Interest from loans (other than to participants)2023-01-01$0
Interest earned on other investments2023-01-01$2,579
Income. Interest from US Government securities2023-01-01$0
Income. Interest from corporate debt instruments2023-01-01$0
Value of interest in master investment trust accounts at end of year2023-01-01$0
Value of interest in master investment trust accounts at beginning of year2023-01-01$0
Value of interest in common/collective trusts at end of year2023-01-01$0
Value of interest in common/collective trusts at beginning of year2023-01-01$1,294,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$0
Assets. Value of investments in 103.12 investment entities at end of year2023-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$987,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$0
Asset value of US Government securities at end of year2023-01-01$0
Asset value of US Government securities at beginning of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,594,649
Net investment gain/loss from pooled separate accounts2023-01-01$0
Net investment gain or loss from common/collective trusts2023-01-01$33,706
Net gain/loss from 103.12 investment entities2023-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$0
Assets. Invements in employer securities at beginning of year2023-01-01$0
Assets. Value of employer real property at end of year2023-01-01$0
Assets. Value of employer real property at beginning of year2023-01-01$0
Contributions received in cash from employer2023-01-01$719,504
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$0
Income. Dividends from preferred stock2023-01-01$0
Income. Dividends from common stock2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,698,086
Asset. Corporate debt instrument preferred debt at end of year2023-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-01$0
Contract administrator fees2023-01-01$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-01Yes
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$0
Liabilities. Value of benefit claims payable at end of year2023-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-01-01$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$0
Aggregate carrying amount (costs) on sale of assets2023-01-01$0
Liabilities. Value of acquisition indebtedness at end of year2023-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-01-01$0
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-01-01410746749
2022 : CHAMPIONS GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$112,891
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,272,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,024,297
Expenses. Certain deemed distributions of participant loans2022-12-31$68,188
Value of total corrective distributions2022-12-31$19,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,853,307
Value of total assets at end of year2022-12-31$22,140,862
Value of total assets at beginning of year2022-12-31$24,300,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$161,379
Total interest from all sources2022-12-31$32,857
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$770,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$770,209
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,744,332
Participant contributions at end of year2022-12-31$593,412
Participant contributions at beginning of year2022-12-31$486,320
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$108,975
Other income not declared elsewhere2022-12-31$3,759
Administrative expenses (other) incurred2022-12-31$161,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,159,975
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,140,862
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,300,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,252,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,483,612
Interest on participant loans2022-12-31$32,857
Value of interest in common/collective trusts at end of year2022-12-31$1,294,764
Value of interest in common/collective trusts at beginning of year2022-12-31$1,330,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,578,222
Net investment gain or loss from common/collective trusts2022-12-31$30,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,024,297
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets to this plan2022-01-01$0
Total transfer of assets from this plan2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$112,891
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$2,272,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$2,024,297
Expenses. Certain deemed distributions of participant loans2022-01-01$68,188
Value of total corrective distributions2022-01-01$19,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$3,853,307
Value of total assets at end of year2022-01-01$22,140,862
Value of total assets at beginning of year2022-01-01$24,300,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$161,379
Total interest from all sources2022-01-01$32,857
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$770,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$770,209
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$3,744,332
Participant contributions at end of year2022-01-01$593,412
Participant contributions at beginning of year2022-01-01$486,320
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$108,975
Other income not declared elsewhere2022-01-01$3,759
Administrative expenses (other) incurred2022-01-01$161,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,159,975
Value of net assets at end of year (total assets less liabilities)2022-01-01$22,140,862
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$24,300,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$20,252,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$22,483,612
Interest on participant loans2022-01-01$32,857
Value of interest in common/collective trusts at end of year2022-01-01$1,294,764
Value of interest in common/collective trusts at beginning of year2022-01-01$1,330,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-4,578,222
Net investment gain or loss from common/collective trusts2022-01-01$30,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$2,024,297
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-01-01410746749
2021 : CHAMPIONS GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$11,473,249
Total transfer of assets from this plan2021-12-31$0
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$4,655,534
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,131,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$976,067
Expenses. Certain deemed distributions of participant loans2021-12-31$23,597
Value of total corrective distributions2021-12-31$30,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,922,180
Value of total assets at end of year2021-12-31$24,300,837
Value of total assets at beginning of year2021-12-31$9,303,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$100,915
Total interest from all sources2021-12-31$23,068
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,479,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,479,620
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,430,299
Participant contributions at end of year2021-12-31$486,320
Participant contributions at beginning of year2021-12-31$276,371
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$346,410
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$70,595
Other income not declared elsewhere2021-12-31$273
Administrative expenses (other) incurred2021-12-31$100,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,523,960
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,300,837
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,303,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,483,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,865,126
Interest on participant loans2021-12-31$23,068
Value of interest in common/collective trusts at end of year2021-12-31$1,330,905
Value of interest in common/collective trusts at beginning of year2021-12-31$162,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-779,097
Net investment gain or loss from common/collective trusts2021-12-31$9,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$145,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$905,472
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : CHAMPIONS GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$2,302,835
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$488,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$397,661
Expenses. Certain deemed distributions of participant loans2020-12-31$27,585
Value of total corrective distributions2020-12-31$33
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,125,585
Value of total assets at end of year2020-12-31$9,303,628
Value of total assets at beginning of year2020-12-31$7,489,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$63,127
Total interest from all sources2020-12-31$18,122
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$271,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$271,707
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,121,133
Participant contributions at end of year2020-12-31$276,371
Participant contributions at beginning of year2020-12-31$283,414
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,452
Other income not declared elsewhere2020-12-31$218
Administrative expenses (other) incurred2020-12-31$63,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,814,429
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,303,628
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,489,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,865,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,055,125
Interest on participant loans2020-12-31$18,122
Value of interest in common/collective trusts at end of year2020-12-31$162,131
Value of interest in common/collective trusts at beginning of year2020-12-31$150,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$883,625
Net investment gain or loss from common/collective trusts2020-12-31$3,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$397,661
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : CHAMPIONS GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$2,576,871
Total income from all sources (including contributions)2019-12-31$2,576,871
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$461,040
Total of all expenses incurred2019-12-31$461,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$387,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$387,215
Expenses. Certain deemed distributions of participant loans2019-12-31$16,057
Expenses. Certain deemed distributions of participant loans2019-12-31$16,057
Value of total corrective distributions2019-12-31$2,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,391,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,391,976
Value of total assets at end of year2019-12-31$7,489,199
Value of total assets at end of year2019-12-31$7,489,199
Value of total assets at beginning of year2019-12-31$5,373,368
Value of total assets at beginning of year2019-12-31$5,373,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,236
Total interest from all sources2019-12-31$16,805
Total interest from all sources2019-12-31$16,805
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$182,863
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$182,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$182,863
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$182,863
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,033,266
Contributions received from participants2019-12-31$1,033,266
Participant contributions at end of year2019-12-31$283,414
Participant contributions at end of year2019-12-31$283,414
Participant contributions at beginning of year2019-12-31$227,164
Participant contributions at beginning of year2019-12-31$227,164
Other income not declared elsewhere2019-12-31$238
Other income not declared elsewhere2019-12-31$238
Administrative expenses (other) incurred2019-12-31$55,236
Administrative expenses (other) incurred2019-12-31$55,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,115,831
Value of net income/loss2019-12-31$2,115,831
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,489,199
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,489,199
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,373,368
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,373,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,055,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,055,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,016,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,016,879
Interest on participant loans2019-12-31$16,805
Interest on participant loans2019-12-31$16,805
Value of interest in common/collective trusts at end of year2019-12-31$150,660
Value of interest in common/collective trusts at end of year2019-12-31$150,660
Value of interest in common/collective trusts at beginning of year2019-12-31$129,325
Value of interest in common/collective trusts at beginning of year2019-12-31$129,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$981,793
Net investment gain or loss from common/collective trusts2019-12-31$3,196
Net investment gain or loss from common/collective trusts2019-12-31$3,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$358,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$387,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$387,215
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WHITE NELSON DIEHL EVANS LLP
Accountancy firm name2019-12-31WHITE NELSON DIEHL EVANS LLP
Accountancy firm EIN2019-12-31330686301
Accountancy firm EIN2019-12-31330686301
2018 : CHAMPIONS GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$801,878
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$333,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$285,026
Expenses. Certain deemed distributions of participant loans2018-12-31$5,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,121,547
Value of total assets at end of year2018-12-31$5,373,368
Value of total assets at beginning of year2018-12-31$4,904,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,694
Total interest from all sources2018-12-31$13,042
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$167,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$167,349
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$491,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$992,309
Participant contributions at end of year2018-12-31$227,164
Participant contributions at beginning of year2018-12-31$179,232
Administrative expenses (other) incurred2018-12-31$42,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$468,755
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,373,368
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,904,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,016,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,575,926
Interest on participant loans2018-12-31$13,042
Value of interest in common/collective trusts at end of year2018-12-31$129,325
Value of interest in common/collective trusts at beginning of year2018-12-31$149,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-503,083
Net investment gain or loss from common/collective trusts2018-12-31$3,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$129,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$285,026
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WHITE NELSON DIEHL EVANS LLP
Accountancy firm EIN2018-12-31330686301
2017 : CHAMPIONS GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,944,090
Total transfer of assets from this plan2017-12-31$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$1,317,654
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$124,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$39,917
Expenses. Certain deemed distributions of participant loans2017-12-31$40,446
Value of total corrective distributions2017-12-31$20,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$800,909
Value of total assets at end of year2017-12-31$4,904,613
Value of total assets at beginning of year2017-12-31$1,766,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,620
Total interest from all sources2017-12-31$7,454
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$105,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$105,130
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$180,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$649,289
Participant contributions at end of year2017-12-31$179,232
Participant contributions at beginning of year2017-12-31$69,172
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$37,928
Other income not declared elsewhere2017-12-31$45
Administrative expenses (other) incurred2017-12-31$23,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,193,541
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,904,613
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,766,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,575,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,697,810
Interest on participant loans2017-12-31$7,454
Value of interest in common/collective trusts at end of year2017-12-31$149,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$480,148
Net investment gain or loss from common/collective trusts2017-12-31$-76,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$113,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$39,917
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WHITE NELSON DIEHL EVANS LLP
Accountancy firm EIN2017-12-31330686301

Form 5500 Responses for CHAMPIONS GROUP 401(K) PLAN

2023: CHAMPIONS GROUP 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CHAMPIONS GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHAMPIONS GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHAMPIONS GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHAMPIONS GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHAMPIONS GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHAMPIONS GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA85229
Policy instance 1
Insurance contract or identification numberGA85229
Number of Individuals Covered50
Insurance policy start date2023-11-02
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1