BEESE FULMER INVESTMENT MANAGEMENT INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CANTON REGIONAL CHAMBER HEALTH FUND
| Measure | Date | Value |
|---|
| 2020: CANTON REGIONAL CHAMBER HEALTH FUND 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
| 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 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 7 |
| 2019: CANTON REGIONAL CHAMBER HEALTH FUND 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 10 |
| 2018: CANTON REGIONAL CHAMBER HEALTH FUND 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-09-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 6 |
| Number of retired or separated participants receiving benefits | 2018-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-09-01 | 0 |
| Total of all active and inactive participants | 2018-09-01 | 6 |
| Measure | Date | Value |
|---|
| 2020 : CANTON REGIONAL CHAMBER HEALTH FUND 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $10 |
| Total plan liabilities at end of year | 2020-12-31 | $6,797 |
| Total plan liabilities at beginning of year | 2020-12-31 | $5,475 |
| Total income from all sources | 2020-12-31 | $65,604 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $60,735 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,178 |
| Total plan assets at end of year | 2020-12-31 | $13,528 |
| Total plan assets at beginning of year | 2020-12-31 | $7,327 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $49 |
| Net income (gross income less expenses) | 2020-12-31 | $4,869 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,731 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,852 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $65,604 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $59,508 |
| 2019 : CANTON REGIONAL CHAMBER HEALTH FUND 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $-64 |
| Total plan liabilities at end of year | 2019-12-31 | $5,475 |
| Total plan liabilities at beginning of year | 2019-12-31 | $1,019 |
| Total income from all sources | 2019-12-31 | $58,358 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $66,603 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $25,759 |
| Total plan assets at end of year | 2019-12-31 | $7,327 |
| Total plan assets at beginning of year | 2019-12-31 | $11,180 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $2 |
| Net income (gross income less expenses) | 2019-12-31 | $-8,245 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,852 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,161 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $58,358 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $40,842 |
| 2018 : CANTON REGIONAL CHAMBER HEALTH FUND 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $6,259 |
| Total plan liabilities at end of year | 2018-12-31 | $1,019 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $18,526 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $14,624 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,233 |
| Total plan assets at end of year | 2018-12-31 | $11,180 |
| Total plan assets at beginning of year | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $3 |
| Net income (gross income less expenses) | 2018-12-31 | $3,902 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $10,161 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $18,526 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $13,388 |
| 2020: CANTON REGIONAL CHAMBER HEALTH FUND 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: CANTON REGIONAL CHAMBER HEALTH FUND 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: CANTON REGIONAL CHAMBER HEALTH FUND 2018 form 5500 responses |
|---|
| 2018-09-01 | Type of plan entity | Single employer plan |
| 2018-09-01 | First time form 5500 has been submitted | Yes |
| 2018-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-09-01 | Plan funding arrangement – Insurance | Yes |
| 2018-09-01 | Plan funding arrangement – Trust | Yes |
| 2018-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-09-01 | Plan benefit arrangement - Trust | Yes |
| MCKINLEY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77216 ) |
| Policy contract number | HF595 |
| Policy instance | 1 |
| Insurance contract or identification number | HF595 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $1,733 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $65,604 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,733 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 4 |
|
| MCKINLEY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77216 ) |
| Policy contract number | HF595 |
| Policy instance | 1 |
| Insurance contract or identification number | HF595 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $3,220 | | Welfare Benefit Premiums Paid to Carrier | USD $58,358 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,220 | | Insurance broker organization code? | 4 |
|
| MCKINLEY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77216 ) |
| Policy contract number | HF595 |
| Policy instance | 1 |
| Insurance contract or identification number | HF595 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2018-09-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $18,526 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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