401k Plan data: ROATAN CHARTER INC 401K PLAN plan

ROATAN CHARTER INC 401K PLAN 401k Plan overview

Plan Name	ROATAN CHARTER INC 401K PLAN
Plan identification number	001

ROATAN CHARTER INC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.

401k Sponsoring company profile

ROATAN CHARTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROATAN CHARTER, INC.

Employer identification number (EIN): 592324358

NAIC Classification: 561500

Additional information about ROATAN CHARTER, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1983-10-03

Company Identification Number: G63304

Legal Registered Office Address: 12630 Curley Rd

SAN ANTONIO

33576

More information about ROATAN CHARTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROATAN CHARTER INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 MARY WHALEN
001 2013-01-01 JACQUELINE EVANS
001 2012-01-01 JACQUELINE EVANS JACQUELINE EVANS 2013-09-24
001 2011-01-01 JACQUELINE EVANS
001 2010-01-01 JACQUELINE EVANS
001 2009-01-01 JACQUELINE EVANS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	MARY WHALEN
001	2013-01-01	JACQUELINE EVANS
001	2012-01-01	JACQUELINE EVANS	JACQUELINE EVANS	2013-09-24
001	2011-01-01	JACQUELINE EVANS
001	2010-01-01	JACQUELINE EVANS
001	2009-01-01	JACQUELINE EVANS

Plan Statistics for ROATAN CHARTER INC 401K PLAN

401k plan membership statisitcs for ROATAN CHARTER INC 401K PLAN

Measure Date Value
2014: ROATAN CHARTER INC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROATAN CHARTER INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 3
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROATAN CHARTER INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 3
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROATAN CHARTER INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 3
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ROATAN CHARTER INC 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 10
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ROATAN CHARTER INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 2
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: ROATAN CHARTER INC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROATAN CHARTER INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	3
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROATAN CHARTER INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	3
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROATAN CHARTER INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	3
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ROATAN CHARTER INC 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	10
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ROATAN CHARTER INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	2
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROATAN CHARTER INC 401K PLAN

Measure	Date	Value
2014 : ROATAN CHARTER INC 401K PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$205,486
Expenses. Total of all expenses incurred	2014-12-31	$1,961,132
Benefits paid (including direct rollovers)	2014-12-31	$1,959,756
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$1,755,646
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$182,486
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-1,755,646
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,755,646
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,376
2013 : ROATAN CHARTER INC 401K PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$417,552
Expenses. Total of all expenses incurred	2013-12-31	$5,380
Benefits paid (including direct rollovers)	2013-12-31	$5,377
Total plan assets at end of year	2013-12-31	$1,755,646
Total plan assets at beginning of year	2013-12-31	$1,343,474
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$29,394
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$383,908
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$412,172
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,755,646
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,343,474
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$4,250
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3
2012 : ROATAN CHARTER INC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$250,227
Expenses. Total of all expenses incurred	2012-12-31	$4,393
Benefits paid (including direct rollovers)	2012-12-31	$4,390
Total plan assets at end of year	2012-12-31	$1,343,474
Total plan assets at beginning of year	2012-12-31	$1,097,640
Value of fidelity bond covering the plan	2012-12-31	$120,000
Total contributions received or receivable from participants	2012-12-31	$60,585
Other income received	2012-12-31	$182,951
Net income (gross income less expenses)	2012-12-31	$245,834
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,343,474
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,097,640
Total contributions received or receivable from employer(s)	2012-12-31	$6,691
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ROATAN CHARTER INC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$30,290
Expenses. Total of all expenses incurred	2011-12-31	$2,525
Benefits paid (including direct rollovers)	2011-12-31	$2,500
Total plan assets at end of year	2011-12-31	$1,097,640
Total plan assets at beginning of year	2011-12-31	$1,069,875
Value of fidelity bond covering the plan	2011-12-31	$80,000
Total contributions received or receivable from participants	2011-12-31	$58,186
Other income received	2011-12-31	$-36,623
Net income (gross income less expenses)	2011-12-31	$27,765
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,097,640
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,069,875
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$8,727
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ROATAN CHARTER INC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$226,079
Expenses. Total of all expenses incurred	2010-12-31	$5,035
Benefits paid (including direct rollovers)	2010-12-31	$5,030
Total plan assets at end of year	2010-12-31	$1,069,875
Total plan assets at beginning of year	2010-12-31	$848,831
Value of fidelity bond covering the plan	2010-12-31	$80,000
Total contributions received or receivable from participants	2010-12-31	$55,807
Other income received	2010-12-31	$160,566
Net income (gross income less expenses)	2010-12-31	$221,044
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,069,875
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$848,831
Assets. Value of participant loans	2010-12-31	$1,275
Total contributions received or receivable from employer(s)	2010-12-31	$9,706
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ROATAN CHARTER INC 401K 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

Form 5500 Responses for ROATAN CHARTER INC 401K PLAN

2014: ROATAN CHARTER INC 401K 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	Yes
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: ROATAN CHARTER INC 401K 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: ROATAN CHARTER INC 401K 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROATAN CHARTER INC 401K 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
2010: ROATAN CHARTER INC 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ROATAN CHARTER INC 401K 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROATAN CHARTER, INC.
Employer identification number (EIN):	592324358
NAIC Classification:	561500

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1983-10-03
Company Identification Number:	G63304
Legal Registered Office Address:	12630 Curley Rd SAN ANTONIO 33576