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CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameCHATTANOOGA LABELING RETIREMENT PLAN & TRUST
Plan identification number 001

CHATTANOOGA LABELING RETIREMENT PLAN & TRUST Benefits

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

CHATTANOOGA LABELING SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHATTANOOGA LABELING SYSTEMS, INC.
Employer identification number (EIN):621468836
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHATTANOOGA LABELING RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LORI IVY2023-05-09 LORI IVY2023-05-09
0012021-01-01MARVIN SMITH2022-05-31 MARVIN SMITH2022-05-31
0012020-01-01MARVIN SMITH2021-07-08 MARVIN SMITH2021-07-08
0012019-01-01MARVIN SMITH2020-05-14 MARVIN SMITH2020-05-14
0012018-01-01MARVIN SMITH2019-05-21 MARVIN SMITH2019-05-21
0012017-01-01MARVIN SMITH2018-10-03 MARVIN SMITH2018-10-03
0012016-01-01MARVIN SMITH
0012015-01-01MARVIN SMITH
0012014-01-01MARVIN SMITH
0012013-01-01MARVIN SMITH
0012012-01-01MARVIN SMITH
0012011-01-01MARVIN SMITH
0012009-01-01MARVIN SMITH
0012009-01-01MARVIN SMITH

Plan Statistics for CHATTANOOGA LABELING RETIREMENT PLAN & TRUST

401k plan membership statisitcs for CHATTANOOGA LABELING RETIREMENT PLAN & TRUST

Measure Date Value
2016: CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0133
Total number of active participants reported on line 7a of the Form 55002016-01-0129
Total of all active and inactive participants2016-01-0129
Total participants2016-01-0129
Number of participants with account balances2016-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0141
Total number of active participants reported on line 7a of the Form 55002015-01-0133
Total of all active and inactive participants2015-01-0133
Total participants2015-01-0133
Number of participants with account balances2015-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0140
Total number of active participants reported on line 7a of the Form 55002014-01-0141
Total of all active and inactive participants2014-01-0141
Total participants2014-01-0141
Number of participants with account balances2014-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0139
Total number of active participants reported on line 7a of the Form 55002013-01-0140
Total of all active and inactive participants2013-01-0140
Total participants2013-01-0140
Number of participants with account balances2013-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0144
Total number of active participants reported on line 7a of the Form 55002012-01-0139
Total of all active and inactive participants2012-01-0139
Total participants2012-01-0139
Number of participants with account balances2012-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0144
Total number of active participants reported on line 7a of the Form 55002011-01-0141
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0141
Number of participants with account balances2011-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0137
Total number of active participants reported on line 7a of the Form 55002009-01-0140
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0140
Number of participants with account balances2009-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CHATTANOOGA LABELING RETIREMENT PLAN & TRUST

Measure Date Value
2016 : CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$212,876
Expenses. Total of all expenses incurred2016-12-31$101,934
Benefits paid (including direct rollovers)2016-12-31$87,846
Total plan assets at end of year2016-12-31$818,521
Total plan assets at beginning of year2016-12-31$707,579
Value of fidelity bond covering the plan2016-12-31$80,000
Total contributions received or receivable from participants2016-12-31$120,083
Contributions received from other sources (not participants or employers)2016-12-31$-51
Other income received2016-12-31$65,645
Net income (gross income less expenses)2016-12-31$110,942
Net plan assets at end of year (total assets less liabilities)2016-12-31$818,521
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$707,579
Total contributions received or receivable from employer(s)2016-12-31$27,199
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$14,088
2015 : CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$42,335
Expenses. Total of all expenses incurred2015-12-31$62,302
Benefits paid (including direct rollovers)2015-12-31$60,474
Total plan assets at end of year2015-12-31$707,579
Total plan assets at beginning of year2015-12-31$727,546
Value of fidelity bond covering the plan2015-12-31$70,000
Total contributions received or receivable from participants2015-12-31$47,107
Contributions received from other sources (not participants or employers)2015-12-31$1,353
Other income received2015-12-31$-20,588
Net income (gross income less expenses)2015-12-31$-19,967
Net plan assets at end of year (total assets less liabilities)2015-12-31$707,579
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$727,546
Total contributions received or receivable from employer(s)2015-12-31$14,463
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,828
2014 : CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$107,412
Expenses. Total of all expenses incurred2014-12-31$25,514
Benefits paid (including direct rollovers)2014-12-31$23,519
Total plan assets at end of year2014-12-31$727,546
Total plan assets at beginning of year2014-12-31$645,648
Value of fidelity bond covering the plan2014-12-31$70,000
Total contributions received or receivable from participants2014-12-31$62,840
Contributions received from other sources (not participants or employers)2014-12-31$1,430
Other income received2014-12-31$22,502
Net income (gross income less expenses)2014-12-31$81,898
Net plan assets at end of year (total assets less liabilities)2014-12-31$727,546
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$645,648
Total contributions received or receivable from employer(s)2014-12-31$20,640
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,995
2013 : CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$133,411
Expenses. Total of all expenses incurred2013-12-31$4,944
Benefits paid (including direct rollovers)2013-12-31$2,890
Total plan assets at end of year2013-12-31$645,648
Total plan assets at beginning of year2013-12-31$517,181
Value of fidelity bond covering the plan2013-12-31$70,000
Total contributions received or receivable from participants2013-12-31$36,694
Contributions received from other sources (not participants or employers)2013-12-31$1,058
Other income received2013-12-31$80,320
Net income (gross income less expenses)2013-12-31$128,467
Net plan assets at end of year (total assets less liabilities)2013-12-31$645,648
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$517,181
Total contributions received or receivable from employer(s)2013-12-31$15,339
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,054
2012 : CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$103,876
Expenses. Total of all expenses incurred2012-12-31$37,759
Benefits paid (including direct rollovers)2012-12-31$37,016
Total plan assets at end of year2012-12-31$517,181
Total plan assets at beginning of year2012-12-31$451,064
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$33,331
Contributions received from other sources (not participants or employers)2012-12-31$104
Other income received2012-12-31$57,187
Net income (gross income less expenses)2012-12-31$66,117
Net plan assets at end of year (total assets less liabilities)2012-12-31$517,181
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$451,064
Total contributions received or receivable from employer(s)2012-12-31$13,254
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$743
2011 : CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$27,024
Expenses. Total of all expenses incurred2011-12-31$49,602
Benefits paid (including direct rollovers)2011-12-31$48,920
Total plan assets at end of year2011-12-31$451,064
Total plan assets at beginning of year2011-12-31$473,642
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$34,708
Contributions received from other sources (not participants or employers)2011-12-31$347
Other income received2011-12-31$-22,041
Net income (gross income less expenses)2011-12-31$-22,578
Net plan assets at end of year (total assets less liabilities)2011-12-31$451,064
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$473,642
Total contributions received or receivable from employer(s)2011-12-31$14,010
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$682
2010 : CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$115,750
Expenses. Total of all expenses incurred2010-12-31$33,540
Benefits paid (including direct rollovers)2010-12-31$24,690
Total plan assets at end of year2010-12-31$473,642
Total plan assets at beginning of year2010-12-31$391,432
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$46,671
Expenses. Other expenses not covered elsewhere2010-12-31$611
Contributions received from other sources (not participants or employers)2010-12-31$8,610
Other income received2010-12-31$46,210
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$82,210
Net plan assets at end of year (total assets less liabilities)2010-12-31$473,642
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$391,432
Total contributions received or receivable from employer(s)2010-12-31$14,259
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$8,239
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CHATTANOOGA LABELING RETIREMENT PLAN & TRUST

2016: CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: CHATTANOOGA LABELING RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331957-01
Policy instance 1
Insurance contract or identification number331957-01
Number of Individuals Covered3
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331957-01
Policy instance 1
Insurance contract or identification number331957-01
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $235
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $235
Insurance broker organization code?3
Insurance broker nameJAMES IZETT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331957-01
Policy instance 1
Insurance contract or identification number331957-01
Number of Individuals Covered35
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,228
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,305
Insurance broker organization code?3
Insurance broker nameJAMES IZETT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331957-01
Policy instance 1
Insurance contract or identification number331957-01
Number of Individuals Covered33
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,714
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,714
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJAMES IZETT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331957-01
Policy instance 1
Insurance contract or identification number331957-01
Number of Individuals Covered36
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,991
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $874
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJAMES IZETT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331957-01
Policy instance 1
Insurance contract or identification number331957-01
Number of Individuals Covered37
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,613
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number612198
Policy instance 1
Insurance contract or identification number612198
Number of Individuals Covered46
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $577
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $328
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTRACEY L. HAY
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331957-01
Policy instance 2
Insurance contract or identification number331957-01
Number of Individuals Covered39
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,316
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,884
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDAVID WESTNEDGE

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