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ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 401k Plan overview

Plan NameROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN
Plan identification number 001

ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ROESSLER-CHADWICK FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:ROESSLER-CHADWICK FOUNDATION
Employer identification number (EIN):950615438
NAIC Classification:611000

Additional information about ROESSLER-CHADWICK FOUNDATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1963-01-21
Company Identification Number: C0444807
Legal Registered Office Address: 26800 S Academy Dr

Palos Verdes Peninsula
United States of America (USA)
90274

More information about ROESSLER-CHADWICK FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012016-01-01JOHN KJENNER2017-10-16
0012015-01-01
0012014-01-01JOHN KJENNER
0012013-01-01JOHN KJENNER
0012012-01-01JOHN KJENNER
0012011-01-01TROY GRANDE
0012010-01-01TROY GRANDE
0012009-01-01DOLORES HERNANDEZ

Plan Statistics for ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN

401k plan membership statisitcs for ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN

Measure Date Value
2022: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01406
Total number of active participants reported on line 7a of the Form 55002022-01-01294
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01130
Total of all active and inactive participants2022-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01425
Number of participants with account balances2022-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01395
Total number of active participants reported on line 7a of the Form 55002021-01-01273
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01132
Total of all active and inactive participants2021-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01406
Number of participants with account balances2021-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01378
Total number of active participants reported on line 7a of the Form 55002020-01-01268
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01127
Total of all active and inactive participants2020-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01395
Number of participants with account balances2020-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01375
Total number of active participants reported on line 7a of the Form 55002019-01-01250
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01128
Total of all active and inactive participants2019-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01378
Number of participants with account balances2019-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01362
Total number of active participants reported on line 7a of the Form 55002018-01-01183
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01192
Total of all active and inactive participants2018-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01375
Number of participants with account balances2018-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01354
Total number of active participants reported on line 7a of the Form 55002017-01-01237
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01124
Total of all active and inactive participants2017-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01362
Number of participants with account balances2017-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01360
2016: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01342
Total number of active participants reported on line 7a of the Form 55002016-01-01235
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01119
Total of all active and inactive participants2016-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01354
Number of participants with account balances2016-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01328
Total number of active participants reported on line 7a of the Form 55002015-01-01227
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01115
Total of all active and inactive participants2015-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01342
Number of participants with account balances2015-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01345
Total number of active participants reported on line 7a of the Form 55002014-01-01208
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01120
Total of all active and inactive participants2014-01-01328
Total participants2014-01-01328
Number of participants with account balances2014-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01350
Total number of active participants reported on line 7a of the Form 55002013-01-01223
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01120
Total of all active and inactive participants2013-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01345
Number of participants with account balances2013-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01353
Total number of active participants reported on line 7a of the Form 55002012-01-01261
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0189
Total of all active and inactive participants2012-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01350
Number of participants with account balances2012-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01346
Total number of active participants reported on line 7a of the Form 55002011-01-01269
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0184
Total of all active and inactive participants2011-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01353
Number of participants with account balances2011-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01416
Total number of active participants reported on line 7a of the Form 55002010-01-01316
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0130
Total of all active and inactive participants2010-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01346
Number of participants with account balances2010-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01409
Total number of active participants reported on line 7a of the Form 55002009-01-01365
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0151
Total of all active and inactive participants2009-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01416
Number of participants with account balances2009-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN

Measure Date Value
2022 : ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-4,476,358
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,158,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,135,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,589,864
Value of total assets at end of year2022-12-31$49,862,958
Value of total assets at beginning of year2022-12-31$55,497,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,919
Total interest from all sources2022-12-31$415,501
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$720,848
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$720,848
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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$1,482,719
Participant contributions at end of year2022-12-31$105,101
Participant contributions at beginning of year2022-12-31$5,000
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$122,388
Other income not declared elsewhere2022-12-31$63,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,634,687
Value of net assets at end of year (total assets less liabilities)2022-12-31$49,862,958
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$55,497,645
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$37,719,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$43,781,497
Value of interest in pooled separate accounts at end of year2022-12-31$1,361,968
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,234,854
Interest on participant loans2022-12-31$3,143
Interest earned on other investments2022-12-31$412,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,676,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,476,294
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$104,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,365,006
Net investment gain/loss from pooled separate accounts2022-12-31$99,246
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
Contributions received in cash from employer2022-12-31$984,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,030,608
Contract administrator fees2022-12-31$22,919
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 name2022-12-31WINDES, INC.
Accountancy firm EIN2022-12-31953001179
2021 : ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$8,756,413
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,834,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,797,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,568,695
Value of total assets at end of year2021-12-31$55,497,645
Value of total assets at beginning of year2021-12-31$51,575,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$36,866
Total interest from all sources2021-12-31$354,102
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$984,619
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$984,619
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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$1,302,541
Participant contributions at end of year2021-12-31$5,000
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$314,870
Other income not declared elsewhere2021-12-31$49,432
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$3,922,295
Value of net assets at end of year (total assets less liabilities)2021-12-31$55,497,645
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$51,575,350
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$43,781,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$39,604,606
Value of interest in pooled separate accounts at end of year2021-12-31$1,234,854
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,264,678
Interest earned on other investments2021-12-31$354,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,476,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$10,706,066
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$492,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,608,308
Net investment gain/loss from pooled separate accounts2021-12-31$191,257
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$951,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,304,595
Contract administrator fees2021-12-31$36,866
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 name2021-12-31WINDES, INC.
Accountancy firm EIN2021-12-31953001179
2020 : ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$8,105,656
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,181,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,164,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,072,895
Value of total assets at end of year2020-12-31$51,575,350
Value of total assets at beginning of year2020-12-31$45,651,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,251
Total interest from all sources2020-12-31$413,314
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$437,464
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$437,464
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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$1,144,592
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$87,069
Other income not declared elsewhere2020-12-31$39,044
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$5,923,757
Value of net assets at end of year (total assets less liabilities)2020-12-31$51,575,350
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$45,651,593
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$39,604,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,383,697
Value of interest in pooled separate accounts at end of year2020-12-31$1,264,678
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,548,989
Interest earned on other investments2020-12-31$413,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$10,706,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,718,907
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$636,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,157,263
Net investment gain/loss from pooled separate accounts2020-12-31$-14,324
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
Contributions received in cash from employer2020-12-31$841,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,528,191
Contract administrator fees2020-12-31$17,251
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31WINDES, INC.
Accountancy firm EIN2020-12-31953001179
2019 : ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$5,876
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,637,684
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,472,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,472,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,955,214
Value of total assets at end of year2019-12-31$45,651,593
Value of total assets at beginning of year2019-12-31$39,480,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56
Total interest from all sources2019-12-31$421,698
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$344,635
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$344,635
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$832,520
Amount contributed by the employer to the plan for this plan year2019-12-31$832,520
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,077,722
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$44,972
Other income not declared elsewhere2019-12-31$26
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,165,304
Value of net assets at end of year (total assets less liabilities)2019-12-31$45,651,593
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$39,480,413
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 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$33,383,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,115,255
Value of interest in pooled separate accounts at end of year2019-12-31$1,548,989
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,241,091
Interest earned on other investments2019-12-31$421,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,718,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,124,067
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$90,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,842,070
Net investment gain/loss from pooled separate accounts2019-12-31$74,041
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$832,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,382,263
Contract administrator fees2019-12-31$56
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WINDES, INC.
Accountancy firm EIN2019-12-31953001179
2018 : ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$229,551
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,674,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,674,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,821,893
Value of total assets at end of year2018-12-31$39,480,413
Value of total assets at beginning of year2018-12-31$41,925,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31
Total interest from all sources2018-12-31$445,451
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$378,073
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$378,073
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$731,281
Amount contributed by the employer to the plan for this plan year2018-12-31$731,281
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,053,540
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$37,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,444,687
Value of net assets at end of year (total assets less liabilities)2018-12-31$39,480,413
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$41,925,100
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$27,115,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,551,547
Value of interest in pooled separate accounts at end of year2018-12-31$1,241,091
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,033,297
Interest earned on other investments2018-12-31$445,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,124,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,340,256
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$585,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,469,814
Net investment gain/loss from pooled separate accounts2018-12-31$53,948
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$731,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,089,140
Contract administrator fees2018-12-31$31
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 name2018-12-31WINDES, INC.
Accountancy firm EIN2018-12-31953001179
2017 : ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$7,397,407
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,061,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,061,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,050,008
Value of total assets at end of year2017-12-31$41,925,100
Value of total assets at beginning of year2017-12-31$38,588,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2
Total interest from all sources2017-12-31$428,313
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$272,657
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$272,657
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$61
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$981,445
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$361,453
Administrative expenses (other) incurred2017-12-31$2
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$3,336,372
Value of net assets at end of year (total assets less liabilities)2017-12-31$41,925,100
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$38,588,728
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$29,551,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,358,638
Value of interest in pooled separate accounts at end of year2017-12-31$1,033,297
Value of interest in pooled separate accounts at beginning of year2017-12-31$856,318
Interest earned on other investments2017-12-31$428,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,340,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,373,772
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$10,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,604,490
Net investment gain/loss from pooled separate accounts2017-12-31$41,939
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$707,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,050,087
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 name2017-12-31WINDES, INC.
Accountancy firm EIN2017-12-31953001179
2016 : ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,563,697
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,189,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,188,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,348,956
Value of total assets at end of year2016-12-31$38,588,728
Value of total assets at beginning of year2016-12-31$35,214,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$982
Total interest from all sources2016-12-31$447,381
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$205,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$205,289
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$919,618
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$774,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,374,695
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,588,728
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,214,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,358,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,013,127
Value of interest in pooled separate accounts at end of year2016-12-31$856,318
Value of interest in pooled separate accounts at beginning of year2016-12-31$775,005
Interest earned on other investments2016-12-31$447,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,373,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,425,901
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$156,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,521,686
Net investment gain/loss from pooled separate accounts2016-12-31$40,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$654,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,031,664
Contract administrator fees2016-12-31$982
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WINDES, INC.
Accountancy firm EIN2016-12-31953001179
2015 : ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,909,774
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,348,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,348,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,530,685
Value of total assets at end of year2015-12-31$35,214,033
Value of total assets at beginning of year2015-12-31$35,652,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$63
Total interest from all sources2015-12-31$101,229
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$154,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$154,951
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$134,945
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$880,024
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$27,363
Other income not declared elsewhere2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-438,713
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,214,033
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,652,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,013,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,282,976
Value of interest in pooled separate accounts at end of year2015-12-31$775,005
Value of interest in pooled separate accounts at beginning of year2015-12-31$706,012
Interest earned on other investments2015-12-31$101,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,425,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,663,758
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$134,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$122,909
Net investment gain/loss from pooled separate accounts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$623,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,213,479
Contract administrator fees2015-12-31$63
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WINDES, INC.
Accountancy firm EIN2015-12-31953001179
2014 : ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,497
Total income from all sources (including contributions)2014-12-31$3,748,365
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$763,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$763,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,812,065
Value of total assets at end of year2014-12-31$35,652,746
Value of total assets at beginning of year2014-12-31$32,675,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$108,889
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$131,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$131,323
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$852,831
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$33,004
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$351,876
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$7,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,984,524
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,652,746
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,668,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,282,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,585,773
Value of interest in pooled separate accounts at end of year2014-12-31$706,012
Value of interest in pooled separate accounts at beginning of year2014-12-31$329,163
Interest earned on other investments2014-12-31$108,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,663,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,727,779
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$203,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,696,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$607,358
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$560,801
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WINDES, INC.
Accountancy firm EIN2014-12-31953001179
2013 : ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,765,805
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,921,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,920,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,592,581
Value of total assets at end of year2013-12-31$32,675,719
Value of total assets at beginning of year2013-12-31$28,823,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$281
Total interest from all sources2013-12-31$400,114
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$90,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$90,637
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$872,692
Participant contributions at end of year2013-12-31$33,004
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$73,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$7,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$3,844,671
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,668,222
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,823,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,585,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,729,241
Value of interest in pooled separate accounts at end of year2013-12-31$329,163
Value of interest in pooled separate accounts at beginning of year2013-12-31$299,555
Interest earned on other investments2013-12-31$400,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,727,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,794,755
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$405,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,653,634
Net investment gain/loss from pooled separate accounts2013-12-31$28,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$646,339
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,515,171
Contract administrator fees2013-12-31$281
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WINDES, INC.
Accountancy firm EIN2013-12-31953001179
2012 : ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,279,566
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,839,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,839,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,756,269
Value of total assets at end of year2012-12-31$28,823,551
Value of total assets at beginning of year2012-12-31$26,383,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$382,785
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$34,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$34,362
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$831,645
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$37,187
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$151,704
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$-292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,440,114
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,823,551
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,383,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,729,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,426,197
Value of interest in pooled separate accounts at end of year2012-12-31$299,555
Value of interest in pooled separate accounts at beginning of year2012-12-31$264,070
Interest earned on other investments2012-12-31$382,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,794,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,623,305
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$73,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,079,469
Net investment gain/loss from pooled separate accounts2012-12-31$26,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$772,920
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$32,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,766,680
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WINDES & MCCLAUGHRY ACCTY. CORP.
Accountancy firm EIN2012-12-31953001179
2011 : ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,751,361
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,004,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,001,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,633,401
Value of total assets at end of year2011-12-31$26,383,437
Value of total assets at beginning of year2011-12-31$26,636,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,330
Total interest from all sources2011-12-31$85,397
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,159
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$843,550
Participant contributions at end of year2011-12-31$37,187
Participant contributions at beginning of year2011-12-31$36,314
Other income not declared elsewhere2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-252,905
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,383,437
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,636,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$16,426,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,169,926
Value of interest in pooled separate accounts at end of year2011-12-31$264,070
Value of interest in pooled separate accounts at beginning of year2011-12-31$42,449
Interest earned on other investments2011-12-31$85,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,623,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,354,770
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$34,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$26,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$789,851
Employer contributions (assets) at end of year2011-12-31$32,678
Employer contributions (assets) at beginning of year2011-12-31$32,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,967,575
Contract administrator fees2011-12-31$2,330
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WINDES & MCCLAUGHRY ACCTY. CORP.
Accountancy firm EIN2011-12-31953001179
2010 : ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,694,224
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,258,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,258,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,575,473
Value of total assets at end of year2010-12-31$26,636,342
Value of total assets at beginning of year2010-12-31$24,200,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$66,010
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$800,423
Participant contributions at end of year2010-12-31$36,314
Participant contributions at beginning of year2010-12-31$32,140
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,435,491
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,636,342
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,200,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,169,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,052,568
Value of interest in pooled separate accounts at end of year2010-12-31$42,449
Value of interest in pooled separate accounts at beginning of year2010-12-31$8,082
Interest earned on other investments2010-12-31$66,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,354,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,077,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,052,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$774,565
Employer contributions (assets) at end of year2010-12-31$32,883
Employer contributions (assets) at beginning of year2010-12-31$30,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,258,733
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WINDES & MCCLAUGHRY ACCTY. CORP.
Accountancy firm EIN2010-12-31953001179

Form 5500 Responses for ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN

2022: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT 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 – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT 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 – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT 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 – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT 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 – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500062
Policy instance 1
Insurance contract or identification number500062
Number of Individuals Covered248
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500062
Policy instance 1
Insurance contract or identification number500062
Number of Individuals Covered253
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500062
Policy instance 1
Insurance contract or identification number500062
Number of Individuals Covered261
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500062
Policy instance 1
Insurance contract or identification number500062
Number of Individuals Covered269
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500062
Policy instance 1
Insurance contract or identification number500062
Number of Individuals Covered271
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500062
Policy instance 1
Insurance contract or identification number500062
Number of Individuals Covered278
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500062
Policy instance 1
Insurance contract or identification number500062
Number of Individuals Covered289
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500062
Policy instance 1
Insurance contract or identification number500062
Number of Individuals Covered299
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500062
Policy instance 1
Insurance contract or identification number500062
Number of Individuals Covered300
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500062
Policy instance 1
Insurance contract or identification number500062
Number of Individuals Covered319
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500062
Policy instance 1
Insurance contract or identification number500062
Number of Individuals Covered320
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346795
Policy instance 1
Insurance contract or identification number346795
Number of Individuals Covered315
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
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

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