401k Plan data: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN plan

THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN
Plan identification number	002

THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

J. FOLEY ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name: J. FOLEY ENTERPRISES, INC.

Employer identification number (EIN): 951692084

NAIC Classification: 722511
NAIC Description: Full-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01 MELINDA GODDARD 2023-09-21 MELINDA GODDARD 2023-09-21
002 2021-01-01 MELINDA GODDARD 2022-10-17 MELINDA GODDARD 2022-10-17
002 2020-01-01 MELINDA GODDARD 2021-10-12 MELINDA GODDARD 2021-10-12
002 2019-01-01 MELINDA GODDARD 2020-09-03 MELINDA GODDARD 2020-09-03
002 2018-01-01 MELINDA GODDARD 2019-08-29 MELINDA GODDARD 2019-08-29
002 2017-01-01
002 2016-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01	MELINDA GODDARD	2023-09-21	MELINDA GODDARD	2023-09-21
002	2021-01-01	MELINDA GODDARD	2022-10-17	MELINDA GODDARD	2022-10-17
002	2020-01-01	MELINDA GODDARD	2021-10-12	MELINDA GODDARD	2021-10-12
002	2019-01-01	MELINDA GODDARD	2020-09-03	MELINDA GODDARD	2020-09-03
002	2018-01-01	MELINDA GODDARD	2019-08-29	MELINDA GODDARD	2019-08-29
002	2017-01-01
002	2016-10-01

Plan Statistics for THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN

401k plan membership statisitcs for THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN

Measure Date Value
2023: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 194
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 25
Total of all active and inactive participants 2023-01-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 219
Number of participants with account balances 2023-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 290
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 270
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 19
Total of all active and inactive participants 2022-01-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 289
Number of participants with account balances 2022-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 282
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 256
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 16
Total of all active and inactive participants 2021-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 272
Number of participants with account balances 2021-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 241
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 244
Number of participants with account balances 2020-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 257
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 225
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 15
Total of all active and inactive participants 2019-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 240
Number of participants with account balances 2019-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 230
Number of retired or separated participants receiving benefits 2018-01-01 12
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 242
Number of participants with account balances 2018-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 222
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 229
Number of participants with account balances 2017-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6

Measure	Date	Value
2023: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	194
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	25
Total of all active and inactive participants	2023-01-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	219
Number of participants with account balances	2023-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	290
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	270
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	19
Total of all active and inactive participants	2022-01-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	289
Number of participants with account balances	2022-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	282
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	256
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	16
Total of all active and inactive participants	2021-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	272
Number of participants with account balances	2021-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	241
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	244
Number of participants with account balances	2020-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	257
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	225
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	15
Total of all active and inactive participants	2019-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	240
Number of participants with account balances	2019-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	230
Number of retired or separated participants receiving benefits	2018-01-01	12
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	242
Number of participants with account balances	2018-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	222
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	229
Number of participants with account balances	2017-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6

Financial Data on THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN

Measure	Date	Value
2023 : THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$839,158
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$5,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$377,849
Value of total assets at end of year	2023-12-31	$3,728,016
Value of total assets at beginning of year	2023-12-31	$2,894,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$3,027
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$56,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$56,004
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$311,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$377,849
Participant contributions at end of year	2023-12-31	$11,000
Participant contributions at beginning of year	2023-12-31	$11,977
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$472,296
Other income not declared elsewhere	2023-12-31	$1,116
Administrative expenses (other) incurred	2023-12-31	$2,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$833,794
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$3,728,016
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$2,894,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$3,157,594
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$2,338,439
Value of interest in common/collective trusts at end of year	2023-12-31	$87,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$328,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$404,187
Net investment gain or loss from common/collective trusts	2023-12-31	$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Employer contributions (assets) at beginning of year	2023-12-31	$215,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,337
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2023-12-31	814637885
2022 : THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2022 401k financial data
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	$125,774
Total of all expenses incurred	2022-12-31	$260,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$258,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$596,826
Value of total assets at end of year	2022-12-31	$2,894,222
Value of total assets at beginning of year	2022-12-31	$3,028,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$381,170
Participant contributions at end of year	2022-12-31	$11,977
Participant contributions at beginning of year	2022-12-31	$12,504
Other income not declared elsewhere	2022-12-31	$3,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-134,273
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,894,222
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,028,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,338,439
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$2,551,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$328,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$284,485
Net investment gain/loss from pooled separate accounts	2022-12-31	$-474,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$215,656
Employer contributions (assets) at end of year	2022-12-31	$215,656
Employer contributions (assets) at beginning of year	2022-12-31	$179,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$258,041
Contract administrator fees	2022-12-31	$2,006
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Qualified
Accountancy firm name	2022-12-31	GOEHNER ACCOUNTANCY
Accountancy firm EIN	2022-12-31	954835865
2021 : THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$787,494
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$76,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$75,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$490,018
Value of total assets at end of year	2021-12-31	$3,028,495
Value of total assets at beginning of year	2021-12-31	$2,317,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,707
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$310,504
Participant contributions at end of year	2021-12-31	$12,504
Participant contributions at beginning of year	2021-12-31	$5,753
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$2,432
Administrative expenses (other) incurred	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$710,746
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,028,495
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,317,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$0
Value of interest in pooled separate accounts at end of year	2021-12-31	$2,551,992
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,926,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$284,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$216,947
Net investment gain/loss from pooled separate accounts	2021-12-31	$295,044
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$179,514
Employer contributions (assets) at end of year	2021-12-31	$179,514
Employer contributions (assets) at beginning of year	2021-12-31	$168,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$75,041
Contract administrator fees	2021-12-31	$1,707
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Qualified
Accountancy firm name	2021-12-31	GOEHNER ACCOUNTANCY
Accountancy firm EIN	2021-12-31	954835865
2020 : THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$685,898
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$38,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$35,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$458,321
Value of total assets at end of year	2020-12-31	$2,317,749
Value of total assets at beginning of year	2020-12-31	$1,669,994
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,915
Total interest from all sources	2020-12-31	$1,880
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$290,249
Participant contributions at end of year	2020-12-31	$5,753
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$647,755
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,317,749
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,669,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$2,915
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,926,977
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,374,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$216,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$102,254
Net investment gain/loss from pooled separate accounts	2020-12-31	$225,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$168,072
Employer contributions (assets) at end of year	2020-12-31	$168,072
Employer contributions (assets) at beginning of year	2020-12-31	$193,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$35,228
Contract administrator fees	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Qualified
Accountancy firm name	2020-12-31	GOEHNER ACCOUNTANCY
Accountancy firm EIN	2020-12-31	954835865
2019 : THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$731,958
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$62,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$61,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$534,912
Value of total assets at end of year	2019-12-31	$1,669,994
Value of total assets at beginning of year	2019-12-31	$1,000,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,809
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$329,518
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$11,805
Administrative expenses (other) incurred	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$669,046
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,669,994
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,000,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$1,809
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,374,151
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$771,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$102,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$58,139
Net investment gain/loss from pooled separate accounts	2019-12-31	$197,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$193,589
Employer contributions (assets) at end of year	2019-12-31	$193,589
Employer contributions (assets) at beginning of year	2019-12-31	$171,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$61,103
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Qualified
Accountancy firm name	2019-12-31	GOEHNER ACCOUNTANCY
Accountancy firm EIN	2019-12-31	954835865
2018 : THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$396,750
Total of all expenses incurred	2018-12-31	$12,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$11,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$463,933
Value of total assets at end of year	2018-12-31	$1,000,948
Value of total assets at beginning of year	2018-12-31	$617,023
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$292,219
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$383,925
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,000,948
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$617,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$1,010
Value of interest in pooled separate accounts at end of year	2018-12-31	$771,095
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$436,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$58,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$18,893
Net investment gain/loss from pooled separate accounts	2018-12-31	$-67,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$171,714
Employer contributions (assets) at end of year	2018-12-31	$171,714
Employer contributions (assets) at beginning of year	2018-12-31	$161,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$11,815
Contract administrator fees	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Qualified
Accountancy firm name	2018-12-31	GOEHNER ACCOUNTANCY
Accountancy firm EIN	2018-12-31	954835865
2017 : THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$483,076
Total of all expenses incurred	2017-12-31	$2,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$436,715
Value of total assets at end of year	2017-12-31	$617,023
Value of total assets at beginning of year	2017-12-31	$136,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$275,147
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$480,519
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$617,023
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$136,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$419
Value of interest in pooled separate accounts at end of year	2017-12-31	$436,562
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$80,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$18,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,506
Net investment gain/loss from pooled separate accounts	2017-12-31	$46,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$161,568
Employer contributions (assets) at end of year	2017-12-31	$161,568
Employer contributions (assets) at beginning of year	2017-12-31	$53,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,138
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Qualified
Accountancy firm name	2017-12-31	GOEHNER ACCOUNTANCY
Accountancy firm EIN	2017-12-31	954835865

Form 5500 Responses for THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN

2023: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE CLEARMAN'S RESTAURANT GROUP 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

816476

Policy instance

Insurance contract or identification number	816476
Number of Individuals Covered	0
Insurance policy start date	2023-01-01
Insurance policy end date	2023-11-01
Total amount of commissions paid to insurance broker	USD $6,763
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

816476

Policy instance

Insurance contract or identification number	816476
Number of Individuals Covered	96
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $6,781
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,781
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	CASH COMMISSIONS
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

816476

Policy instance

Insurance contract or identification number	816476
Number of Individuals Covered	95
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $6,339
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,339
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

816476

Policy instance

Insurance contract or identification number	816476
Number of Individuals Covered	94
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4,388
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $4,388
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

816476

Policy instance

Insurance contract or identification number	816476
Number of Individuals Covered	99
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $3,442
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $3,048
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	TPA FEES

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

816476

Policy instance

Insurance contract or identification number	816476
Number of Individuals Covered	87
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,836
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $965
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	TPA FEES

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

816476

Policy instance

Insurance contract or identification number	816476
Number of Individuals Covered	77
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,092
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $3,092
Insurance broker organization code?	3
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	401(K) AMERICA, INC.

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Company Name:	J. FOLEY ENTERPRISES, INC.
Employer identification number (EIN):	951692084
NAIC Classification:	722511
NAIC Description:	Full-Service Restaurants