The Chase Group Llc 401(k) Plan (terminated 2020): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2020. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

The Chase Group Llc 401(k) Plan Facts (plan year 2020)

Plan name
THE CHASE GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE CHASE GROUP LLC
Participants
6
Employer contributions
$418 in plan year 2020 (18% of all contributions)
Plan year
Jan 1, 2020 – Mar 31, 2020
Plan established
Jan 1, 2005
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500-SF for plan year 2020 (Jan 1, 2020 – Mar 31, 2020), filed Jul 28, 2020. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2020

  • $2,318 went into the plan in contributions, $418 of it from the employer (18%).
  • $452,678 was paid out to participants.

How the The Chase Group Llc 401(k) changed, 20152020

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2015729$4.35 million$121,772$1.53 million
2016649$3.23 million$96,459$1.95 million
2017366$734,807$36,452$3.00 million
201820$417,719$8,175$277,223
20196$521,433$1,669$308
2020 (final)6$0$418$452,678

The Chase Group Llc 401(k) Contact Information

Phone
805-497-7330
Mailing address
3075 E. THOUSAND OAKS BLVD., WESTLAKE VILLAGE CA 91362
Plan sponsor
THE CHASE GROUP LLC
Employer identification number (EIN)
77-0461922
Plan number
001

Questions about the The Chase Group Llc 401(k)

Is the The Chase Group Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2020.

Does The Chase Group Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $418, 18% of all contributions.

Does the The Chase Group Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the The Chase Group Llc 401(k) plan?

6 participants at the start of plan year 2020.

Who manages the The Chase Group Llc 401(k) accounts?

ING is the plan's recordkeeper, which is where participants log in to see their balance.

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