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FAMILY AND EDUCATIONAL CONSULTANTS, LLC DBA PARTNERSHIP FOR EDUCATION 401(K) PLAN 401k Plan overview

Plan NameFAMILY AND EDUCATIONAL CONSULTANTS, LLC DBA PARTNERSHIP FOR EDUCATION 401(K) PLAN
Plan identification number 001

FAMILY AND EDUCATIONAL CONSULTANTS, LLC DBA PARTNERSHIP FOR EDUCATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
Multiple company records found for EIN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY AND EDUCATIONAL CONSULTANTS, LLC DBA PARTNERSHIP FOR EDUCATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01TARA EVANS, FOR TAG RESOURCES2024-12-13
0012023-01-01TARA EVANS, FOR TAG RESOURCES2024-06-21
0012023-01-01TARA EVANS, FOR TAG RESOURCES2024-12-13
0012022-01-01TARA EVANS, FOR TAG RESOURCES2023-09-01
0012022-01-01TARA EVANS, FOR TAG RESOURCES2024-06-13
0012021-01-01TARA EVANS2022-09-23
0012021-01-01TARA EVANS2022-09-23
0012021-01-01TARA EVANS, FOR TAG RESOURCES2023-08-30

Plan Statistics for FAMILY AND EDUCATIONAL CONSULTANTS, LLC DBA PARTNERSHIP FOR EDUCATION 401(K) PLAN

401k plan membership statisitcs for FAMILY AND EDUCATIONAL CONSULTANTS, LLC DBA PARTNERSHIP FOR EDUCATION 401(K) PLAN

Measure Date Value
2024: FAMILY AND EDUCATIONAL CONSULTANTS, LLC DBA PARTNERSHIP FOR EDUCATION 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-12-1340
Total number of particpants at end of year2024-12-1336
Number of Participants With Account Balances2024-12-1330

Financial Data on FAMILY AND EDUCATIONAL CONSULTANTS, LLC DBA PARTNERSHIP FOR EDUCATION 401(K) PLAN

Measure Date Value
2024 : FAMILY AND EDUCATIONAL CONSULTANTS, LLC DBA PARTNERSHIP FOR EDUCATION 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-12-1312230
Net assets as of the end of the plan year2024-12-13117964
Total assets as of the beginning of the plan year2024-12-1389478
Value of plan covered by a fidelity bond2024-12-13500000
Participant contributions to plan in this plan year2024-12-1312346
Other income to plan in this plan year2024-12-1315045
Plan net income in this plan year2024-12-1328486
Net assets as of the end of the plan year2024-12-13117964
Net assets as of the beginning of the plan year2024-12-1389478
Value of contributions failed to transmitted timely2024-12-13954
Employer contributions to plan in this plan year2024-12-1313325
Fees paid to broker by Benefit Provider2024-12-13349
Expensese paid to adminstrative service provicers from plan in this plan year2024-12-132388

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