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ST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST 401k Plan overview

Plan NameST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST
Plan identification number 001

ST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ST. CHARLES CONSULTING GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:ST. CHARLES CONSULTING GROUP, LLC
Employer identification number (EIN):161630253
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about ST. CHARLES CONSULTING GROUP, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2008-04-21
Company Identification Number: 0800968012
Legal Registered Office Address: 3948 LEGACY DR STE 106

PLANO
United States of America (USA)
75023

More information about ST. CHARLES CONSULTING GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01JAYE HANSEN
0012022-01-01
0012022-01-01JAYE HANSEN
0012021-01-01
0012021-01-01JAYE HANSEN
0012020-01-01
0012019-01-01
0012018-01-01PHILIP DAVIS
0012017-01-01PHILIP DAVIS
0012016-01-01PHIL DAVIS2017-06-27 PHIL DAVIS2017-06-27
0012015-01-01PHIL DAVIS2016-10-12 PHIL DAVIS2016-10-12
0012014-01-01PHILIP DAVIS2015-08-04 PHILIP DAVIS2015-08-04
0012013-01-01PHILIP DAVIS2014-10-06 PHILIP DAVIS2014-10-06
0012012-01-01PHILIP DAVIS2013-10-11 PHILIP DAVIS2013-10-11
0012011-01-01PHILIP DAVIS2012-09-27 PHILIP DAVIS2012-09-27
0012010-01-01PHILIP DAVIS2011-07-18 PHILIP DAVIS2011-07-18

Financial Data on ST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST

Measure Date Value
2023 : ST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST 2023 401k financial data
Transfers to/from the plan2023-08-01$-2,906,887
Total plan liabilities at end of year2023-08-01$0
Total plan liabilities at beginning of year2023-08-01$0
Total income from all sources2023-08-01$839,154
Expenses. Total of all expenses incurred2023-08-01$1,332,165
Benefits paid (including direct rollovers)2023-08-01$1,329,896
Total plan assets at end of year2023-08-01$0
Total plan assets at beginning of year2023-08-01$3,399,898
Value of fidelity bond covering the plan2023-08-01$300,000
Total contributions received or receivable from participants2023-08-01$88,328
Expenses. Other expenses not covered elsewhere2023-08-01$0
Contributions received from other sources (not participants or employers)2023-08-01$0
Other income received2023-08-01$573,142
Noncash contributions received2023-08-01$0
Net income (gross income less expenses)2023-08-01$-493,011
Net plan assets at end of year (total assets less liabilities)2023-08-01$0
Net plan assets at beginning of year (total assets less liabilities)2023-08-01$3,399,898
Total contributions received or receivable from employer(s)2023-08-01$177,684
Value of certain deemed distributions of participant loans2023-08-01$0
Value of corrective distributions2023-08-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-08-01$2,269
2022 : ST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-492,397
Expenses. Total of all expenses incurred2022-12-31$381,407
Benefits paid (including direct rollovers)2022-12-31$372,007
Total plan assets at end of year2022-12-31$3,399,898
Total plan assets at beginning of year2022-12-31$4,273,702
Value of fidelity bond covering the plan2022-12-31$300,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$217,666
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-955,363
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-873,804
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,399,898
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,273,702
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$245,300
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$9,400
2021 : ST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,207,669
Expenses. Total of all expenses incurred2021-12-31$2,153,698
Benefits paid (including direct rollovers)2021-12-31$2,146,490
Total plan assets at end of year2021-12-31$4,273,702
Total plan assets at beginning of year2021-12-31$5,219,731
Value of fidelity bond covering the plan2021-12-31$300,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$212,950
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$756,924
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-946,029
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,273,702
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,219,731
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$237,795
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$7,208
2020 : ST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,414,097
Expenses. Total of all expenses incurred2020-12-31$20,378
Benefits paid (including direct rollovers)2020-12-31$14,244
Total plan assets at end of year2020-12-31$5,219,731
Total plan assets at beginning of year2020-12-31$3,826,012
Value of fidelity bond covering the plan2020-12-31$300,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$228,946
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$875,665
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,393,719
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,219,731
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,826,012
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$309,486
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$6,134
2019 : ST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,184,204
Expenses. Total of all expenses incurred2019-12-31$500,516
Benefits paid (including direct rollovers)2019-12-31$489,724
Total plan assets at end of year2019-12-31$3,826,012
Total plan assets at beginning of year2019-12-31$3,142,324
Value of fidelity bond covering the plan2019-12-31$300,000
Total contributions received or receivable from participants2019-12-31$253,844
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$700,391
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$683,688
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,826,012
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,142,324
Total contributions received or receivable from employer(s)2019-12-31$229,969
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,792
2018 : ST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$482,628
Expenses. Total of all expenses incurred2018-12-31$202,459
Benefits paid (including direct rollovers)2018-12-31$189,274
Total plan assets at end of year2018-12-31$3,142,324
Total plan assets at beginning of year2018-12-31$2,862,155
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$310,050
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-187,163
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$280,169
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,142,324
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,862,155
Total contributions received or receivable from employer(s)2018-12-31$359,741
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$13,185
2017 : ST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$612,711
Expenses. Total of all expenses incurred2017-12-31$25,083
Benefits paid (including direct rollovers)2017-12-31$19,610
Total plan assets at end of year2017-12-31$2,862,155
Total plan assets at beginning of year2017-12-31$2,274,527
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$760,050
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$31,281
Other income received2017-12-31$-651,460
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$587,628
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,862,155
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,274,527
Total contributions received or receivable from employer(s)2017-12-31$472,840
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5,473

Form 5500 Responses for ST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST

2023: ST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ST. CHARLES CONSULTING GROUP, LLC 401(K) PLAN & TRUST 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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