401k Plan data: INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST plan

INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined 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
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.
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.

401k Sponsoring company profile

INSTITUTE FOR PERSONAL GROWTH has sponsored the creation of one or more 401k plans.

Company Name: INSTITUTE FOR PERSONAL GROWTH

Employer identification number (EIN): 222597759

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 MARGARET NICHOLS KEN BELANGER 2013-10-15
001 2011-01-01 MARGARET NICHOLS BELANGEFR AND CO., INC. 2012-10-11
001 2009-01-01 MARGARET NICHOLS

Plan Statistics for INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2015: INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 8
2013: INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	8
2013: INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2015 : INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$97,120
Total plan assets at end of year	2015-12-31	$751,171
Total plan assets at beginning of year	2015-12-31	$654,051
Total contributions received or receivable from participants	2015-12-31	$71,780
Other income received	2015-12-31	$1,297
Net income (gross income less expenses)	2015-12-31	$97,120
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$751,171
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$654,051
Assets. Value of participant loans	2015-12-31	$1,282
Total contributions received or receivable from employer(s)	2015-12-31	$24,043
2014 : INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$164,858
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$654,051
Total plan assets at beginning of year	2014-12-31	$489,193
Total contributions received or receivable from participants	2014-12-31	$65,195
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$44,012
Other income received	2014-12-31	$34,922
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$164,858
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$654,051
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$489,193
Assets. Value of participant loans	2014-12-31	$2,749
Total contributions received or receivable from employer(s)	2014-12-31	$20,729
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
2013 : INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$192,121
Total plan assets at end of year	2013-12-31	$489,193
Total plan assets at beginning of year	2013-12-31	$297,072
Total contributions received or receivable from participants	2013-12-31	$48,819
Other income received	2013-12-31	$114,416
Net income (gross income less expenses)	2013-12-31	$192,121
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$489,193
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$297,072
Assets. Value of participant loans	2013-12-31	$3,868
Total contributions received or receivable from employer(s)	2013-12-31	$28,886
2012 : INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$89,436
Total plan assets at end of year	2012-12-31	$297,072
Total plan assets at beginning of year	2012-12-31	$207,636
Total contributions received or receivable from participants	2012-12-31	$42,825
Other income received	2012-12-31	$30,504
Net income (gross income less expenses)	2012-12-31	$89,436
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$297,072
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$207,636
Assets. Value of participant loans	2012-12-31	$4,934
Total contributions received or receivable from employer(s)	2012-12-31	$16,107
2011 : INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$57,015
Expenses. Total of all expenses incurred	2011-12-31	$96,038
Benefits paid (including direct rollovers)	2011-12-31	$96,038
Total plan assets at end of year	2011-12-31	$207,636
Total plan assets at beginning of year	2011-12-31	$246,659
Total contributions received or receivable from participants	2011-12-31	$43,650
Other income received	2011-12-31	$-1,761
Net income (gross income less expenses)	2011-12-31	$-39,023
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$207,636
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$246,659
Total contributions received or receivable from employer(s)	2011-12-31	$15,126
2010 : INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$92,850
Total plan assets at end of year	2010-12-31	$246,659
Total plan assets at beginning of year	2010-12-31	$153,809
Total contributions received or receivable from participants	2010-12-31	$49,888
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$31,228
Net income (gross income less expenses)	2010-12-31	$92,850
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$246,659
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$153,809
Total contributions received or receivable from employer(s)	2010-12-31	$11,734

Form 5500 Responses for INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST

2015: INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: INSTITUTE FOR PERSONAL GROWTH 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INSTITUTE FOR PERSONAL GROWTH
Employer identification number (EIN):	222597759
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	MARGARET NICHOLS	KEN BELANGER	2013-10-15
001	2011-01-01	MARGARET NICHOLS	BELANGEFR AND CO., INC.	2012-10-11
001	2009-01-01	MARGARET NICHOLS