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THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 401k Plan overview

Plan NameTHE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN
Plan identification number 001

THE GEORGETOWNE GROUP CASH OR DEFERRAL 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.
  • 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

GEORGETOWNE GROUP has sponsored the creation of one or more 401k plans.

Company Name:GEORGETOWNE GROUP
Employer identification number (EIN):223014457
NAIC Classification:445299
NAIC Description:All Other Specialty Food Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01BETH CELLINI
0012016-01-01BETH CELLINI
0012015-01-01BETH CELLINI
0012014-01-01BETH CELLINI
0012013-01-01BETH CELLINI
0012012-01-01BETH CELLINI
0012011-01-01JOSEPH ANGHELONE
0012010-01-01BRENDA ENG2011-04-29 JOSEPH ANGHELONE2011-04-28

Plan Statistics for THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN

401k plan membership statisitcs for THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN

Measure Date Value
2017: THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0129
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0129
Total number of active participants reported on line 7a of the Form 55002016-01-0122
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0129
Number of participants with account balances2016-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0130
Total number of active participants reported on line 7a of the Form 55002015-01-0121
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0129
Number of participants with account balances2015-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0134
Total number of active participants reported on line 7a of the Form 55002014-01-0122
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0130
Number of participants with account balances2014-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0143
Total number of active participants reported on line 7a of the Form 55002013-01-0125
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0134
Number of participants with account balances2013-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0146
Total number of active participants reported on line 7a of the Form 55002012-01-0129
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-0143
Number of participants with account balances2012-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0143
Total number of active participants reported on line 7a of the Form 55002011-01-0133
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-0146
Number of participants with account balances2011-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN

Measure Date Value
2017 : THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2017 401k financial data
Transfers to/from the plan2017-07-27$0
Total plan liabilities at end of year2017-07-27$0
Total plan liabilities at beginning of year2017-07-27$0
Total income from all sources2017-07-27$50,600
Expenses. Total of all expenses incurred2017-07-27$864,998
Benefits paid (including direct rollovers)2017-07-27$862,823
Total plan assets at end of year2017-07-27$0
Total plan assets at beginning of year2017-07-27$814,398
Value of fidelity bond covering the plan2017-07-27$100,000
Total contributions received or receivable from participants2017-07-27$443
Expenses. Other expenses not covered elsewhere2017-07-27$0
Contributions received from other sources (not participants or employers)2017-07-27$0
Other income received2017-07-27$50,157
Noncash contributions received2017-07-27$0
Net income (gross income less expenses)2017-07-27$-814,398
Net plan assets at end of year (total assets less liabilities)2017-07-27$0
Net plan assets at beginning of year (total assets less liabilities)2017-07-27$814,398
Assets. Value of participant loans2017-07-27$0
Total contributions received or receivable from employer(s)2017-07-27$0
Value of certain deemed distributions of participant loans2017-07-27$0
Value of corrective distributions2017-07-27$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-07-27$2,175
2016 : THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$80,465
Expenses. Total of all expenses incurred2016-12-31$5,241
Benefits paid (including direct rollovers)2016-12-31$2,785
Total plan assets at end of year2016-12-31$814,398
Total plan assets at beginning of year2016-12-31$739,174
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$15,297
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$60,932
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$75,224
Net plan assets at end of year (total assets less liabilities)2016-12-31$814,398
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$739,174
Assets. Value of participant loans2016-12-31$25,139
Total contributions received or receivable from employer(s)2016-12-31$4,236
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,456
2015 : THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$13,997
Expenses. Total of all expenses incurred2015-12-31$48,702
Benefits paid (including direct rollovers)2015-12-31$44,927
Total plan assets at end of year2015-12-31$739,174
Total plan assets at beginning of year2015-12-31$773,879
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$18,262
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-9,150
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-34,705
Net plan assets at end of year (total assets less liabilities)2015-12-31$739,174
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$773,879
Assets. Value of participant loans2015-12-31$29,088
Total contributions received or receivable from employer(s)2015-12-31$4,885
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,775
2014 : THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$72,839
Expenses. Total of all expenses incurred2014-12-31$187,734
Benefits paid (including direct rollovers)2014-12-31$184,403
Total plan assets at end of year2014-12-31$773,879
Total plan assets at beginning of year2014-12-31$888,774
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$20,176
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$47,207
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-114,895
Net plan assets at end of year (total assets less liabilities)2014-12-31$773,879
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$888,774
Assets. Value of participant loans2014-12-31$38,287
Total contributions received or receivable from employer(s)2014-12-31$5,456
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,331
2013 : THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$163,962
Expenses. Total of all expenses incurred2013-12-31$32,556
Benefits paid (including direct rollovers)2013-12-31$29,225
Total plan assets at end of year2013-12-31$888,774
Total plan assets at beginning of year2013-12-31$757,368
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$33,258
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$123,151
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$131,406
Net plan assets at end of year (total assets less liabilities)2013-12-31$888,774
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$757,368
Assets. Value of participant loans2013-12-31$16,171
Total contributions received or receivable from employer(s)2013-12-31$7,553
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,331
2012 : THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2012 401k financial data
Total income from all sources2012-12-31$132,580
Expenses. Total of all expenses incurred2012-12-31$140,566
Benefits paid (including direct rollovers)2012-12-31$138,203
Total plan assets at end of year2012-12-31$757,368
Total plan assets at beginning of year2012-12-31$765,354
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$41,354
Other income received2012-12-31$83,148
Net income (gross income less expenses)2012-12-31$-7,986
Net plan assets at end of year (total assets less liabilities)2012-12-31$757,368
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$765,354
Assets. Value of participant loans2012-12-31$5,260
Total contributions received or receivable from employer(s)2012-12-31$8,078
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,363
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2011 401k financial data
Total income from all sources2011-12-31$48,347
Expenses. Total of all expenses incurred2011-12-31$295,006
Benefits paid (including direct rollovers)2011-12-31$291,786
Total plan assets at end of year2011-12-31$765,354
Total plan assets at beginning of year2011-12-31$1,012,013
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$41,615
Other income received2011-12-31$-858
Net income (gross income less expenses)2011-12-31$-246,659
Net plan assets at end of year (total assets less liabilities)2011-12-31$765,354
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,012,013
Assets. Value of participant loans2011-12-31$27,771
Total contributions received or receivable from employer(s)2011-12-31$7,590
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,220
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN

2017: THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 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 filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE GEORGETOWNE GROUP CASH OR DEFERRAL PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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