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EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 401k Plan overview

Plan NameEMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP
Plan identification number 502

EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

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 EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022016-05-01BETH CELLINI
5022015-05-01BETH CELLINI
5022014-05-01BETH CELLINI
5022013-05-01BETH CELLINI
5022012-05-01BETH CELLINI

Financial Data on EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP

Measure Date Value
2017 : EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2017 401k financial data
Total plan liabilities at end of year2017-04-30$0
Total plan liabilities at beginning of year2017-04-30$0
Total income from all sources2017-04-30$122,744
Expenses. Total of all expenses incurred2017-04-30$103,102
Benefits paid (including direct rollovers)2017-04-30$36,729
Total plan assets at end of year2017-04-30$35,600
Total plan assets at beginning of year2017-04-30$15,958
Value of fidelity bond covering the plan2017-04-30$40,000
Expenses. Other expenses not covered elsewhere2017-04-30$66,373
Net income (gross income less expenses)2017-04-30$19,642
Net plan assets at end of year (total assets less liabilities)2017-04-30$35,600
Net plan assets at beginning of year (total assets less liabilities)2017-04-30$15,958
Total contributions received or receivable from employer(s)2017-04-30$122,744
2016 : EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2016 401k financial data
Total plan liabilities at end of year2016-04-30$0
Total plan liabilities at beginning of year2016-04-30$0
Total income from all sources2016-04-30$159,860
Expenses. Total of all expenses incurred2016-04-30$143,902
Benefits paid (including direct rollovers)2016-04-30$54,247
Total plan assets at end of year2016-04-30$15,958
Total plan assets at beginning of year2016-04-30$0
Value of fidelity bond covering the plan2016-04-30$20,000
Expenses. Other expenses not covered elsewhere2016-04-30$89,655
Net income (gross income less expenses)2016-04-30$15,958
Net plan assets at end of year (total assets less liabilities)2016-04-30$15,958
Net plan assets at beginning of year (total assets less liabilities)2016-04-30$0
Total contributions received or receivable from employer(s)2016-04-30$159,860
2015 : EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2015 401k financial data
Total plan liabilities at end of year2015-04-30$0
Total plan liabilities at beginning of year2015-04-30$2,401
Total income from all sources2015-04-30$157,320
Expenses. Total of all expenses incurred2015-04-30$157,320
Benefits paid (including direct rollovers)2015-04-30$70,153
Total plan assets at end of year2015-04-30$0
Total plan assets at beginning of year2015-04-30$2,401
Value of fidelity bond covering the plan2015-04-30$25,000
Expenses. Other expenses not covered elsewhere2015-04-30$87,167
Net income (gross income less expenses)2015-04-30$0
Net plan assets at end of year (total assets less liabilities)2015-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2015-04-30$0
Total contributions received or receivable from employer(s)2015-04-30$157,320
2014 : EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2014 401k financial data
Total plan liabilities at end of year2014-04-30$2,401
Total plan liabilities at beginning of year2014-04-30$573
Total income from all sources2014-04-30$188,767
Expenses. Total of all expenses incurred2014-04-30$188,767
Benefits paid (including direct rollovers)2014-04-30$78,284
Total plan assets at end of year2014-04-30$2,401
Total plan assets at beginning of year2014-04-30$573
Value of fidelity bond covering the plan2014-04-30$25,000
Expenses. Other expenses not covered elsewhere2014-04-30$110,483
Net income (gross income less expenses)2014-04-30$0
Net plan assets at end of year (total assets less liabilities)2014-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$0
Total contributions received or receivable from employer(s)2014-04-30$188,767
2013 : EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2013 401k financial data
Total plan liabilities at end of year2013-04-30$573
Total plan liabilities at beginning of year2013-04-30$0
Total income from all sources2013-04-30$208,245
Expenses. Total of all expenses incurred2013-04-30$208,245
Benefits paid (including direct rollovers)2013-04-30$99,039
Total plan assets at end of year2013-04-30$573
Total plan assets at beginning of year2013-04-30$0
Expenses. Other expenses not covered elsewhere2013-04-30$109,206
Net income (gross income less expenses)2013-04-30$0
Net plan assets at end of year (total assets less liabilities)2013-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$0
Total contributions received or receivable from employer(s)2013-04-30$208,245

Form 5500 Responses for EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP

2016: EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE HEALTH PLAN OF GEORGETOWNE GROUP 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01First time form 5500 has been submittedYes
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number13351 NFA 0142
Policy instance 1
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number13351 NFA 0142
Policy instance 1
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number13351 NFA 0142
Policy instance 1
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number13351 NFA 0142
Policy instance 1

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