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BENEFITS RESOURCE GROUP LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBENEFITS RESOURCE GROUP LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

BENEFITS RESOURCE GROUP LLC 401(K) PROFIT SHARING 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
  • 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.
  • 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

BENEFITS RESOURCE GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:BENEFITS RESOURCE GROUP LLC
Employer identification number (EIN):260124234
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFITS RESOURCE GROUP LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BOBBIE WHITTAKER2024-03-26
0012022-01-01BOBBIE WHITTAKER2023-03-08
0012021-01-01BOBBIE WHITTAKER2022-02-24
0012020-01-01BOBBIE WHITTAKER2021-02-04
0012018-01-01BOBBIE WHITTAKER2019-07-24 BOBBIE WHITTAKER2019-07-24
0012017-01-01BOBBIE WHITTAKER2018-03-22 BOBBIE WHITTAKER2018-03-22
0012016-01-01BOBBIE WHITTAKER2017-02-20 BOBBIE WHITTAKER2017-02-20
0012015-01-01BOBBIE WHITTAKER2016-06-28 BOBBIE WHITTAKER2016-06-28
0012014-01-01BOBBIE WHITTAKER2015-07-28 BOBBIE WHITTAKER2015-07-28
0012013-01-01BOBBIE WHITTAKER2014-07-14 BOBBIE WHITTAKER2014-07-14
0012012-01-01BOBBIE WHITTAKER2013-08-13
0012011-01-01BOBBIE WHITTAKER2012-08-09
0012010-01-01BOBBIE WHITTAKER2011-07-05

Plan Statistics for BENEFITS RESOURCE GROUP LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BENEFITS RESOURCE GROUP LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: BENEFITS RESOURCE GROUP LLC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-02-274
Total number of particpants at end of year2025-02-274
Number of Participants With Account Balances2025-02-274
2024: BENEFITS RESOURCE GROUP LLC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-264
Total number of particpants at end of year2024-03-264
Number of Participants With Account Balances2024-03-264

Financial Data on BENEFITS RESOURCE GROUP LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : BENEFITS RESOURCE GROUP LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-02-270
Total expenses incurred by plan in this plan year2025-02-270
Net assets as of the end of the plan year2025-02-271654950
Total assets as of the beginning of the plan year2025-02-271477213
Value of plan covered by a fidelity bond2025-02-2750000
Participant contributions to plan in this plan year2025-02-2753942
Other income to plan in this plan year2025-02-27105778
Plan net income in this plan year2025-02-27177737
Net assets as of the end of the plan year2025-02-271654950
Net assets as of the beginning of the plan year2025-02-271477213
Employer contributions to plan in this plan year2025-02-2718017
2024 : BENEFITS RESOURCE GROUP LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-260
Total liabilities as of the end of the plan year2024-03-260
Total liabilities as of the beginning of the plan year2024-03-260
Total expenses incurred by plan in this plan year2024-03-26467
Net assets as of the end of the plan year2024-03-261477213
Total assets as of the beginning of the plan year2024-03-261364968
Value of plan covered by a fidelity bond2024-03-2650000
Participant contributions to plan in this plan year2024-03-2644917
Other expenses paid from plan in this plan year2024-03-260
Other contributions to plan in this plan year2024-03-260
Other income to plan in this plan year2024-03-2657375
Plan net income in this plan year2024-03-26112245
Net assets as of the end of the plan year2024-03-261477213
Net assets as of the beginning of the plan year2024-03-261364968
Employer contributions to plan in this plan year2024-03-2610420
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-260

Potentially related plans

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