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OPPORTUNITIES FOR POSITIVE GROWTH, INC. 401(K) PLAN 401k Plan overview

Plan NameOPPORTUNITIES FOR POSITIVE GROWTH, INC. 401(K) PLAN
Plan identification number 001

OPPORTUNITIES FOR POSITIVE GROWTH, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

OPPORTUNITIES FOR POSITIVE GROWTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:OPPORTUNITIES FOR POSITIVE GROWTH, INC.
Employer identification number (EIN):352149551
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPPORTUNITIES FOR POSITIVE GROWTH, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01MICHELLE STELTZ2021-10-14
0012019-01-01MICHELLE STELTZ2020-10-12
0012017-01-01MICHELLE STELTZ
0012016-01-01MICHELLE STELTZ MICHELLE STELTZ2017-10-09
0012015-01-01MICHELLE STELTZ MICHELLE STELTZ2016-10-10
0012013-01-01DAN KAHL2014-06-20 DAN KAHL2014-06-20
0012012-01-01DAN KAHL2013-05-09 DAN KAHL2013-05-09
0012011-01-01DAN KAHL2012-05-25 DAN KAHL2012-05-25
0012010-01-01DAN KAHL2011-07-12 DAN KAHL2011-07-12

Plan Statistics for OPPORTUNITIES FOR POSITIVE GROWTH, INC. 401(K) PLAN

401k plan membership statisitcs for OPPORTUNITIES FOR POSITIVE GROWTH, INC. 401(K) PLAN

Measure Date Value
2017: OPPORTUNITIES FOR POSITIVE GROWTH, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01153
Total number of active participants reported on line 7a of the Form 55002017-01-01135
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01141
Number of participants with account balances2017-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OPPORTUNITIES FOR POSITIVE GROWTH, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01188
Total number of active participants reported on line 7a of the Form 55002016-01-01146
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 participants2016-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01152
Number of participants with account balances2016-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OPPORTUNITIES FOR POSITIVE GROWTH, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01151
Total number of active participants reported on line 7a of the Form 55002015-01-01176
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01180
Number of participants with account balances2015-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on OPPORTUNITIES FOR POSITIVE GROWTH, INC. 401(K) PLAN

Measure Date Value
2018 : OPPORTUNITIES FOR POSITIVE GROWTH, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$78,995
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,037,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,032,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$125,071
Value of total assets at end of year2018-12-31$33,277
Value of total assets at beginning of year2018-12-31$991,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,030
Total interest from all sources2018-12-31$221
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,576
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$125,071
Participant contributions at end of year2018-12-31$2,060
Participant contributions at beginning of year2018-12-31$2,446
Participant contributions at beginning of year2018-12-31$5,284
Administrative expenses (other) incurred2018-12-31$5,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-958,689
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,277
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$991,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$31,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$917,847
Interest on participant loans2018-12-31$124
Value of interest in common/collective trusts at beginning of year2018-12-31$66,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$97
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-56,927
Net investment gain or loss from common/collective trusts2018-12-31$3,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,032,654
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2018-12-31351090346
2017 : OPPORTUNITIES FOR POSITIVE GROWTH, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$257,958
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$107,857
Value of total assets at end of year2017-12-31$991,966
Value of total assets at beginning of year2017-12-31$739,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,237
Total interest from all sources2017-12-31$35
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$37,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$37,510
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$74,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$107,857
Participant contributions at end of year2017-12-31$2,446
Participant contributions at end of year2017-12-31$5,284
Participant contributions at beginning of year2017-12-31$4,088
Administrative expenses (other) incurred2017-12-31$2,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$252,334
Value of net assets at end of year (total assets less liabilities)2017-12-31$991,966
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$739,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$917,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$684,586
Interest on participant loans2017-12-31$19
Value of interest in common/collective trusts at end of year2017-12-31$66,389
Value of interest in common/collective trusts at beginning of year2017-12-31$50,958
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$103,088
Net investment gain or loss from common/collective trusts2017-12-31$9,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,387
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2017-12-31351090346
2016 : OPPORTUNITIES FOR POSITIVE GROWTH, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$158,586
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$65,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$61,678
Value of total corrective distributions2016-12-31$1,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$108,361
Value of total assets at end of year2016-12-31$739,632
Value of total assets at beginning of year2016-12-31$646,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,408
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$18,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$18,027
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$65,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$108,361
Participant contributions at end of year2016-12-31$4,088
Participant contributions at beginning of year2016-12-31$4,926
Administrative expenses (other) incurred2016-12-31$2,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$93,114
Value of net assets at end of year (total assets less liabilities)2016-12-31$739,632
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$646,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$684,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$604,056
Value of interest in common/collective trusts at end of year2016-12-31$50,958
Value of interest in common/collective trusts at beginning of year2016-12-31$37,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$27,820
Net investment gain or loss from common/collective trusts2016-12-31$4,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$61,678
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KATZ SAPPER MILLER, LLP
Accountancy firm EIN2016-12-31351090346
2015 : OPPORTUNITIES FOR POSITIVE GROWTH, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$95,003
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$36,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$36,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$114,643
Value of total assets at end of year2015-12-31$646,518
Value of total assets at beginning of year2015-12-31$588,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$290
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$16,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$16,678
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$59,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$114,643
Participant contributions at end of year2015-12-31$4,926
Participant contributions at beginning of year2015-12-31$5,067
Administrative expenses (other) incurred2015-12-31$290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$58,095
Value of net assets at end of year (total assets less liabilities)2015-12-31$646,518
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$588,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$604,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$54,386
Value of interest in pooled separate accounts at beginning of year2015-12-31$528,970
Value of interest in common/collective trusts at end of year2015-12-31$37,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-37,976
Net investment gain or loss from common/collective trusts2015-12-31$1,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$36,618
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KATZ SAPPER & MILLER, LLP
Accountancy firm EIN2015-12-31351090346

Form 5500 Responses for OPPORTUNITIES FOR POSITIVE GROWTH, INC. 401(K) PLAN

2017: OPPORTUNITIES FOR POSITIVE GROWTH, INC. 401(K) 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 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
2016: OPPORTUNITIES FOR POSITIVE GROWTH, INC. 401(K) 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: OPPORTUNITIES FOR POSITIVE GROWTH, INC. 401(K) 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804335
Policy instance 1

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