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FIRST MIDWEST GROUP 401(K) PLAN 401k Plan overview

Plan NameFIRST MIDWEST GROUP 401(K) PLAN
Plan identification number 001

FIRST MIDWEST GROUP 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.
  • 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

FIRST ROCKFORD GROUP, INC has sponsored the creation of one or more 401k plans.

Company Name:FIRST ROCKFORD GROUP, INC
Employer identification number (EIN):363348156
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST MIDWEST GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DOUGLAS BEALE
0012016-01-01DOUGLAS BEALE
0012015-01-01DOUGLAS BEALE
0012014-01-01DOUGLAS BEALE
0012013-01-01DOUG BEALE2014-06-03
0012012-01-01DOUG BEALE2013-07-08
0012011-01-01DOUG BEALE2013-07-05
0012010-01-01DOUG BEALE2011-07-15
0012009-01-01DOUGLAS BEALE DOUGLAS BEALE2010-09-29

Plan Statistics for FIRST MIDWEST GROUP 401(K) PLAN

401k plan membership statisitcs for FIRST MIDWEST GROUP 401(K) PLAN

Measure Date Value
2022: FIRST MIDWEST GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01236
Total number of active participants reported on line 7a of the Form 55002022-01-01174
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01209
Number of participants with account balances2022-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FIRST MIDWEST GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01150
Total number of active participants reported on line 7a of the Form 55002021-01-01208
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01243
Number of participants with account balances2021-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FIRST MIDWEST GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01193
Total number of active participants reported on line 7a of the Form 55002020-01-01132
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01150
Number of participants with account balances2020-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FIRST MIDWEST GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01201
Total number of active participants reported on line 7a of the Form 55002019-01-01174
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01193
Number of participants with account balances2019-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: FIRST MIDWEST GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01176
Total number of active participants reported on line 7a of the Form 55002018-01-01169
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01193
Number of participants with account balances2018-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: FIRST MIDWEST GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01159
Total number of active participants reported on line 7a of the Form 55002017-01-01162
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01176
Number of participants with account balances2017-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FIRST MIDWEST GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01125
Total number of active participants reported on line 7a of the Form 55002016-01-01130
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01157
Number of participants with account balances2016-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: FIRST MIDWEST GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01115
Total number of active participants reported on line 7a of the Form 55002015-01-01114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01125
Number of participants with account balances2015-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: FIRST MIDWEST GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01118
Total number of active participants reported on line 7a of the Form 55002014-01-0194
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01115
Number of participants with account balances2014-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2009: FIRST MIDWEST GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01100
Total number of active participants reported on line 7a of the Form 55002009-01-0196
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01111
Number of participants with account balances2009-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on FIRST MIDWEST GROUP 401(K) PLAN

Measure Date Value
2022 : FIRST MIDWEST GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,383
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,369
Total income from all sources (including contributions)2022-12-31$-56,136
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$362,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$333,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$441,890
Value of total assets at end of year2022-12-31$3,945,546
Value of total assets at beginning of year2022-12-31$4,377,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,498
Total interest from all sources2022-12-31$3,548
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$118,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$118,755
Administrative expenses professional fees incurred2022-12-31$28,498
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$322,196
Participant contributions at end of year2022-12-31$78,559
Participant contributions at beginning of year2022-12-31$51,552
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$30,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-418,493
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,940,163
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,358,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,777,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,240,292
Interest on participant loans2022-12-31$3,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-620,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$89,151
Employer contributions (assets) at end of year2022-12-31$89,151
Employer contributions (assets) at beginning of year2022-12-31$85,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$333,859
Liabilities. Value of benefit claims payable at end of year2022-12-31$5,383
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$18,369
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER COOPER & CO., LTD
Accountancy firm EIN2022-12-31362897372
2021 : FIRST MIDWEST GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18,369
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18,715
Total income from all sources (including contributions)2021-12-31$972,569
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$64,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$30,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$392,116
Value of total assets at end of year2021-12-31$4,377,025
Value of total assets at beginning of year2021-12-31$3,469,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$34,477
Total interest from all sources2021-12-31$1,794
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$124,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$124,962
Administrative expenses professional fees incurred2021-12-31$34,477
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$301,425
Participant contributions at end of year2021-12-31$51,552
Participant contributions at beginning of year2021-12-31$20,127
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$8,726
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$10,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$907,801
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,358,656
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,450,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,240,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,372,349
Interest on participant loans2021-12-31$1,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$453,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$80,135
Employer contributions (assets) at end of year2021-12-31$85,181
Employer contributions (assets) at beginning of year2021-12-31$68,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$30,291
Liabilities. Value of benefit claims payable at end of year2021-12-31$18,369
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$18,715
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER COOPER & CO., LTD
Accountancy firm EIN2021-12-31362897372
2020 : FIRST MIDWEST GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,715
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$26,965
Total income from all sources (including contributions)2020-12-31$533,280
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$210,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$157,838
Value of total corrective distributions2020-12-31$26,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$377,618
Value of total assets at end of year2020-12-31$3,469,570
Value of total assets at beginning of year2020-12-31$3,154,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,231
Total interest from all sources2020-12-31$1,295
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$56,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$56,904
Administrative expenses professional fees incurred2020-12-31$4,773
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$246,699
Participant contributions at end of year2020-12-31$20,127
Participant contributions at beginning of year2020-12-31$26,127
Participant contributions at end of year2020-12-31$8,726
Participant contributions at beginning of year2020-12-31$2,988
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$62,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$323,246
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,450,855
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,127,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$20,458
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,372,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,059,186
Interest on participant loans2020-12-31$1,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$97,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$68,368
Employer contributions (assets) at end of year2020-12-31$68,368
Employer contributions (assets) at beginning of year2020-12-31$66,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$157,838
Liabilities. Value of benefit claims payable at end of year2020-12-31$18,715
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$26,965
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER COOPER & CO., LTD
Accountancy firm EIN2020-12-31362897372
2019 : FIRST MIDWEST GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$26,965
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,875
Total income from all sources (including contributions)2019-12-31$781,442
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$128,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$106,129
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$298,822
Value of total assets at end of year2019-12-31$3,154,574
Value of total assets at beginning of year2019-12-31$2,489,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,186
Total interest from all sources2019-12-31$1,565
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$73,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$73,863
Administrative expenses professional fees incurred2019-12-31$2,171
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$232,344
Participant contributions at end of year2019-12-31$26,127
Participant contributions at beginning of year2019-12-31$22,098
Participant contributions at end of year2019-12-31$2,988
Participant contributions at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$653,127
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,127,609
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,474,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$20,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,059,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,396,919
Interest on participant loans2019-12-31$1,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$407,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$66,478
Employer contributions (assets) at end of year2019-12-31$66,273
Employer contributions (assets) at beginning of year2019-12-31$70,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$106,129
Liabilities. Value of benefit claims payable at end of year2019-12-31$26,965
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$14,875
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MILLER COOPER & CO., LTD
Accountancy firm EIN2019-12-31362897372
2018 : FIRST MIDWEST GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$14,875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,379
Total income from all sources (including contributions)2018-12-31$58,511
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$50,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$29,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$302,919
Value of total assets at end of year2018-12-31$2,489,357
Value of total assets at beginning of year2018-12-31$2,477,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,143
Total interest from all sources2018-12-31$224
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$70,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$70,933
Administrative expenses professional fees incurred2018-12-31$1,129
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
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$231,146
Participant contributions at end of year2018-12-31$22,098
Participant contributions at beginning of year2018-12-31$28,954
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$29,441
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,433
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$8,488
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,474,482
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,465,994
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
Investment advisory and management fees2018-12-31$19,014
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,396,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,364,590
Interest on participant loans2018-12-31$224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-315,565
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$70,340
Employer contributions (assets) at end of year2018-12-31$70,340
Employer contributions (assets) at beginning of year2018-12-31$54,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$29,880
Liabilities. Value of benefit claims payable at end of year2018-12-31$14,875
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$11,379
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 name2018-12-31MILLER COOPER & CO., LTD
Accountancy firm EIN2018-12-31362897372
2017 : FIRST MIDWEST GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,639
Total income from all sources (including contributions)2017-12-31$605,228
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$183,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$136,089
Expenses. Certain deemed distributions of participant loans2017-12-31$19,786
Value of total corrective distributions2017-12-31$9,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$270,194
Value of total assets at end of year2017-12-31$2,477,373
Value of total assets at beginning of year2017-12-31$2,056,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,990
Total interest from all sources2017-12-31$37
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$58,887
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$58,887
Administrative expenses professional fees incurred2017-12-31$1,805
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
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$216,765
Participant contributions at end of year2017-12-31$28,954
Participant contributions at beginning of year2017-12-31$52,786
Participant contributions at end of year2017-12-31$29,441
Participant contributions at beginning of year2017-12-31$75,733
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$421,963
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,465,994
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,044,031
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
Investment advisory and management fees2017-12-31$16,185
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,364,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,880,987
Interest on participant loans2017-12-31$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$276,110
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$53,429
Employer contributions (assets) at end of year2017-12-31$54,388
Employer contributions (assets) at beginning of year2017-12-31$47,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$136,089
Liabilities. Value of benefit claims payable at end of year2017-12-31$11,379
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$12,639
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 name2017-12-31MILLER COOPER & CO., LTD
Accountancy firm EIN2017-12-31362897372
2016 : FIRST MIDWEST GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,639
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$470,839
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$262,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$237,169
Value of total corrective distributions2016-12-31$9,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$257,279
Value of total assets at end of year2016-12-31$2,056,670
Value of total assets at beginning of year2016-12-31$1,835,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,898
Total interest from all sources2016-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$36,705
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$36,705
Administrative expenses professional fees incurred2016-12-31$1,158
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
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$163,018
Participant contributions at end of year2016-12-31$52,786
Participant contributions at beginning of year2016-12-31$66,368
Participant contributions at end of year2016-12-31$75,733
Participant contributions at beginning of year2016-12-31$0
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$208,701
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,044,031
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,835,330
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
Investment advisory and management fees2016-12-31$14,740
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,880,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,768,962
Interest on participant loans2016-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$176,847
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$94,261
Employer contributions (assets) at end of year2016-12-31$47,164
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$237,169
Liabilities. Value of benefit claims payable at end of year2016-12-31$12,639
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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 name2016-12-31MILLER COOPER & CO., LTD
Accountancy firm EIN2016-12-31362897372
2015 : FIRST MIDWEST GROUP 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$97,939
Expenses. Total of all expenses incurred2015-12-31$73,458
Benefits paid (including direct rollovers)2015-12-31$57,251
Total plan assets at end of year2015-12-31$1,835,330
Total plan assets at beginning of year2015-12-31$1,810,849
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$114,328
Other income received2015-12-31$-52,236
Net income (gross income less expenses)2015-12-31$24,481
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,835,330
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,810,849
Assets. Value of participant loans2015-12-31$66,368
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$30,904
Total contributions received or receivable from employer(s)2015-12-31$35,847
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$16,207
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : FIRST MIDWEST GROUP 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$119,544
Expenses. Total of all expenses incurred2014-12-31$190,821
Benefits paid (including direct rollovers)2014-12-31$182,661
Total plan assets at end of year2014-12-31$1,810,849
Total plan assets at beginning of year2014-12-31$1,882,126
Value of fidelity bond covering the plan2014-12-31$189,000
Total contributions received or receivable from participants2014-12-31$91,399
Expenses. Other expenses not covered elsewhere2014-12-31$1,841
Other income received2014-12-31$-969
Net income (gross income less expenses)2014-12-31$-71,277
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,810,849
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,882,126
Assets. Value of participant loans2014-12-31$31,373
Total contributions received or receivable from employer(s)2014-12-31$29,114
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,319
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2009 : FIRST MIDWEST GROUP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FIRST MIDWEST GROUP 401(K) PLAN

2022: FIRST MIDWEST GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FIRST MIDWEST GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FIRST MIDWEST GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FIRST MIDWEST GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIRST MIDWEST GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FIRST MIDWEST GROUP 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: FIRST MIDWEST GROUP 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: FIRST MIDWEST GROUP 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FIRST MIDWEST GROUP 401(K) 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
2009: FIRST MIDWEST GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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