THE FINWAY GROUP, LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023: THE ARCHITECT RETIREMENT PEP 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 1,520 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 2,408 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 319 |
| Total of all active and inactive participants | 2023-01-01 | 2,732 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 2,732 |
| Number of participants with account balances | 2023-01-01 | 1,547 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 145 |
| 2022: THE ARCHITECT RETIREMENT PEP 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 58 |
| Number of retired or separated participants receiving benefits | 2022-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 1 |
| Total of all active and inactive participants | 2022-05-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-05-01 | 0 |
| Total participants | 2022-05-01 | 59 |
| Number of participants with account balances | 2022-05-01 | 54 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-05-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : THE ARCHITECT RETIREMENT PEP 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $28,301,741 |
| Total income from all sources | 2023-12-31 | $13,231,953 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $3,446,094 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $3,238,678 |
| Total plan assets at end of year | 2023-12-31 | $38,147,120 |
| Total plan assets at beginning of year | 2023-12-31 | $59,520 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $5,566,055 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $2,438,138 |
| Other income received | 2023-12-31 | $3,525,505 |
| Net income (gross income less expenses) | 2023-12-31 | $9,785,859 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $38,147,120 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $59,520 |
| Assets. Value of participant loans | 2023-12-31 | $454,413 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $1,702,255 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $92,665 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $114,751 |
| 2022 : THE ARCHITECT RETIREMENT PEP 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $59,520 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $59,520 |
| Total plan assets at beginning of year | 2022-12-31 | $0 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $35,291 |
| Other income received | 2022-12-31 | $392 |
| Net income (gross income less expenses) | 2022-12-31 | $59,520 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $59,520 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $23,837 |
| 2023: THE ARCHITECT RETIREMENT PEP 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Mulitple employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: THE ARCHITECT RETIREMENT PEP 2022 form 5500 responses |
|---|
| 2022-05-01 | Type of plan entity | Mulitple employer plan |
| 2022-05-01 | First time form 5500 has been submitted | Yes |
| 2022-05-01 | Submission has been amended | No |
| 2022-05-01 | This submission is the final filing | No |
| 2022-05-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-05-01 | Plan is a collectively bargained plan | No |
| 2022-05-01 | Plan funding arrangement – Trust | Yes |
| 2022-05-01 | Plan benefit arrangement - Trust | Yes |
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