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EMERGING MARKETS GROUP, LTD. 401(K) PLAN 401k Plan overview

Plan NameEMERGING MARKETS GROUP, LTD. 401(K) PLAN
Plan identification number 001

EMERGING MARKETS GROUP, LTD. 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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

EMERGING MARKETS GROUP, LTD. has sponsored the creation of one or more 401k plans.

Company Name:EMERGING MARKETS GROUP, LTD.
Employer identification number (EIN):521788060
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERGING MARKETS GROUP, LTD. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-06-01TONY L. SIMS, SPHR2014-09-12 TONY L. SIMS, SPHR2014-09-12
0012012-06-01TONY SIMS2014-09-10
0012011-06-01TONY L SIMS
0012009-06-01ALAYNA BENSON ENDRE ESZTERGOMI2011-04-06
0012009-06-01
0012009-06-01ALAYNA BENSON
0012009-06-01

Plan Statistics for EMERGING MARKETS GROUP, LTD. 401(K) PLAN

401k plan membership statisitcs for EMERGING MARKETS GROUP, LTD. 401(K) PLAN

Measure Date Value
2011: EMERGING MARKETS GROUP, LTD. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01145
Total number of active participants reported on line 7a of the Form 55002011-06-0163
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-0130
Total of all active and inactive participants2011-06-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-0193
Number of participants with account balances2011-06-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2009: EMERGING MARKETS GROUP, LTD. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-01142
Total number of active participants reported on line 7a of the Form 55002009-06-01101
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-0136
Total of all active and inactive participants2009-06-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-012
Total participants2009-06-01139
Number of participants with account balances2009-06-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010

Financial Data on EMERGING MARKETS GROUP, LTD. 401(K) PLAN

Measure Date Value
2012 : EMERGING MARKETS GROUP, LTD. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total income from all sources (including contributions)2012-05-31$425,968
Total loss/gain on sale of assets2012-05-31$0
Total of all expenses incurred2012-05-31$1,252,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$1,227,914
Expenses. Certain deemed distributions of participant loans2012-05-31$24,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$643,862
Value of total assets at end of year2012-05-31$5,957,126
Value of total assets at beginning of year2012-05-31$6,783,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$190
Total interest from all sources2012-05-31$2,956
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$94,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$94,713
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$500,000
If this is an individual account plan, was there a blackout period2012-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$538,678
Participant contributions at end of year2012-05-31$29,055
Participant contributions at beginning of year2012-05-31$57,577
Income. Received or receivable in cash from other sources (including rollovers)2012-05-31$27,632
Administrative expenses (other) incurred2012-05-31$190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-826,780
Value of net assets at end of year (total assets less liabilities)2012-05-31$5,957,126
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$6,783,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$5,025,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$4,880,784
Interest on participant loans2012-05-31$2,956
Value of interest in common/collective trusts at end of year2012-05-31$587,713
Value of interest in common/collective trusts at beginning of year2012-05-31$1,845,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$314,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-359,388
Net investment gain or loss from common/collective trusts2012-05-31$43,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$77,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$1,227,914
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31BARLEY MCNAMARA WILD MARTIN JACK
Accountancy firm EIN2012-05-31273236857
2011 : EMERGING MARKETS GROUP, LTD. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total income from all sources (including contributions)2011-05-31$1,742,605
Total loss/gain on sale of assets2011-05-31$0
Total of all expenses incurred2011-05-31$419,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$409,547
Expenses. Certain deemed distributions of participant loans2011-05-31$9,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$720,922
Value of total assets at end of year2011-05-31$6,783,906
Value of total assets at beginning of year2011-05-31$5,460,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$190
Total interest from all sources2011-05-31$3,758
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$120,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$120,012
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$500,000
If this is an individual account plan, was there a blackout period2011-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$634,031
Participant contributions at end of year2011-05-31$57,577
Participant contributions at beginning of year2011-05-31$68,424
Other income not declared elsewhere2011-05-31$167
Administrative expenses (other) incurred2011-05-31$190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$1,323,221
Value of net assets at end of year (total assets less liabilities)2011-05-31$6,783,906
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$5,460,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$4,880,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$4,077,665
Interest on participant loans2011-05-31$3,758
Value of interest in common/collective trusts at end of year2011-05-31$1,845,545
Value of interest in common/collective trusts at beginning of year2011-05-31$1,314,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$701,483
Net investment gain or loss from common/collective trusts2011-05-31$196,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$86,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$409,547
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31BARLEY, MCNAMARA, WILD, MARTIN, JAC
Accountancy firm EIN2011-05-31273236857
2010 : EMERGING MARKETS GROUP, LTD. 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0
2009 : EMERGING MARKETS GROUP, LTD. 401(K) PLAN 2009 401k financial data
Total income from all sources (including contributions)2009-05-31$-362,632
Total of all expenses incurred2009-05-31$450,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-05-31$449,250
Value of total corrective distributions2009-05-31$782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-05-31$783,913
Value of total assets at end of year2009-05-31$4,348,800
Value of total assets at beginning of year2009-05-31$5,161,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-05-31$285
Total interest from all sources2009-05-31$9,161
Was this plan covered by a fidelity bond2009-05-31Yes
Value of fidelity bond cover2009-05-31$5,000,000
If this is an individual account plan, was there a blackout period2009-05-31No
Were there any nonexempt tranactions with any party-in-interest2009-05-31No
Contributions received from participants2009-05-31$687,313
Participant contributions at end of year2009-05-31$74,803
Participant contributions at beginning of year2009-05-31$49,705
Administrative expenses (other) incurred2009-05-31$285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-05-31No
Value of net income/loss2009-05-31$-812,949
Value of net assets at end of year (total assets less liabilities)2009-05-31$4,348,800
Value of net assets at beginning of year (total assets less liabilities)2009-05-31$5,161,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-05-31No
Were any leases to which the plan was party in default or uncollectible2009-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-05-31$3,324,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-05-31$3,939,370
Interest on participant loans2009-05-31$4,210
Value of interest in common/collective trusts at end of year2009-05-31$546,814
Value of interest in common/collective trusts at beginning of year2009-05-31$253,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-05-31$402,691
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-05-31$918,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-05-31$918,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-05-31$4,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-05-31$-1,064,369
Net investment gain or loss from common/collective trusts2009-05-31$-91,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-05-31No
Was there a failure to transmit to the plan any participant contributions2009-05-31No
Has the plan failed to provide any benefit when due under the plan2009-05-31No
Contributions received in cash from employer2009-05-31$96,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-05-31$449,250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32009-05-31No
Did the plan have assets held for investment2009-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-05-31Yes
Opinion of an independent qualified public accountant for this plan2009-05-31Disclaimer
Accountancy firm name2009-05-31ARONSON LLC
Accountancy firm EIN2009-05-31371611326

Form 5500 Responses for EMERGING MARKETS GROUP, LTD. 401(K) PLAN

2011: EMERGING MARKETS GROUP, LTD. 401(K) PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2009: EMERGING MARKETS GROUP, LTD. 401(K) PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedYes
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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