401k Plan data: THE ACTION GROUP HR 401(K) PLAN plan

THE ACTION GROUP HR 401(K) PLAN 401k Plan overview

Plan Name	THE ACTION GROUP HR 401(K) PLAN
Plan identification number	001

THE ACTION GROUP HR 401(K) PLAN Benefits

401k Plan Type

Defined 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

THE ACTION GROUP HR, LLC has sponsored the creation of one or more 401k plans.

Company Name: THE ACTION GROUP HR, LLC

Employer identification number (EIN): 561461455

NAIC Classification: 561300

Additional information about THE ACTION GROUP HR, LLC

Jurisdiction of Incorporation: North Carolina Secretary of State

Incorporation Date:

Company Identification Number: 1117114

More information about THE ACTION GROUP HR, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ACTION GROUP HR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 J. WINSTON LEA 2017-10-13
001 2015-01-01
001 2014-01-01 J. WINSTON LEA
001 2013-01-01 J. WINSTON LEA
001 2012-01-01 KIM T. CARPENTER
001 2011-01-01 KIM T. CARPENTER
001 2009-01-01 JOHN W. LEA

Plan Statistics for THE ACTION GROUP HR 401(K) PLAN

401k plan membership statisitcs for THE ACTION GROUP HR 401(K) PLAN

Measure Date Value
2015: THE ACTION GROUP HR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 72
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 11
Total of all active and inactive participants 2015-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 83
Number of participants with account balances 2015-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE ACTION GROUP HR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 72
Number of retired or separated participants receiving benefits 2014-01-01 14
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 86
Number of participants with account balances 2014-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE ACTION GROUP HR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 72
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 14
Total of all active and inactive participants 2013-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 86
Number of participants with account balances 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE ACTION GROUP HR 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 88
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 12
Total of all active and inactive participants 2012-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 100
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE ACTION GROUP HR 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 64
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 13
Total of all active and inactive participants 2011-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 77
Number of participants with account balances 2011-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE ACTION GROUP HR 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 30
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 43
Number of participants with account balances 2009-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: THE ACTION GROUP HR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	72
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	11
Total of all active and inactive participants	2015-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	83
Number of participants with account balances	2015-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE ACTION GROUP HR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	72
Number of retired or separated participants receiving benefits	2014-01-01	14
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	86
Number of participants with account balances	2014-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE ACTION GROUP HR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	72
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	14
Total of all active and inactive participants	2013-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	86
Number of participants with account balances	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE ACTION GROUP HR 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	88
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	12
Total of all active and inactive participants	2012-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	100
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE ACTION GROUP HR 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	64
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	13
Total of all active and inactive participants	2011-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	77
Number of participants with account balances	2011-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE ACTION GROUP HR 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	30
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	43
Number of participants with account balances	2009-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE ACTION GROUP HR 401(K) PLAN

Measure	Date	Value
2015 : THE ACTION GROUP HR 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total income from all sources	2015-12-31	$24,551
Expenses. Total of all expenses incurred	2015-12-31	$8,934
Benefits paid (including direct rollovers)	2015-12-31	$3,290
Total plan assets at end of year	2015-12-31	$572,368
Total plan assets at beginning of year	2015-12-31	$556,751
Total contributions received or receivable from participants	2015-12-31	$12,649
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$3,240
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$15,617
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$572,368
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$556,751
Assets. Value of participant loans	2015-12-31	$71,303
Total contributions received or receivable from employer(s)	2015-12-31	$8,662
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,644
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : THE ACTION GROUP HR 401(K) PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$58,541
Expenses. Total of all expenses incurred	2014-12-31	$102,861
Benefits paid (including direct rollovers)	2014-12-31	$96,678
Total plan assets at end of year	2014-12-31	$556,751
Total plan assets at beginning of year	2014-12-31	$601,071
Total contributions received or receivable from participants	2014-12-31	$13,683
Expenses. Other expenses not covered elsewhere	2014-12-31	$126
Contributions received from other sources (not participants or employers)	2014-12-31	$1,017
Other income received	2014-12-31	$33,448
Net income (gross income less expenses)	2014-12-31	$-44,320
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$556,751
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$601,071
Assets. Value of participant loans	2014-12-31	$38,312
Total contributions received or receivable from employer(s)	2014-12-31	$10,393
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$6,057
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : THE ACTION GROUP HR 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$124,950
Expenses. Total of all expenses incurred	2013-12-31	$38,536
Benefits paid (including direct rollovers)	2013-12-31	$32,951
Total plan assets at end of year	2013-12-31	$601,071
Total plan assets at beginning of year	2013-12-31	$514,657
Total contributions received or receivable from participants	2013-12-31	$15,850
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$7,549
Other income received	2013-12-31	$90,613
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$86,414
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$601,071
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$514,657
Assets. Value of participant loans	2013-12-31	$37,141
Total contributions received or receivable from employer(s)	2013-12-31	$10,938
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,585
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : THE ACTION GROUP HR 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$94,765
Expenses. Total of all expenses incurred	2012-12-31	$141,048
Benefits paid (including direct rollovers)	2012-12-31	$118,193
Total plan assets at end of year	2012-12-31	$514,657
Total plan assets at beginning of year	2012-12-31	$560,940
Total contributions received or receivable from participants	2012-12-31	$18,772
Expenses. Other expenses not covered elsewhere	2012-12-31	$270
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$63,867
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-46,283
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$514,657
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$560,940
Assets. Value of participant loans	2012-12-31	$30,576
Total contributions received or receivable from employer(s)	2012-12-31	$12,126
Value of certain deemed distributions of participant loans	2012-12-31	$16,289
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,296
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE ACTION GROUP HR 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$28,871
Expenses. Total of all expenses incurred	2011-12-31	$13,319
Benefits paid (including direct rollovers)	2011-12-31	$635
Total plan assets at end of year	2011-12-31	$560,940
Total plan assets at beginning of year	2011-12-31	$545,388
Total contributions received or receivable from participants	2011-12-31	$18,696
Expenses. Other expenses not covered elsewhere	2011-12-31	$30
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-2,733
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$15,552
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$560,940
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$545,388
Assets. Value of participant loans	2011-12-31	$34,594
Total contributions received or receivable from employer(s)	2011-12-31	$12,908
Value of certain deemed distributions of participant loans	2011-12-31	$6,971
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5,683
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE ACTION GROUP HR 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$91,015
Expenses. Total of all expenses incurred	2010-12-31	$4,821
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$545,388
Total plan assets at beginning of year	2010-12-31	$459,194
Total contributions received or receivable from participants	2010-12-31	$22,942
Expenses. Other expenses not covered elsewhere	2010-12-31	$30
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$54,266
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$86,194
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$545,388
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$459,194
Assets. Value of participant loans	2010-12-31	$4,060
Total contributions received or receivable from employer(s)	2010-12-31	$13,807
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,791
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE ACTION GROUP HR 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for THE ACTION GROUP HR 401(K) PLAN

2015: THE ACTION GROUP HR 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE ACTION GROUP HR 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE ACTION GROUP HR 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE ACTION GROUP HR 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE ACTION GROUP HR 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE ACTION GROUP HR 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE ACTION GROUP HR, LLC
Employer identification number (EIN):	561461455
NAIC Classification:	561300

Jurisdiction of Incorporation:	North Carolina Secretary of State
Incorporation Date:
Company Identification Number:	1117114

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	J. WINSTON LEA	2017-10-13
001	2015-01-01
001	2014-01-01	J. WINSTON LEA
001	2013-01-01	J. WINSTON LEA
001	2012-01-01	KIM T. CARPENTER
001	2011-01-01	KIM T. CARPENTER
001	2009-01-01	JOHN W. LEA