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Plan Name | BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BENEFIT RESOURCE GROUP LLC |
Employer identification number (EIN): | 571177122 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about BENEFIT RESOURCE GROUP LLC
Jurisdiction of Incorporation: | Nevada Department of State |
Incorporation Date: | 2003-07-25 |
Company Identification Number: | 20031113025 |
Legal Registered Office Address: |
100 WEST LIBERTY STREET 10TH FLOOR RENO United States of America (USA) 89501 |
More information about BENEFIT RESOURCE GROUP LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2018-01-01 | LARRY SANKOVICH | LARRY SANKOVICH | 2018-05-15 | |
001 | 2017-01-01 | TODD WILSON | TODD WILSON | 2018-01-31 | |
001 | 2016-01-01 | TODD WILSON | TODD WILSON | 2017-05-25 | |
001 | 2015-01-01 | TODD WILSON | TODD WILSON | 2016-06-28 | |
001 | 2014-01-01 | TODD WILSON | TODD WILSON | 2015-08-14 | |
001 | 2013-01-01 | TODD WILSON | TODD WILSON | 2014-07-07 | |
001 | 2012-01-01 | TODD WILSON | TODD WILSON | 2013-05-23 |
Measure | Date | Value |
---|---|---|
2018: BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
Number of participants with account balances | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
Total of all active and inactive participants | 2017-01-01 | 11 |
Total participants | 2017-01-01 | 11 |
Number of participants with account balances | 2017-01-01 | 11 |
2016: BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
Total of all active and inactive participants | 2016-01-01 | 10 |
Total participants | 2016-01-01 | 10 |
Number of participants with account balances | 2016-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
Total of all active and inactive participants | 2015-01-01 | 7 |
Total participants | 2015-01-01 | 7 |
Number of participants with account balances | 2015-01-01 | 10 |
2014: BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
Total of all active and inactive participants | 2014-01-01 | 7 |
Total participants | 2014-01-01 | 7 |
Number of participants with account balances | 2014-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
Total of all active and inactive participants | 2013-01-01 | 7 |
Total participants | 2013-01-01 | 7 |
Number of participants with account balances | 2013-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
Total of all active and inactive participants | 2012-01-01 | 8 |
Total participants | 2012-01-01 | 8 |
Number of participants with account balances | 2012-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2018 : BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-04-30 | $0 |
Total plan liabilities at beginning of year | 2018-04-30 | $5,839 |
Total income from all sources | 2018-04-30 | $0 |
Expenses. Total of all expenses incurred | 2018-04-30 | $1,026,184 |
Benefits paid (including direct rollovers) | 2018-04-30 | $1,026,184 |
Total plan assets at end of year | 2018-04-30 | $0 |
Total plan assets at beginning of year | 2018-04-30 | $1,032,023 |
Value of fidelity bond covering the plan | 2018-04-30 | $150,000 |
Net income (gross income less expenses) | 2018-04-30 | $-1,026,184 |
Net plan assets at end of year (total assets less liabilities) | 2018-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-04-30 | $1,026,184 |
2017 : BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-12-31 | $5,839 |
Total income from all sources | 2017-12-31 | $165,818 |
Expenses. Total of all expenses incurred | 2017-12-31 | $21,902 |
Benefits paid (including direct rollovers) | 2017-12-31 | $18,761 |
Total plan assets at end of year | 2017-12-31 | $1,032,023 |
Total plan assets at beginning of year | 2017-12-31 | $882,268 |
Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
Total contributions received or receivable from participants | 2017-12-31 | $67,820 |
Other income received | 2017-12-31 | $74,748 |
Net income (gross income less expenses) | 2017-12-31 | $143,916 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,026,184 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $882,268 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $23,250 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,141 |
2016 : BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2016 401k financial data | ||
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $961 |
Total income from all sources | 2016-12-31 | $400,391 |
Expenses. Total of all expenses incurred | 2016-12-31 | $12,470 |
Benefits paid (including direct rollovers) | 2016-12-31 | $8,750 |
Total plan assets at end of year | 2016-12-31 | $882,268 |
Total plan assets at beginning of year | 2016-12-31 | $495,308 |
Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
Total contributions received or receivable from participants | 2016-12-31 | $81,831 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $206,467 |
Other income received | 2016-12-31 | $74,930 |
Net income (gross income less expenses) | 2016-12-31 | $387,921 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $882,268 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $494,347 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $37,163 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,720 |
2015 : BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-12-31 | $961 |
Total plan liabilities at beginning of year | 2015-12-31 | $2,325 |
Total income from all sources | 2015-12-31 | $95,101 |
Expenses. Total of all expenses incurred | 2015-12-31 | $2,472 |
Total plan assets at end of year | 2015-12-31 | $495,308 |
Total plan assets at beginning of year | 2015-12-31 | $404,043 |
Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
Total contributions received or receivable from participants | 2015-12-31 | $74,337 |
Other income received | 2015-12-31 | $-8,906 |
Net income (gross income less expenses) | 2015-12-31 | $92,629 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $494,347 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $401,718 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $29,670 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,472 |
2014 : BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-12-31 | $2,325 |
Total income from all sources | 2014-12-31 | $100,981 |
Expenses. Total of all expenses incurred | 2014-12-31 | $11,626 |
Benefits paid (including direct rollovers) | 2014-12-31 | $9,818 |
Total plan assets at end of year | 2014-12-31 | $404,043 |
Total plan assets at beginning of year | 2014-12-31 | $312,363 |
Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
Total contributions received or receivable from participants | 2014-12-31 | $58,998 |
Other income received | 2014-12-31 | $12,646 |
Net income (gross income less expenses) | 2014-12-31 | $89,355 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $401,718 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $312,363 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $29,337 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,808 |
2013 : BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $148,114 |
Expenses. Total of all expenses incurred | 2013-12-31 | $5,026 |
Benefits paid (including direct rollovers) | 2013-12-31 | $4,158 |
Total plan assets at end of year | 2013-12-31 | $284,236 |
Total plan assets at beginning of year | 2013-12-31 | $141,148 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Total contributions received or receivable from participants | 2013-12-31 | $51,951 |
Other income received | 2013-12-31 | $21,163 |
Net income (gross income less expenses) | 2013-12-31 | $143,088 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $284,236 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $141,148 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $75,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $868 |
2012 : BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $141,371 |
Expenses. Total of all expenses incurred | 2012-12-31 | $223 |
Total plan assets at end of year | 2012-12-31 | $141,148 |
Value of fidelity bond covering the plan | 2012-12-31 | $11,500 |
Total contributions received or receivable from participants | 2012-12-31 | $57,785 |
Other income received | 2012-12-31 | $3,955 |
Net income (gross income less expenses) | 2012-12-31 | $141,148 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $141,148 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $79,631 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $223 |
2018: BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2018 form 5500 responses | ||
---|---|---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | Yes |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BENEFIT RESOURCE GROUP PROFIT SHARING PLAN AND TRU 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | First time form 5500 has been submitted | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |