401k Plan data: THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN plan

THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 401k Plan overview

Plan Name	THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN
Plan identification number	001

THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.

401k Sponsoring company profile

THE BENEFIT PLANNING GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE BENEFIT PLANNING GROUP, INC.

Employer identification number (EIN): 582574228

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about THE BENEFIT PLANNING GROUP, INC.

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date: 1983-09-21

Company Identification Number: 688155

Legal Registered Office Address: 1640 POWERS FERRY RD
Suite 250
MARIETTA
United States of America (USA)
30067

More information about THE BENEFIT PLANNING GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 MICHAEL WILKEY MICHAEL WILKEY 2018-01-29
001 2016-01-01 BLAKE WILKEY BLAKE WILKEY 2017-02-20
001 2015-01-01 BLAKE WILKEY BLAKE WILKEY 2016-05-13
001 2014-01-01 MICHAEL WILKEY MICHAEL WILKEY 2015-03-20
001 2013-01-01 RHONDADE GRAAUW RHONDADE GRAAUW 2014-04-27
001 2012-01-01 BLAKE WILKEY BLAKE WILKEY 2013-08-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	MICHAEL WILKEY	MICHAEL WILKEY	2018-01-29
001	2016-01-01	BLAKE WILKEY	BLAKE WILKEY	2017-02-20
001	2015-01-01	BLAKE WILKEY	BLAKE WILKEY	2016-05-13
001	2014-01-01	MICHAEL WILKEY	MICHAEL WILKEY	2015-03-20
001	2013-01-01	RHONDADE GRAAUW	RHONDADE GRAAUW	2014-04-27
001	2012-01-01	BLAKE WILKEY	BLAKE WILKEY	2013-08-14

Plan Statistics for THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN

Measure Date Value
2017: THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 26
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 27
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 25
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 0
Total of all active and inactive participants 2015-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 25
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Total of all active and inactive participants 2014-01-01 14
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Total of all active and inactive participants 2013-01-01 14
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 13
Total of all active and inactive participants 2012-01-01 13
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2017: THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	26
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	27
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	25
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	0
Total of all active and inactive participants	2015-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	25
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Total of all active and inactive participants	2014-01-01	14
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Total of all active and inactive participants	2013-01-01	14
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	13
Total of all active and inactive participants	2012-01-01	13
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN

Measure	Date	Value
2017 : THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$25,576
Expenses. Total of all expenses incurred	2017-12-31	$473,867
Benefits paid (including direct rollovers)	2017-12-31	$471,294
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$448,291
Value of fidelity bond covering the plan	2017-12-31	$50,000
Total contributions received or receivable from participants	2017-12-31	$2,225
Expenses. Other expenses not covered elsewhere	2017-12-31	$2,573
Other income received	2017-12-31	$22,601
Net income (gross income less expenses)	2017-12-31	$-448,291
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$448,291
Assets. Value of participant loans	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$750
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$77,528
2016 : THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total income from all sources	2016-12-31	$87,448
Expenses. Total of all expenses incurred	2016-12-31	$4,900
Total plan assets at end of year	2016-12-31	$448,291
Total plan assets at beginning of year	2016-12-31	$365,743
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$40,336
Expenses. Other expenses not covered elsewhere	2016-12-31	$4,900
Other income received	2016-12-31	$31,690
Net income (gross income less expenses)	2016-12-31	$82,548
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$448,291
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$365,743
Total contributions received or receivable from employer(s)	2016-12-31	$15,422
2015 : THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$23,676
Expenses. Total of all expenses incurred	2015-12-31	$1,634
Total plan assets at end of year	2015-12-31	$365,743
Total plan assets at beginning of year	2015-12-31	$343,701
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$30,331
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,634
Other income received	2015-12-31	$-21,701
Net income (gross income less expenses)	2015-12-31	$22,042
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$365,743
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$343,701
Total contributions received or receivable from employer(s)	2015-12-31	$15,046
2014 : THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$24,087
Expenses. Total of all expenses incurred	2014-12-31	$73
Total plan assets at end of year	2014-12-31	$343,701
Total plan assets at beginning of year	2014-12-31	$319,687
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$22,800
Expenses. Other expenses not covered elsewhere	2014-12-31	$73
Other income received	2014-12-31	$-5,013
Net income (gross income less expenses)	2014-12-31	$24,014
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$343,701
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$319,687
Total contributions received or receivable from employer(s)	2014-12-31	$6,300
2013 : THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$57,252
Expenses. Total of all expenses incurred	2013-12-31	$40,642
Benefits paid (including direct rollovers)	2013-12-31	$40,572
Total plan assets at end of year	2013-12-31	$319,687
Total plan assets at beginning of year	2013-12-31	$303,077
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$24,550
Expenses. Other expenses not covered elsewhere	2013-12-31	$70
Other income received	2013-12-31	$25,235
Net income (gross income less expenses)	2013-12-31	$16,610
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$319,687
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$303,077
Total contributions received or receivable from employer(s)	2013-12-31	$7,467
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$303,247
Expenses. Total of all expenses incurred	2012-12-31	$170
Total plan assets at end of year	2012-12-31	$303,077
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$26,061
Expenses. Other expenses not covered elsewhere	2012-12-31	$170
Contributions received from other sources (not participants or employers)	2012-12-31	$267,193
Other income received	2012-12-31	$1,485
Net income (gross income less expenses)	2012-12-31	$303,077
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$303,077
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$8,508

Form 5500 Responses for THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN

2017: THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE BENEFIT PLANNING GROUP, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE BENEFIT PLANNING GROUP, INC. 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 BENEFIT PLANNING GROUP, INC. 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 BENEFIT PLANNING GROUP, INC. 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 BENEFIT PLANNING GROUP, INC. 401(K) PLAN 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	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

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Company Name:	THE BENEFIT PLANNING GROUP, INC.
Employer identification number (EIN):	582574228
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:	1983-09-21
Company Identification Number:	688155
Legal Registered Office Address:	1640 POWERS FERRY RD Suite 250 MARIETTA United States of America (USA) 30067