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ELLIS AND WARD CONSULTING GROUP, INC. 401(K) PLAN 401k Plan overview

Plan NameELLIS AND WARD CONSULTING GROUP, INC. 401(K) PLAN
Plan identification number 001

ELLIS AND WARD CONSULTING GROUP, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ELLIS BENEFITS GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:ELLIS BENEFITS GROUP, INC.
Employer identification number (EIN):621417683
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELLIS AND WARD CONSULTING GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SUE WARD2023-07-14
0012021-01-01SUE WARD2022-05-19
0012020-01-01SUE WARD2021-04-26
0012019-01-01SUE WARD2020-02-24
0012018-01-01SUE WARD2019-03-19
0012017-01-01SUE WARD2018-03-19
0012016-01-01RICHARD ELLIS2017-03-17
0012015-01-01RICHARD ELLIS2016-04-06
0012014-01-01RICHARD ELLIS2015-04-10
0012013-01-01RICHARD ELLIS2014-06-10
0012012-01-01RICHARD ELLIS
0012011-01-01RICHARD ELLIS
0012009-01-01RICHARD ELLIS
0012009-01-01 RICHARD ELLIS2010-02-24

Plan Statistics for ELLIS AND WARD CONSULTING GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for ELLIS AND WARD CONSULTING GROUP, INC. 401(K) PLAN

Measure Date Value
2012: ELLIS AND WARD CONSULTING GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-011
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ELLIS AND WARD CONSULTING GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ELLIS AND WARD CONSULTING GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ELLIS AND WARD CONSULTING GROUP, INC. 401(K) PLAN

Measure Date Value
2012 : ELLIS AND WARD CONSULTING GROUP, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$771,323
Expenses. Total of all expenses incurred2012-12-31$98,734
Benefits paid (including direct rollovers)2012-12-31$96,632
Total plan assets at end of year2012-12-31$1,686,162
Total plan assets at beginning of year2012-12-31$1,013,573
Value of fidelity bond covering the plan2012-12-31$140,000
Total contributions received or receivable from participants2012-12-31$34,660
Contributions received from other sources (not participants or employers)2012-12-31$656,514
Other income received2012-12-31$64,665
Net income (gross income less expenses)2012-12-31$672,589
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,686,162
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,013,573
Assets. Value of participant loans2012-12-31$36,669
Assets. Value of real-estate (other than employer real property)2012-12-31$125,000
Total contributions received or receivable from employer(s)2012-12-31$15,484
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,102
2011 : ELLIS AND WARD CONSULTING GROUP, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$81,287
Expenses. Total of all expenses incurred2011-12-31$12,495
Benefits paid (including direct rollovers)2011-12-31$8,752
Total plan assets at end of year2011-12-31$1,013,573
Total plan assets at beginning of year2011-12-31$944,781
Value of fidelity bond covering the plan2011-12-31$140,000
Total contributions received or receivable from participants2011-12-31$36,996
Other income received2011-12-31$26,619
Net income (gross income less expenses)2011-12-31$68,792
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,013,573
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$944,781
Assets. Value of participant loans2011-12-31$54,200
Assets. Value of real-estate (other than employer real property)2011-12-31$134,850
Total contributions received or receivable from employer(s)2011-12-31$17,672
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,743
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ELLIS AND WARD CONSULTING GROUP, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$151,769
Expenses. Total of all expenses incurred2010-12-31$2,409
Total plan assets at end of year2010-12-31$944,781
Total plan assets at beginning of year2010-12-31$795,421
Value of fidelity bond covering the plan2010-12-31$140,000
Total contributions received or receivable from participants2010-12-31$39,580
Contributions received from other sources (not participants or employers)2010-12-31$119
Other income received2010-12-31$93,048
Net income (gross income less expenses)2010-12-31$149,360
Net plan assets at end of year (total assets less liabilities)2010-12-31$944,781
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$795,421
Assets. Value of participant loans2010-12-31$50,900
Assets. Value of real-estate (other than employer real property)2010-12-31$134,850
Total contributions received or receivable from employer(s)2010-12-31$19,022
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,409

Form 5500 Responses for ELLIS AND WARD CONSULTING GROUP, INC. 401(K) PLAN

2012: ELLIS AND WARD CONSULTING GROUP, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ELLIS AND WARD CONSULTING GROUP, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ELLIS AND WARD CONSULTING GROUP, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number49718
Policy instance 1
Insurance contract or identification number49718
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $25
Contracts With Unallocated Funds Deposit Administration1
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerJH IRA R/O PAYMENT
Insurance broker organization code?5
Insurance broker nameELLIS BENEFITS GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number49718
Policy instance 1
Insurance contract or identification number49718
Number of Individuals Covered6
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,338
Contracts With Unallocated Funds Deposit Administration1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number49718
Policy instance 1
Insurance contract or identification number49718
Number of Individuals Covered7
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $101
Contracts With Unallocated Funds Deposit Administration1
Amount paid for insurance broker fees101
Additional information about fees paid to insurance brokerREDEMPTION FEES
Insurance broker organization code?6
Insurance broker nameVANGUARD GROUP, INC

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