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EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameEMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 002

EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS 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.

401k Sponsoring company profile

EMPLOYEE RESOURCE GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:EMPLOYEE RESOURCE GROUP, LLC
Employer identification number (EIN):753089825
NAIC Classification:541214
NAIC Description:Payroll Services

Additional information about EMPLOYEE RESOURCE GROUP, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2002-12-09
Company Identification Number: L02000032838
Legal Registered Office Address: 1200 S. PINE ISLAND RD.

PLANTATION

33324

More information about EMPLOYEE RESOURCE GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DAVID BATES
0022016-01-01DAVID BATES
0022015-01-01DAVID BATES
0022014-01-01DAVID BATES
0022013-01-01DAVID BATES
0022012-01-01DAVID BATES
0022011-07-01DAVID BATES

Plan Statistics for EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2021: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0191
Total number of active participants reported on line 7a of the Form 55002021-01-0114
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0124
Total of all active and inactive participants2021-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0138
Number of participants with account balances2021-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01189
Total number of active participants reported on line 7a of the Form 55002020-01-0173
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0188
Number of participants with account balances2020-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01161
Total number of active participants reported on line 7a of the Form 55002019-01-01167
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01181
Number of participants with account balances2019-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01197
Total number of active participants reported on line 7a of the Form 55002018-01-01135
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01153
Number of participants with account balances2018-01-0160
2017: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01235
Total number of active participants reported on line 7a of the Form 55002017-01-01185
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-01197
Total participants2017-01-01197
Number of participants with account balances2017-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01242
Total number of active participants reported on line 7a of the Form 55002016-01-01215
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01228
Number of participants with account balances2016-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01245
Total number of active participants reported on line 7a of the Form 55002015-01-01215
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01230
Number of participants with account balances2015-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01252
Total number of active participants reported on line 7a of the Form 55002014-01-01214
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01231
Number of participants with account balances2014-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01239
Total number of active participants reported on line 7a of the Form 55002013-01-01230
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01246
Total participants2013-01-01246
Number of participants with account balances2013-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01248
Total number of active participants reported on line 7a of the Form 55002012-01-01220
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01224
Number of participants with account balances2012-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-010
Total number of active participants reported on line 7a of the Form 55002011-07-01245
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-013
Total of all active and inactive participants2011-07-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01248
Number of participants with account balances2011-07-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010

Financial Data on EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2021 : EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$303,660
Total of all expenses incurred2021-12-31$341,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$330,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$94,753
Value of total assets at end of year2021-12-31$1,535,026
Value of total assets at beginning of year2021-12-31$1,572,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$153,504
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$82,822
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-37,352
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,535,026
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,572,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$223,918
Value of interest in pooled separate accounts at beginning of year2021-12-31$187,228
Value of interest in common/collective trusts at end of year2021-12-31$1,299,177
Value of interest in common/collective trusts at beginning of year2021-12-31$1,339,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$22,763
Net investment gain/loss from pooled separate accounts2021-12-31$33,453
Net investment gain or loss from common/collective trusts2021-12-31$175,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$11,931
Employer contributions (assets) at end of year2021-12-31$11,931
Employer contributions (assets) at beginning of year2021-12-31$22,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$330,375
Contract administrator fees2021-12-31$10,637
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2021-12-31611064249
2020 : EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$358,158
Total of all expenses incurred2020-12-31$428,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$419,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$164,127
Value of total assets at end of year2020-12-31$1,572,378
Value of total assets at beginning of year2020-12-31$1,643,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,674
Total interest from all sources2020-12-31$376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$157,459
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$141,525
Participant contributions at end of year2020-12-31$128
Participant contributions at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$374
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-70,798
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,572,378
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,643,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$187,228
Value of interest in pooled separate accounts at beginning of year2020-12-31$222,691
Interest earned on other investments2020-12-31$376
Value of interest in common/collective trusts at end of year2020-12-31$1,339,657
Value of interest in common/collective trusts at beginning of year2020-12-31$1,341,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$22,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$46,067
Net investment gain/loss from pooled separate accounts2020-12-31$25,994
Net investment gain or loss from common/collective trusts2020-12-31$167,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$22,602
Employer contributions (assets) at end of year2020-12-31$22,602
Employer contributions (assets) at beginning of year2020-12-31$32,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$419,282
Contract administrator fees2020-12-31$9,674
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2020-12-31611064249
2019 : EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$456,445
Total of all expenses incurred2019-12-31$154,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$144,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$191,170
Value of total assets at end of year2019-12-31$1,643,176
Value of total assets at beginning of year2019-12-31$1,340,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,555
Total interest from all sources2019-12-31$689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$164,318
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$149,765
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,549
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$780
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$302,312
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,643,176
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,340,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$222,691
Value of interest in pooled separate accounts at beginning of year2019-12-31$236,107
Interest earned on other investments2019-12-31$689
Value of interest in common/collective trusts at end of year2019-12-31$1,341,562
Value of interest in common/collective trusts at beginning of year2019-12-31$1,015,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$46,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$53,588
Net investment gain/loss from pooled separate accounts2019-12-31$46,911
Net investment gain or loss from common/collective trusts2019-12-31$216,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$32,856
Employer contributions (assets) at end of year2019-12-31$32,856
Employer contributions (assets) at beginning of year2019-12-31$35,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$144,578
Contract administrator fees2019-12-31$9,555
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2019-12-31611064249
2018 : EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$0
Total income from all sources (including contributions)2018-12-31$101,259
Total of all expenses incurred2018-12-31$198,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$188,714
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$214,421
Value of total assets at end of year2018-12-31$1,340,864
Value of total assets at beginning of year2018-12-31$1,437,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,348
Total interest from all sources2018-12-31$430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$134,201
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$179,207
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-656
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-96,803
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,340,864
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,437,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$236,107
Value of interest in pooled separate accounts at beginning of year2018-12-31$256,492
Interest earned on other investments2018-12-31$430
Value of interest in common/collective trusts at end of year2018-12-31$1,015,912
Value of interest in common/collective trusts at beginning of year2018-12-31$1,118,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$53,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$26,180
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-14,979
Net investment gain or loss from common/collective trusts2018-12-31$-97,957
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$35,214
Employer contributions (assets) at end of year2018-12-31$35,257
Employer contributions (assets) at beginning of year2018-12-31$36,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$188,714
Contract administrator fees2018-12-31$9,348
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2018-12-31611064249
2017 : EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$414,813
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$140,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$131,931
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$235,054
Value of total assets at end of year2017-12-31$1,437,667
Value of total assets at beginning of year2017-12-31$1,162,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,116
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$130
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$143,816
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$171,010
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$1,330
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$27,239
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$-48
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$274,766
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,437,667
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,162,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$256,492
Value of interest in pooled separate accounts at beginning of year2017-12-31$179,923
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$130
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$1,118,161
Value of interest in common/collective trusts at beginning of year2017-12-31$921,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$26,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$22,612
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$26,672
Net investment gain or loss from common/collective trusts2017-12-31$153,005
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$36,805
Employer contributions (assets) at end of year2017-12-31$36,834
Employer contributions (assets) at beginning of year2017-12-31$37,934
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$131,931
Contract administrator fees2017-12-31$8,116
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2017-12-31611064249
2016 : EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$340,491
Total of all expenses incurred2016-12-31$119,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$113,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$270,276
Value of total assets at end of year2016-12-31$1,162,901
Value of total assets at beginning of year2016-12-31$942,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,344
Total interest from all sources2016-12-31$91
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$116,378
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$203,353
Participant contributions at end of year2016-12-31$1,330
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$28,989
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$-355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$220,705
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,162,901
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$942,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$179,923
Value of interest in pooled separate accounts at beginning of year2016-12-31$125,886
Interest earned on other investments2016-12-31$91
Value of interest in common/collective trusts at end of year2016-12-31$921,102
Value of interest in common/collective trusts at beginning of year2016-12-31$774,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$22,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,964
Net investment gain/loss from pooled separate accounts2016-12-31$8,148
Net investment gain or loss from common/collective trusts2016-12-31$62,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$37,934
Employer contributions (assets) at end of year2016-12-31$37,934
Employer contributions (assets) at beginning of year2016-12-31$35,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$113,442
Contract administrator fees2016-12-31$6,344
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2016-12-31611064249
2015 : EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$242,359
Total of all expenses incurred2015-12-31$205,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$195,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$256,732
Value of total assets at end of year2015-12-31$942,196
Value of total assets at beginning of year2015-12-31$905,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,708
Total interest from all sources2015-12-31$18
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$94,220
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$221,050
Other income not declared elsewhere2015-12-31$-10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$36,559
Value of net assets at end of year (total assets less liabilities)2015-12-31$942,196
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$905,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$125,886
Value of interest in pooled separate accounts at beginning of year2015-12-31$145,077
Interest earned on other investments2015-12-31$18
Value of interest in common/collective trusts at end of year2015-12-31$774,699
Value of interest in common/collective trusts at beginning of year2015-12-31$704,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,267
Net investment gain/loss from pooled separate accounts2015-12-31$-642
Net investment gain or loss from common/collective trusts2015-12-31$-13,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$35,682
Employer contributions (assets) at end of year2015-12-31$35,647
Employer contributions (assets) at beginning of year2015-12-31$49,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$195,092
Contract administrator fees2015-12-31$10,708
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2015-12-31611064249
2014 : EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$338,243
Total of all expenses incurred2014-12-31$87,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$78,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$291,786
Value of total assets at end of year2014-12-31$905,637
Value of total assets at beginning of year2014-12-31$654,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,484
Total interest from all sources2014-12-31$101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$90,564
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$225,823
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,967
Other income not declared elsewhere2014-12-31$-23
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$250,873
Value of net assets at end of year (total assets less liabilities)2014-12-31$905,637
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$654,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$145,077
Value of interest in pooled separate accounts at beginning of year2014-12-31$106,317
Interest earned on other investments2014-12-31$101
Value of interest in common/collective trusts at end of year2014-12-31$704,020
Value of interest in common/collective trusts at beginning of year2014-12-31$494,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,564
Net investment gain/loss from pooled separate accounts2014-12-31$9,269
Net investment gain or loss from common/collective trusts2014-12-31$37,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$47,996
Employer contributions (assets) at end of year2014-12-31$49,273
Employer contributions (assets) at beginning of year2014-12-31$48,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$78,886
Contract administrator fees2014-12-31$8,484
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2014-12-31611064249
2013 : EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$366,576
Total of all expenses incurred2013-12-31$87,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$82,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$282,021
Value of total assets at end of year2013-12-31$654,764
Value of total assets at beginning of year2013-12-31$375,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,245
Total interest from all sources2013-12-31$8
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$5,245
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$65,476
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$226,518
Participant contributions at beginning of year2013-12-31$3,904
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$278,865
Value of net assets at end of year (total assets less liabilities)2013-12-31$654,764
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$375,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$106,317
Value of interest in pooled separate accounts at beginning of year2013-12-31$52,512
Interest earned on other investments2013-12-31$8
Value of interest in common/collective trusts at end of year2013-12-31$494,732
Value of interest in common/collective trusts at beginning of year2013-12-31$270,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,662
Net investment gain/loss from pooled separate accounts2013-12-31$15,967
Net investment gain or loss from common/collective trusts2013-12-31$68,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$48,151
Employer contributions (assets) at end of year2013-12-31$48,151
Employer contributions (assets) at beginning of year2013-12-31$45,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$82,466
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2013-12-31611064249
2012 : EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$292,977
Total of all expenses incurred2012-12-31$45,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$40,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$268,291
Value of total assets at end of year2012-12-31$375,899
Value of total assets at beginning of year2012-12-31$127,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,157
Total interest from all sources2012-12-31$12
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$30,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$219,244
Participant contributions at end of year2012-12-31$3,904
Participant contributions at beginning of year2012-12-31$252
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$247,917
Value of net assets at end of year (total assets less liabilities)2012-12-31$375,899
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$127,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$52,512
Value of interest in pooled separate accounts at beginning of year2012-12-31$15,185
Interest earned on other investments2012-12-31$12
Value of interest in common/collective trusts at end of year2012-12-31$270,511
Value of interest in common/collective trusts at beginning of year2012-12-31$89,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,599
Net investment gain/loss from pooled separate accounts2012-12-31$3,884
Net investment gain or loss from common/collective trusts2012-12-31$20,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$45,310
Employer contributions (assets) at end of year2012-12-31$45,310
Employer contributions (assets) at beginning of year2012-12-31$21,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$40,903
Contract administrator fees2012-12-31$4,157
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DEMING MALONE LIVESAY & OSTROFF
Accountancy firm EIN2012-12-31611064249
2011 : EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$128,866
Total of all expenses incurred2011-12-31$884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$126,373
Value of total assets at end of year2011-12-31$127,982
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$532
Total interest from all sources2011-12-31$1
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$104,547
Participant contributions at end of year2011-12-31$252
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$127,982
Value of net assets at end of year (total assets less liabilities)2011-12-31$127,982
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$532
Value of interest in pooled separate accounts at end of year2011-12-31$15,185
Interest earned on other investments2011-12-31$1
Value of interest in common/collective trusts at end of year2011-12-31$89,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,599
Net investment gain/loss from pooled separate accounts2011-12-31$358
Net investment gain or loss from common/collective trusts2011-12-31$2,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$21,826
Employer contributions (assets) at end of year2011-12-31$21,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$352
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CHERRY, BEKAERT & HOLLAND, LLP
Accountancy firm EIN2011-12-31560574444

Form 5500 Responses for EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN

2021: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: EMPLOYEE RESOURCE GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01First time form 5500 has been submittedYes
2011-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617271
Policy instance 1
Insurance contract or identification number617271
Number of Individuals Covered57
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $832
Total amount of fees paid to insurance companyUSD $167
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $832
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617271
Policy instance 1
Insurance contract or identification number617271
Number of Individuals Covered104
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $884
Total amount of fees paid to insurance companyUSD $159
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $884
Insurance broker organization code?3
Amount paid for insurance broker fees159
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617271
Policy instance 1
Insurance contract or identification number617271
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,107
Total amount of fees paid to insurance companyUSD $193
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,107
Insurance broker organization code?3
Amount paid for insurance broker fees193
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617271
Policy instance 1
Insurance contract or identification number617271
Number of Individuals Covered195
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $935
Total amount of fees paid to insurance companyUSD $151
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $935
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameRETIREMENT MANAGEMENT SERVICES, LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617271
Policy instance 1
Insurance contract or identification number617271
Number of Individuals Covered249
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $608
Total amount of fees paid to insurance companyUSD $132
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $608
Insurance broker organization code?3
Amount paid for insurance broker fees132
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameRETIREMENT MANAGEMENT SERVICES, LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617271
Policy instance 1
Insurance contract or identification number617271
Number of Individuals Covered236
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $483
Total amount of fees paid to insurance companyUSD $109
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $483
Insurance broker organization code?3
Amount paid for insurance broker fees109
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameRETIREMENT MANAGEMENT SERVICES, LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617271
Policy instance 1
Insurance contract or identification number617271
Number of Individuals Covered251
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,717
Total amount of fees paid to insurance companyUSD $386
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,717
Insurance broker organization code?3
Amount paid for insurance broker fees386
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameRETIREMENT MANAGEMENT SERVICES, LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617271
Policy instance 1
Insurance contract or identification number617271
Number of Individuals Covered246
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $695
Total amount of fees paid to insurance companyUSD $174
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $695
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameRETIREMENT MANAGEMENT SERVICES, LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617271
Policy instance 1
Insurance contract or identification number617271
Number of Individuals Covered0
Insurance policy start date2011-07-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $152
Total amount of fees paid to insurance companyUSD $1,009
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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