ESG HOLDINGS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF ESG HOLDINGS, LLC
| Measure | Date | Value |
|---|
| 2024 : EMPLOYEE HEALTH PLAN OF ESG HOLDINGS, LLC 2024 401k financial data |
|---|
| Total income from all sources | 2024-04-30 | $53,021 |
| Expenses. Total of all expenses incurred | 2024-04-30 | $40,857 |
| Benefits paid (including direct rollovers) | 2024-04-30 | $9,459 |
| Total plan assets at end of year | 2024-04-30 | $29,659 |
| Total plan assets at beginning of year | 2024-04-30 | $17,495 |
| Value of fidelity bond covering the plan | 2024-04-30 | $5,000 |
| Expenses. Other expenses not covered elsewhere | 2024-04-30 | $31,398 |
| Net income (gross income less expenses) | 2024-04-30 | $12,164 |
| Net plan assets at end of year (total assets less liabilities) | 2024-04-30 | $29,659 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-04-30 | $17,495 |
| Total contributions received or receivable from employer(s) | 2024-04-30 | $53,021 |
| 2023 : EMPLOYEE HEALTH PLAN OF ESG HOLDINGS, LLC 2023 401k financial data |
|---|
| Total income from all sources | 2023-04-30 | $24,499 |
| Expenses. Total of all expenses incurred | 2023-04-30 | $16,832 |
| Benefits paid (including direct rollovers) | 2023-04-30 | $410 |
| Total plan assets at end of year | 2023-04-30 | $17,495 |
| Total plan assets at beginning of year | 2023-04-30 | $9,828 |
| Value of fidelity bond covering the plan | 2023-04-30 | $2,000 |
| Expenses. Other expenses not covered elsewhere | 2023-04-30 | $16,422 |
| Net income (gross income less expenses) | 2023-04-30 | $7,667 |
| Net plan assets at end of year (total assets less liabilities) | 2023-04-30 | $17,495 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-04-30 | $9,828 |
| Total contributions received or receivable from employer(s) | 2023-04-30 | $24,499 |
| 2022 : EMPLOYEE HEALTH PLAN OF ESG HOLDINGS, LLC 2022 401k financial data |
|---|
| Total income from all sources | 2022-04-30 | $11,519 |
| Expenses. Total of all expenses incurred | 2022-04-30 | $8,374 |
| Benefits paid (including direct rollovers) | 2022-04-30 | $571 |
| Total plan assets at end of year | 2022-04-30 | $9,828 |
| Total plan assets at beginning of year | 2022-04-30 | $6,683 |
| Value of fidelity bond covering the plan | 2022-04-30 | $1,000 |
| Expenses. Other expenses not covered elsewhere | 2022-04-30 | $7,803 |
| Net income (gross income less expenses) | 2022-04-30 | $3,145 |
| Net plan assets at end of year (total assets less liabilities) | 2022-04-30 | $9,828 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-04-30 | $6,683 |
| Total contributions received or receivable from employer(s) | 2022-04-30 | $11,519 |
| 2021 : EMPLOYEE HEALTH PLAN OF ESG HOLDINGS, LLC 2021 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2021-04-30 | $0 |
| Total income from all sources | 2021-04-30 | $11,232 |
| Expenses. Total of all expenses incurred | 2021-04-30 | $8,195 |
| Benefits paid (including direct rollovers) | 2021-04-30 | $406 |
| Total plan assets at end of year | 2021-04-30 | $6,683 |
| Total plan assets at beginning of year | 2021-04-30 | $3,646 |
| Value of fidelity bond covering the plan | 2021-04-30 | $5,000 |
| Expenses. Other expenses not covered elsewhere | 2021-04-30 | $7,789 |
| Net income (gross income less expenses) | 2021-04-30 | $3,037 |
| Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $6,683 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $3,646 |
| Total contributions received or receivable from employer(s) | 2021-04-30 | $11,232 |
| 2020 : EMPLOYEE HEALTH PLAN OF ESG HOLDINGS, LLC 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-04-30 | $0 |
| Total plan liabilities at beginning of year | 2020-04-30 | $0 |
| Total income from all sources | 2020-04-30 | $12,610 |
| Expenses. Total of all expenses incurred | 2020-04-30 | $9,525 |
| Benefits paid (including direct rollovers) | 2020-04-30 | $672 |
| Total plan assets at end of year | 2020-04-30 | $3,646 |
| Total plan assets at beginning of year | 2020-04-30 | $561 |
| Value of fidelity bond covering the plan | 2020-04-30 | $5,000 |
| Expenses. Other expenses not covered elsewhere | 2020-04-30 | $8,853 |
| Net income (gross income less expenses) | 2020-04-30 | $3,085 |
| Net plan assets at end of year (total assets less liabilities) | 2020-04-30 | $3,646 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-04-30 | $561 |
| Total contributions received or receivable from employer(s) | 2020-04-30 | $12,610 |
| 2019 : EMPLOYEE HEALTH PLAN OF ESG HOLDINGS, LLC 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-04-30 | $0 |
| Total plan liabilities at beginning of year | 2019-04-30 | $0 |
| Total income from all sources | 2019-04-30 | $2,301 |
| Expenses. Total of all expenses incurred | 2019-04-30 | $1,740 |
| Benefits paid (including direct rollovers) | 2019-04-30 | $0 |
| Total plan assets at end of year | 2019-04-30 | $561 |
| Total plan assets at beginning of year | 2019-04-30 | $0 |
| Value of fidelity bond covering the plan | 2019-04-30 | $5,000 |
| Expenses. Other expenses not covered elsewhere | 2019-04-30 | $1,740 |
| Net income (gross income less expenses) | 2019-04-30 | $561 |
| Net plan assets at end of year (total assets less liabilities) | 2019-04-30 | $561 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2019-04-30 | $2,301 |
| 2023: EMPLOYEE HEALTH PLAN OF ESG HOLDINGS, LLC 2023 form 5500 responses |
|---|
| 2023-05-01 | Type of plan entity | Single employer plan |
| 2023-05-01 | Submission has been amended | No |
| 2023-05-01 | This submission is the final filing | No |
| 2023-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-05-01 | Plan is a collectively bargained plan | No |
| 2023-05-01 | Plan funding arrangement – Insurance | Yes |
| 2023-05-01 | Plan funding arrangement – Trust | Yes |
| 2023-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-05-01 | Plan benefit arrangement - Trust | Yes |
| 2022: EMPLOYEE HEALTH PLAN OF ESG HOLDINGS, LLC 2022 form 5500 responses |
|---|
| 2022-05-01 | Type of plan entity | Single employer plan |
| 2022-05-01 | Submission has been amended | No |
| 2022-05-01 | This submission is the final filing | No |
| 2022-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-05-01 | Plan is a collectively bargained plan | No |
| 2022-05-01 | Plan funding arrangement – Insurance | Yes |
| 2022-05-01 | Plan funding arrangement – Trust | Yes |
| 2022-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-05-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EMPLOYEE HEALTH PLAN OF ESG HOLDINGS, LLC 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Single employer plan |
| 2021-05-01 | Submission has been amended | No |
| 2021-05-01 | This submission is the final filing | No |
| 2021-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-05-01 | Plan is a collectively bargained plan | No |
| 2021-05-01 | Plan funding arrangement – Insurance | Yes |
| 2021-05-01 | Plan funding arrangement – Trust | Yes |
| 2021-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-05-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EMPLOYEE HEALTH PLAN OF ESG HOLDINGS, LLC 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Submission has been amended | No |
| 2020-05-01 | This submission is the final filing | No |
| 2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-05-01 | Plan is a collectively bargained plan | No |
| 2020-05-01 | Plan funding arrangement – Insurance | Yes |
| 2020-05-01 | Plan funding arrangement – Trust | Yes |
| 2020-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-05-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EMPLOYEE HEALTH PLAN OF ESG HOLDINGS, LLC 2019 form 5500 responses |
|---|
| 2019-05-01 | Type of plan entity | Single employer plan |
| 2019-05-01 | Submission has been amended | No |
| 2019-05-01 | This submission is the final filing | No |
| 2019-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-05-01 | Plan is a collectively bargained plan | No |
| 2019-05-01 | Plan funding arrangement – Insurance | Yes |
| 2019-05-01 | Plan funding arrangement – Trust | Yes |
| 2019-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-05-01 | Plan benefit arrangement - Trust | Yes |
| 2019-03-01 | Type of plan entity | Single employer plan |
| 2019-03-01 | First time form 5500 has been submitted | Yes |
| 2019-03-01 | Submission has been amended | No |
| 2019-03-01 | This submission is the final filing | No |
| 2019-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2019-03-01 | Plan is a collectively bargained plan | No |
| 2019-03-01 | Plan funding arrangement – Insurance | Yes |
| 2019-03-01 | Plan funding arrangement – Trust | Yes |
| 2019-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-03-01 | Plan benefit arrangement - Trust | Yes |