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A & G RESIDENTIAL 401(K) PLAN 401k Plan overview

Plan NameA & G RESIDENTIAL 401(K) PLAN
Plan identification number 001

A & G RESIDENTIAL 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

A & G RESIDENTIAL LLC has sponsored the creation of one or more 401k plans.

Company Name:A & G RESIDENTIAL LLC
Employer identification number (EIN):831524822
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A & G RESIDENTIAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VANESSA URREGO2024-10-15
0012022-01-01TARA EVANS, FOR TAG RESOURCES2023-09-01
0012021-01-01TARA EVANS2022-09-23
0012021-01-01TARA EVANS, FOR TAG RESOURCES2023-08-29

Financial Data on A & G RESIDENTIAL 401(K) PLAN

Measure Date Value
2025 : A & G RESIDENTIAL 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2012259
Net assets as of the end of the plan year2025-07-201080010
Total assets as of the beginning of the plan year2025-07-20825562
Value of plan covered by a fidelity bond2025-07-2083000
Participant contributions to plan in this plan year2025-07-2074182
Other income to plan in this plan year2025-07-20140541
Plan net income in this plan year2025-07-20254448
Net assets as of the end of the plan year2025-07-201080010
Net assets as of the beginning of the plan year2025-07-20825562
Employer contributions to plan in this plan year2025-07-2051984
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-204840
2024 : A & G RESIDENTIAL 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-155214
Net assets as of the end of the plan year2024-10-15825562
Total assets as of the beginning of the plan year2024-10-15550975
Value of plan covered by a fidelity bond2024-10-1556000
Participant contributions to plan in this plan year2024-10-1573907
Other contributions to plan in this plan year2024-10-1513996
Other income to plan in this plan year2024-10-15146309
Plan net income in this plan year2024-10-15274587
Net assets as of the end of the plan year2024-10-15825562
Net assets as of the beginning of the plan year2024-10-15550975
Employer contributions to plan in this plan year2024-10-1545589
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-154454
2023 : A & G RESIDENTIAL 401(K) PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-08-294411
Net assets as of the end of the plan year2023-08-29494034
Total assets as of the beginning of the plan year2023-08-290
Value of plan covered by a fidelity bond2023-08-29500000
Participant contributions to plan in this plan year2023-08-2949593
Other contributions to plan in this plan year2023-08-29361464
Other income to plan in this plan year2023-08-2958513
Plan net income in this plan year2023-08-29494034
Net assets as of the end of the plan year2023-08-29494034
Net assets as of the beginning of the plan year2023-08-290
Value of contributions failed to transmitted timely2023-08-293389
Employer contributions to plan in this plan year2023-08-2928875
Expensese paid to adminstrative service provicers from plan in this plan year2023-08-292755

Potentially related plans

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