401k Plan data: EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC plan

EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC 401k Plan overview

Plan Name	EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC
Plan identification number	003

EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name: BEACON GROUP, INC.

Employer identification number (EIN): 860107976

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Additional information about BEACON GROUP, INC.

Jurisdiction of Incorporation: Arizona Corporation Commission

Incorporation Date:

Company Identification Number: 00439365

More information about BEACON GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-10-01 NATALYA BROWN 2022-07-15
003 2020-10-01 NATALYA BROWN 2022-07-15
003 2020-10-01 NATALYA BROWN 2022-08-23
003 2019-10-01 NATALYA BROWN 2021-06-02
003 2018-10-01 NATALYA BROWN 2020-06-19
003 2018-10-01 NATALYA BROWN 2020-05-29
003 2017-10-01 NATALYA BROWN 2019-07-12
003 2016-10-01 NATALYA BROWN 2018-07-05 NATALYA BROWN 2018-07-05
003 2015-10-01 NATALYA BROWN 2017-07-07 NATALYA BROWN 2017-07-07
003 2014-10-01 NATALYA BROWN 2016-06-29 NATALYA BROWN 2016-06-29
003 2013-10-01 NATALYA BROWN 2015-07-09 NATALYA BROWN 2015-07-09
003 2012-10-01 MICHELLE KROEGER 2014-03-13 MICHELLE KROEGER 2014-03-13
003 2012-01-01 MICHELLE KROEGER MICHELLE KROEGER 2013-08-21
003 2011-01-01 STEVEN R KING PRESIDENT
003 2010-01-01 STEVEN R KING PRESIDENT
003 2009-01-01 STEVEN R KING PRESIDENT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2020-10-01	NATALYA BROWN	2022-07-15
003	2020-10-01	NATALYA BROWN	2022-07-15
003	2020-10-01	NATALYA BROWN	2022-08-23
003	2019-10-01	NATALYA BROWN	2021-06-02
003	2018-10-01	NATALYA BROWN	2020-06-19
003	2018-10-01	NATALYA BROWN	2020-05-29
003	2017-10-01	NATALYA BROWN	2019-07-12
003	2016-10-01	NATALYA BROWN	2018-07-05	NATALYA BROWN	2018-07-05
003	2015-10-01	NATALYA BROWN	2017-07-07	NATALYA BROWN	2017-07-07
003	2014-10-01	NATALYA BROWN	2016-06-29	NATALYA BROWN	2016-06-29
003	2013-10-01	NATALYA BROWN	2015-07-09	NATALYA BROWN	2015-07-09
003	2012-10-01	MICHELLE KROEGER	2014-03-13	MICHELLE KROEGER	2014-03-13
003	2012-01-01	MICHELLE KROEGER		MICHELLE KROEGER	2013-08-21
003	2011-01-01	STEVEN R KING PRESIDENT
003	2010-01-01	STEVEN R KING PRESIDENT
003	2009-01-01	STEVEN R KING PRESIDENT

Plan Statistics for EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC

Measure Date Value
2012: EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC 2012 401k membership
Total participants, beginning-of-year 2012-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 44
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 44
Number of participants with account balances 2012-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC 2011 401k membership
Total participants, beginning-of-year 2011-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 25
Number of other retired or separated participants entitled to future benefits 2011-01-01 16
Total of all active and inactive participants 2011-01-01 41
Total participants 2011-01-01 41
2010: EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC 2010 401k membership
Total participants, beginning-of-year 2010-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 18
Number of other retired or separated participants entitled to future benefits 2010-01-01 14
Total of all active and inactive participants 2010-01-01 32
Total participants 2010-01-01 32
2009: EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC 2009 401k membership
Total participants, beginning-of-year 2009-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
Number of other retired or separated participants entitled to future benefits 2009-01-01 19
Total of all active and inactive participants 2009-01-01 33
Total participants 2009-01-01 33

Measure	Date	Value
2012: EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC 2012 401k membership
Total participants, beginning-of-year	2012-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	44
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	44
Number of participants with account balances	2012-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC 2011 401k membership
Total participants, beginning-of-year	2011-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	25
Number of other retired or separated participants entitled to future benefits	2011-01-01	16
Total of all active and inactive participants	2011-01-01	41
Total participants	2011-01-01	41
2010: EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC 2010 401k membership
Total participants, beginning-of-year	2010-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	18
Number of other retired or separated participants entitled to future benefits	2010-01-01	14
Total of all active and inactive participants	2010-01-01	32
Total participants	2010-01-01	32
2009: EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC 2009 401k membership
Total participants, beginning-of-year	2009-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
Number of other retired or separated participants entitled to future benefits	2009-01-01	19
Total of all active and inactive participants	2009-01-01	33
Total participants	2009-01-01	33

Financial Data on EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC

Measure	Date	Value
2012 : EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC 2012 401k financial data
Transfers to/from the plan	2012-09-30	$0
Total income from all sources	2012-09-30	$39,825
Expenses. Total of all expenses incurred	2012-09-30	$7,110
Benefits paid (including direct rollovers)	2012-09-30	$7,110
Total plan assets at end of year	2012-09-30	$197,547
Total plan assets at beginning of year	2012-09-30	$164,832
Value of fidelity bond covering the plan	2012-09-30	$500,000
Total contributions received or receivable from participants	2012-09-30	$4,659
Expenses. Other expenses not covered elsewhere	2012-09-30	$0
Contributions received from other sources (not participants or employers)	2012-09-30	$3,407
Other income received	2012-09-30	$0
Noncash contributions received	2012-09-30	$0
Net income (gross income less expenses)	2012-09-30	$32,715
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$197,547
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$164,832
Total contributions received or receivable from employer(s)	2012-09-30	$31,759
Value of certain deemed distributions of participant loans	2012-09-30	$0
Value of corrective distributions	2012-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$0
2011 : EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC 2011 401k financial data
Total income from all sources	2011-12-31	$60,213
Expenses. Total of all expenses incurred	2011-12-31	$15,901
Benefits paid (including direct rollovers)	2011-12-31	$7,637
Total plan assets at end of year	2011-12-31	$164,832
Total plan assets at beginning of year	2011-12-31	$120,520
Value of fidelity bond covering the plan	2011-12-31	$10,000
Other income received	2011-12-31	$-394
Net income (gross income less expenses)	2011-12-31	$44,312
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$164,832
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$120,520
Total contributions received or receivable from employer(s)	2011-12-31	$60,607
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,264
2010 : EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC 2010 401k financial data
Total income from all sources	2010-12-31	$47,088
Expenses. Total of all expenses incurred	2010-12-31	$29,622
Benefits paid (including direct rollovers)	2010-12-31	$23,889
Total plan assets at end of year	2010-12-31	$120,520
Total plan assets at beginning of year	2010-12-31	$103,054
Value of fidelity bond covering the plan	2010-12-31	$10,000
Other income received	2010-12-31	$-234
Net income (gross income less expenses)	2010-12-31	$17,466
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$120,520
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$103,054
Total contributions received or receivable from employer(s)	2010-12-31	$47,322
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5,733

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC

2012: EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EMPLOYEE BENEFIT PLAN OF BEACON GROUP SW INC 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

47238

Policy instance

Insurance contract or identification number	47238
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-09-30
Total amount of commissions paid to insurance broker	USD $100
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

058669-1K

Policy instance

Insurance contract or identification number	058669-1K
Number of Individuals Covered	44
Insurance policy start date	2012-01-01
Insurance policy end date	2012-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

058669-1K

Policy instance

Insurance contract or identification number	058669-1K
Number of Individuals Covered	44
Insurance policy start date	2012-01-01
Insurance policy end date	2012-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

47238

Policy instance

Insurance contract or identification number	47238
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $514
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	514
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	INVESTORS SECURITY CO INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

47238

Policy instance

Insurance contract or identification number	47238
Number of Individuals Covered	41
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,466
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

47238

Policy instance

Insurance contract or identification number	47238
Number of Individuals Covered	31
Total amount of commissions paid to insurance broker	USD $1,810
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 Broker	USD $1,810
Insurance broker organization code?	3
Insurance broker name	INVESTORS SECURITY CO. INC.

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Company Name:	BEACON GROUP, INC.
Employer identification number (EIN):	860107976
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Jurisdiction of Incorporation:	Arizona Corporation Commission
Incorporation Date:
Company Identification Number:	00439365