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THE AGUIAR GROUP 401(K) PLAN 401k Plan overview

Plan NameTHE AGUIAR GROUP 401(K) PLAN
Plan identification number 001

THE AGUIAR GROUP 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

THE AGUIAR GROUP, LTD. has sponsored the creation of one or more 401k plans.

Company Name:THE AGUIAR GROUP, LTD.
Employer identification number (EIN):912163848
NAIC Classification:541214
NAIC Description:Payroll Services

Additional information about THE AGUIAR GROUP, LTD.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2001-10-01
Company Identification Number: 602152281
Legal Registered Office Address: 11502 NE 20TH ST

BELLEVUE
United States of America (USA)
980043005

More information about THE AGUIAR GROUP, LTD.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AGUIAR GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01CHRISTINE RIMER2023-06-07
0012021-01-01
0012020-01-01CARMEN AGUIAR2021-07-02
0012019-01-01JOELLEN BERG-SMITH2020-06-22
0012018-01-01JOELLEN BERG-SMITH2019-06-28 JOELLEN BERG-SMITH2019-06-28

Financial Data on THE AGUIAR GROUP 401(K) PLAN

Measure Date Value
2025 : THE AGUIAR GROUP 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-010
Total liabilities as of the end of the plan year2025-05-010
Total liabilities as of the beginning of the plan year2025-05-010
Total expenses incurred by plan in this plan year2025-05-011141
Net assets as of the end of the plan year2025-05-01250874
Total assets as of the beginning of the plan year2025-05-01192300
Value of plan covered by a fidelity bond2025-05-01917471694
Participant contributions to plan in this plan year2025-05-0119005
Other expenses paid from plan in this plan year2025-05-010
Other contributions to plan in this plan year2025-05-010
Other income to plan in this plan year2025-05-0125608
Plan net income in this plan year2025-05-0158574
Net assets as of the end of the plan year2025-05-01250874
Net assets as of the beginning of the plan year2025-05-01192300
Value of contributions failed to transmitted timely2025-05-010
Employer contributions to plan in this plan year2025-05-0115102
Fees paid to broker by Benefit Provider2025-05-010
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-011141
2024 : THE AGUIAR GROUP 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-240
Total liabilities as of the end of the plan year2024-05-240
Total liabilities as of the beginning of the plan year2024-05-240
Total expenses incurred by plan in this plan year2024-05-246817
Net assets as of the end of the plan year2024-05-24192300
Total assets as of the beginning of the plan year2024-05-24139513
Value of plan covered by a fidelity bond2024-05-24705050000
Participant contributions to plan in this plan year2024-05-2419127
Other expenses paid from plan in this plan year2024-05-240
Other contributions to plan in this plan year2024-05-240
Other income to plan in this plan year2024-05-2425529
Plan net income in this plan year2024-05-2452787
Net assets as of the end of the plan year2024-05-24192300
Net assets as of the beginning of the plan year2024-05-24139513
Value of contributions failed to transmitted timely2024-05-240
Employer contributions to plan in this plan year2024-05-2414948
Fees paid to broker by Benefit Provider2024-05-240
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-24963
2022 : THE AGUIAR GROUP 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-230
Total liabilities as of the end of the plan year2022-05-230
Total expenses incurred by plan in this plan year2022-05-2323681
Net assets as of the end of the plan year2022-05-23248757
Total assets as of the beginning of the plan year2022-05-23178436
Value of plan covered by a fidelity bond2022-05-23336000000
Participant contributions to plan in this plan year2022-05-2355266
Other expenses paid from plan in this plan year2022-05-230
Other contributions to plan in this plan year2022-05-230
Other income to plan in this plan year2022-05-2317466
Plan net income in this plan year2022-05-2370321
Net assets as of the end of the plan year2022-05-23248757
Net assets as of the beginning of the plan year2022-05-23178436
Value of contributions failed to transmitted timely2022-05-230
Employer contributions to plan in this plan year2022-05-2321270
Fees paid to broker by Benefit Provider2022-05-230
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-232

Potentially related plans

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