?>
Plan Name | THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | THE PHELPS GROUP |
Employer identification number (EIN): | 953677390 |
NAIC Classification: | 541800 |
Additional information about THE PHELPS GROUP
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1981-12-11 |
Company Identification Number: | C1098863 |
Legal Registered Office Address: |
12121 Bluff Creek Drive, Suite 200 Los Angeles United States of America (USA) 90094 |
More information about THE PHELPS GROUP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2022-01-01 | ||||
004 | 2021-01-01 | ||||
004 | 2020-01-01 | ||||
004 | 2019-01-01 | ||||
004 | 2018-01-01 | ||||
004 | 2017-01-01 | MYLES WATLING | |||
004 | 2016-10-01 | MYLES WATLING | |||
004 | 2015-10-01 | MYLES WATLING | |||
004 | 2015-10-01 | ||||
004 | 2014-10-01 | MYLES WATLING | |||
004 | 2013-10-01 | MYLES WATLING | MYLES WATLING | 2015-07-08 | |
004 | 2012-10-01 | MYLES WATLING | |||
004 | 2011-10-01 | MYLES WATLING | |||
004 | 2009-10-01 | MYLES WATLING |
Measure | Date | Value |
---|---|---|
2022: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 9 |
Total of all active and inactive participants | 2022-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 9 |
Number of participants with account balances | 2022-01-01 | 9 |
2021: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 18 |
Total of all active and inactive participants | 2021-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 18 |
Number of participants with account balances | 2021-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 96 |
Total of all active and inactive participants | 2020-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 96 |
Number of participants with account balances | 2020-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 96 |
Total of all active and inactive participants | 2019-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 96 |
Number of participants with account balances | 2019-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 96 |
Total of all active and inactive participants | 2018-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 96 |
Number of participants with account balances | 2018-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 39 |
Total of all active and inactive participants | 2017-01-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 101 |
Number of participants with account balances | 2017-01-01 | 100 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 14 |
2016: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-10-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 65 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 40 |
Total of all active and inactive participants | 2016-10-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 1 |
Total participants | 2016-10-01 | 114 |
Number of participants with account balances | 2016-10-01 | 113 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 6 |
2015: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-10-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 68 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 33 |
Total of all active and inactive participants | 2015-10-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 1 |
Total participants | 2015-10-01 | 110 |
Number of participants with account balances | 2015-10-01 | 110 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 15 |
2014: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-10-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 77 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 35 |
Total of all active and inactive participants | 2014-10-01 | 119 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 2 |
Total participants | 2014-10-01 | 121 |
Number of participants with account balances | 2014-10-01 | 121 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 19 |
2013: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-10-01 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 81 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 27 |
Total of all active and inactive participants | 2013-10-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 2 |
Total participants | 2013-10-01 | 111 |
Number of participants with account balances | 2013-10-01 | 111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 6 |
2012: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-10-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 67 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 32 |
Total of all active and inactive participants | 2012-10-01 | 99 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 4 |
Total participants | 2012-10-01 | 103 |
Number of participants with account balances | 2012-10-01 | 103 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 13 |
2011: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-10-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 68 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 25 |
Total of all active and inactive participants | 2011-10-01 | 93 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 2 |
Total participants | 2011-10-01 | 95 |
Number of participants with account balances | 2011-10-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 3 |
2009: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-10-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 61 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 19 |
Total of all active and inactive participants | 2009-10-01 | 80 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 80 |
Number of participants with account balances | 2009-10-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 5 |
Measure | Date | Value |
---|---|---|
2022 : THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $0 |
Expenses. Total of all expenses incurred | 2022-12-31 | $39,690 |
Benefits paid (including direct rollovers) | 2022-12-31 | $39,690 |
Total plan assets at end of year | 2022-12-31 | $33,825 |
Total plan assets at beginning of year | 2022-12-31 | $73,515 |
Value of fidelity bond covering the plan | 2022-12-31 | $25,000 |
Net income (gross income less expenses) | 2022-12-31 | $-39,690 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $33,825 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $73,515 |
2021 : THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Total income from all sources | 2021-12-31 | $0 |
Expenses. Total of all expenses incurred | 2021-12-31 | $163,655 |
Benefits paid (including direct rollovers) | 2021-12-31 | $163,655 |
Total plan assets at end of year | 2021-12-31 | $73,515 |
Total plan assets at beginning of year | 2021-12-31 | $237,170 |
Value of fidelity bond covering the plan | 2021-12-31 | $25,000 |
Other income received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $-163,655 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $73,515 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $237,170 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $-24,423 |
Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $237,170 |
Total plan assets at beginning of year | 2020-12-31 | $261,593 |
Value of fidelity bond covering the plan | 2020-12-31 | $30,000 |
Other income received | 2020-12-31 | $-24,423 |
Net income (gross income less expenses) | 2020-12-31 | $-24,423 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $237,170 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $261,593 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $6,317 |
Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $261,593 |
Total plan assets at beginning of year | 2019-12-31 | $255,276 |
Value of fidelity bond covering the plan | 2019-12-31 | $30,000 |
Other income received | 2019-12-31 | $6,317 |
Net income (gross income less expenses) | 2019-12-31 | $6,317 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $261,593 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $255,276 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $3,660,420 |
Total income from all sources | 2018-12-31 | $3,305,586 |
Expenses. Total of all expenses incurred | 2018-12-31 | $6,257 |
Benefits paid (including direct rollovers) | 2018-12-31 | $6,257 |
Total plan assets at end of year | 2018-12-31 | $255,276 |
Total plan assets at beginning of year | 2018-12-31 | $616,367 |
Value of fidelity bond covering the plan | 2018-12-31 | $25,000 |
Other income received | 2018-12-31 | $3,305,586 |
Net income (gross income less expenses) | 2018-12-31 | $3,299,329 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $255,276 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $-3,044,053 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-2,260,753 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-2,260,753 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $3,660,420 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $3,447,324 |
Expenses. Interest paid | 2017-12-31 | $206,839 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $206,839 |
Total income from all sources (including contributions) | 2017-12-31 | $-2,052,801 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $277,519 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $70,284 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $206,839 |
Value of total assets at end of year | 2017-12-31 | $616,367 |
Value of total assets at beginning of year | 2017-12-31 | $2,733,591 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $396 |
Total interest from all sources | 2017-12-31 | $57 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,056 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,056 |
Administrative expenses professional fees incurred | 2017-12-31 | $396 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $206,839 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-2,330,320 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $-3,044,053 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $-713,733 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,228 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,788 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $189,459 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $249,051 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $249,051 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $57 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $110,000 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $2,374,752 |
Contributions received in cash from employer | 2017-12-31 | $206,839 |
Employer contributions (assets) at end of year | 2017-12-31 | $206,839 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $70,284 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $44,813 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $55,028 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $6,257 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $3,447,324 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $3,447,324 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | WRIGHT FORD YOUNG & CO. |
Accountancy firm EIN | 2017-12-31 | 953288054 |
2016 : THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $253 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $253 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $3,447,324 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $3,447,576 |
Expenses. Interest paid | 2016-12-31 | $202,318 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $202,318 |
Total income from all sources (including contributions) | 2016-12-31 | $202,713 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $202,318 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $202,318 |
Value of total assets at end of year | 2016-12-31 | $2,733,591 |
Value of total assets at beginning of year | 2016-12-31 | $2,733,448 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $142 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $252 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $395 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $-713,733 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $-714,128 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $9,788 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,662 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $249,051 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $249,034 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $249,034 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $142 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $2,374,752 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $2,374,752 |
Contributions received in cash from employer | 2016-12-31 | $202,318 |
Employer contributions (assets) at end of year | 2016-12-31 | $100,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $100,000 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $3,447,324 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $3,447,324 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-09-30 | $-3,228,904 |
Total unrealized appreciation/depreciation of assets | 2016-09-30 | $-3,228,904 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $3,447,576 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $24,749 |
Total income from all sources (including contributions) | 2016-09-30 | $-3,128,931 |
Total loss/gain on sale of assets | 2016-09-30 | $0 |
Total of all expenses incurred | 2016-09-30 | $174,473 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $144,363 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $100,000 |
Value of total assets at end of year | 2016-09-30 | $2,733,448 |
Value of total assets at beginning of year | 2016-09-30 | $2,614,025 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $30,110 |
Total interest from all sources | 2016-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
Administrative expenses professional fees incurred | 2016-09-30 | $30,000 |
Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
Value of fidelity bond cover | 2016-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-09-30 | $252 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-09-30 | $24,749 |
Administrative expenses (other) incurred | 2016-09-30 | $110 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Value of net income/loss | 2016-09-30 | $-3,303,404 |
Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $-714,128 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $2,589,276 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-09-30 | $9,662 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-09-30 | $9,704 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-09-30 | $249,034 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-09-30 | $97,990 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-09-30 | $97,990 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-09-30 | $-27 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
Assets. Invements in employer securities at end of year | 2016-09-30 | $2,374,752 |
Assets. Invements in employer securities at beginning of year | 2016-09-30 | $2,156,331 |
Contributions received in cash from employer | 2016-09-30 | $100,000 |
Employer contributions (assets) at end of year | 2016-09-30 | $100,000 |
Employer contributions (assets) at beginning of year | 2016-09-30 | $350,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-09-30 | $144,363 |
Did the plan have assets held for investment | 2016-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2016-09-30 | $3,447,324 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Unqualified |
Accountancy firm name | 2016-09-30 | WRIGHT FORD YOUNG & CO |
Accountancy firm EIN | 2016-09-30 | 953288054 |
2015 : THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-09-30 | $291,440 |
Total unrealized appreciation/depreciation of assets | 2015-09-30 | $291,440 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $24,749 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $3,269 |
Total income from all sources (including contributions) | 2015-09-30 | $641,003 |
Total loss/gain on sale of assets | 2015-09-30 | $0 |
Total of all expenses incurred | 2015-09-30 | $179,736 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $179,736 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $350,000 |
Value of total assets at end of year | 2015-09-30 | $2,614,025 |
Value of total assets at beginning of year | 2015-09-30 | $2,131,278 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $0 |
Total interest from all sources | 2015-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
Value of fidelity bond cover | 2015-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-09-30 | $24,749 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-09-30 | $3,269 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Value of net income/loss | 2015-09-30 | $461,267 |
Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $2,589,276 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $2,128,009 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-09-30 | $9,704 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-09-30 | $10,047 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-09-30 | $97,990 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-09-30 | $45,340 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-09-30 | $45,340 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-09-30 | $-437 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
Assets. Invements in employer securities at end of year | 2015-09-30 | $2,156,331 |
Assets. Invements in employer securities at beginning of year | 2015-09-30 | $1,864,891 |
Contributions received in cash from employer | 2015-09-30 | $350,000 |
Employer contributions (assets) at end of year | 2015-09-30 | $350,000 |
Employer contributions (assets) at beginning of year | 2015-09-30 | $211,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $179,736 |
Did the plan have assets held for investment | 2015-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Unqualified |
Accountancy firm name | 2015-09-30 | WRIGHT FORD YOUNG & CO |
Accountancy firm EIN | 2015-09-30 | 953288054 |
2014 : THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-09-30 | $-85,140 |
Total unrealized appreciation/depreciation of assets | 2014-09-30 | $-85,140 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $3,269 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $1,584 |
Total income from all sources (including contributions) | 2014-09-30 | $126,228 |
Total loss/gain on sale of assets | 2014-09-30 | $0 |
Total of all expenses incurred | 2014-09-30 | $151,728 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $151,728 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $211,000 |
Value of total assets at end of year | 2014-09-30 | $2,131,278 |
Value of total assets at beginning of year | 2014-09-30 | $2,155,093 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $0 |
Total interest from all sources | 2014-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
Value of fidelity bond cover | 2014-09-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-09-30 | $3,269 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-09-30 | $1,584 |
Other income not declared elsewhere | 2014-09-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Value of net income/loss | 2014-09-30 | $-25,500 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $2,128,009 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $2,153,509 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-09-30 | $10,047 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-09-30 | $9,686 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-09-30 | $45,340 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-09-30 | $55,376 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-09-30 | $55,376 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-09-30 | $368 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Assets. Invements in employer securities at end of year | 2014-09-30 | $1,864,891 |
Assets. Invements in employer securities at beginning of year | 2014-09-30 | $1,950,031 |
Contributions received in cash from employer | 2014-09-30 | $211,000 |
Employer contributions (assets) at end of year | 2014-09-30 | $211,000 |
Employer contributions (assets) at beginning of year | 2014-09-30 | $140,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $151,728 |
Did the plan have assets held for investment | 2014-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Unqualified |
Accountancy firm name | 2014-09-30 | WRIGHT FORD YOUNG & CO. |
Accountancy firm EIN | 2014-09-30 | 953288054 |
2013 : THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-09-30 | $1,584 |
Total plan liabilities at beginning of year | 2013-09-30 | $0 |
Total income from all sources | 2013-09-30 | $906,558 |
Expenses. Total of all expenses incurred | 2013-09-30 | $62,484 |
Benefits paid (including direct rollovers) | 2013-09-30 | $62,484 |
Total plan assets at end of year | 2013-09-30 | $2,155,093 |
Total plan assets at beginning of year | 2013-09-30 | $1,309,435 |
Value of fidelity bond covering the plan | 2013-09-30 | $450,000 |
Other income received | 2013-09-30 | $766,558 |
Net income (gross income less expenses) | 2013-09-30 | $844,074 |
Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $2,153,509 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $1,309,435 |
Assets. Value of employer securities | 2013-09-30 | $1,950,031 |
Total contributions received or receivable from employer(s) | 2013-09-30 | $140,000 |
2012 : THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-09-30 | $0 |
Total plan liabilities at beginning of year | 2012-09-30 | $540,004 |
Total income from all sources | 2012-09-30 | $-465,215 |
Expenses. Total of all expenses incurred | 2012-09-30 | $83,854 |
Benefits paid (including direct rollovers) | 2012-09-30 | $83,854 |
Total plan assets at end of year | 2012-09-30 | $1,309,435 |
Total plan assets at beginning of year | 2012-09-30 | $2,398,508 |
Value of fidelity bond covering the plan | 2012-09-30 | $450,000 |
Other income received | 2012-09-30 | $-555,215 |
Net income (gross income less expenses) | 2012-09-30 | $-549,069 |
Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $1,309,435 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $1,858,504 |
Assets. Value of employer securities | 2012-09-30 | $1,183,772 |
Total contributions received or receivable from employer(s) | 2012-09-30 | $90,000 |
2022: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-10-01 | Type of plan entity | Single employer plan |
2016-10-01 | Submission has been amended | No |
2016-10-01 | This submission is the final filing | No |
2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2016-10-01 | Plan is a collectively bargained plan | No |
2016-10-01 | Plan funding arrangement – Trust | Yes |
2016-10-01 | Plan benefit arrangement - Trust | Yes |
2015: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Submission has been amended | Yes |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | No |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan is a collectively bargained plan | No |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Submission has been amended | No |
2011-10-01 | This submission is the final filing | No |
2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-10-01 | Plan is a collectively bargained plan | No |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |
2009: THE PHELPS GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | No |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan is a collectively bargained plan | No |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |