401k Plan data: TEG EMPLOYEE STOCK OWNERSHIP PLAN plan

TEG EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	TEG EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

TEG EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

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

Company Name: EMERGENCE GROUP ADVISORS, INC.

Employer identification number (EIN): 201075475

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEG EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 JAMES KREJCI JAMES KREJCI 2017-10-06
002 2015-01-01 JAMES KREJCI
002 2014-05-15 JAMES KREJCI

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01	JAMES KREJCI	JAMES KREJCI	2017-10-06
002	2015-01-01	JAMES KREJCI
002	2014-05-15	JAMES KREJCI

Plan Statistics for TEG EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for TEG EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2016: TEG EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TEG EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TEG EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-05-15 10
Total number of active participants reported on line 7a of the Form 5500 2014-05-15 10
Number of retired or separated participants receiving benefits 2014-05-15 0
Number of other retired or separated participants entitled to future benefits 2014-05-15 0
Total of all active and inactive participants 2014-05-15 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-05-15 0
Total participants 2014-05-15 10
Number of participants with account balances 2014-05-15 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-05-15 1

Measure	Date	Value
2016: TEG EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TEG EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TEG EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-05-15	10
Total number of active participants reported on line 7a of the Form 5500	2014-05-15	10
Number of retired or separated participants receiving benefits	2014-05-15	0
Number of other retired or separated participants entitled to future benefits	2014-05-15	0
Total of all active and inactive participants	2014-05-15	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-05-15	0
Total participants	2014-05-15	10
Number of participants with account balances	2014-05-15	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-05-15	1

Financial Data on TEG EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2016 : TEG EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$4,572,735
Total plan liabilities at beginning of year	2016-12-31	$4,504,031
Total income from all sources	2016-12-31	$0
Expenses. Total of all expenses incurred	2016-12-31	$68,704
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$0
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$68,704
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$0
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-68,704
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$-4,572,735
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$-4,504,031
Assets. Value of employer securities	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : TEG EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$4,504,031
Total plan liabilities at beginning of year	2015-12-31	$4,786,410
Total income from all sources	2015-12-31	$-359,163
Expenses. Total of all expenses incurred	2015-12-31	$131,339
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$772,881
Expenses. Other expenses not covered elsewhere	2015-12-31	$131,339
Other income received	2015-12-31	$-531,101
Net income (gross income less expenses)	2015-12-31	$-490,502
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$-4,504,031
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$-4,013,529
Assets. Value of employer securities	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$171,938
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : TEG EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$4,786,410
Total income from all sources	2014-12-31	$-4,013,529
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$772,881
Total plan assets at beginning of year	2014-12-31	$0
Other income received	2014-12-31	$-4,168,899
Net income (gross income less expenses)	2014-12-31	$-4,013,529
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$-4,013,529
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Assets. Value of employer securities	2014-12-31	$531,100
Total contributions received or receivable from employer(s)	2014-12-31	$155,370
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for TEG EMPLOYEE STOCK OWNERSHIP PLAN

2016: TEG EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TEG EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TEG EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-05-15	Type of plan entity	Single employer plan
2014-05-15	First time form 5500 has been submitted	Yes
2014-05-15	Submission has been amended	No
2014-05-15	This submission is the final filing	No
2014-05-15	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-05-15	Plan is a collectively bargained plan	No
2014-05-15	Plan funding arrangement – Trust	Yes
2014-05-15	Plan benefit arrangement - Trust	Yes

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Company Name:	EMERGENCE GROUP ADVISORS, INC.
Employer identification number (EIN):	201075475
NAIC Classification:	611000