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ELLIOTT WORKGROUP SERVICES RETIREMENT PLAN 401k Plan overview

Plan NameELLIOTT WORKGROUP SERVICES RETIREMENT PLAN
Plan identification number 002

ELLIOTT WORKGROUP SERVICES RETIREMENT 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.
  • 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

ELLIOTT WORKGROUP SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ELLIOTT WORKGROUP SERVICES, INC.
Employer identification number (EIN):202086484
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELLIOTT WORKGROUP SERVICES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01CRAIG ELLIOTT2022-03-28
0022020-01-01CRAIG ELLIOTT2021-04-28
0022019-01-01CRAIG ELLIOTT2020-08-19
0022018-01-01

Plan Statistics for ELLIOTT WORKGROUP SERVICES RETIREMENT PLAN

401k plan membership statisitcs for ELLIOTT WORKGROUP SERVICES RETIREMENT PLAN

Measure Date Value
2021: ELLIOTT WORKGROUP SERVICES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0129
Total number of active participants reported on line 7a of the Form 55002021-01-0122
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0129
Number of participants with account balances2021-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: ELLIOTT WORKGROUP SERVICES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0129
Total number of active participants reported on line 7a of the Form 55002020-01-0123
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0129
Number of participants with account balances2020-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ELLIOTT WORKGROUP SERVICES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0125
Total number of active participants reported on line 7a of the Form 55002019-01-0124
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0129
Number of participants with account balances2019-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ELLIOTT WORKGROUP SERVICES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0124
Total number of active participants reported on line 7a of the Form 55002018-01-0122
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0126
Number of participants with account balances2018-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on ELLIOTT WORKGROUP SERVICES RETIREMENT PLAN

Measure Date Value
2021 : ELLIOTT WORKGROUP SERVICES RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$491,265
Expenses. Total of all expenses incurred2021-12-31$2,040
Benefits paid (including direct rollovers)2021-12-31$2,040
Total plan assets at end of year2021-12-31$2,230,426
Total plan assets at beginning of year2021-12-31$1,741,201
Value of fidelity bond covering the plan2021-12-31$230,000
Total contributions received or receivable from participants2021-12-31$137,146
Contributions received from other sources (not participants or employers)2021-12-31$746
Other income received2021-12-31$311,013
Net income (gross income less expenses)2021-12-31$489,225
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,230,426
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,741,201
Total contributions received or receivable from employer(s)2021-12-31$42,360
2020 : ELLIOTT WORKGROUP SERVICES RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$584,919
Total plan assets at end of year2020-12-31$1,741,201
Total plan assets at beginning of year2020-12-31$1,156,282
Value of fidelity bond covering the plan2020-12-31$180,000
Total contributions received or receivable from participants2020-12-31$137,941
Contributions received from other sources (not participants or employers)2020-12-31$10,000
Other income received2020-12-31$259,940
Net income (gross income less expenses)2020-12-31$584,919
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,741,201
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,156,282
Total contributions received or receivable from employer(s)2020-12-31$177,038
2019 : ELLIOTT WORKGROUP SERVICES RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$743,135
Expenses. Total of all expenses incurred2019-12-31$2,380
Benefits paid (including direct rollovers)2019-12-31$2,380
Total plan assets at end of year2019-12-31$1,156,282
Total plan assets at beginning of year2019-12-31$415,527
Value of fidelity bond covering the plan2019-12-31$110,000
Total contributions received or receivable from participants2019-12-31$103,877
Contributions received from other sources (not participants or employers)2019-12-31$382,898
Other income received2019-12-31$206,597
Net income (gross income less expenses)2019-12-31$740,755
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,156,282
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$415,527
Total contributions received or receivable from employer(s)2019-12-31$49,763
2018 : ELLIOTT WORKGROUP SERVICES RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$415,527
Total plan assets at end of year2018-12-31$415,527
Total plan assets at beginning of year2018-12-31$0
Total contributions received or receivable from participants2018-12-31$70,592
Contributions received from other sources (not participants or employers)2018-12-31$364,008
Other income received2018-12-31$-45,999
Net income (gross income less expenses)2018-12-31$415,527
Net plan assets at end of year (total assets less liabilities)2018-12-31$415,527
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$26,926

Form 5500 Responses for ELLIOTT WORKGROUP SERVICES RETIREMENT PLAN

2021: ELLIOTT WORKGROUP SERVICES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ELLIOTT WORKGROUP SERVICES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ELLIOTT WORKGROUP SERVICES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ELLIOTT WORKGROUP SERVICES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number134360
Policy instance 1
Insurance contract or identification number134360
Number of Individuals Covered29
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,423
Total amount of fees paid to insurance companyUSD $971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,423
Insurance broker organization code?3
Amount paid for insurance broker fees971
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number134360
Policy instance 1
Insurance contract or identification number134360
Number of Individuals Covered29
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,282
Total amount of fees paid to insurance companyUSD $613
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,282
Amount paid for insurance broker fees613
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number134360
Policy instance 1
Insurance contract or identification number134360
Number of Individuals Covered26
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,755
Total amount of fees paid to insurance companyUSD $1,127
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,251
Amount paid for insurance broker fees1127
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number134360
Policy instance 1
Insurance contract or identification number134360
Number of Individuals Covered26
Insurance policy start date2018-05-03
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,840
Total amount of fees paid to insurance companyUSD $1,671
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,388
Amount paid for insurance broker fees1671
Insurance broker organization code?5

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