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EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameEVERETT GROUP LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

EVERETT GROUP LLC 401(K) PROFIT SHARING 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

EVERETT GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:EVERETT GROUP LLC
Employer identification number (EIN):205693520
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about EVERETT GROUP LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4517840

More information about EVERETT GROUP LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SUSAN EOFF
0012016-01-01SUSAN EOFF
0012015-01-01SUSAN EOFF
0012014-01-01SUSAN EOFF
0012013-01-01SUSAN EOFF
0012012-01-01KARI POPE
0012011-01-01KARI POPE2012-10-15

Plan Statistics for EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01331
Total number of active participants reported on line 7a of the Form 55002022-01-01254
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0155
Total of all active and inactive participants2022-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01314
Number of participants with account balances2022-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01317
Total number of active participants reported on line 7a of the Form 55002021-01-01253
Number of retired or separated participants receiving benefits2021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01314
Number of participants with account balances2021-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01314
Total number of active participants reported on line 7a of the Form 55002020-01-01241
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0153
Total of all active and inactive participants2020-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01299
Number of participants with account balances2020-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01349
Total number of active participants reported on line 7a of the Form 55002019-01-01224
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0163
Total of all active and inactive participants2019-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01295
Number of participants with account balances2019-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01531
Total number of active participants reported on line 7a of the Form 55002018-01-01255
Number of retired or separated participants receiving benefits2018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01329
Number of participants with account balances2018-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01119
2017: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01556
Total number of active participants reported on line 7a of the Form 55002017-01-01461
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01507
Number of participants with account balances2017-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01420
Total number of active participants reported on line 7a of the Form 55002016-01-01485
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01509
Number of participants with account balances2016-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01350
Total number of active participants reported on line 7a of the Form 55002015-01-01356
Number of retired or separated participants receiving benefits2015-01-0121
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01392
Number of participants with account balances2015-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01228
Total number of active participants reported on line 7a of the Form 55002014-01-01228
Number of retired or separated participants receiving benefits2014-01-0121
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01272
Number of participants with account balances2014-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01179
Total number of active participants reported on line 7a of the Form 55002013-01-01165
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01187
Number of participants with account balances2013-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01160
Total number of active participants reported on line 7a of the Form 55002012-01-01142
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01157
Number of participants with account balances2012-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-140,769
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,051,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$959,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,380,455
Value of total assets at end of year2022-12-31$13,370,672
Value of total assets at beginning of year2022-12-31$14,563,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$92,465
Total interest from all sources2022-12-31$25,280
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$440,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$440,257
Administrative expenses professional fees incurred2022-12-31$19,320
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,382,450
Participant contributions at end of year2022-12-31$444,628
Participant contributions at beginning of year2022-12-31$456,663
Participant contributions at end of year2022-12-31$30,003
Participant contributions at beginning of year2022-12-31$27,816
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$226,819
Total non interest bearing cash at end of year2022-12-31$191
Total non interest bearing cash at beginning of year2022-12-31$161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,192,733
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,370,672
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,563,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$53,220
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,621,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,659,692
Interest on participant loans2022-12-31$21,050
Interest earned on other investments2022-12-31$726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$242,137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$200,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$200,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,986,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$771,186
Employer contributions (assets) at end of year2022-12-31$32,485
Employer contributions (assets) at beginning of year2022-12-31$218,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$959,499
Contract administrator fees2022-12-31$19,925
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$16,445
Total income from all sources (including contributions)2021-12-31$3,964,524
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,490,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,401,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,258,662
Value of total assets at end of year2021-12-31$14,563,405
Value of total assets at beginning of year2021-12-31$12,106,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$89,185
Total interest from all sources2021-12-31$20,832
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,162,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,162,322
Administrative expenses professional fees incurred2021-12-31$20,696
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$50,010
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,181,839
Participant contributions at end of year2021-12-31$456,663
Participant contributions at beginning of year2021-12-31$451,422
Participant contributions at end of year2021-12-31$27,816
Participant contributions at beginning of year2021-12-31$15,646
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$257,203
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$24
Liabilities. Value of operating payables at beginning of year2021-12-31$16,445
Total non interest bearing cash at end of year2021-12-31$161
Total non interest bearing cash at beginning of year2021-12-31$147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,473,738
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,563,405
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,089,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$51,104
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,659,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,467,193
Interest on participant loans2021-12-31$20,242
Interest earned on other investments2021-12-31$545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$200,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$157,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$157,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$45
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$522,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$819,620
Employer contributions (assets) at end of year2021-12-31$218,628
Employer contributions (assets) at beginning of year2021-12-31$14,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,401,601
Contract administrator fees2021-12-31$17,385
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$34,124
Total income from all sources (including contributions)2020-12-31$3,271,896
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,382,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,308,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,702,630
Value of total assets at end of year2020-12-31$12,106,112
Value of total assets at beginning of year2020-12-31$11,234,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$74,394
Total interest from all sources2020-12-31$31,517
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$351,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$351,917
Administrative expenses professional fees incurred2020-12-31$13,932
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$84,845
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,075,980
Participant contributions at end of year2020-12-31$451,422
Participant contributions at beginning of year2020-12-31$425,792
Participant contributions at end of year2020-12-31$15,646
Participant contributions at beginning of year2020-12-31$20,155
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$81,120
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$24
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$523
Other income not declared elsewhere2020-12-31$119
Liabilities. Value of operating payables at end of year2020-12-31$16,445
Liabilities. Value of operating payables at beginning of year2020-12-31$34,124
Total non interest bearing cash at end of year2020-12-31$147
Total non interest bearing cash at beginning of year2020-12-31$109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$889,046
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,089,667
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,200,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$44,641
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,467,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,400,385
Interest on participant loans2020-12-31$29,134
Interest earned on other investments2020-12-31$541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$157,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$379,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$379,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,185,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$545,530
Employer contributions (assets) at end of year2020-12-31$14,658
Employer contributions (assets) at beginning of year2020-12-31$8,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,308,456
Contract administrator fees2020-12-31$15,821
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$34,124
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$34,124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,288,518
Total income from all sources (including contributions)2019-12-31$4,288,518
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,500,487
Total of all expenses incurred2019-12-31$2,500,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,423,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,423,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,151,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,151,535
Value of total assets at end of year2019-12-31$11,234,745
Value of total assets at end of year2019-12-31$11,234,745
Value of total assets at beginning of year2019-12-31$9,412,590
Value of total assets at beginning of year2019-12-31$9,412,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$77,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$77,059
Total interest from all sources2019-12-31$29,543
Total interest from all sources2019-12-31$29,543
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$252,872
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$252,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$252,872
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$252,872
Administrative expenses professional fees incurred2019-12-31$15,942
Administrative expenses professional fees incurred2019-12-31$15,942
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$281,245
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,103,810
Contributions received from participants2019-12-31$1,103,810
Participant contributions at end of year2019-12-31$425,792
Participant contributions at end of year2019-12-31$425,792
Participant contributions at beginning of year2019-12-31$592,555
Participant contributions at beginning of year2019-12-31$592,555
Participant contributions at end of year2019-12-31$20,155
Participant contributions at end of year2019-12-31$20,155
Participant contributions at beginning of year2019-12-31$19,123
Participant contributions at beginning of year2019-12-31$19,123
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$421,590
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$421,590
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$523
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$729
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$729
Other income not declared elsewhere2019-12-31$11
Liabilities. Value of operating payables at end of year2019-12-31$34,124
Total non interest bearing cash at end of year2019-12-31$109
Total non interest bearing cash at beginning of year2019-12-31$306
Total non interest bearing cash at beginning of year2019-12-31$306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$78,266
Income. Non cash contributions2019-12-31$78,266
Value of net income/loss2019-12-31$1,788,031
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,200,621
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,200,621
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,412,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$43,267
Investment advisory and management fees2019-12-31$43,267
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,400,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,333,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,333,007
Interest on participant loans2019-12-31$28,669
Interest on participant loans2019-12-31$28,669
Interest earned on other investments2019-12-31$380
Interest earned on other investments2019-12-31$380
Value of interest in common/collective trusts at beginning of year2019-12-31$456,206
Value of interest in common/collective trusts at beginning of year2019-12-31$456,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$379,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$379,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$494
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,846,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,846,917
Net investment gain or loss from common/collective trusts2019-12-31$7,640
Net investment gain or loss from common/collective trusts2019-12-31$7,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$547,869
Contributions received in cash from employer2019-12-31$547,869
Employer contributions (assets) at end of year2019-12-31$8,221
Employer contributions (assets) at end of year2019-12-31$8,221
Employer contributions (assets) at beginning of year2019-12-31$10,664
Employer contributions (assets) at beginning of year2019-12-31$10,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,423,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,423,428
Contract administrator fees2019-12-31$17,850
Contract administrator fees2019-12-31$17,850
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,407,256
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,462,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,362,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,967,505
Value of total assets at end of year2018-12-31$9,412,590
Value of total assets at beginning of year2018-12-31$13,468,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$100,728
Total interest from all sources2018-12-31$35,705
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$343,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$343,005
Administrative expenses professional fees incurred2018-12-31$30,410
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$576,831
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,179,570
Participant contributions at end of year2018-12-31$592,555
Participant contributions at beginning of year2018-12-31$1,041,662
Participant contributions at end of year2018-12-31$19,123
Participant contributions at beginning of year2018-12-31$32,990
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$112,590
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$729
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$542
Other income not declared elsewhere2018-12-31$1,347
Total non interest bearing cash at end of year2018-12-31$306
Total non interest bearing cash at beginning of year2018-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$16,213
Value of net income/loss2018-12-31$-4,055,669
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,412,590
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,468,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$48,589
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,333,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,952,240
Interest on participant loans2018-12-31$35,134
Interest earned on other investments2018-12-31$571
Value of interest in common/collective trusts at end of year2018-12-31$456,206
Value of interest in common/collective trusts at beginning of year2018-12-31$421,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-947,682
Net investment gain or loss from common/collective trusts2018-12-31$7,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$659,132
Employer contributions (assets) at end of year2018-12-31$10,664
Employer contributions (assets) at beginning of year2018-12-31$19,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,362,197
Contract administrator fees2018-12-31$21,729
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,827,787
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,067,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,001,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,814,964
Value of total assets at end of year2017-12-31$13,468,259
Value of total assets at beginning of year2017-12-31$9,707,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$65,331
Total interest from all sources2017-12-31$39,012
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$425,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$425,628
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$80,009
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,782,693
Participant contributions at end of year2017-12-31$1,041,662
Participant contributions at beginning of year2017-12-31$653,851
Participant contributions at end of year2017-12-31$32,990
Participant contributions at beginning of year2017-12-31$33,777
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$46,220
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$542
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$112,828
Other income not declared elsewhere2017-12-31$4
Total non interest bearing cash at end of year2017-12-31$8
Total non interest bearing cash at beginning of year2017-12-31$527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,760,723
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,468,259
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,707,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$46,710
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,952,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,542,289
Interest on participant loans2017-12-31$38,560
Interest earned on other investments2017-12-31$452
Value of interest in common/collective trusts at end of year2017-12-31$421,014
Value of interest in common/collective trusts at beginning of year2017-12-31$351,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,543,143
Net investment gain or loss from common/collective trusts2017-12-31$5,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$986,051
Employer contributions (assets) at end of year2017-12-31$19,803
Employer contributions (assets) at beginning of year2017-12-31$13,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,001,733
Contract administrator fees2017-12-31$18,621
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,569,544
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$691,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$622,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,949,398
Value of total assets at end of year2016-12-31$9,707,536
Value of total assets at beginning of year2016-12-31$6,829,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$68,925
Total interest from all sources2016-12-31$25,445
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$180,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$180,145
Administrative expenses professional fees incurred2016-12-31$16,640
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$98,917
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,616,342
Participant contributions at end of year2016-12-31$653,851
Participant contributions at beginning of year2016-12-31$508,966
Participant contributions at end of year2016-12-31$33,777
Participant contributions at beginning of year2016-12-31$8,461
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$578,972
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$112,828
Other income not declared elsewhere2016-12-31$625
Total non interest bearing cash at end of year2016-12-31$527
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,878,318
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,707,536
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,829,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$35,890
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,542,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,009,368
Interest on participant loans2016-12-31$25,445
Value of interest in common/collective trusts at end of year2016-12-31$351,051
Value of interest in common/collective trusts at beginning of year2016-12-31$297,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$410,468
Net investment gain or loss from common/collective trusts2016-12-31$3,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$754,084
Employer contributions (assets) at end of year2016-12-31$13,213
Employer contributions (assets) at beginning of year2016-12-31$5,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$622,301
Contract administrator fees2016-12-31$16,395
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,943,471
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$514,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$449,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,923,221
Value of total assets at end of year2015-12-31$6,829,218
Value of total assets at beginning of year2015-12-31$5,400,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$65,277
Total interest from all sources2015-12-31$24,505
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$262,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$262,047
Administrative expenses professional fees incurred2015-12-31$17,659
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$18,269
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,093,992
Participant contributions at end of year2015-12-31$508,966
Participant contributions at beginning of year2015-12-31$452,862
Participant contributions at end of year2015-12-31$8,461
Participant contributions at beginning of year2015-12-31$34,439
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$226,962
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,428,502
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,829,218
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,400,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$34,828
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,009,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,608,239
Interest on participant loans2015-12-31$21,831
Interest earned on other investments2015-12-31$2,674
Value of interest in common/collective trusts at end of year2015-12-31$297,347
Value of interest in common/collective trusts at beginning of year2015-12-31$285,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-269,099
Net investment gain or loss from common/collective trusts2015-12-31$2,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$602,267
Employer contributions (assets) at end of year2015-12-31$5,076
Employer contributions (assets) at beginning of year2015-12-31$19,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$449,692
Contract administrator fees2015-12-31$12,790
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,617,216
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$415,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$363,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,300,931
Value of total assets at end of year2014-12-31$5,400,716
Value of total assets at beginning of year2014-12-31$4,198,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$51,563
Total interest from all sources2014-12-31$15,598
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$161,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$161,291
Administrative expenses professional fees incurred2014-12-31$14,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$32,870
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$752,041
Participant contributions at end of year2014-12-31$452,862
Participant contributions at beginning of year2014-12-31$295,642
Participant contributions at end of year2014-12-31$34,439
Participant contributions at beginning of year2014-12-31$10,237
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$71,855
Total non interest bearing cash at end of year2014-12-31$519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,202,170
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,400,716
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,198,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$28,152
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,608,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,574,565
Interest on participant loans2014-12-31$15,384
Interest earned on other investments2014-12-31$214
Value of interest in common/collective trusts at end of year2014-12-31$285,136
Value of interest in common/collective trusts at beginning of year2014-12-31$312,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$137,164
Net investment gain or loss from common/collective trusts2014-12-31$2,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$477,035
Employer contributions (assets) at end of year2014-12-31$19,521
Employer contributions (assets) at beginning of year2014-12-31$5,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$363,483
Contract administrator fees2014-12-31$9,411
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,723,547
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$198,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$154,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,058,901
Value of total assets at end of year2013-12-31$4,198,546
Value of total assets at beginning of year2013-12-31$2,673,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$44,157
Total interest from all sources2013-12-31$12,031
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$87,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$87,343
Administrative expenses professional fees incurred2013-12-31$14,040
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$623,503
Participant contributions at end of year2013-12-31$295,642
Participant contributions at beginning of year2013-12-31$290,451
Participant contributions at end of year2013-12-31$10,237
Participant contributions at beginning of year2013-12-31$14,730
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$55,767
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,525,201
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,198,546
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,673,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$21,563
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,574,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,349,875
Interest on participant loans2013-12-31$12,018
Interest earned on other investments2013-12-31$13
Value of interest in common/collective trusts at end of year2013-12-31$312,296
Value of interest in common/collective trusts at beginning of year2013-12-31$8,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$563,742
Net investment gain or loss from common/collective trusts2013-12-31$1,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$379,631
Employer contributions (assets) at end of year2013-12-31$5,806
Employer contributions (assets) at beginning of year2013-12-31$9,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$154,189
Contract administrator fees2013-12-31$8,554
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,162,094
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$175,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$151,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$896,480
Value of total assets at end of year2012-12-31$2,673,345
Value of total assets at beginning of year2012-12-31$1,686,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,455
Total interest from all sources2012-12-31$7,846
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$45,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$45,536
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$463,780
Participant contributions at end of year2012-12-31$290,451
Participant contributions at beginning of year2012-12-31$151,854
Participant contributions at end of year2012-12-31$14,730
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$145,387
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$9
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$986,771
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,673,345
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,686,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$15,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,349,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,528,513
Interest on participant loans2012-12-31$7,846
Value of interest in common/collective trusts at end of year2012-12-31$8,477
Value of interest in common/collective trusts at beginning of year2012-12-31$6,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$212,144
Net investment gain/loss from pooled separate accounts2012-12-31$88
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$287,313
Employer contributions (assets) at end of year2012-12-31$9,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$151,868
Contract administrator fees2012-12-31$7,828
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260

Form 5500 Responses for EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN

2022: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EVERETT GROUP LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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