401k Plan data: E.L. ACHIEVE RETIREMENT SAVINGS PLAN plan

E.L. ACHIEVE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	E.L. ACHIEVE RETIREMENT SAVINGS PLAN
Plan identification number	001

E.L. ACHIEVE RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

E.L. ACHIEVE, INC. has sponsored the creation of one or more 401k plans.

Company Name: E.L. ACHIEVE, INC.

Employer identification number (EIN): 261824848

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan E.L. ACHIEVE RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 PLAN SPONSOR 2023-09-06
001 2021-01-01 PLAN SPONSOR 2022-07-20
001 2020-01-01 PLAN SPONSOR 2021-06-18
001 2019-01-01 MICHELLE THELANDER 2020-01-27
001 2018-01-01 MICHELLE THELANDER 2019-02-13
001 2017-01-01 MICHELLE THELANDER 2018-09-04
001 2016-01-01 MICHELLE THELANDER 2017-08-29
001 2015-01-01 MICHELLE THELANDER 2016-07-20
001 2014-01-01 MICHELLE THELANDER
001 2013-01-01 MICHELLE THELANDER
001 2012-04-01 MICHELLE THELANDER MICHELLE THELANDER 2013-06-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	PLAN SPONSOR	2023-09-06
001	2021-01-01	PLAN SPONSOR	2022-07-20
001	2020-01-01	PLAN SPONSOR	2021-06-18
001	2019-01-01	MICHELLE THELANDER	2020-01-27
001	2018-01-01	MICHELLE THELANDER	2019-02-13
001	2017-01-01	MICHELLE THELANDER	2018-09-04
001	2016-01-01	MICHELLE THELANDER	2017-08-29
001	2015-01-01	MICHELLE THELANDER	2016-07-20
001	2014-01-01	MICHELLE THELANDER
001	2013-01-01	MICHELLE THELANDER
001	2012-04-01	MICHELLE THELANDER		MICHELLE THELANDER	2013-06-13

Plan Statistics for E.L. ACHIEVE RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for E.L. ACHIEVE RETIREMENT SAVINGS PLAN

Measure Date Value
2014: E.L. ACHIEVE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 20
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 22
Number of participants with account balances 2014-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: E.L. ACHIEVE RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 20
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: E.L. ACHIEVE RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 18
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 0
Total of all active and inactive participants 2012-04-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 18
Number of participants with account balances 2012-04-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 0

Measure	Date	Value
2014: E.L. ACHIEVE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	22
Number of participants with account balances	2014-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: E.L. ACHIEVE RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	20
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: E.L. ACHIEVE RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	18
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	0
Total of all active and inactive participants	2012-04-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	18
Number of participants with account balances	2012-04-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	0

Financial Data on E.L. ACHIEVE RETIREMENT SAVINGS PLAN

Measure	Date	Value
2014 : E.L. ACHIEVE RETIREMENT SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$325,836
Expenses. Total of all expenses incurred	2014-12-31	$56,701
Benefits paid (including direct rollovers)	2014-12-31	$50,387
Total plan assets at end of year	2014-12-31	$1,340,539
Total plan assets at beginning of year	2014-12-31	$1,071,404
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$89,385
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$72
Other income received	2014-12-31	$64,775
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$269,135
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,340,539
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,071,404
Assets. Value of participant loans	2014-12-31	$29,421
Total contributions received or receivable from employer(s)	2014-12-31	$171,604
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$6,314
2013 : E.L. ACHIEVE RETIREMENT SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$499,245
Expenses. Total of all expenses incurred	2013-12-31	$4,206
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,071,404
Total plan assets at beginning of year	2013-12-31	$576,365
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$109,650
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$77,713
Other income received	2013-12-31	$133,489
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$495,039
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,071,404
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$576,365
Assets. Value of participant loans	2013-12-31	$31,491
Total contributions received or receivable from employer(s)	2013-12-31	$178,393
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,206
2012 : E.L. ACHIEVE RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$578,036
Expenses. Total of all expenses incurred	2012-12-31	$1,671
Total plan assets at end of year	2012-12-31	$576,365
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$65,756
Contributions received from other sources (not participants or employers)	2012-12-31	$439,893
Other income received	2012-12-31	$37,160
Net income (gross income less expenses)	2012-12-31	$576,365
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$576,365
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of participant loans	2012-12-31	$27,682
Total contributions received or receivable from employer(s)	2012-12-31	$35,227
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,671

Form 5500 Responses for E.L. ACHIEVE RETIREMENT SAVINGS PLAN

2014: E.L. ACHIEVE RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: E.L. ACHIEVE RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: E.L. ACHIEVE RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	First time form 5500 has been submitted	Yes
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	E.L. ACHIEVE, INC.
Employer identification number (EIN):	261824848
NAIC Classification:	611000