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EMERUS RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameEMERUS RETIREMENT SAVINGS PLAN
Plan identification number 001

EMERUS RETIREMENT SAVINGS 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.
  • 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

EMERUS HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:EMERUS HOLDINGS, INC.
Employer identification number (EIN):274317672
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about EMERUS HOLDINGS, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4913933

More information about EMERUS HOLDINGS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERUS RETIREMENT SAVINGS 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
0012017-01-01WILLIAM WARRICK ELISA BOSIER2018-10-15
0012016-01-01AMANDA HENRY REED RAMIREZ2018-04-27
0012015-01-01AMANDA HENRY REED RAMIREZ2018-01-23

Plan Statistics for EMERUS RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for EMERUS RETIREMENT SAVINGS PLAN

Measure Date Value
2022: EMERUS RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,623
Total number of active participants reported on line 7a of the Form 55002022-01-012,014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01741
Total of all active and inactive participants2022-01-012,755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-012,756
Number of participants with account balances2022-01-011,982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EMERUS RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,396
Total number of active participants reported on line 7a of the Form 55002021-01-011,789
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01834
Total of all active and inactive participants2021-01-012,623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,623
Number of participants with account balances2021-01-012,020
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EMERUS RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,016
Total number of active participants reported on line 7a of the Form 55002020-01-011,717
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01621
Total of all active and inactive participants2020-01-012,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,338
Number of participants with account balances2020-01-011,779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EMERUS RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,044
Total number of active participants reported on line 7a of the Form 55002019-01-011,620
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01325
Total of all active and inactive participants2019-01-011,945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,945
Number of participants with account balances2019-01-011,388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EMERUS RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,980
Total number of active participants reported on line 7a of the Form 55002018-01-011,451
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01551
Total of all active and inactive participants2018-01-012,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,002
Number of participants with account balances2018-01-011,495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EMERUS RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,368
Total number of active participants reported on line 7a of the Form 55002017-01-011,683
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01247
Total of all active and inactive participants2017-01-011,930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,930
Number of participants with account balances2017-01-011,304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EMERUS RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,052
Total number of active participants reported on line 7a of the Form 55002016-01-011,152
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01113
Total of all active and inactive participants2016-01-011,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,265
Number of participants with account balances2016-01-01730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EMERUS RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01906
Total number of active participants reported on line 7a of the Form 55002015-01-01948
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0172
Total of all active and inactive participants2015-01-011,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,020
Number of participants with account balances2015-01-01468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on EMERUS RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : EMERUS RETIREMENT SAVINGS 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$276,500
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,656,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,524,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,015,662
Value of total assets at end of year2022-12-31$45,898,569
Value of total assets at beginning of year2022-12-31$49,278,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$132,164
Total interest from all sources2022-12-31$53,262
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$388,683
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$388,683
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,505,051
Participant contributions at end of year2022-12-31$1,383,283
Participant contributions at beginning of year2022-12-31$1,283,841
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$337
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$344,231
Administrative expenses (other) incurred2022-12-31$132,164
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$4,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,380,292
Value of net assets at end of year (total assets less liabilities)2022-12-31$45,898,569
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$49,278,861
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,175,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,152,926
Interest on participant loans2022-12-31$53,262
Value of interest in common/collective trusts at end of year2022-12-31$34,244,635
Value of interest in common/collective trusts at beginning of year2022-12-31$836,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,422,949
Net investment gain or loss from common/collective trusts2022-12-31$1,241,842
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$3,166,380
Employer contributions (assets) at end of year2022-12-31$95,000
Employer contributions (assets) at beginning of year2022-12-31$311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,524,628
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31FRAZIER & DEETER CPAS & ADVISORS
Accountancy firm EIN2022-12-31581433845
2021 : EMERUS RETIREMENT SAVINGS 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$2,500
Total income from all sources (including contributions)2021-12-31$14,517,556
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,782,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,502,283
Expenses. Certain deemed distributions of participant loans2021-12-31$241,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,733,553
Value of total assets at end of year2021-12-31$49,278,861
Value of total assets at beginning of year2021-12-31$38,545,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,305
Total interest from all sources2021-12-31$60,967
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$876,424
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$876,424
Administrative expenses professional fees incurred2021-12-31$38,305
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$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,097,135
Participant contributions at end of year2021-12-31$1,283,841
Participant contributions at beginning of year2021-12-31$1,201,339
Participant contributions at end of year2021-12-31$337
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$799,422
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$2,500
Total non interest bearing cash at end of year2021-12-31$4,596
Total non interest bearing cash at beginning of year2021-12-31$277,546
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$10,735,473
Value of net assets at end of year (total assets less liabilities)2021-12-31$49,278,861
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$38,543,388
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$47,152,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,265,697
Interest on participant loans2021-12-31$60,967
Value of interest in common/collective trusts at end of year2021-12-31$836,850
Value of interest in common/collective trusts at beginning of year2021-12-31$801,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,846,271
Net investment gain or loss from common/collective trusts2021-12-31$341
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$2,836,996
Employer contributions (assets) at end of year2021-12-31$311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,502,283
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 : EMERUS RETIREMENT SAVINGS 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$2,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$12,718,761
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,567,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,425,402
Expenses. Certain deemed distributions of participant loans2020-12-31$93,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,917,402
Value of total assets at end of year2020-12-31$38,545,888
Value of total assets at beginning of year2020-12-31$29,391,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,817
Total interest from all sources2020-12-31$56,872
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$430,082
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$430,082
Administrative expenses professional fees incurred2020-12-31$47,817
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 period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,302,730
Participant contributions at end of year2020-12-31$1,201,339
Participant contributions at beginning of year2020-12-31$947,466
Participant contributions at beginning of year2020-12-31$142,430
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$673,526
Liabilities. Value of operating payables at end of year2020-12-31$2,500
Total non interest bearing cash at end of year2020-12-31$277,546
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$9,151,720
Value of net assets at end of year (total assets less liabilities)2020-12-31$38,543,388
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,391,668
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$36,265,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,548,444
Interest on participant loans2020-12-31$56,872
Value of interest in common/collective trusts at end of year2020-12-31$801,306
Value of interest in common/collective trusts at beginning of year2020-12-31$659,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,303,234
Net investment gain or loss from common/collective trusts2020-12-31$11,171
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$1,941,146
Employer contributions (assets) at beginning of year2020-12-31$92,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,425,402
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : EMERUS RETIREMENT SAVINGS PLAN 2019 401k financial data
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$0
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$11,791,999
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,303,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,017,699
Expenses. Certain deemed distributions of participant loans2019-12-31$219,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,513,332
Value of total assets at end of year2019-12-31$29,391,668
Value of total assets at beginning of year2019-12-31$21,902,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,129
Total interest from all sources2019-12-31$36,981
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$414,132
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$414,132
Administrative expenses professional fees incurred2019-12-31$66,129
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,996,551
Participant contributions at end of year2019-12-31$947,466
Participant contributions at beginning of year2019-12-31$639,228
Participant contributions at end of year2019-12-31$142,430
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$237,223
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
Value of net income/loss2019-12-31$7,488,925
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,391,668
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,902,743
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,548,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,491,224
Interest on participant loans2019-12-31$36,926
Value of interest in common/collective trusts at end of year2019-12-31$659,095
Value of interest in common/collective trusts at beginning of year2019-12-31$769,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,815,754
Net investment gain or loss from common/collective trusts2019-12-31$11,800
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,279,558
Employer contributions (assets) at end of year2019-12-31$92,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,017,699
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
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
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : EMERUS RETIREMENT SAVINGS 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$5,658,761
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,605,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,413,823
Expenses. Certain deemed distributions of participant loans2018-12-31$144,270
Value of total corrective distributions2018-12-31$5,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,428,100
Value of total assets at end of year2018-12-31$21,902,743
Value of total assets at beginning of year2018-12-31$19,849,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,105
Total interest from all sources2018-12-31$27,877
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$384,640
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$384,640
Administrative expenses professional fees incurred2018-12-31$42,105
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$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,245,353
Participant contributions at end of year2018-12-31$639,228
Participant contributions at beginning of year2018-12-31$478,091
Participant contributions at beginning of year2018-12-31$155,896
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$807,745
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
Value of net income/loss2018-12-31$2,052,866
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,902,743
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,849,877
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,491,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,705,121
Interest on participant loans2018-12-31$27,848
Value of interest in common/collective trusts at end of year2018-12-31$769,881
Value of interest in common/collective trusts at beginning of year2018-12-31$419,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$29
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,190,364
Net investment gain or loss from common/collective trusts2018-12-31$8,508
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$2,375,002
Employer contributions (assets) at beginning of year2018-12-31$89,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,413,823
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 : EMERUS RETIREMENT SAVINGS 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$8,775,088
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,064,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$978,589
Expenses. Certain deemed distributions of participant loans2017-12-31$62,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,112,418
Value of total assets at end of year2017-12-31$19,849,877
Value of total assets at beginning of year2017-12-31$12,139,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,762
Total interest from all sources2017-12-31$18,695
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$231,974
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$231,974
Administrative expenses professional fees incurred2017-12-31$23,762
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$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,499,839
Participant contributions at end of year2017-12-31$478,091
Participant contributions at beginning of year2017-12-31$343,761
Participant contributions at end of year2017-12-31$155,896
Participant contributions at beginning of year2017-12-31$115,595
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$567,825
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$7,710,249
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,849,877
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,139,628
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,705,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,151,983
Interest on participant loans2017-12-31$18,689
Value of interest in common/collective trusts at end of year2017-12-31$419,065
Value of interest in common/collective trusts at beginning of year2017-12-31$463,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,404,453
Net investment gain or loss from common/collective trusts2017-12-31$7,548
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$2,044,754
Employer contributions (assets) at end of year2017-12-31$89,323
Employer contributions (assets) at beginning of year2017-12-31$62,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$978,589
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 : EMERUS RETIREMENT SAVINGS 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$4,850,635
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$710,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$678,245
Expenses. Certain deemed distributions of participant loans2016-12-31$15,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,169,479
Value of total assets at end of year2016-12-31$12,139,628
Value of total assets at beginning of year2016-12-31$7,999,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,686
Total interest from all sources2016-12-31$11,520
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$149,849
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$149,849
Administrative expenses professional fees incurred2016-12-31$16,686
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 period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,392,568
Participant contributions at end of year2016-12-31$343,761
Participant contributions at beginning of year2016-12-31$180,793
Participant contributions at end of year2016-12-31$115,595
Participant contributions at beginning of year2016-12-31$65,049
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$444,922
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$4,139,714
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,139,628
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,999,914
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,151,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,323,457
Interest on participant loans2016-12-31$11,520
Value of interest in common/collective trusts at end of year2016-12-31$463,122
Value of interest in common/collective trusts at beginning of year2016-12-31$391,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$512,582
Net investment gain or loss from common/collective trusts2016-12-31$7,205
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$1,331,989
Employer contributions (assets) at end of year2016-12-31$62,793
Employer contributions (assets) at beginning of year2016-12-31$39,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$678,245
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 : EMERUS RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$5,246,009
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$3,293,091
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$539,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$511,802
Expenses. Certain deemed distributions of participant loans2015-12-31$17,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,341,653
Value of total assets at end of year2015-12-31$7,999,914
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,259
Total interest from all sources2015-12-31$8,082
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$96,997
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$96,997
Administrative expenses professional fees incurred2015-12-31$10,259
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 period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,864,733
Participant contributions at end of year2015-12-31$180,793
Participant contributions at end of year2015-12-31$65,049
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$405,028
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$2,753,905
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,999,914
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,323,457
Interest on participant loans2015-12-31$8,082
Value of interest in common/collective trusts at end of year2015-12-31$391,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-157,732
Net investment gain or loss from common/collective trusts2015-12-31$4,091
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$1,071,892
Employer contributions (assets) at end of year2015-12-31$39,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$511,802
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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

Form 5500 Responses for EMERUS RETIREMENT SAVINGS PLAN

2022: EMERUS RETIREMENT SAVINGS 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: EMERUS RETIREMENT SAVINGS 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: EMERUS RETIREMENT SAVINGS 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: EMERUS RETIREMENT SAVINGS 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: EMERUS RETIREMENT SAVINGS 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: EMERUS RETIREMENT SAVINGS 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: EMERUS RETIREMENT SAVINGS 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: EMERUS RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
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

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