401k Plan data: NEIGHBORS RETIREMENT PLAN plan

NEIGHBORS RETIREMENT PLAN 401k Plan overview

Plan Name	NEIGHBORS RETIREMENT PLAN
Plan identification number	001

NEIGHBORS RETIREMENT 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.
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

EDMG, LLC has sponsored the creation of one or more 401k plans.

Company Name: EDMG, LLC

Employer identification number (EIN): 274949118

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about EDMG, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2011-02-13

Company Identification Number: 0801382940

Legal Registered Office Address: 10800 RICHMOND AVE STE 400

HOUSTON
United States of America (USA)
77042

More information about EDMG, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEIGHBORS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 TENSIE AXTON
001 2016-01-01 TENSIE AXTON 2017-07-19
001 2015-01-01 SETUL PATEL 2016-10-05
001 2014-01-01 JOHN DECKER 2015-07-01
001 2013-01-01 JOHN DECKER 2014-06-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	TENSIE AXTON
001	2016-01-01	TENSIE AXTON	2017-07-19
001	2015-01-01	SETUL PATEL	2016-10-05
001	2014-01-01	JOHN DECKER	2015-07-01
001	2013-01-01	JOHN DECKER	2014-06-17

Plan Statistics for NEIGHBORS RETIREMENT PLAN

401k plan membership statisitcs for NEIGHBORS RETIREMENT PLAN

Measure Date Value
2019: NEIGHBORS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 416
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NEIGHBORS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 527
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 416
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 416
Number of participants with account balances 2018-01-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NEIGHBORS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 641
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 416
Number of retired or separated participants receiving benefits 2017-01-01 15
Number of other retired or separated participants entitled to future benefits 2017-01-01 96
Total of all active and inactive participants 2017-01-01 527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 527
Number of participants with account balances 2017-01-01 351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11

Measure	Date	Value
2019: NEIGHBORS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	416
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NEIGHBORS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	527
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	416
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	416
Number of participants with account balances	2018-01-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NEIGHBORS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	641
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	416
Number of retired or separated participants receiving benefits	2017-01-01	15
Number of other retired or separated participants entitled to future benefits	2017-01-01	96
Total of all active and inactive participants	2017-01-01	527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	527
Number of participants with account balances	2017-01-01	351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11

Financial Data on NEIGHBORS RETIREMENT PLAN

Measure	Date	Value
2019 : NEIGHBORS RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-03-31	$602,725
Total of all expenses incurred	2019-03-31	$6,704,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-03-31	$6,704,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-03-31	$21,933
Value of total assets at end of year	2019-03-31	$0
Value of total assets at beginning of year	2019-03-31	$6,101,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-03-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-03-31	$0
Was this plan covered by a fidelity bond	2019-03-31	Yes
Value of fidelity bond cover	2019-03-31	$250,000
If this is an individual account plan, was there a blackout period	2019-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-03-31	No
Contributions received from participants	2019-03-31	$13,810
Participant contributions at end of year	2019-03-31	$0
Participant contributions at beginning of year	2019-03-31	$105,166
Participant contributions at end of year	2019-03-31	$0
Participant contributions at beginning of year	2019-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-03-31	No
Value of net income/loss	2019-03-31	$-6,101,855
Value of net assets at end of year (total assets less liabilities)	2019-03-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-03-31	$6,101,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-03-31	No
Were any leases to which the plan was party in default or uncollectible	2019-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-03-31	$5,996,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-03-31	$580,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-03-31	No
Was there a failure to transmit to the plan any participant contributions	2019-03-31	No
Has the plan failed to provide any benefit when due under the plan	2019-03-31	No
Contributions received in cash from employer	2019-03-31	$8,123
Employer contributions (assets) at end of year	2019-03-31	$0
Employer contributions (assets) at beginning of year	2019-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-03-31	$6,704,580
Did the plan have assets held for investment	2019-03-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-03-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-03-31	Disclaimer
Accountancy firm name	2019-03-31	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2019-03-31	741695589
2018 : NEIGHBORS RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,086,717
Total of all expenses incurred	2018-12-31	$1,100,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$998,129
Expenses. Certain deemed distributions of participant loans	2018-12-31	$56,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,519,385
Value of total assets at end of year	2018-12-31	$6,101,855
Value of total assets at beginning of year	2018-12-31	$6,115,775
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$45,701
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$965,596
Participant contributions at end of year	2018-12-31	$105,166
Participant contributions at beginning of year	2018-12-31	$196,948
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$6,511
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-13,920
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,101,855
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,115,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,996,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,918,827
Interest on participant loans	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-432,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$547,278
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$998,129
Contract administrator fees	2018-12-31	$45,352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2018-12-31	741695589
2017 : NEIGHBORS RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$41,377
Total income from all sources (including contributions)	2017-12-31	$2,987,073
Total of all expenses incurred	2017-12-31	$723,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$714,400
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,134,377
Value of total assets at end of year	2017-12-31	$6,115,775
Value of total assets at beginning of year	2017-12-31	$3,810,399
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,674
Total interest from all sources	2017-12-31	$5,874
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$141,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$141,188
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$250,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,307,614
Participant contributions at end of year	2017-12-31	$196,948
Participant contributions at beginning of year	2017-12-31	$122,374
Participant contributions at end of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$61,054
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,263,999
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,115,775
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,810,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,918,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,688,025
Interest on participant loans	2017-12-31	$5,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$705,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$765,709
Employer contributions (assets) at end of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$714,400
Contract administrator fees	2017-12-31	$8,674
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2017-12-31	741695589

Form 5500 Responses for NEIGHBORS RETIREMENT PLAN

2019: NEIGHBORS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NEIGHBORS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NEIGHBORS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

NEIGHBORS RETIREMENT PLAN - NPM [EIN = 461309206]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	EDMG, LLC
Employer identification number (EIN):	274949118
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2011-02-13
Company Identification Number:	0801382940
Legal Registered Office Address:	10800 RICHMOND AVE STE 400 HOUSTON United States of America (USA) 77042