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ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 401k Plan overview

Plan NameERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K
Plan identification number 001

ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 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.
  • 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

ERGOGENESIS WORKPLACE SOLUTIONS, has sponsored the creation of one or more 401k plans.

Company Name:ERGOGENESIS WORKPLACE SOLUTIONS,
Employer identification number (EIN):352485796
NAIC Classification:337000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CONNIE STCLAIR2023-06-21
0012021-01-01CONNIE STCLAIR2022-05-27
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WILLIAM DOYLE
0012016-01-01WILLIAM C. DOYLE WILLIAM C. DOYLE2017-10-12
0012015-01-01WILLIAM C. DOYLE
0012014-01-01CONNIE ST CLAIR WILLIAM C DOYLE2015-10-08
0012013-01-01CONNIE ST. CLAIR

Plan Statistics for ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K

401k plan membership statisitcs for ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K

Measure Date Value
2020: ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 2020 401k membership
Total participants, beginning-of-year2020-01-01115
Total number of active participants reported on line 7a of the Form 55002020-01-0186
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0186
Number of participants with account balances2020-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 2019 401k membership
Total participants, beginning-of-year2019-01-01118
Total number of active participants reported on line 7a of the Form 55002019-01-01107
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01109
Number of participants with account balances2019-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 2018 401k membership
Total participants, beginning-of-year2018-01-01116
Total number of active participants reported on line 7a of the Form 55002018-01-01114
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01114
Number of participants with account balances2018-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 2017 401k membership
Total participants, beginning-of-year2017-01-01108
Total number of active participants reported on line 7a of the Form 55002017-01-01113
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01114
Number of participants with account balances2017-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 2016 401k membership
Total participants, beginning-of-year2016-01-01115
Total number of active participants reported on line 7a of the Form 55002016-01-01108
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01108
Number of participants with account balances2016-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 2015 401k membership
Total participants, beginning-of-year2015-01-01121
Total number of active participants reported on line 7a of the Form 55002015-01-01113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01114
Number of participants with account balances2015-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 2014 401k membership
Total participants, beginning-of-year2014-01-01117
Total number of active participants reported on line 7a of the Form 55002014-01-01118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01118
Number of participants with account balances2014-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 2013 401k membership
Total participants, beginning-of-year2013-01-01115
Total number of active participants reported on line 7a of the Form 55002013-01-01116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01118
Number of participants with account balances2013-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K

Measure Date Value
2020 : ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
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$654,989
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,197,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,182,177
Value of total corrective distributions2020-12-31$9,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$141,654
Value of total assets at end of year2020-12-31$2,434,360
Value of total assets at beginning of year2020-12-31$2,976,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,250
Total interest from all sources2020-12-31$426
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$139,482
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$139,482
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$298,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$141,654
Participant contributions at end of year2020-12-31$4,755
Participant contributions at beginning of year2020-12-31$8,052
Administrative expenses (other) incurred2020-12-31$5,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-542,222
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,434,360
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,976,582
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$2,429,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,968,530
Interest on participant loans2020-12-31$426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$373,427
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,182,177
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31THOMPSON DERRIG AND CRAIG PC
Accountancy firm EIN2020-12-31742581874
2019 : ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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$849,166
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$206,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$202,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$235,765
Value of total assets at end of year2019-12-31$2,976,582
Value of total assets at beginning of year2019-12-31$2,333,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,637
Total interest from all sources2019-12-31$1,725
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$152,963
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$152,963
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$234,000
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$235,765
Participant contributions at end of year2019-12-31$8,052
Participant contributions at beginning of year2019-12-31$32,907
Administrative expenses (other) incurred2019-12-31$3,637
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$642,772
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,976,582
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,333,810
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$2,968,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,300,903
Interest on participant loans2019-12-31$1,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$458,713
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$202,757
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 name2019-12-31THOMPSON DERRIG AND CRAIG PC
Accountancy firm EIN2019-12-31742581874
2018 : ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$0
Total income from all sources (including contributions)2018-12-31$-7,847
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$423,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$419,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$195,986
Value of total assets at end of year2018-12-31$2,333,810
Value of total assets at beginning of year2018-12-31$2,765,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,788
Total interest from all sources2018-12-31$711
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$210,803
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$210,803
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$277,000
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$195,986
Participant contributions at end of year2018-12-31$32,907
Participant contributions at beginning of year2018-12-31$58,920
Administrative expenses (other) incurred2018-12-31$3,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-431,596
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,333,810
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,765,406
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$2,300,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,706,486
Interest on participant loans2018-12-31$711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-415,347
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$419,961
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 name2018-12-31THOMPSON DERRIG AND CRAIG PC
Accountancy firm EIN2018-12-31742581874
2017 : ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$557,078
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$27,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$16,428
Value of total corrective distributions2017-12-31$7,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$180,634
Value of total assets at end of year2017-12-31$2,765,406
Value of total assets at beginning of year2017-12-31$2,236,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,699
Total interest from all sources2017-12-31$923
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$199,784
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$199,784
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$224,000
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$180,634
Participant contributions at end of year2017-12-31$58,920
Participant contributions at beginning of year2017-12-31$23,473
Administrative expenses (other) incurred2017-12-31$3,699
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$529,223
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,765,406
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,236,183
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$2,706,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,212,710
Interest on participant loans2017-12-31$923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$175,737
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,428
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 name2017-12-31THOMPSON DERRIG AND CRAIG PC
Accountancy firm EIN2017-12-31742581874
2016 : ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$406,560
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$321,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$307,296
Value of total corrective distributions2016-12-31$10,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$186,654
Value of total assets at end of year2016-12-31$2,236,183
Value of total assets at beginning of year2016-12-31$2,151,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,268
Total interest from all sources2016-12-31$1,028
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$96,137
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$96,137
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$216,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$186,654
Participant contributions at end of year2016-12-31$23,473
Participant contributions at beginning of year2016-12-31$21,338
Administrative expenses (other) incurred2016-12-31$4,268
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$84,994
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,236,183
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,151,189
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$2,212,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,129,851
Interest on participant loans2016-12-31$1,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$122,741
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$307,296
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 name2016-12-31THOMPSON DERRIG AND CRAIG PC
Accountancy firm EIN2016-12-31742581874
2015 : ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$142,623
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$30,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,000
Value of total corrective distributions2015-12-31$14,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$202,092
Value of total assets at end of year2015-12-31$2,151,189
Value of total assets at beginning of year2015-12-31$2,039,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,385
Total interest from all sources2015-12-31$1,475
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$119,179
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$119,179
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$204,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$202,092
Participant contributions at end of year2015-12-31$21,338
Participant contributions at beginning of year2015-12-31$36,796
Administrative expenses (other) incurred2015-12-31$3,385
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$111,865
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,151,189
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,039,324
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$2,129,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,002,528
Interest on participant loans2015-12-31$1,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-180,123
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,000
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 name2015-12-31THOMPSON DERRIG AND CRAIG PC
Accountancy firm EIN2015-12-31742581874
2014 : ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$297,831
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$153,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$143,483
Value of total corrective distributions2014-12-31$6,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$178,141
Value of total assets at end of year2014-12-31$2,039,324
Value of total assets at beginning of year2014-12-31$1,895,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,705
Total interest from all sources2014-12-31$1,797
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$165,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$165,583
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$190,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$178,141
Participant contributions at end of year2014-12-31$36,796
Participant contributions at beginning of year2014-12-31$37,750
Other income not declared elsewhere2014-12-31$21
Administrative expenses (other) incurred2014-12-31$3,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$144,168
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,039,324
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,895,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,002,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,857,406
Interest on participant loans2014-12-31$1,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-47,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$143,483
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31THOMPSON DERRIG AND CRAIG PC
Accountancy firm EIN2014-12-31742581874
2013 : ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$529,942
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$220,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$209,466
Value of total corrective distributions2013-12-31$7,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$195,087
Value of total assets at end of year2013-12-31$1,895,156
Value of total assets at beginning of year2013-12-31$1,585,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,526
Total interest from all sources2013-12-31$2,749
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$85,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$85,450
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$159,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$195,087
Participant contributions at end of year2013-12-31$37,750
Participant contributions at beginning of year2013-12-31$64,111
Administrative expenses (other) incurred2013-12-31$3,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$309,646
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,895,156
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,585,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,857,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,521,399
Interest on participant loans2013-12-31$2,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$246,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$209,466
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31THOMPSON DERRIG AND CRAIG PC
Accountancy firm EIN2013-12-31742581874

Form 5500 Responses for ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K

2020: ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 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: ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 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: ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 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: ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 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: ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 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: ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ERGOGENESIS WORKPLACE SOLUTIONS, LLC 401K 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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