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CORPORATE GROUP, INC. 401(K) PLAN 401k Plan overview

Plan NameCORPORATE GROUP, INC. 401(K) PLAN
Plan identification number 001

CORPORATE GROUP, INC. 401(K) 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CORPORATE GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:CORPORATE GROUP, INC.
Employer identification number (EIN):391532865
NAIC Classification:332900

Additional information about CORPORATE GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2012-06-25
Company Identification Number: 0801617317
Legal Registered Office Address: 7123 W CALUMET RD

MILWAUKEE
United States of America (USA)
53223

More information about CORPORATE GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORPORATE GROUP, INC. 401(K) 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
0012018-01-01WILLIAM GEBHARDT
0012017-01-01WILLIAM GEBHARDT
0012017-01-01WILLIAM GEBHARDT
0012016-01-01WILLIAM GEBHARDT
0012016-01-01WILLIAM GEBHARDT
0012015-01-01WILLIAM GEBHARDT
0012014-01-01WILLIAM GEBHARDT
0012013-01-01WILLIAM GEBHARDT
0012012-01-01WILLIAM GEBHARDT
0012011-01-01WILLIAM GEBHARDT
0012010-01-01WILLIAM GEBHARDT WILLIAM GEBHARDT2011-07-15
0012009-01-01WILLIAM GEBHARDT

Plan Statistics for CORPORATE GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for CORPORATE GROUP, INC. 401(K) PLAN

Measure Date Value
2022: CORPORATE GROUP, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01863
Total number of active participants reported on line 7a of the Form 55002022-01-01684
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01215
Total of all active and inactive participants2022-01-01899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01903
Number of participants with account balances2022-01-01868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01389
2021: CORPORATE GROUP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01641
Total number of active participants reported on line 7a of the Form 55002021-01-01702
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01158
Total of all active and inactive participants2021-01-01860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01863
Number of participants with account balances2021-01-01766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01248
2020: CORPORATE GROUP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01942
Total number of active participants reported on line 7a of the Form 55002020-01-01538
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01102
Total of all active and inactive participants2020-01-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01641
Number of participants with account balances2020-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0138
2019: CORPORATE GROUP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01986
Total number of active participants reported on line 7a of the Form 55002019-01-01823
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01115
Total of all active and inactive participants2019-01-01938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01942
Number of participants with account balances2019-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: CORPORATE GROUP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01958
Total number of active participants reported on line 7a of the Form 55002018-01-01861
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01122
Total of all active and inactive participants2018-01-01983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01986
Number of participants with account balances2018-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: CORPORATE GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01873
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01113
Total of all active and inactive participants2017-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01116
Number of participants with account balances2017-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: CORPORATE GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01859
Total number of active participants reported on line 7a of the Form 55002016-01-01763
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01108
Total of all active and inactive participants2016-01-01871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01873
Number of participants with account balances2016-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: CORPORATE GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01839
Total number of active participants reported on line 7a of the Form 55002015-01-01694
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01164
Total of all active and inactive participants2015-01-01858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01859
Number of participants with account balances2015-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0137
2014: CORPORATE GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01690
Total number of active participants reported on line 7a of the Form 55002014-01-01665
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01173
Total of all active and inactive participants2014-01-01838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01839
Number of participants with account balances2014-01-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: CORPORATE GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01670
Total number of active participants reported on line 7a of the Form 55002013-01-01497
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01192
Total of all active and inactive participants2013-01-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01690
Number of participants with account balances2013-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: CORPORATE GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01598
Total number of active participants reported on line 7a of the Form 55002012-01-01520
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01149
Total of all active and inactive participants2012-01-01669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01670
Number of participants with account balances2012-01-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: CORPORATE GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01588
Total number of active participants reported on line 7a of the Form 55002011-01-01449
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01149
Total of all active and inactive participants2011-01-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01598
Number of participants with account balances2011-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: CORPORATE GROUP, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01693
Total number of active participants reported on line 7a of the Form 55002010-01-01460
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01126
Total of all active and inactive participants2010-01-01586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01588
Number of participants with account balances2010-01-01513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0127
2009: CORPORATE GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01799
Total number of active participants reported on line 7a of the Form 55002009-01-01508
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01184
Total of all active and inactive participants2009-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01693
Number of participants with account balances2009-01-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0131

Financial Data on CORPORATE GROUP, INC. 401(K) PLAN

Measure Date Value
2022 : CORPORATE GROUP, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$212,242
Total of all expenses incurred2022-12-31$2,316,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,242,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,769,378
Value of total assets at end of year2022-12-31$20,267,870
Value of total assets at beginning of year2022-12-31$22,371,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$73,679
Total interest from all sources2022-12-31$43,995
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$214,086
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$214,086
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,881,234
Participant contributions at end of year2022-12-31$234,843
Participant contributions at beginning of year2022-12-31$248,780
Participant contributions at end of year2022-12-31$63,816
Participant contributions at beginning of year2022-12-31$51,951
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$290,997
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$199
Administrative expenses (other) incurred2022-12-31$47,658
Total non interest bearing cash at end of year2022-12-31$8,369
Total non interest bearing cash at beginning of year2022-12-31$8,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,104,086
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,267,870
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,371,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$26,021
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,407,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,720,515
Interest on participant loans2022-12-31$9,936
Interest earned on other investments2022-12-31$33,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$21,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$8,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$8,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$84
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,528,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,319,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,815,217
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$597,147
Employer contributions (assets) at end of year2022-12-31$3,422
Employer contributions (assets) at beginning of year2022-12-31$14,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,242,649
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31BDO USA, P.A
Accountancy firm EIN2022-12-31135381590
2021 : CORPORATE GROUP, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$5,788,260
Total of all expenses incurred2021-12-31$1,822,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,757,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,729,045
Value of total assets at end of year2021-12-31$22,371,956
Value of total assets at beginning of year2021-12-31$18,405,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$64,339
Total interest from all sources2021-12-31$39,431
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$379,281
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$379,281
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$2,004,392
Participant contributions at end of year2021-12-31$248,780
Participant contributions at beginning of year2021-12-31$266,877
Participant contributions at end of year2021-12-31$51,951
Participant contributions at beginning of year2021-12-31$27,048
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$282,484
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$174
Administrative expenses (other) incurred2021-12-31$38,754
Total non interest bearing cash at end of year2021-12-31$8,497
Total non interest bearing cash at beginning of year2021-12-31$7,553
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$3,966,225
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,371,956
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,405,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$25,585
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,720,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,747,993
Interest on participant loans2021-12-31$11,283
Interest earned on other investments2021-12-31$28,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$8,645
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$33,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$33,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,319,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,321,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,640,503
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$442,169
Employer contributions (assets) at end of year2021-12-31$14,290
Employer contributions (assets) at beginning of year2021-12-31$423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,757,696
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : CORPORATE GROUP, INC. 401(K) PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$8,941,121
Total income from all sources (including contributions)2020-12-31$2,601,361
Total of all expenses incurred2020-12-31$2,555,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,510,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,508,754
Value of total assets at end of year2020-12-31$18,405,731
Value of total assets at beginning of year2020-12-31$27,300,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,192
Total interest from all sources2020-12-31$60,571
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$223,400
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$223,400
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$1,199,143
Participant contributions at end of year2020-12-31$266,877
Participant contributions at beginning of year2020-12-31$356,650
Participant contributions at end of year2020-12-31$27,048
Participant contributions at beginning of year2020-12-31$7,883
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$33,875
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$174
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$386
Administrative expenses (other) incurred2020-12-31$18,251
Total non interest bearing cash at end of year2020-12-31$7,553
Total non interest bearing cash at beginning of year2020-12-31$9,332
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$46,180
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,405,731
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,300,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$25,941
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,747,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,506,234
Interest on participant loans2020-12-31$15,012
Interest earned on other investments2020-12-31$45,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$33,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,321,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,414,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$808,636
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
Contributions received in cash from employer2020-12-31$275,736
Employer contributions (assets) at end of year2020-12-31$423
Employer contributions (assets) at beginning of year2020-12-31$2,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,510,989
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 name2020-12-31BDO USA LLP
Accountancy firm EIN2020-12-31135381590
2019 : CORPORATE GROUP, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$6,905,948
Total of all expenses incurred2019-12-31$2,851,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,752,771
Expenses. Certain deemed distributions of participant loans2019-12-31$34,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,865,067
Value of total assets at end of year2019-12-31$27,300,672
Value of total assets at beginning of year2019-12-31$23,245,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$63,984
Total interest from all sources2019-12-31$100,548
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$259,699
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$259,699
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$1,508,963
Participant contributions at end of year2019-12-31$356,650
Participant contributions at beginning of year2019-12-31$366,026
Participant contributions at end of year2019-12-31$7,883
Participant contributions at beginning of year2019-12-31$18,362
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,697
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$386
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$680
Administrative expenses (other) incurred2019-12-31$27,891
Total non interest bearing cash at end of year2019-12-31$9,332
Total non interest bearing cash at beginning of year2019-12-31$9,144
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$4,054,832
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,300,672
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,245,840
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
Investment advisory and management fees2019-12-31$36,093
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,506,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,324,879
Interest on participant loans2019-12-31$18,683
Interest earned on other investments2019-12-31$81,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$19,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$19,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$29
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,414,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,502,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,680,634
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
Contributions received in cash from employer2019-12-31$337,407
Employer contributions (assets) at end of year2019-12-31$2,084
Employer contributions (assets) at beginning of year2019-12-31$4,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,752,771
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31WIPFLI, LLP
Accountancy firm EIN2019-12-31390758449
2018 : CORPORATE GROUP, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$981,568
Total of all expenses incurred2018-12-31$2,096,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,030,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,967,286
Value of total assets at end of year2018-12-31$23,245,840
Value of total assets at beginning of year2018-12-31$24,361,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$66,815
Total interest from all sources2018-12-31$75,723
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$299,109
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$299,109
Administrative expenses professional fees incurred2018-12-31$1,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$1,443,466
Participant contributions at end of year2018-12-31$366,026
Participant contributions at beginning of year2018-12-31$339,371
Participant contributions at end of year2018-12-31$18,362
Participant contributions at beginning of year2018-12-31$15,488
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$178,774
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,992
Administrative expenses (other) incurred2018-12-31$30,242
Total non interest bearing cash at end of year2018-12-31$9,144
Total non interest bearing cash at beginning of year2018-12-31$8,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,115,416
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,245,840
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,361,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$35,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,324,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,685,114
Interest on participant loans2018-12-31$15,342
Interest earned on other investments2018-12-31$60,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$19,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,606
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,502,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,300,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,360,550
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
Contributions received in cash from employer2018-12-31$345,046
Employer contributions (assets) at end of year2018-12-31$4,618
Employer contributions (assets) at beginning of year2018-12-31$4,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,030,169
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31WIPFLI, LLP
Accountancy firm EIN2018-12-31390758449
2017 : CORPORATE GROUP, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$5,166,134
Total of all expenses incurred2017-12-31$1,784,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,718,263
Expenses. Certain deemed distributions of participant loans2017-12-31$14
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,785,693
Value of total assets at end of year2017-12-31$24,361,256
Value of total assets at beginning of year2017-12-31$20,979,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$66,075
Total interest from all sources2017-12-31$71,977
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$269,792
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$269,792
Administrative expenses professional fees incurred2017-12-31$4,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$1,354,460
Participant contributions at end of year2017-12-31$339,371
Participant contributions at beginning of year2017-12-31$320,746
Participant contributions at end of year2017-12-31$15,488
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$114,026
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$110
Administrative expenses (other) incurred2017-12-31$29,192
Total non interest bearing cash at end of year2017-12-31$8,952
Total non interest bearing cash at beginning of year2017-12-31$13,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,381,782
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,361,256
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,979,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$32,883
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,685,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,103,439
Interest on participant loans2017-12-31$16,142
Interest earned on other investments2017-12-31$55,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$8,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$8,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,300,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,534,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,982,844
Net investment gain or loss from common/collective trusts2017-12-31$55,828
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
Contributions received in cash from employer2017-12-31$317,207
Employer contributions (assets) at end of year2017-12-31$4,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,718,263
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : CORPORATE GROUP, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,487,370
Total of all expenses incurred2016-12-31$1,932,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,876,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,884,095
Value of total assets at end of year2016-12-31$20,979,474
Value of total assets at beginning of year2016-12-31$19,424,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$55,119
Total interest from all sources2016-12-31$70,166
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$205,709
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$205,709
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,291,239
Participant contributions at end of year2016-12-31$320,746
Participant contributions at beginning of year2016-12-31$301,108
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$292,624
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$110
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$101
Administrative expenses (other) incurred2016-12-31$26,135
Total non interest bearing cash at end of year2016-12-31$13,066
Total non interest bearing cash at beginning of year2016-12-31$13,014
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$1,555,265
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,979,474
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,424,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$28,984
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,103,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,830,544
Interest on participant loans2016-12-31$12,422
Interest earned on other investments2016-12-31$57,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$15,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$15,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,534,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,263,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,327,400
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
Contributions received in cash from employer2016-12-31$300,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,876,986
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : CORPORATE GROUP, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,356,269
Total of all expenses incurred2015-12-31$1,602,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,530,066
Expenses. Certain deemed distributions of participant loans2015-12-31$10,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,722,809
Value of total assets at end of year2015-12-31$19,424,209
Value of total assets at beginning of year2015-12-31$19,670,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$62,714
Total interest from all sources2015-12-31$61,293
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$194,805
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$194,805
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$1,371,077
Participant contributions at end of year2015-12-31$301,108
Participant contributions at beginning of year2015-12-31$190,931
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$27,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$101
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$120
Administrative expenses (other) incurred2015-12-31$26,858
Total non interest bearing cash at end of year2015-12-31$13,014
Total non interest bearing cash at beginning of year2015-12-31$18,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-246,537
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,424,209
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,670,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$35,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,830,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,203,109
Interest on participant loans2015-12-31$10,185
Interest earned on other investments2015-12-31$51,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$15,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,263,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,243,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-622,638
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
Contributions received in cash from employer2015-12-31$324,013
Employer contributions (assets) at beginning of year2015-12-31$58
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,530,066
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : CORPORATE GROUP, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,871,761
Total of all expenses incurred2014-12-31$1,654,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,639,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,680,741
Value of total assets at end of year2014-12-31$19,670,746
Value of total assets at beginning of year2014-12-31$18,453,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,297
Total interest from all sources2014-12-31$47,831
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$319,116
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$319,116
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$1,328,339
Participant contributions at end of year2014-12-31$190,931
Participant contributions at beginning of year2014-12-31$207,969
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$36,569
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$120
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,678
Other income not declared elsewhere2014-12-31$8,539
Administrative expenses (other) incurred2014-12-31$15,297
Total non interest bearing cash at end of year2014-12-31$18,926
Total non interest bearing cash at beginning of year2014-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,217,330
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,670,746
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,453,416
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$17,203,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,122,084
Interest on participant loans2014-12-31$6,560
Interest earned on other investments2014-12-31$41,271
Value of interest in common/collective trusts at beginning of year2014-12-31$2,121,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,243,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$815,534
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
Contributions received in cash from employer2014-12-31$315,833
Employer contributions (assets) at end of year2014-12-31$58
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,639,134
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : CORPORATE GROUP, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,592,051
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$848,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$847,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,454,942
Value of total assets at end of year2013-12-31$18,453,416
Value of total assets at beginning of year2013-12-31$14,710,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,675
Total interest from all sources2013-12-31$5,848
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$148,064
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$148,064
Administrative expenses professional fees incurred2013-12-31$1,675
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$1,154,164
Participant contributions at end of year2013-12-31$207,969
Participant contributions at beginning of year2013-12-31$167,772
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$382
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$38,600
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,678
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$50
Total non interest bearing cash at beginning of year2013-12-31$15,686
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$3,743,175
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,453,416
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,710,241
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$16,122,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,619,755
Interest on participant loans2013-12-31$5,848
Value of interest in common/collective trusts at end of year2013-12-31$2,121,635
Value of interest in common/collective trusts at beginning of year2013-12-31$1,903,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,958,035
Net investment gain or loss from common/collective trusts2013-12-31$25,162
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
Contributions received in cash from employer2013-12-31$262,178
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$847,201
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 name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : CORPORATE GROUP, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$27,455
Total income from all sources (including contributions)2012-12-31$2,927,475
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,467,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,465,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,439,354
Value of total assets at end of year2012-12-31$14,710,241
Value of total assets at beginning of year2012-12-31$13,277,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,800
Total interest from all sources2012-12-31$5,544
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$167,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$167,369
Administrative expenses professional fees incurred2012-12-31$1,800
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,128,517
Participant contributions at end of year2012-12-31$167,772
Participant contributions at beginning of year2012-12-31$147,564
Participant contributions at end of year2012-12-31$382
Participant contributions at beginning of year2012-12-31$21,465
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$54,806
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,824
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$27,455
Total non interest bearing cash at end of year2012-12-31$15,686
Total non interest bearing cash at beginning of year2012-12-31$4,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,459,800
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,710,241
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,250,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,619,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,062,308
Interest on participant loans2012-12-31$5,544
Value of interest in common/collective trusts at end of year2012-12-31$1,903,707
Value of interest in common/collective trusts at beginning of year2012-12-31$2,033,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,286,751
Net investment gain or loss from common/collective trusts2012-12-31$28,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$256,031
Employer contributions (assets) at end of year2012-12-31$115
Employer contributions (assets) at beginning of year2012-12-31$4,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,465,875
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449
2011 : CORPORATE GROUP, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$27,455
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$25,841
Total income from all sources (including contributions)2011-12-31$1,209,982
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,267,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,265,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,384,013
Value of total assets at end of year2011-12-31$13,277,896
Value of total assets at beginning of year2011-12-31$13,333,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,255
Total interest from all sources2011-12-31$6,062
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$166,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$166,887
Administrative expenses professional fees incurred2011-12-31$1,800
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,128,886
Participant contributions at end of year2011-12-31$147,564
Participant contributions at beginning of year2011-12-31$147,927
Participant contributions at end of year2011-12-31$21,465
Participant contributions at beginning of year2011-12-31$20,242
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,157
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,646
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$27,455
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$25,841
Administrative expenses (other) incurred2011-12-31$455
Total non interest bearing cash at end of year2011-12-31$4,876
Total non interest bearing cash at beginning of year2011-12-31$9,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-57,602
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,250,441
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,308,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,062,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,257,485
Interest on participant loans2011-12-31$6,062
Value of interest in common/collective trusts at end of year2011-12-31$2,033,688
Value of interest in common/collective trusts at beginning of year2011-12-31$1,886,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-385,280
Net investment gain or loss from common/collective trusts2011-12-31$38,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$255,127
Employer contributions (assets) at end of year2011-12-31$4,838
Employer contributions (assets) at beginning of year2011-12-31$5,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,265,329
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : CORPORATE GROUP, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$25,841
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$29,300
Total income from all sources (including contributions)2010-12-31$2,985,827
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$928,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$925,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,401,861
Value of total assets at end of year2010-12-31$13,333,884
Value of total assets at beginning of year2010-12-31$11,279,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,085
Total interest from all sources2010-12-31$6,545
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$113,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$113,098
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,118,630
Participant contributions at end of year2010-12-31$147,927
Participant contributions at beginning of year2010-12-31$140,318
Participant contributions at end of year2010-12-31$20,242
Participant contributions at beginning of year2010-12-31$22,706
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,646
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$5,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$25,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$29,300
Administrative expenses (other) incurred2010-12-31$3,085
Total non interest bearing cash at end of year2010-12-31$9,584
Total non interest bearing cash at beginning of year2010-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,057,629
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,308,043
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,250,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,257,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,293,075
Interest on participant loans2010-12-31$6,545
Value of interest in common/collective trusts at end of year2010-12-31$1,886,753
Value of interest in common/collective trusts at beginning of year2010-12-31$1,812,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,409,634
Net investment gain or loss from common/collective trusts2010-12-31$54,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$283,231
Employer contributions (assets) at end of year2010-12-31$5,247
Employer contributions (assets) at beginning of year2010-12-31$5,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$925,113
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449
2009 : CORPORATE GROUP, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CORPORATE GROUP, INC. 401(K) PLAN

2022: CORPORATE GROUP, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CORPORATE GROUP, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CORPORATE GROUP, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CORPORATE GROUP, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CORPORATE GROUP, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CORPORATE GROUP, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CORPORATE GROUP, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CORPORATE GROUP, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CORPORATE GROUP, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CORPORATE GROUP, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CORPORATE GROUP, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CORPORATE GROUP, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CORPORATE GROUP, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CORPORATE GROUP, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62894
Policy instance 1
Insurance contract or identification numberQK62894
Number of Individuals Covered868
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62894
Policy instance 1
Insurance contract or identification numberQK62894
Number of Individuals Covered766
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62894
Policy instance 1
Insurance contract or identification numberQK62894
Number of Individuals Covered350
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62894
Policy instance 1
Insurance contract or identification numberQK62894
Number of Individuals Covered418
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62894
Policy instance 1
Insurance contract or identification numberQK62894
Number of Individuals Covered421
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62894
Policy instance 1
Insurance contract or identification numberQK62894
Number of Individuals Covered299
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62894
Policy instance 1
Insurance contract or identification numberQK62894
Number of Individuals Covered505
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62894
Policy instance 1
Insurance contract or identification numberQK62894
Number of Individuals Covered560
Insurance policy start date2014-06-30
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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