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USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameUSG SERVICES, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

USG SERVICES, LLC 401(K) PROFIT SHARING 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:USG SERVICES, LLC
Employer identification number (EIN):454658823
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about USG SERVICES, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2012-02-23
Company Identification Number: 4207109
Legal Registered Office Address: 1 HILLCREST CENTER DRIVE
SUITE 325
SPRING VALLEY
United States of America (USA)
10977

More information about USG SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan USG SERVICES, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JACK AUGENSTEIN
0012017-01-01JACK AUGENSTEIN
0012016-01-01JACK AUGENSTEIN
0012016-01-01
0012015-01-01JACK AUGENSTEIN
0012015-01-01JACK AUGENSTEIN
0012014-01-01JACK AUGENSTEIN
0012014-01-01JACK AUGENSTEIN
0012013-01-01JACK AUGENSTEIN
0012012-01-01JACK AUGENSTEIN2013-10-14

Plan Statistics for USG SERVICES, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for USG SERVICES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,866
Total number of active participants reported on line 7a of the Form 55002022-01-012,171
Number of retired or separated participants receiving benefits2022-01-0162
Number of other retired or separated participants entitled to future benefits2022-01-01151
Total of all active and inactive participants2022-01-012,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,384
Number of participants with account balances2022-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,317
Total number of active participants reported on line 7a of the Form 55002021-01-012,651
Number of retired or separated participants receiving benefits2021-01-0168
Number of other retired or separated participants entitled to future benefits2021-01-01147
Total of all active and inactive participants2021-01-012,866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,866
Number of participants with account balances2021-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,940
Total number of active participants reported on line 7a of the Form 55002020-01-013,796
Number of retired or separated participants receiving benefits2020-01-0174
Number of other retired or separated participants entitled to future benefits2020-01-01135
Total of all active and inactive participants2020-01-014,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014,005
Number of participants with account balances2020-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,924
Total number of active participants reported on line 7a of the Form 55002019-01-013,561
Number of retired or separated participants receiving benefits2019-01-0170
Number of other retired or separated participants entitled to future benefits2019-01-01122
Total of all active and inactive participants2019-01-013,753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,753
Number of participants with account balances2019-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,956
Total number of active participants reported on line 7a of the Form 55002018-01-013,575
Number of retired or separated participants receiving benefits2018-01-0130
Number of other retired or separated participants entitled to future benefits2018-01-01107
Total of all active and inactive participants2018-01-013,712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013,712
Number of participants with account balances2018-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,699
Total number of active participants reported on line 7a of the Form 55002017-01-012,902
Number of other retired or separated participants entitled to future benefits2017-01-0197
Total of all active and inactive participants2017-01-012,999
Total participants2017-01-012,999
Number of participants with account balances2017-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,398
Total number of active participants reported on line 7a of the Form 55002016-01-012,463
Number of other retired or separated participants entitled to future benefits2016-01-0186
Total of all active and inactive participants2016-01-012,549
Total participants2016-01-012,549
Number of participants with account balances2016-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,954
Total number of active participants reported on line 7a of the Form 55002015-01-012,346
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-012,398
Total participants2015-01-012,398
Number of participants with account balances2015-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,990
Total number of active participants reported on line 7a of the Form 55002014-01-011,935
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-011,954
Total participants2014-01-011,954
Number of participants with account balances2014-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01610
Total number of active participants reported on line 7a of the Form 55002013-01-01697
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01707
Total participants2013-01-01707
Number of participants with account balances2013-01-0150

Financial Data on USG SERVICES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$43,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$36,387
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-565,990
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$963,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$862,116
Expenses. Certain deemed distributions of participant loans2022-12-31$4,623
Value of total corrective distributions2022-12-31$18,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$843,578
Value of total assets at end of year2022-12-31$8,111,517
Value of total assets at beginning of year2022-12-31$9,634,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$78,858
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$3,894
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
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$746,358
Participant contributions at end of year2022-12-31$59,185
Participant contributions at beginning of year2022-12-31$81,564
Participant contributions at end of year2022-12-31$14,803
Participant contributions at beginning of year2022-12-31$6,533
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$25
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$25,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$17,151
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,529,896
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,067,938
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,597,834
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,692,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,792,243
Value of interest in pooled separate accounts at end of year2022-12-31$5,183,668
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,464,768
Interest on participant loans2022-12-31$3,894
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$155,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$284,433
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-465,841
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$97,195
Employer contributions (assets) at end of year2022-12-31$5,155
Employer contributions (assets) at beginning of year2022-12-31$4,680
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$862,116
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$78,858
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
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$18,309
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$19,236
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FASTEN HALBERSTAM LLP
Accountancy firm EIN2022-12-31472319109
2021 : USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$36,387
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$102,389
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,952,953
Total of all expenses incurred2021-12-31$973,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$880,279
Expenses. Certain deemed distributions of participant loans2021-12-31$2,958
Value of total corrective distributions2021-12-31$19,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$984,004
Value of total assets at end of year2021-12-31$9,631,349
Value of total assets at beginning of year2021-12-31$8,717,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$71,039
Total interest from all sources2021-12-31$3,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$822,328
Participant contributions at end of year2021-12-31$81,564
Participant contributions at beginning of year2021-12-31$63,599
Participant contributions at end of year2021-12-31$3,661
Participant contributions at beginning of year2021-12-31$12,842
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$66,172
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$17,151
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$15,333
Other income not declared elsewhere2021-12-31$-14,401
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$979,441
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,594,962
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,615,521
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,792,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,883,862
Value of interest in pooled separate accounts at end of year2021-12-31$6,464,768
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,617,602
Income. Interest from loans (other than to participants)2021-12-31$3,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$284,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$136,599
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$316,457
Net investment gain/loss from pooled separate accounts2021-12-31$663,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$95,504
Employer contributions (assets) at end of year2021-12-31$4,680
Employer contributions (assets) at beginning of year2021-12-31$3,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$880,279
Contract administrator fees2021-12-31$71,039
Liabilities. Value of benefit claims payable at end of year2021-12-31$19,236
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$87,056
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 name2021-12-31FASTEN HALBERSTAM LLP
Accountancy firm EIN2021-12-31472319109
2020 : USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$102,389
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$108,904
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,859,439
Total of all expenses incurred2020-12-31$696,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$553,821
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$87,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$954,342
Value of total assets at end of year2020-12-31$8,717,910
Value of total assets at beginning of year2020-12-31$7,561,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$55,232
Total interest from all sources2020-12-31$5,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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 period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$835,512
Participant contributions at end of year2020-12-31$63,599
Participant contributions at beginning of year2020-12-31$127,743
Participant contributions at end of year2020-12-31$12,842
Participant contributions at beginning of year2020-12-31$1,617
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,702
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$15,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$16,171
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,163,330
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,615,521
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,452,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,883,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,563,440
Value of interest in pooled separate accounts at end of year2020-12-31$5,617,602
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,739,041
Interest on participant loans2020-12-31$5,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$136,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$126,517
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$267,984
Net investment gain/loss from pooled separate accounts2020-12-31$631,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$107,128
Employer contributions (assets) at end of year2020-12-31$3,406
Employer contributions (assets) at beginning of year2020-12-31$2,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$553,821
Contract administrator fees2020-12-31$55,232
Liabilities. Value of benefit claims payable at end of year2020-12-31$87,056
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$92,733
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FASTEN HALBERSTAM LLP
Accountancy firm EIN2020-12-31472319109
2019 : USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$108,904
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$74,655
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,083,787
Total of all expenses incurred2019-12-31$704,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$555,363
Expenses. Certain deemed distributions of participant loans2019-12-31$4,422
Value of total corrective distributions2019-12-31$92,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$952,403
Value of total assets at end of year2019-12-31$7,561,095
Value of total assets at beginning of year2019-12-31$6,147,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,519
Total interest from all sources2019-12-31$7,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$828,748
Participant contributions at end of year2019-12-31$127,743
Participant contributions at beginning of year2019-12-31$108,433
Participant contributions at end of year2019-12-31$1,617
Participant contributions at beginning of year2019-12-31$3,590
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,681
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$16,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,409
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$1,379,750
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,452,191
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,072,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,563,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,197,835
Value of interest in pooled separate accounts at end of year2019-12-31$4,739,041
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,695,975
Interest on participant loans2019-12-31$7,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$126,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$141,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$379,087
Net investment gain/loss from pooled separate accounts2019-12-31$745,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$118,974
Employer contributions (assets) at end of year2019-12-31$2,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$555,363
Contract administrator fees2019-12-31$51,519
Liabilities. Value of benefit claims payable at end of year2019-12-31$92,733
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$70,246
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 name2019-12-31FASTEN HALBERSTAM LLP
Accountancy firm EIN2019-12-31472319109
2018 : USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$74,655
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$36,134
Total income from all sources (including contributions)2018-12-31$604,415
Total of all expenses incurred2018-12-31$823,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$693,145
Expenses. Certain deemed distributions of participant loans2018-12-31$11,941
Value of total corrective distributions2018-12-31$70,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,050,071
Value of total assets at end of year2018-12-31$6,147,096
Value of total assets at beginning of year2018-12-31$6,327,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$47,774
Total interest from all sources2018-12-31$3,952
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$833,653
Participant contributions at end of year2018-12-31$108,433
Participant contributions at beginning of year2018-12-31$57,680
Participant contributions at end of year2018-12-31$3,590
Participant contributions at beginning of year2018-12-31$9,077
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$104,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$4,409
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$246
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-218,691
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,072,441
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,291,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,197,835
Value of interest in pooled separate accounts at end of year2018-12-31$3,695,975
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,097,365
Interest on participant loans2018-12-31$3,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$141,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$98,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-193,156
Net investment gain/loss from pooled separate accounts2018-12-31$-256,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$111,625
Employer contributions (assets) at beginning of year2018-12-31$64,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$693,145
Contract administrator fees2018-12-31$47,774
Liabilities. Value of benefit claims payable at end of year2018-12-31$70,246
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$35,888
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 name2018-12-31FASTEN HALBERSTAM LLP
Accountancy firm EIN2018-12-31472319109
2017 : USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$36,134
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$59,097
Total income from all sources (including contributions)2017-12-31$1,920,705
Total of all expenses incurred2017-12-31$732,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$689,271
Value of total corrective distributions2017-12-31$43,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,189,366
Value of total assets at end of year2017-12-31$6,259,158
Value of total assets at beginning of year2017-12-31$5,130,037
Total interest from all sources2017-12-31$1,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$835,912
Participant contributions at end of year2017-12-31$47,104
Participant contributions at beginning of year2017-12-31$48,566
Participant contributions at end of year2017-12-31$9,077
Participant contributions at beginning of year2017-12-31$7,143
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$272,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$221
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$1,188,218
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,259,158
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,070,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,212,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,073,033
Value of interest in pooled separate accounts at end of year2017-12-31$6,097,365
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,009,518
Interest on participant loans2017-12-31$1,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$98,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$60,301
Net investment gain/loss from pooled separate accounts2017-12-31$729,681
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$80,917
Employer contributions (assets) at end of year2017-12-31$64,878
Employer contributions (assets) at beginning of year2017-12-31$1,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$689,271
Liabilities. Value of benefit claims payable at end of year2017-12-31$35,888
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$58,876
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 name2017-12-31K & R CPAS PLLC
Accountancy firm EIN2017-12-31208136278
2016 : USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$2,630,928
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$59,097
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$45,912
Total income from all sources (including contributions)2016-12-31$1,370,500
Total of all expenses incurred2016-12-31$443,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$443,847
Value of total corrective distributions2016-12-31$58,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,103,861
Value of total assets at end of year2016-12-31$5,133,338
Value of total assets at beginning of year2016-12-31$1,575,757
Total interest from all sources2016-12-31$1,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$696,158
Participant contributions at end of year2016-12-31$46,178
Participant contributions at beginning of year2016-12-31$16,542
Participant contributions at end of year2016-12-31$10,447
Participant contributions at beginning of year2016-12-31$9,241
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$337,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$693
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$926,653
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,133,338
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,575,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,087,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,559,215
Value of interest in pooled separate accounts at end of year2016-12-31$5,009,518
Interest on participant loans2016-12-31$1,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$60,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$264,981
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$70,350
Employer contributions (assets) at end of year2016-12-31$1,981
Employer contributions (assets) at beginning of year2016-12-31$954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$443,847
Liabilities. Value of benefit claims payable at end of year2016-12-31$58,876
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$45,219
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 name2016-12-31K & R CPAS PLLC
Accountancy firm EIN2016-12-31208136278
2015 : USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$2,630,928
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$45,912
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$110
Total income from all sources (including contributions)2015-12-31$751,374
Total of all expenses incurred2015-12-31$364,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$299,704
Expenses. Certain deemed distributions of participant loans2015-12-31$1,082
Value of total corrective distributions2015-12-31$38,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$674,739
Value of total assets at end of year2015-12-31$4,206,685
Value of total assets at beginning of year2015-12-31$1,188,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,054
Total interest from all sources2015-12-31$429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$476,882
Participant contributions at end of year2015-12-31$16,542
Participant contributions at beginning of year2015-12-31$7,670
Participant contributions at end of year2015-12-31$9,241
Participant contributions at beginning of year2015-12-31$387
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$157,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$110
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$387,012
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,206,685
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,188,745
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$25,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,190,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,179,542
Income. Interest from loans (other than to participants)2015-12-31$429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$76,206
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$39,949
Employer contributions (assets) at end of year2015-12-31$954
Employer contributions (assets) at beginning of year2015-12-31$1,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$299,704
Contract administrator fees2015-12-31$25,029
Liabilities. Value of benefit claims payable at end of year2015-12-31$45,219
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$23,626
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 name2015-12-31K & R CPAS PLLC
Accountancy firm EIN2015-12-31208136278
2014 : USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$110
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,272
Total income from all sources (including contributions)2014-12-31$1,044,289
Total of all expenses incurred2014-12-31$35,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$35,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,024,108
Value of total assets at end of year2014-12-31$1,188,855
Value of total assets at beginning of year2014-12-31$180,233
Total interest from all sources2014-12-31$117
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$350,353
Participant contributions at end of year2014-12-31$7,670
Participant contributions at beginning of year2014-12-31$2,648
Participant contributions at end of year2014-12-31$387
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$647,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$110
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$1,008,512
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,188,745
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$180,233
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$1,179,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$177,585
Interest on participant loans2014-12-31$117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$20,064
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$26,268
Employer contributions (assets) at end of year2014-12-31$1,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$35,777
Liabilities. Value of benefit claims payable at end of year2014-12-31$23,626
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$6,272
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 name2014-12-31LOKETCH & PARTNERS, LLP
Accountancy firm EIN2014-12-31264004567
2013 : USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,272
Total income from all sources (including contributions)2013-12-31$155,979
Total of all expenses incurred2013-12-31$3,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$139,361
Value of total assets at end of year2013-12-31$180,233
Value of total assets at beginning of year2013-12-31$27,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,029
Total interest from all sources2013-12-31$19
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$118,141
Participant contributions at end of year2013-12-31$2,648
Participant contributions at beginning of year2013-12-31$1,224
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,656
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$152,821
Value of net assets at end of year (total assets less liabilities)2013-12-31$180,233
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,412
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
Investment advisory and management fees2013-12-31$2,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$177,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$26,188
Interest on participant loans2013-12-31$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$16,599
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$10,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,129
Liabilities. Value of benefit claims payable at end of year2013-12-31$6,272
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 name2013-12-31LOKETCH & PARTNERS, LLP
Accountancy firm EIN2013-12-31264004567

Form 5500 Responses for USG SERVICES, LLC 401(K) PROFIT SHARING PLAN

2022: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 - TrustYes
2016: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 - TrustYes
2015: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: USG SERVICES, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number35001011
Policy instance 2
Insurance contract or identification number35001011
Number of Individuals Covered12
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,518
Total amount of fees paid to insurance companyUSD $180
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,518
Amount paid for insurance broker fees180
Additional information about fees paid to insurance brokerADVISOR
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932322
Policy instance 1
Insurance contract or identification number932322
Number of Individuals Covered399
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $19,770
Total amount of fees paid to insurance companyUSD $4
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractSTABLE VALUE OPTION
Commission paid to Insurance BrokerUSD $19,770
Amount paid for insurance broker fees4
Additional information about fees paid to insurance brokerADVISOR
Insurance broker organization code?5
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number35001011
Policy instance 2
Insurance contract or identification number35001011
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,832
Total amount of fees paid to insurance companyUSD $223
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
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932322
Policy instance 1
Insurance contract or identification number932322
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,094,114
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number35001011
Policy instance 2
Insurance contract or identification number35001011
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,021
Total amount of fees paid to insurance companyUSD $252
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
Commission paid to Insurance BrokerUSD $2,021
Amount paid for insurance broker fees252
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932322
Policy instance 1
Insurance contract or identification number932322
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $16,646
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,646
Amount paid for insurance broker fees0
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932322
Policy instance 1
Insurance contract or identification number932322
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,617
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $14,617
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number
Policy instance 2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,945
Total amount of fees paid to insurance companyUSD $248
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,945
Amount paid for insurance broker fees248
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932322
Policy instance 1
Insurance contract or identification number932322
Total amount of commissions paid to insurance brokerUSD $12,756
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $12,756
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932322
Policy instance 1
Insurance contract or identification number932322
Total amount of commissions paid to insurance brokerUSD $13,922
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,922
Insurance broker organization code?5
Insurance broker nameINTAC ACTUARIAL SERVICES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932322
Policy instance 1
Insurance contract or identification number932322
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?5
Insurance broker nameCHARLES J ROSENBERG
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932322
Policy instance 1
Insurance contract or identification number932322
Total amount of commissions paid to insurance brokerUSD $9,255
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932322
Policy instance 1
Insurance contract or identification number932322
Number of Individuals Covered50
Total amount of commissions paid to insurance brokerUSD $1,160
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,160
Insurance broker organization code?5
Insurance broker nameCHARLES J ROSENBERG

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