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ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

ALGI INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALGI INVESTMENTS, INC.
Employer identification number (EIN):460638830
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about ALGI INVESTMENTS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2012-07-23
Company Identification Number: 0801629239
Legal Registered Office Address: 7903 GARDEN BND

SUGAR LAND
United States of America (USA)
77479

More information about ALGI INVESTMENTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01CHARLES DE VEGA
0012017-01-01CHARLES DE VEGA
0012016-01-01CHARLES DE VEGA
0012015-01-01CHARLES DE VEGA
0012014-01-01CHARLES DE VEGA
0012013-01-01CHARLES DE VEGA
0012012-07-23CHARLES DE VEGA

Plan Statistics for ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-231
Total number of active participants reported on line 7a of the Form 55002012-07-231
Number of retired or separated participants receiving benefits2012-07-230
Number of other retired or separated participants entitled to future benefits2012-07-230
Total of all active and inactive participants2012-07-231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-230
Total participants2012-07-231
Number of participants with account balances2012-07-231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-230

Financial Data on ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018 : ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-2,293
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$61,705
Total plan assets at beginning of year2018-12-31$63,998
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-2,293
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-2,293
Net plan assets at end of year (total assets less liabilities)2018-12-31$61,705
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$63,998
Assets. Value of employer securities2018-12-31$61,014
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$-11,351
Expenses. Total of all expenses incurred2017-12-31$80
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$63,998
Total plan assets at beginning of year2017-12-31$75,429
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$80
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-11,351
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-11,431
Net plan assets at end of year (total assets less liabilities)2017-12-31$63,998
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$75,429
Assets. Value of employer securities2017-12-31$63,315
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$555
Expenses. Total of all expenses incurred2016-12-31$80
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$75,429
Total plan assets at beginning of year2016-12-31$74,954
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$80
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$555
Net income (gross income less expenses)2016-12-31$475
Net plan assets at end of year (total assets less liabilities)2016-12-31$75,429
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$74,954
Assets. Value of employer securities2016-12-31$74,669
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$73,122
Expenses. Total of all expenses incurred2015-12-31$80
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$74,954
Total plan assets at beginning of year2015-12-31$1,912
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$80
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$73,122
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$73,042
Net plan assets at end of year (total assets less liabilities)2015-12-31$74,954
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,912
Assets. Value of employer securities2015-12-31$74,114
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,094
Expenses. Total of all expenses incurred2014-12-31$9,371
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,912
Total plan assets at beginning of year2014-12-31$10,189
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$80
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$1,094
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-8,277
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,912
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$10,189
Assets. Value of employer securities2014-12-31$992
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$9,291
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$-172,589
Expenses. Total of all expenses incurred2013-12-31$80
Total plan assets at end of year2013-12-31$10,189
Total plan assets at beginning of year2013-12-31$182,858
Other income received2013-12-31$-172,589
Net income (gross income less expenses)2013-12-31$-172,669
Net plan assets at end of year (total assets less liabilities)2013-12-31$10,189
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$182,858
Assets. Value of employer securities2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$80
2012 : ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$182,938
Expenses. Total of all expenses incurred2012-12-31$80
Total plan assets at end of year2012-12-31$182,858
Total plan assets at beginning of year2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$182,954
Other income received2012-12-31$-16
Net income (gross income less expenses)2012-12-31$182,858
Net plan assets at end of year (total assets less liabilities)2012-12-31$182,858
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Assets. Value of employer securities2012-12-31$173,208
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$80

Form 5500 Responses for ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

2018: ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: ALGI INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-23Type of plan entitySingle employer plan
2012-07-23First time form 5500 has been submittedYes
2012-07-23Submission has been amendedNo
2012-07-23This submission is the final filingNo
2012-07-23This return/report is a short plan year return/report (less than 12 months)Yes
2012-07-23Plan is a collectively bargained planNo
2012-07-23Plan funding arrangement – TrustYes
2012-07-23Plan benefit arrangement - TrustYes

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