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ELM GROVE PARTNERS 401(K) PLAN & TRUST 401k Plan overview

Plan NameELM GROVE PARTNERS 401(K) PLAN & TRUST
Plan identification number 001

ELM GROVE PARTNERS 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ELM GROVE PARTNERS has sponsored the creation of one or more 401k plans.

Company Name:ELM GROVE PARTNERS
Employer identification number (EIN):462904206
NAIC Classification:561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELM GROVE PARTNERS 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NICOLAS ANDERSON2024-10-14
0012022-01-01NICHOLAS ANDERSON2023-10-15
0012021-01-01NICOLAS ANDERSON2022-07-28 NICOLAS ANDERSON2022-07-28
0012020-01-01NICOLAS ANDERSON2021-05-03

Plan Statistics for ELM GROVE PARTNERS 401(K) PLAN & TRUST

401k plan membership statisitcs for ELM GROVE PARTNERS 401(K) PLAN & TRUST

Measure Date Value
2025: ELM GROVE PARTNERS 401(K) PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-09-3048
Total number of particpants at end of year2025-09-3058
Number of Participants With Account Balances2025-09-3039
2024: ELM GROVE PARTNERS 401(K) PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-10-1443
Total number of particpants at end of year2024-10-1443
Number of Participants With Account Balances2024-10-1436
2022: ELM GROVE PARTNERS 401(K) PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-07-2832
Total number of particpants at end of year2022-07-2843
Number of Participants With Account Balances2022-07-2824

Financial Data on ELM GROVE PARTNERS 401(K) PLAN & TRUST

Measure Date Value
2025 : ELM GROVE PARTNERS 401(K) PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-300
Total liabilities as of the end of the plan year2025-09-3023181
Total liabilities as of the beginning of the plan year2025-09-3010238
Total expenses incurred by plan in this plan year2025-09-30224876
Net assets as of the end of the plan year2025-09-301439581
Total assets as of the beginning of the plan year2025-09-30912259
Value of plan covered by a fidelity bond2025-09-30200000
Participant contributions to plan in this plan year2025-09-30185705
Value of participant loans at end of plan year2025-09-3048814
Other expenses paid from plan in this plan year2025-09-300
Other contributions to plan in this plan year2025-09-30415270
Other income to plan in this plan year2025-09-30138280
Plan net income in this plan year2025-09-30514379
Net assets as of the end of the plan year2025-09-301416400
Net assets as of the beginning of the plan year2025-09-30902021
Employer contributions to plan in this plan year2025-09-300
Fees paid to broker by Benefit Provider2025-09-305809
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-304971
2024 : ELM GROVE PARTNERS 401(K) PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-1410238
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-14243771
Net assets as of the end of the plan year2024-10-14912259
Total assets as of the beginning of the plan year2024-10-14844800
Value of plan covered by a fidelity bond2024-10-14200000
Participant contributions to plan in this plan year2024-10-14154358
Value of participant loans at end of plan year2024-10-1431967
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-14146634
Plan net income in this plan year2024-10-1457221
Net assets as of the end of the plan year2024-10-14902021
Net assets as of the beginning of the plan year2024-10-14844800
Employer contributions to plan in this plan year2024-10-140
Fees paid to broker by Benefit Provider2024-10-14731
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-147068
2022 : ELM GROVE PARTNERS 401(K) PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-280
Total liabilities as of the end of the plan year2022-07-280
Total liabilities as of the beginning of the plan year2022-07-280
Total expenses incurred by plan in this plan year2022-07-284154
Net assets as of the end of the plan year2022-07-28993307
Total assets as of the beginning of the plan year2022-07-28786430
Value of plan covered by a fidelity bond2022-07-28200000
Participant contributions to plan in this plan year2022-07-2889866
Value of participant loans at end of plan year2022-07-2889705
Other expenses paid from plan in this plan year2022-07-280
Other contributions to plan in this plan year2022-07-280
Other income to plan in this plan year2022-07-28117900
Plan net income in this plan year2022-07-28206877
Net assets as of the end of the plan year2022-07-28993307
Net assets as of the beginning of the plan year2022-07-28786430
Employer contributions to plan in this plan year2022-07-283265
Fees paid to broker by Benefit Provider2022-07-28688
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-284154

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