?>
Plan Name | ANKURA CONSULTING GROUP, LLC SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ANKURA CONSULTING GROUP, LLC |
Employer identification number (EIN): | 472435218 |
NAIC Classification: | 541600 |
Additional information about ANKURA CONSULTING GROUP, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2015-01-06 |
Company Identification Number: | 0802130498 |
Legal Registered Office Address: |
2000 K ST NW FL 12 WASHINGTON United States of America (USA) 20006 |
More information about ANKURA CONSULTING GROUP, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | KELLY L KITTRELL | |||
001 | 2016-01-01 | KELLY KITTRELL | 2017-07-07 | ||
001 | 2015-03-01 | KELLY KITTRELL | 2016-06-16 |
Measure | Date | Value |
---|---|---|
2022: ANKURA CONSULTING GROUP, LLC SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,685 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,365 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 465 |
Total of all active and inactive participants | 2022-01-01 | 1,830 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 6 |
Total participants | 2022-01-01 | 1,836 |
Number of participants with account balances | 2022-01-01 | 1,787 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 172 |
2021: ANKURA CONSULTING GROUP, LLC SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,609 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,313 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 367 |
Total of all active and inactive participants | 2021-01-01 | 1,680 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 3 |
Total participants | 2021-01-01 | 1,683 |
Number of participants with account balances | 2021-01-01 | 1,641 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 185 |
2020: ANKURA CONSULTING GROUP, LLC SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,539 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,294 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 300 |
Total of all active and inactive participants | 2020-01-01 | 1,594 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 1,596 |
Number of participants with account balances | 2020-01-01 | 1,585 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 144 |
2019: ANKURA CONSULTING GROUP, LLC SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,506 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,310 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 218 |
Total of all active and inactive participants | 2019-01-01 | 1,528 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1,528 |
Number of participants with account balances | 2019-01-01 | 1,500 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 160 |
2018: ANKURA CONSULTING GROUP, LLC SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,212 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,278 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 213 |
Total of all active and inactive participants | 2018-01-01 | 1,491 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 1,491 |
Number of participants with account balances | 2018-01-01 | 1,371 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 26 |
2017: ANKURA CONSULTING GROUP, LLC SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 265 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 386 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 73 |
Total of all active and inactive participants | 2017-01-01 | 459 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 459 |
Number of participants with account balances | 2017-01-01 | 439 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 20 |
Measure | Date | Value |
---|---|---|
2022 : ANKURA CONSULTING GROUP, LLC SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $484,160 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $13,237,034 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $13,139,495 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $54,864 |
Value of total corrective distributions | 2022-12-31 | $6,543 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $27,015,002 |
Value of total assets at end of year | 2022-12-31 | $141,201,695 |
Value of total assets at beginning of year | 2022-12-31 | $153,954,569 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $36,132 |
Total interest from all sources | 2022-12-31 | $65,539 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $4,979,204 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $4,979,204 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $18,043,400 |
Participant contributions at end of year | 2022-12-31 | $1,460,464 |
Participant contributions at beginning of year | 2022-12-31 | $1,281,397 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,787,785 |
Other income not declared elsewhere | 2022-12-31 | $3,788 |
Administrative expenses (other) incurred | 2022-12-31 | $36,132 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-12,752,874 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $141,201,695 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $153,954,569 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $133,198,606 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $146,628,812 |
Interest on participant loans | 2022-12-31 | $65,539 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $6,542,625 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $6,044,360 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-30,743,106 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-836,267 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $6,183,817 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $13,139,495 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2022-12-31 | 221478099 |
2021 : ANKURA CONSULTING GROUP, LLC SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $43,574,277 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $11,437,891 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $11,338,001 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $28,366 |
Value of total corrective distributions | 2021-12-31 | $21,464 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $26,116,905 |
Value of total assets at end of year | 2021-12-31 | $153,954,569 |
Value of total assets at beginning of year | 2021-12-31 | $121,818,183 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $50,060 |
Total interest from all sources | 2021-12-31 | $59,201 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,144,169 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,144,169 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $16,744,163 |
Participant contributions at end of year | 2021-12-31 | $1,281,397 |
Participant contributions at beginning of year | 2021-12-31 | $1,061,461 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,322,759 |
Other income not declared elsewhere | 2021-12-31 | $55,212 |
Administrative expenses (other) incurred | 2021-12-31 | $50,060 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $32,136,386 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $153,954,569 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $121,818,183 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $146,628,812 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $118,031,920 |
Interest on participant loans | 2021-12-31 | $59,201 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $6,044,360 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,724,802 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $12,595,157 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $603,633 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $6,049,983 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $11,338,001 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2021-12-31 | 221478099 |
2020 : ANKURA CONSULTING GROUP, LLC SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $42,436,903 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $5,271,612 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,244,384 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $1,522 |
Value of total corrective distributions | 2020-12-31 | $5,733 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $25,779,994 |
Value of total assets at end of year | 2020-12-31 | $121,818,183 |
Value of total assets at beginning of year | 2020-12-31 | $84,652,892 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $19,973 |
Total interest from all sources | 2020-12-31 | $54,213 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,278,511 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $3,278,511 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $15,555,692 |
Participant contributions at end of year | 2020-12-31 | $1,061,461 |
Participant contributions at beginning of year | 2020-12-31 | $949,339 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $2,785,487 |
Other income not declared elsewhere | 2020-12-31 | $1,451 |
Administrative expenses (other) incurred | 2020-12-31 | $19,973 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $37,165,291 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $121,818,183 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $84,652,892 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $118,031,920 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $81,907,365 |
Interest on participant loans | 2020-12-31 | $54,213 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,724,802 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,796,188 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $13,289,591 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $33,143 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $7,438,815 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,244,384 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2020-12-31 | 221478099 |
2019 : ANKURA CONSULTING GROUP, LLC SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $36,202,966 |
Total income from all sources (including contributions) | 2019-12-31 | $36,202,966 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,254,385 |
Total of all expenses incurred | 2019-12-31 | $3,254,385 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,226,612 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,226,612 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,888 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,888 |
Value of total corrective distributions | 2019-12-31 | $5,583 |
Value of total corrective distributions | 2019-12-31 | $5,583 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $22,923,623 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $22,923,623 |
Value of total assets at end of year | 2019-12-31 | $84,652,892 |
Value of total assets at end of year | 2019-12-31 | $84,652,892 |
Value of total assets at beginning of year | 2019-12-31 | $51,704,311 |
Value of total assets at beginning of year | 2019-12-31 | $51,704,311 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $20,302 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $20,302 |
Total interest from all sources | 2019-12-31 | $43,362 |
Total interest from all sources | 2019-12-31 | $43,362 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,032,436 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,032,436 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,032,436 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,032,436 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $14,351,951 |
Contributions received from participants | 2019-12-31 | $14,351,951 |
Participant contributions at end of year | 2019-12-31 | $949,339 |
Participant contributions at end of year | 2019-12-31 | $949,339 |
Participant contributions at beginning of year | 2019-12-31 | $650,118 |
Participant contributions at beginning of year | 2019-12-31 | $650,118 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,394,487 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,394,487 |
Other income not declared elsewhere | 2019-12-31 | $119 |
Other income not declared elsewhere | 2019-12-31 | $119 |
Administrative expenses (other) incurred | 2019-12-31 | $20,302 |
Administrative expenses (other) incurred | 2019-12-31 | $20,302 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $32,948,581 |
Value of net income/loss | 2019-12-31 | $32,948,581 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $84,652,892 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $84,652,892 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $51,704,311 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $51,704,311 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $81,907,365 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $81,907,365 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $50,260,342 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $50,260,342 |
Interest on participant loans | 2019-12-31 | $43,362 |
Interest on participant loans | 2019-12-31 | $43,362 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,796,188 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,796,188 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $793,809 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $793,809 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $42 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $42 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $42 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $42 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $11,180,670 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $11,180,670 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $22,756 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $22,756 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $5,177,185 |
Contributions received in cash from employer | 2019-12-31 | $5,177,185 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,226,612 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,226,612 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | COHNREZNICK LLP |
Accountancy firm name | 2019-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2019-12-31 | 221478099 |
Accountancy firm EIN | 2019-12-31 | 221478099 |
2018 : ANKURA CONSULTING GROUP, LLC SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $456,588 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $42,190,053 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $564,592 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $458,354 |
Value of total corrective distributions | 2018-12-31 | $102,963 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $45,609,545 |
Value of total assets at end of year | 2018-12-31 | $51,704,311 |
Value of total assets at beginning of year | 2018-12-31 | $9,622,262 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,275 |
Total interest from all sources | 2018-12-31 | $10,059 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,728,071 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,728,071 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $6,703,888 |
Participant contributions at end of year | 2018-12-31 | $650,118 |
Participant contributions at beginning of year | 2018-12-31 | $101,635 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $35,868,051 |
Administrative expenses (other) incurred | 2018-12-31 | $3,275 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $41,625,461 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $51,704,311 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,622,262 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $50,260,342 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $9,458,325 |
Interest on participant loans | 2018-12-31 | $9,093 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $793,809 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $62,302 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $42 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $966 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-5,163,503 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $5,881 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $3,037,606 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $458,354 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2018-12-31 | 221478099 |
2017 : ANKURA CONSULTING GROUP, LLC SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $7,506,861 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $72,650 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $43,116 |
Value of total corrective distributions | 2017-12-31 | $28,274 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $6,642,343 |
Value of total assets at end of year | 2017-12-31 | $9,622,262 |
Value of total assets at beginning of year | 2017-12-31 | $2,188,051 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,260 |
Total interest from all sources | 2017-12-31 | $2,231 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $288,026 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $288,026 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $3,111,407 |
Participant contributions at end of year | 2017-12-31 | $101,635 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,670,698 |
Administrative expenses (other) incurred | 2017-12-31 | $1,260 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $7,434,211 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,622,262 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,188,051 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $9,458,325 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,182,819 |
Interest on participant loans | 2017-12-31 | $2,231 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $62,302 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $5,232 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $573,853 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $408 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,860,238 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $43,116 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2017-12-31 | 221478099 |
2022: ANKURA CONSULTING GROUP, LLC SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ANKURA CONSULTING GROUP, LLC SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ANKURA CONSULTING GROUP, LLC SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ANKURA CONSULTING GROUP, LLC SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ANKURA CONSULTING GROUP, LLC SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ANKURA CONSULTING GROUP, LLC SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |