SHARRETT, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SHARRETT, INC. GROUP HEALTH PLAN
401k plan membership statisitcs for SHARRETT, INC. GROUP HEALTH PLAN
| Measure | Date | Value |
|---|
| 2019: SHARRETT, INC. GROUP HEALTH PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 47 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 48 |
| 2018: SHARRETT, INC. GROUP HEALTH PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 59 |
| 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 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 59 |
| 2017: SHARRETT, INC. GROUP HEALTH PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 63 |
| 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 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 63 |
| 2016: SHARRETT, INC. GROUP HEALTH PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 63 |
| Number of retired or separated participants receiving benefits | 2016-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 0 |
| Total of all active and inactive participants | 2016-08-01 | 63 |
| 2015: SHARRETT, INC. GROUP HEALTH PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 58 |
| Number of retired or separated participants receiving benefits | 2015-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 0 |
| Total of all active and inactive participants | 2015-08-01 | 58 |
| Measure | Date | Value |
|---|
| 2019 : SHARRETT, INC. GROUP HEALTH PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $47,127 |
| Total plan liabilities at beginning of year | 2019-12-31 | $63,710 |
| Total income from all sources | 2019-12-31 | $654,014 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $650,844 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $404,208 |
| Total plan assets at end of year | 2019-12-31 | $99,155 |
| Total plan assets at beginning of year | 2019-12-31 | $112,568 |
| Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $267,391 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $235,122 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $31,443 |
| Net income (gross income less expenses) | 2019-12-31 | $3,170 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $52,028 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $48,858 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $355,180 |
| Value of corrective distributions | 2019-12-31 | $11,514 |
| 2018 : SHARRETT, INC. GROUP HEALTH PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $63,710 |
| Total plan liabilities at beginning of year | 2018-12-31 | $51,297 |
| Total income from all sources | 2018-12-31 | $591,113 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $568,613 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $429,239 |
| Total plan assets at end of year | 2018-12-31 | $112,568 |
| Total plan assets at beginning of year | 2018-12-31 | $77,655 |
| Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $292,033 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $146,510 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $3,505 |
| Net income (gross income less expenses) | 2018-12-31 | $22,500 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $48,858 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $26,358 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $295,575 |
| Value of corrective distributions | 2018-12-31 | $-7,136 |
| 2017 : SHARRETT, INC. GROUP HEALTH PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $51,297 |
| Total plan liabilities at beginning of year | 2017-12-31 | $30,834 |
| Total income from all sources | 2017-12-31 | $508,588 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $545,269 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $392,772 |
| Total plan assets at end of year | 2017-12-31 | $77,655 |
| Total plan assets at beginning of year | 2017-12-31 | $93,873 |
| Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $254,672 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $131,366 |
| Net income (gross income less expenses) | 2017-12-31 | $-36,681 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $26,358 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $63,039 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $253,916 |
| Value of corrective distributions | 2017-12-31 | $21,131 |
| 2016 : SHARRETT, INC. GROUP HEALTH PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $30,834 |
| Total plan liabilities at beginning of year | 2016-12-31 | $57,572 |
| Total income from all sources | 2016-12-31 | $180,442 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $187,337 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $137,999 |
| Total plan assets at end of year | 2016-12-31 | $93,873 |
| Total plan assets at beginning of year | 2016-12-31 | $127,506 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $96,022 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $49,338 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $-6,895 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $63,039 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $69,934 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $84,420 |
| Total plan liabilities at end of year | 2016-07-31 | $57,572 |
| Total plan liabilities at beginning of year | 2016-07-31 | $0 |
| Total income from all sources | 2016-07-31 | $423,355 |
| Expenses. Total of all expenses incurred | 2016-07-31 | $353,421 |
| Benefits paid (including direct rollovers) | 2016-07-31 | $249,377 |
| Total plan assets at end of year | 2016-07-31 | $127,506 |
| Total plan assets at beginning of year | 2016-07-31 | $0 |
| Value of fidelity bond covering the plan | 2016-07-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-07-31 | $224,778 |
| Expenses. Other expenses not covered elsewhere | 2016-07-31 | $104,044 |
| Net income (gross income less expenses) | 2016-07-31 | $69,934 |
| Net plan assets at end of year (total assets less liabilities) | 2016-07-31 | $69,934 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-07-31 | $198,577 |
| 2019: SHARRETT, INC. GROUP HEALTH 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SHARRETT, INC. GROUP HEALTH 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 – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SHARRETT, INC. GROUP HEALTH 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SHARRETT, INC. GROUP HEALTH PLAN 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | Submission has been amended | No |
| 2016-08-01 | This submission is the final filing | No |
| 2016-08-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-08-01 | Plan is a collectively bargained plan | No |
| 2016-08-01 | Plan funding arrangement – Insurance | Yes |
| 2016-08-01 | Plan funding arrangement – Trust | Yes |
| 2016-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-08-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SHARRETT, INC. GROUP HEALTH PLAN 2015 form 5500 responses |
|---|
| 2015-08-01 | Type of plan entity | Single employer plan |
| 2015-08-01 | First time form 5500 has been submitted | Yes |
| 2015-08-01 | Submission has been amended | No |
| 2015-08-01 | This submission is the final filing | No |
| 2015-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-08-01 | Plan is a collectively bargained plan | No |
| 2015-08-01 | Plan funding arrangement – Insurance | Yes |
| 2015-08-01 | Plan funding arrangement – Trust | Yes |
| 2015-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-08-01 | Plan benefit arrangement - Trust | Yes |
