EMERY CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMERY CORPORATION GROUP BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2021: EMERY CORPORATION GROUP BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 0 |
| Total of all active and inactive participants | 2021-08-01 | 0 |
| 2020: EMERY CORPORATION GROUP BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 26 |
| Number of retired or separated participants receiving benefits | 2020-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 0 |
| Total of all active and inactive participants | 2020-08-01 | 26 |
| 2019: EMERY CORPORATION GROUP BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 29 |
| Number of retired or separated participants receiving benefits | 2019-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 0 |
| Total of all active and inactive participants | 2019-08-01 | 29 |
| 2018: EMERY CORPORATION GROUP BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 29 |
| Number of retired or separated participants receiving benefits | 2018-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 0 |
| Total of all active and inactive participants | 2018-08-01 | 29 |
| 2017: EMERY CORPORATION GROUP BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 33 |
| Number of retired or separated participants receiving benefits | 2017-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 0 |
| Total of all active and inactive participants | 2017-08-01 | 33 |
| 2016: EMERY CORPORATION GROUP BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 29 |
| 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 | 29 |
| 2015: EMERY CORPORATION GROUP BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 36 |
| 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 | 36 |
| 2009: EMERY CORPORATION GROUP BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 41 |
| Number of retired or separated participants receiving benefits | 2009-08-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 0 |
| Total of all active and inactive participants | 2009-08-01 | 43 |
| Total participants | 2009-08-01 | 43 |
| Number of participants with account balances | 2009-08-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : EMERY CORPORATION GROUP BENEFIT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-07-31 | $155,245 |
| Expenses. Total of all expenses incurred | 2022-07-31 | $225,691 |
| Benefits paid (including direct rollovers) | 2022-07-31 | $219,682 |
| Total plan assets at end of year | 2022-07-31 | $0 |
| Total plan assets at beginning of year | 2022-07-31 | $70,446 |
| Total contributions received or receivable from participants | 2022-07-31 | $59,646 |
| Contributions received from other sources (not participants or employers) | 2022-07-31 | $30,784 |
| Net income (gross income less expenses) | 2022-07-31 | $-70,446 |
| Net plan assets at end of year (total assets less liabilities) | 2022-07-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-07-31 | $70,446 |
| Total contributions received or receivable from employer(s) | 2022-07-31 | $64,815 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-07-31 | $6,009 |
| 2021 : EMERY CORPORATION GROUP BENEFIT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-07-31 | $523,421 |
| Expenses. Total of all expenses incurred | 2021-07-31 | $481,547 |
| Benefits paid (including direct rollovers) | 2021-07-31 | $470,188 |
| Total plan assets at end of year | 2021-07-31 | $70,446 |
| Total plan assets at beginning of year | 2021-07-31 | $28,572 |
| Value of fidelity bond covering the plan | 2021-07-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2021-07-31 | $109,141 |
| Contributions received from other sources (not participants or employers) | 2021-07-31 | $107,049 |
| Net income (gross income less expenses) | 2021-07-31 | $41,874 |
| Net plan assets at end of year (total assets less liabilities) | 2021-07-31 | $70,446 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-07-31 | $28,572 |
| Total contributions received or receivable from employer(s) | 2021-07-31 | $307,231 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-07-31 | $11,359 |
| 2020 : EMERY CORPORATION GROUP BENEFIT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-07-31 | $623,479 |
| Expenses. Total of all expenses incurred | 2020-07-31 | $628,581 |
| Benefits paid (including direct rollovers) | 2020-07-31 | $616,993 |
| Total plan assets at end of year | 2020-07-31 | $28,572 |
| Total plan assets at beginning of year | 2020-07-31 | $33,674 |
| Value of fidelity bond covering the plan | 2020-07-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2020-07-31 | $112,470 |
| Contributions received from other sources (not participants or employers) | 2020-07-31 | $263,740 |
| Net income (gross income less expenses) | 2020-07-31 | $-5,102 |
| Net plan assets at end of year (total assets less liabilities) | 2020-07-31 | $28,572 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-07-31 | $33,674 |
| Total contributions received or receivable from employer(s) | 2020-07-31 | $247,269 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-07-31 | $11,588 |
| 2019 : EMERY CORPORATION GROUP BENEFIT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-07-31 | $547,336 |
| Expenses. Total of all expenses incurred | 2019-07-31 | $549,037 |
| Benefits paid (including direct rollovers) | 2019-07-31 | $538,278 |
| Total plan assets at end of year | 2019-07-31 | $33,674 |
| Total plan assets at beginning of year | 2019-07-31 | $35,375 |
| Value of fidelity bond covering the plan | 2019-07-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2019-07-31 | $88,025 |
| Contributions received from other sources (not participants or employers) | 2019-07-31 | $4,553 |
| Net income (gross income less expenses) | 2019-07-31 | $-1,701 |
| Net plan assets at end of year (total assets less liabilities) | 2019-07-31 | $33,674 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-07-31 | $35,375 |
| Total contributions received or receivable from employer(s) | 2019-07-31 | $454,758 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-07-31 | $10,759 |
| 2018 : EMERY CORPORATION GROUP BENEFIT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-07-31 | $249,371 |
| Expenses. Total of all expenses incurred | 2018-07-31 | $258,120 |
| Benefits paid (including direct rollovers) | 2018-07-31 | $247,499 |
| Total plan assets at end of year | 2018-07-31 | $35,375 |
| Total plan assets at beginning of year | 2018-07-31 | $44,124 |
| Value of fidelity bond covering the plan | 2018-07-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2018-07-31 | $82,400 |
| Contributions received from other sources (not participants or employers) | 2018-07-31 | $2,551 |
| Net income (gross income less expenses) | 2018-07-31 | $-8,749 |
| Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $35,375 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $44,124 |
| Total contributions received or receivable from employer(s) | 2018-07-31 | $164,420 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-07-31 | $10,621 |
| 2017 : EMERY CORPORATION GROUP BENEFIT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-07-31 | $202,378 |
| Expenses. Total of all expenses incurred | 2017-07-31 | $350,005 |
| Benefits paid (including direct rollovers) | 2017-07-31 | $338,808 |
| Total plan assets at end of year | 2017-07-31 | $44,124 |
| Total plan assets at beginning of year | 2017-07-31 | $191,751 |
| Value of fidelity bond covering the plan | 2017-07-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2017-07-31 | $83,410 |
| Expenses. Other expenses not covered elsewhere | 2017-07-31 | $70 |
| Contributions received from other sources (not participants or employers) | 2017-07-31 | $2,491 |
| Other income received | 2017-07-31 | $6 |
| Net income (gross income less expenses) | 2017-07-31 | $-147,627 |
| Net plan assets at end of year (total assets less liabilities) | 2017-07-31 | $44,124 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-07-31 | $191,751 |
| Total contributions received or receivable from employer(s) | 2017-07-31 | $116,471 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-07-31 | $11,127 |
| 2016 : EMERY CORPORATION GROUP BENEFIT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-07-31 | $375,006 |
| Expenses. Total of all expenses incurred | 2016-07-31 | $460,277 |
| Benefits paid (including direct rollovers) | 2016-07-31 | $445,448 |
| Total plan assets at end of year | 2016-07-31 | $191,751 |
| Total plan assets at beginning of year | 2016-07-31 | $277,022 |
| Value of fidelity bond covering the plan | 2016-07-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2016-07-31 | $97,750 |
| Contributions received from other sources (not participants or employers) | 2016-07-31 | $14,466 |
| Other income received | 2016-07-31 | $16 |
| Net income (gross income less expenses) | 2016-07-31 | $-85,271 |
| Net plan assets at end of year (total assets less liabilities) | 2016-07-31 | $191,751 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-07-31 | $277,022 |
| Total contributions received or receivable from employer(s) | 2016-07-31 | $262,774 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-07-31 | $14,829 |
| 2021: EMERY CORPORATION GROUP BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-08-01 | Type of plan entity | Single employer plan |
| 2021-08-01 | This submission is the final filing | Yes |
| 2021-08-01 | Plan funding arrangement – Trust | Yes |
| 2021-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-08-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EMERY CORPORATION GROUP BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Single employer plan |
| 2020-08-01 | Plan funding arrangement – Trust | Yes |
| 2020-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-08-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EMERY CORPORATION GROUP BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | Plan funding arrangement – Trust | Yes |
| 2019-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-08-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EMERY CORPORATION GROUP BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-08-01 | Type of plan entity | Single employer plan |
| 2018-08-01 | Plan funding arrangement – Trust | Yes |
| 2018-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-08-01 | Plan benefit arrangement - Trust | Yes |
| 2017: EMERY CORPORATION GROUP BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-08-01 | Type of plan entity | Single employer plan |
| 2017-08-01 | Plan funding arrangement – Trust | Yes |
| 2017-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-08-01 | Plan benefit arrangement - Trust | Yes |
| 2016: EMERY CORPORATION GROUP BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 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: EMERY CORPORATION GROUP BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-08-01 | Type of plan entity | Single employer plan |
| 2015-08-01 | Plan funding arrangement – Trust | Yes |
| 2015-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-08-01 | Plan benefit arrangement - Trust | Yes |
| 2009: EMERY CORPORATION GROUP BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-08-01 | Type of plan entity | Single employer plan |
| 2009-08-01 | Submission has been amended | No |
| 2009-08-01 | This submission is the final filing | No |
| 2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-08-01 | Plan is a collectively bargained plan | No |
| 2009-08-01 | Plan funding arrangement – Insurance | Yes |
| 2009-08-01 | Plan funding arrangement – Trust | Yes |
| 2009-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-08-01 | Plan benefit arrangement - Trust | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | EMERYC-BL-14694 |
| Policy instance | 2 |
| Insurance contract or identification number | EMERYC-BL-14694 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Total amount of commissions paid to insurance broker | USD $106 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $106 | | Insurance broker organization code? | 3 |
|
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 48566 |
| Policy instance | 1 |
| Insurance contract or identification number | 48566 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Total amount of fees paid to insurance company | USD $6,009 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 6009 | | Additional information about fees paid to insurance broker | ADMINISTRATOR | | Insurance broker organization code? | 5 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | EMERYC-BL-14694 |
| Policy instance | 2 |
| Insurance contract or identification number | EMERYC-BL-14694 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Total amount of commissions paid to insurance broker | USD $162 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $162 |
|
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 48566 |
| Policy instance | 1 |
| Insurance contract or identification number | 48566 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Total amount of fees paid to insurance company | USD $11,359 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $107,830 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 11359 | | Additional information about fees paid to insurance broker | ADMINISTRATOR | | Insurance broker organization code? | 5 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | EMERYC-BL-14694 |
| Policy instance | 2 |
| Insurance contract or identification number | EMERYC-BL-14694 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,685 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 48566 |
| Policy instance | 1 |
| Insurance contract or identification number | 48566 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Total amount of fees paid to insurance company | USD $11,588 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $88,995 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 11588 | | Additional information about fees paid to insurance broker | ADMINISTRATOR | | Insurance broker organization code? | 5 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | EMERYCBL1569477 |
| Policy instance | 2 |
| Insurance contract or identification number | EMERYCBL1569477 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,896 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SIRIUS AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38776 ) |
| Policy contract number | S1180-2018R5 |
| Policy instance | 1 |
| Insurance contract or identification number | S1180-2018R5 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2018-08-31 | | Total amount of commissions paid to insurance broker | USD $776 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $109,102 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $776 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | EMERYC-BL-14694 |
| Policy instance | 2 |
| Insurance contract or identification number | EMERYC-BL-14694 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,619 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SIRIUS AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38776 ) |
| Policy contract number | S1120-2017R4 |
| Policy instance | 1 |
| Insurance contract or identification number | S1120-2017R4 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $8,333 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $91,789 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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