?>
Logo

THINKWELL GROUP 401(K) 401k Plan overview

Plan NameTHINKWELL GROUP 401(K)
Plan identification number 001

THINKWELL GROUP 401(K) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

THINKWELL GROUP INC has sponsored the creation of one or more 401k plans.

Company Name:THINKWELL GROUP INC
Employer identification number (EIN):611435195
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THINKWELL GROUP 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SERGIO LLERENAS
0012016-01-01SERGIO LLERENAS SERGIO LLERENAS2017-08-15
0012015-01-01SERGIO LLERENAS
0012014-01-15SERGIO LLERENAS2015-05-01

Plan Statistics for THINKWELL GROUP 401(K)

401k plan membership statisitcs for THINKWELL GROUP 401(K)

Measure Date Value
2022: THINKWELL GROUP 401(K) 2022 401k membership
Total participants, beginning-of-year2022-01-01150
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THINKWELL GROUP 401(K) 2021 401k membership
Total participants, beginning-of-year2021-01-01157
Total number of active participants reported on line 7a of the Form 55002021-01-0167
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0183
Total of all active and inactive participants2021-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01150
Number of participants with account balances2021-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THINKWELL GROUP 401(K) 2020 401k membership
Total participants, beginning-of-year2020-01-01153
Total number of active participants reported on line 7a of the Form 55002020-01-0164
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0193
Total of all active and inactive participants2020-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01157
Number of participants with account balances2020-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THINKWELL GROUP 401(K) 2019 401k membership
Total participants, beginning-of-year2019-01-01171
Total number of active participants reported on line 7a of the Form 55002019-01-0186
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0167
Total of all active and inactive participants2019-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01153
Number of participants with account balances2019-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THINKWELL GROUP 401(K) 2018 401k membership
Total participants, beginning-of-year2018-01-01174
Total number of active participants reported on line 7a of the Form 55002018-01-01119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01171
Number of participants with account balances2018-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THINKWELL GROUP 401(K) 2017 401k membership
Total participants, beginning-of-year2017-01-01140
Total number of active participants reported on line 7a of the Form 55002017-01-01111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01174
Number of participants with account balances2017-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THINKWELL GROUP 401(K) 2016 401k membership
Total participants, beginning-of-year2016-01-01179
Total number of active participants reported on line 7a of the Form 55002016-01-01101
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01140
Number of participants with account balances2016-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THINKWELL GROUP 401(K) 2015 401k membership
Total participants, beginning-of-year2015-01-01137
Total number of active participants reported on line 7a of the Form 55002015-01-01140
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01179
Number of participants with account balances2015-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on THINKWELL GROUP 401(K)

Measure Date Value
2022 : THINKWELL GROUP 401(K) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-10-11$0
Total transfer of assets from this plan2022-10-11$4,338,798
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-11$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-11$0
Total income from all sources (including contributions)2022-10-11$-936,809
Total loss/gain on sale of assets2022-10-11$0
Total of all expenses incurred2022-10-11$544,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-11$543,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-11$483,199
Value of total assets at end of year2022-10-11$0
Value of total assets at beginning of year2022-10-11$5,820,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-11$780
Total interest from all sources2022-10-11$1,558
Total dividends received (eg from common stock, registered investment company shares)2022-10-11$17,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-11Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-10-11$0
Total dividends received from registered investment company shares (eg mutual funds)2022-10-11$17,756
Was this plan covered by a fidelity bond2022-10-11Yes
Value of fidelity bond cover2022-10-11$500,000
If this is an individual account plan, was there a blackout period2022-10-11No
Were there any nonexempt tranactions with any party-in-interest2022-10-11No
Contributions received from participants2022-10-11$459,899
Participant contributions at beginning of year2022-10-11$35,857
Assets. Other investments not covered elsewhere at beginning of year2022-10-11$520,886
Income. Received or receivable in cash from other sources (including rollovers)2022-10-11$23,300
Other income not declared elsewhere2022-10-11$-163,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-11No
Value of net income/loss2022-10-11$-1,481,361
Value of net assets at end of year (total assets less liabilities)2022-10-11$0
Value of net assets at beginning of year (total assets less liabilities)2022-10-11$5,820,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-11No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-11No
Were any leases to which the plan was party in default or uncollectible2022-10-11No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-11$5,251,997
Interest on participant loans2022-10-11$1,080
Income. Interest from loans (other than to participants)2022-10-11$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-10-11$11,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-10-11$11,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-10-11$478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-11$-1,275,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-11No
Was there a failure to transmit to the plan any participant contributions2022-10-11No
Has the plan failed to provide any benefit when due under the plan2022-10-11No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-11$543,772
Contract administrator fees2022-10-11$780
Did the plan have assets held for investment2022-10-11No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-11No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-11Yes
Opinion of an independent qualified public accountant for this plan2022-10-11Unqualified
Accountancy firm name2022-10-11RKL LLP
Accountancy firm EIN2022-10-11232108173
2021 : THINKWELL GROUP 401(K) 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$1,290,548
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$251,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$250,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$490,447
Value of total assets at end of year2021-12-31$5,820,159
Value of total assets at beginning of year2021-12-31$4,781,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,267
Total interest from all sources2021-12-31$1,503
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$79,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$79,187
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$490,447
Participant contributions at end of year2021-12-31$35,857
Participant contributions at beginning of year2021-12-31$35,263
Assets. Other investments not covered elsewhere at end of year2021-12-31$520,886
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$379,072
Other income not declared elsewhere2021-12-31$119,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,038,958
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,820,159
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,781,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,251,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,364,030
Interest on participant loans2021-12-31$1,501
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$11,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$599,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$250,323
Contract administrator fees2021-12-31$1,267
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN2021-12-31430831507
2020 : THINKWELL GROUP 401(K) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,533,683
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$612,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$611,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$549,487
Value of total assets at end of year2020-12-31$4,781,201
Value of total assets at beginning of year2020-12-31$3,860,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,530
Total interest from all sources2020-12-31$1,023
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$59,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$59,648
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$498,748
Participant contributions at end of year2020-12-31$35,263
Participant contributions at beginning of year2020-12-31$12,348
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$909
Assets. Other investments not covered elsewhere at end of year2020-12-31$379,072
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$116,623
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$50,739
Other income not declared elsewhere2020-12-31$232,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$920,761
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,781,201
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,860,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,364,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,728,357
Interest on participant loans2020-12-31$996
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$27
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$690,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$611,392
Contract administrator fees2020-12-31$1,530
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SUMMIT CPA GROUP, LLC
Accountancy firm EIN2020-12-31113730017
2019 : THINKWELL GROUP 401(K) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$12,504
Total income from all sources (including contributions)2019-12-31$1,318,588
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$125,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$123,372
Value of total corrective distributions2019-12-31$15
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$601,482
Value of total assets at end of year2019-12-31$3,860,440
Value of total assets at beginning of year2019-12-31$2,680,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,377
Total interest from all sources2019-12-31$577
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$73,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$73,941
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$598,667
Participant contributions at end of year2019-12-31$12,348
Participant contributions at beginning of year2019-12-31$13,730
Participant contributions at end of year2019-12-31$909
Participant contributions at beginning of year2019-12-31$20,306
Assets. Other investments not covered elsewhere at end of year2019-12-31$116,623
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$78,163
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$12,504
Other income not declared elsewhere2019-12-31$20,681
Administrative expenses (other) incurred2019-12-31$97
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,192,824
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,860,440
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,667,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,728,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,566,754
Interest on participant loans2019-12-31$532
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$45
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$621,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$123,372
Contract administrator fees2019-12-31$2,280
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SUMMIT CPA GROUP, LLC
Accountancy firm EIN2019-12-31113730017
2018 : THINKWELL GROUP 401(K) 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,504
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$37,031
Total income from all sources (including contributions)2018-12-31$554,889
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$279,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$276,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$737,988
Value of total assets at end of year2018-12-31$2,680,120
Value of total assets at beginning of year2018-12-31$2,429,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,900
Total interest from all sources2018-12-31$852
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$54,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$54,312
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$591,920
Participant contributions at end of year2018-12-31$13,730
Participant contributions at beginning of year2018-12-31$19,962
Participant contributions at end of year2018-12-31$20,306
Assets. Other investments not covered elsewhere at end of year2018-12-31$78,163
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$146,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$12,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$37,031
Other income not declared elsewhere2018-12-31$136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$275,164
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,667,616
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,392,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,566,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,408,322
Interest on participant loans2018-12-31$785
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$67
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-238,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$276,825
Contract administrator fees2018-12-31$2,900
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DAVID L. BUCK, CPA
Accountancy firm EIN2018-12-31752988353
2017 : THINKWELL GROUP 401(K) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$37,031
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$24,296
Total income from all sources (including contributions)2017-12-31$1,012,444
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$369,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$367,553
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$621,490
Value of total assets at end of year2017-12-31$2,429,483
Value of total assets at beginning of year2017-12-31$1,774,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,195
Total interest from all sources2017-12-31$554
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$44,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$44,117
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$532,254
Participant contributions at end of year2017-12-31$19,962
Participant contributions at beginning of year2017-12-31$8,080
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$89,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$37,031
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$24,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$642,696
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,392,452
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,749,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,408,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,764,785
Interest on participant loans2017-12-31$542
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$346,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$367,553
Contract administrator fees2017-12-31$2,195
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DAVID L. BUCK, CPA
Accountancy firm EIN2017-12-31752988353
2016 : THINKWELL GROUP 401(K) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$24,296
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$758,552
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$126,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$122,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$624,250
Value of total assets at end of year2016-12-31$1,774,052
Value of total assets at beginning of year2016-12-31$1,118,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,834
Total interest from all sources2016-12-31$247
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$32,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$32,519
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$603,256
Participant contributions at end of year2016-12-31$8,080
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$20,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$24,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$631,570
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,749,756
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,118,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,764,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,118,186
Interest on participant loans2016-12-31$214
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$33
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$101,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$92
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$122,148
Contract administrator fees2016-12-31$4,834
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DAVID L. BUCK, CPA
Accountancy firm EIN2016-12-31752988353
2015 : THINKWELL GROUP 401(K) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$640,147
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$143,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$136,173
Value of total corrective distributions2015-12-31$5,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$664,082
Value of total assets at end of year2015-12-31$1,118,186
Value of total assets at beginning of year2015-12-31$621,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,660
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$29,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$29,651
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$634,377
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$29,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$496,330
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,118,186
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$621,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,118,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$621,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-53,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$136,173
Contract administrator fees2015-12-31$1,660
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DAVID L. BUCK, CPA
Accountancy firm EIN2015-12-31752988353

Form 5500 Responses for THINKWELL GROUP 401(K)

2022: THINKWELL GROUP 401(K) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THINKWELL GROUP 401(K) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THINKWELL GROUP 401(K) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THINKWELL GROUP 401(K) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THINKWELL GROUP 401(K) 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: THINKWELL GROUP 401(K) 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: THINKWELL GROUP 401(K) 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: THINKWELL GROUP 401(K) 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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3