401k Plan data: BTG PACTUAL 401(K) PLAN plan

BTG PACTUAL 401(K) PLAN 401k Plan overview

Plan Name	BTG PACTUAL 401(K) PLAN
Plan identification number	001

BTG PACTUAL 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BTG PACTUAL ASSET MANAGEMENT (US) LLC has sponsored the creation of one or more 401k plans.

Company Name: BTG PACTUAL ASSET MANAGEMENT (US) LLC

Employer identification number (EIN): 800260014

NAIC Classification: 523110
NAIC Description: Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BTG PACTUAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TEREZA TOLLIVER 2023-10-15
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TEREZA TOLLIVER
001 2016-01-01 TEREZA TOLLIVER TEREZA TOLLIVER 2017-10-17
001 2016-01-01 TEREZA TOLLIVER 2017-10-16
001 2015-01-01 TEREZA TOLLIVER
001 2014-01-01 EDNER JOCELYN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	TEREZA TOLLIVER	2023-10-15
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	TEREZA TOLLIVER
001	2016-01-01	TEREZA TOLLIVER		TEREZA TOLLIVER	2017-10-17
001	2016-01-01			TEREZA TOLLIVER	2017-10-16
001	2015-01-01	TEREZA TOLLIVER
001	2014-01-01	EDNER JOCELYN

Plan Statistics for BTG PACTUAL 401(K) PLAN

401k plan membership statisitcs for BTG PACTUAL 401(K) PLAN

Measure Date Value
2022: BTG PACTUAL 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 347
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 313
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 114
Total of all active and inactive participants 2022-01-01 427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 427
Number of participants with account balances 2022-01-01 357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BTG PACTUAL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 324
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 230
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 115
Total of all active and inactive participants 2021-01-01 345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 345
Number of participants with account balances 2021-01-01 309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BTG PACTUAL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 349
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 218
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 104
Total of all active and inactive participants 2020-01-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 322
Number of participants with account balances 2020-01-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BTG PACTUAL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 362
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 222
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 134
Total of all active and inactive participants 2019-01-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 356
Number of participants with account balances 2019-01-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BTG PACTUAL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 344
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 225
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 138
Total of all active and inactive participants 2018-01-01 363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 363
Number of participants with account balances 2018-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BTG PACTUAL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 239
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 108
Total of all active and inactive participants 2017-01-01 347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 347
Number of participants with account balances 2017-01-01 291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BTG PACTUAL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 342
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 250
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 69
Total of all active and inactive participants 2016-01-01 319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 319
Number of participants with account balances 2016-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BTG PACTUAL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 318
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 35
Total of all active and inactive participants 2015-01-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 353
Number of participants with account balances 2015-01-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BTG PACTUAL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 270
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 279
Number of participants with account balances 2014-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: BTG PACTUAL 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	347
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	313
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	114
Total of all active and inactive participants	2022-01-01	427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	427
Number of participants with account balances	2022-01-01	357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BTG PACTUAL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	324
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	230
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	115
Total of all active and inactive participants	2021-01-01	345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	345
Number of participants with account balances	2021-01-01	309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BTG PACTUAL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	349
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	218
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	104
Total of all active and inactive participants	2020-01-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	322
Number of participants with account balances	2020-01-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BTG PACTUAL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	362
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	222
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	134
Total of all active and inactive participants	2019-01-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	356
Number of participants with account balances	2019-01-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BTG PACTUAL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	344
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	225
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	138
Total of all active and inactive participants	2018-01-01	363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	363
Number of participants with account balances	2018-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BTG PACTUAL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	239
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	108
Total of all active and inactive participants	2017-01-01	347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	347
Number of participants with account balances	2017-01-01	291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BTG PACTUAL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	342
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	250
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	69
Total of all active and inactive participants	2016-01-01	319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	319
Number of participants with account balances	2016-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BTG PACTUAL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	318
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	35
Total of all active and inactive participants	2015-01-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	353
Number of participants with account balances	2015-01-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BTG PACTUAL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	270
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	279
Number of participants with account balances	2014-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on BTG PACTUAL 401(K) PLAN

Measure	Date	Value
2022 : BTG PACTUAL 401(K) 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	$393
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	$-394,875
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,691,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,685,244
Expenses. Certain deemed distributions of participant loans	2022-12-31	$3,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,654,874
Value of total assets at end of year	2022-12-31	$36,238,580
Value of total assets at beginning of year	2022-12-31	$38,324,546
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,806
Total interest from all sources	2022-12-31	$19,426
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,184,547
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	$1,184,547
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	$3,573,631
Participant contributions at end of year	2022-12-31	$437,404
Participant contributions at beginning of year	2022-12-31	$385,888
Participant contributions at end of year	2022-12-31	$57,494
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,436,519
Administrative expenses (other) incurred	2022-12-31	$2,806
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	$-2,086,359
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$36,238,187
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$38,324,546
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	$32,568,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$35,549,410
Interest on participant loans	2022-12-31	$19,426
Value of interest in common/collective trusts at end of year	2022-12-31	$2,919,476
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,170,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-8,301,500
Net investment gain or loss from common/collective trusts	2022-12-31	$47,778
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	$1,644,724
Employer contributions (assets) at end of year	2022-12-31	$255,348
Employer contributions (assets) at beginning of year	2022-12-31	$218,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,685,244
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$393
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	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2022-12-31	222428965
2021 : BTG PACTUAL 401(K) 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	$9,775,772
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,840,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,831,672
Expenses. Certain deemed distributions of participant loans	2021-12-31	$3,303
Value of total corrective distributions	2021-12-31	$2,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,597,206
Value of total assets at end of year	2021-12-31	$38,324,546
Value of total assets at beginning of year	2021-12-31	$32,388,908
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,400
Total interest from all sources	2021-12-31	$18,566
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,995,092
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	$2,995,092
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	$2,934,275
Participant contributions at end of year	2021-12-31	$385,888
Participant contributions at beginning of year	2021-12-31	$370,361
Participant contributions at beginning of year	2021-12-31	$48,672
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$288,886
Other income not declared elsewhere	2021-12-31	$30
Administrative expenses (other) incurred	2021-12-31	$2,400
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	$5,935,638
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$38,324,546
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$32,388,908
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	$35,549,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$29,403,524
Interest on participant loans	2021-12-31	$18,566
Value of interest in common/collective trusts at end of year	2021-12-31	$2,170,466
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,349,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,136,283
Net investment gain or loss from common/collective trusts	2021-12-31	$28,595
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	$1,374,045
Employer contributions (assets) at end of year	2021-12-31	$218,782
Employer contributions (assets) at beginning of year	2021-12-31	$217,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,831,672
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	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2021-12-31	222428965
2020 : BTG PACTUAL 401(K) 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	$9,601,971
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,040,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,033,016
Expenses. Certain deemed distributions of participant loans	2020-12-31	$3,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,780,869
Value of total assets at end of year	2020-12-31	$32,388,908
Value of total assets at beginning of year	2020-12-31	$24,827,742
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,161
Total interest from all sources	2020-12-31	$12,924
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$842,306
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	$842,306
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	$2,771,418
Participant contributions at end of year	2020-12-31	$370,361
Participant contributions at beginning of year	2020-12-31	$93,687
Participant contributions at end of year	2020-12-31	$48,672
Participant contributions at beginning of year	2020-12-31	$49,127
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$742,716
Other income not declared elsewhere	2020-12-31	$6,750
Administrative expenses (other) incurred	2020-12-31	$4,161
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	$7,561,166
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$32,388,908
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$24,827,742
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	$29,403,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$22,128,506
Interest on participant loans	2020-12-31	$12,924
Value of interest in common/collective trusts at end of year	2020-12-31	$2,349,239
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,310,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,908,673
Net investment gain or loss from common/collective trusts	2020-12-31	$50,449
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	$1,266,735
Employer contributions (assets) at end of year	2020-12-31	$217,112
Employer contributions (assets) at beginning of year	2020-12-31	$246,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,033,016
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	Disclaimer
Accountancy firm name	2020-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2020-12-31	346565596
2019 : BTG PACTUAL 401(K) PLAN 2019 401k financial data
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 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 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	$8,652,235
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,440,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,420,981
Expenses. Certain deemed distributions of participant loans	2019-12-31	$14,880
Value of total corrective distributions	2019-12-31	$2,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,005,703
Value of total assets at end of year	2019-12-31	$24,827,742
Value of total assets at beginning of year	2019-12-31	$19,616,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,300
Total interest from all sources	2019-12-31	$9,253
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$832,424
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	$832,424
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
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
Contributions received from participants	2019-12-31	$2,573,978
Participant contributions at end of year	2019-12-31	$93,687
Participant contributions at beginning of year	2019-12-31	$170,061
Participant contributions at end of year	2019-12-31	$49,127
Participant contributions at beginning of year	2019-12-31	$32,369
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$331,328
Other income not declared elsewhere	2019-12-31	$24,669
Administrative expenses (other) incurred	2019-12-31	$2,300
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	$5,211,592
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$24,827,742
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$19,616,150
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 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	$22,128,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$17,932,964
Interest on participant loans	2019-12-31	$9,253
Value of interest in common/collective trusts at end of year	2019-12-31	$2,310,090
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,318,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,744,539
Net investment gain or loss from common/collective trusts	2019-12-31	$35,647
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
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	$1,100,397
Employer contributions (assets) at end of year	2019-12-31	$246,332
Employer contributions (assets) at beginning of year	2019-12-31	$162,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,420,981
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2019-12-31	346565596
2018 : BTG PACTUAL 401(K) 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	$0
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	$21,516
Total income from all sources (including contributions)	2018-12-31	$4,302,221
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,612,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,607,503
Expenses. Certain deemed distributions of participant loans	2018-12-31	$2,931
Value of total corrective distributions	2018-12-31	$50
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,620,140
Value of total assets at end of year	2018-12-31	$19,616,150
Value of total assets at beginning of year	2018-12-31	$16,947,879
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,950
Total interest from all sources	2018-12-31	$12,865
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$852,968
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	$852,968
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	$2,740,831
Participant contributions at end of year	2018-12-31	$170,061
Participant contributions at beginning of year	2018-12-31	$253,243
Participant contributions at end of year	2018-12-31	$32,369
Participant contributions at beginning of year	2018-12-31	$57,522
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,428,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$21,516
Administrative expenses (other) incurred	2018-12-31	$1,950
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	$2,689,787
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$19,616,150
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$16,926,363
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	$17,932,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$15,333,659
Interest on participant loans	2018-12-31	$12,865
Value of interest in common/collective trusts at end of year	2018-12-31	$1,318,440
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,279,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,216,218
Net investment gain or loss from common/collective trusts	2018-12-31	$32,466
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	$1,450,584
Employer contributions (assets) at end of year	2018-12-31	$162,316
Employer contributions (assets) at beginning of year	2018-12-31	$24,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,607,503
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	ERNST & YOUNG LLP
Accountancy firm EIN	2018-12-31	346565596
2017 : BTG PACTUAL 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$21,516
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	$6,991,954
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,732,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,696,922
Expenses. Certain deemed distributions of participant loans	2017-12-31	$19,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,512,433
Value of total assets at end of year	2017-12-31	$16,947,879
Value of total assets at beginning of year	2017-12-31	$11,667,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$15,923
Total interest from all sources	2017-12-31	$12,507
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$582,012
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	$582,012
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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	$2,856,978
Participant contributions at end of year	2017-12-31	$253,243
Participant contributions at beginning of year	2017-12-31	$186,843
Participant contributions at end of year	2017-12-31	$57,522
Participant contributions at beginning of year	2017-12-31	$59,727
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$440,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$21,516
Administrative expenses (other) incurred	2017-12-31	$15,923
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	$5,259,175
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$16,926,363
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,667,188
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	$15,333,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$9,679,779
Interest on participant loans	2017-12-31	$12,507
Value of interest in common/collective trusts at end of year	2017-12-31	$1,279,244
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,311,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,855,770
Net investment gain or loss from common/collective trusts	2017-12-31	$29,232
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	$1,215,301
Employer contributions (assets) at end of year	2017-12-31	$24,211
Employer contributions (assets) at beginning of year	2017-12-31	$429,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,696,922
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	ERNST & YOUNG LLP
Accountancy firm EIN	2017-12-31	346565596
2016 : BTG PACTUAL 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
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	$5,313,762
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,961,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,890,433
Expenses. Certain deemed distributions of participant loans	2016-12-31	$65,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,482,490
Value of total assets at end of year	2016-12-31	$11,667,188
Value of total assets at beginning of year	2016-12-31	$8,314,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,995
Total interest from all sources	2016-12-31	$6,491
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$85,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$85,651
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,694,727
Participant contributions at end of year	2016-12-31	$186,843
Participant contributions at beginning of year	2016-12-31	$149,207
Participant contributions at end of year	2016-12-31	$59,727
Participant contributions at beginning of year	2016-12-31	$25,799
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$439,058
Other income not declared elsewhere	2016-12-31	$1,701
Administrative expenses (other) incurred	2016-12-31	$4,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$3,352,760
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,667,188
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,314,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$9,679,779
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$6,813,198
Interest on participant loans	2016-12-31	$6,491
Value of interest in common/collective trusts at end of year	2016-12-31	$1,311,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$790,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$736,688
Net investment gain or loss from common/collective trusts	2016-12-31	$741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,348,705
Employer contributions (assets) at end of year	2016-12-31	$429,107
Employer contributions (assets) at beginning of year	2016-12-31	$536,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,890,433
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2016-12-31	346565596
2015 : BTG PACTUAL 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$4,263,380
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$272,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$270,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,335,079
Value of total assets at end of year	2015-12-31	$8,314,428
Value of total assets at beginning of year	2015-12-31	$4,323,328
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,475
Total interest from all sources	2015-12-31	$8,658
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,695,610
Participant contributions at end of year	2015-12-31	$149,207
Participant contributions at beginning of year	2015-12-31	$131,212
Participant contributions at end of year	2015-12-31	$25,799
Participant contributions at beginning of year	2015-12-31	$5,932
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$221,424
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$3,991,100
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,314,428
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,323,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$0
Value of interest in pooled separate accounts at end of year	2015-12-31	$6,813,198
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,237,152
Interest on participant loans	2015-12-31	$8,658
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$790,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$340,415
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-80,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Assets. Value of employer real property at end of year	2015-12-31	$0
Assets. Value of employer real property at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$1,418,045
Employer contributions (assets) at end of year	2015-12-31	$536,167
Employer contributions (assets) at beginning of year	2015-12-31	$608,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$270,805
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$1,475
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2015-12-31	346565596
2014 : BTG PACTUAL 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$4,336,367
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$13,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$12,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,275,511
Value of total assets at end of year	2014-12-31	$4,323,328
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$555
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$60,856
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$0
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,765,114
Participant contributions at end of year	2014-12-31	$131,212
Participant contributions at beginning of year	2014-12-31	$0
Participant contributions at end of year	2014-12-31	$5,932
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,542,727
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Liabilities. Value of operating payables at end of year	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$4,323,328
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,323,328
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,237,152
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$0
Income. Interest from loans (other than to participants)	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$60,856
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$340,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Assets. Value of employer real property at end of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$967,670
Employer contributions (assets) at end of year	2014-12-31	$608,617
Employer contributions (assets) at beginning of year	2014-12-31	$0
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$12,484
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Contract administrator fees	2014-12-31	$555
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2014-12-31	346565596

Form 5500 Responses for BTG PACTUAL 401(K) PLAN

2022: BTG PACTUAL 401(K) 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: BTG PACTUAL 401(K) 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: BTG PACTUAL 401(K) 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: BTG PACTUAL 401(K) 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: BTG PACTUAL 401(K) 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: BTG PACTUAL 401(K) 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
2016: BTG PACTUAL 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BTG PACTUAL 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BTG PACTUAL 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811502

Policy instance

Insurance contract or identification number	811502
Number of Individuals Covered	230
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $25,130
Total amount of fees paid to insurance company	USD $19,347
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $25,130
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	ASSOCIATED PENSION CONSULTANTS

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

811502

Policy instance

Insurance contract or identification number	811502
Number of Individuals Covered	187
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $4,228
Total amount of fees paid to insurance company	USD $7,331
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	7331
Additional information about fees paid to insurance broker	OMMISSIONS
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $4,228
Insurance broker name	NORTHWESTERN MUTUAL INVESTMENT

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Company Name:	BTG PACTUAL ASSET MANAGEMENT (US) LLC
Employer identification number (EIN):	800260014
NAIC Classification:	523110
NAIC Description:	Investment Banking and Securities Dealing