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4EG TEAM SAVINGS PLAN 401k Plan overview

Plan Name4EG TEAM SAVINGS PLAN
Plan identification number 001

4EG TEAM SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

4EG TEAM LLC has sponsored the creation of one or more 401k plans.

Company Name:4EG TEAM LLC
Employer identification number (EIN):813929033
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 4EG TEAM SAVINGS PLAN

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
0012017-01-01DAVID HALPERN

Plan Statistics for 4EG TEAM SAVINGS PLAN

401k plan membership statisitcs for 4EG TEAM SAVINGS PLAN

Measure Date Value
2022: 4EG TEAM SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01129
Total number of active participants reported on line 7a of the Form 55002022-01-01112
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01130
Number of participants with account balances2022-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: 4EG TEAM SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01130
Total number of active participants reported on line 7a of the Form 55002021-01-0198
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0125
Total of all active and inactive participants2021-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01123
Number of participants with account balances2021-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: 4EG TEAM SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01159
Total number of active participants reported on line 7a of the Form 55002020-01-01107
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01125
Number of participants with account balances2020-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: 4EG TEAM SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01188
Total number of active participants reported on line 7a of the Form 55002019-01-01129
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01147
Number of participants with account balances2019-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: 4EG TEAM SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01160
Total number of active participants reported on line 7a of the Form 55002018-01-01155
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01166
Number of participants with account balances2018-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 4EG TEAM SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01172
Total number of active participants reported on line 7a of the Form 55002017-01-0198
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01128
Number of participants with account balances2017-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on 4EG TEAM SAVINGS PLAN

Measure Date Value
2022 : 4EG TEAM SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-523,253
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$135,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$132,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$400,346
Value of total assets at end of year2022-12-31$4,452,420
Value of total assets at beginning of year2022-12-31$5,111,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,115
Total interest from all sources2022-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,033
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$269,785
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$9,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-658,919
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,452,420
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,111,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,449,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,105,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-925,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$120,765
Employer contributions (assets) at end of year2022-12-31$1,211
Employer contributions (assets) at beginning of year2022-12-31$538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$132,551
Contract administrator fees2022-12-31$3,115
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CASSADY SCHILLER CPAS & ADVISORS
Accountancy firm EIN2022-12-31311311065
2021 : 4EG TEAM SAVINGS PLAN 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$1,055,200
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$113,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$111,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$360,231
Value of total assets at end of year2021-12-31$5,111,339
Value of total assets at beginning of year2021-12-31$4,169,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,849
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,155
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$5,155
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$214,571
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$50,000
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$942,178
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,111,339
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,169,161
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$5,105,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,081,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$86,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$86,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$689,814
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$95,660
Employer contributions (assets) at end of year2021-12-31$538
Employer contributions (assets) at beginning of year2021-12-31$711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$111,173
Contract administrator fees2021-12-31$1,849
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 name2021-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm EIN2021-12-31311311065
2020 : 4EG TEAM SAVINGS PLAN 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$796,282
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$201,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$200,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$230,900
Value of total assets at end of year2020-12-31$4,169,161
Value of total assets at beginning of year2020-12-31$3,574,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,143
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$76,883
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$76,883
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$325,000
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$142,564
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,491
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$594,918
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,169,161
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,574,243
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$4,081,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,499,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$86,934
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$73,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$73,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$488,499
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
Contributions received in cash from employer2020-12-31$70,845
Employer contributions (assets) at end of year2020-12-31$711
Employer contributions (assets) at beginning of year2020-12-31$2,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$200,221
Contract administrator fees2020-12-31$1,143
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm EIN2020-12-31311311065
2019 : 4EG TEAM SAVINGS PLAN 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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$845,237
Total income from all sources (including contributions)2019-12-31$845,237
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,344
Total of all expenses incurred2019-12-31$12,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$247,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$247,724
Value of total assets at end of year2019-12-31$3,574,243
Value of total assets at end of year2019-12-31$3,574,243
Value of total assets at beginning of year2019-12-31$2,741,350
Value of total assets at beginning of year2019-12-31$2,741,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,081
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$84,950
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$84,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$84,950
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$84,950
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$325,000
Value of fidelity bond cover2019-12-31$325,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$161,916
Contributions received from participants2019-12-31$161,916
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$10,086
Participant contributions at beginning of year2019-12-31$10,086
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,790
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,790
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
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$832,893
Value of net income/loss2019-12-31$832,893
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,574,243
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,574,243
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,741,350
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,741,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$3,499,124
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,499,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,641,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,641,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$73,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$73,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$85,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$85,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$85,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$85,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$512,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$512,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Contributions received in cash from employer2019-12-31$82,018
Contributions received in cash from employer2019-12-31$82,018
Employer contributions (assets) at end of year2019-12-31$2,006
Employer contributions (assets) at end of year2019-12-31$2,006
Employer contributions (assets) at beginning of year2019-12-31$3,688
Employer contributions (assets) at beginning of year2019-12-31$3,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,263
Contract administrator fees2019-12-31$1,081
Contract administrator fees2019-12-31$1,081
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm name2019-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm EIN2019-12-31311311065
Accountancy firm EIN2019-12-31311311065
2018 : 4EG TEAM SAVINGS PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$70,387
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$25,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$23,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$256,700
Value of total assets at end of year2018-12-31$2,741,350
Value of total assets at beginning of year2018-12-31$2,696,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,834
Total interest from all sources2018-12-31$1,466
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$63,152
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$63,152
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
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$166,029
Participant contributions at end of year2018-12-31$10,086
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,738
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$44,655
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,741,350
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,696,695
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$2,641,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,555,187
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$85,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$108,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$108,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-250,931
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
Contributions received in cash from employer2018-12-31$79,933
Employer contributions (assets) at end of year2018-12-31$3,688
Employer contributions (assets) at beginning of year2018-12-31$33,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$23,898
Contract administrator fees2018-12-31$1,834
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 name2018-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm EIN2018-12-31311311065
2017 : 4EG TEAM SAVINGS PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$588,399
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$201,982
Value of total assets at end of year2017-12-31$2,696,695
Value of total assets at beginning of year2017-12-31$2,108,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$721
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$48,699
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$48,699
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$210,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$138,232
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$10
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$588,399
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,696,695
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,108,296
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$2,555,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,092,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$108,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$228,515
Net investment gain/loss from pooled separate accounts2017-12-31$108,472
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$63,750
Employer contributions (assets) at end of year2017-12-31$33,230
Employer contributions (assets) at beginning of year2017-12-31$16,288
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31CASSADY SCHILLER & ASSOCIATES
Accountancy firm EIN2017-12-31311311065

Form 5500 Responses for 4EG TEAM SAVINGS PLAN

2022: 4EG TEAM SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 4EG TEAM SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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: 4EG TEAM SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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: 4EG TEAM SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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: 4EG TEAM SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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: 4EG TEAM SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number105536
Policy instance 1
Insurance contract or identification number105536
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-02-28
Total amount of commissions paid to insurance brokerUSD $1,398
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $1,398
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES

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