?>
Logo

THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE ELMORE GROUP, LTD. has sponsored the creation of one or more 401k plans.

Company Name:THE ELMORE GROUP, LTD.
Employer identification number (EIN):840594083
NAIC Classification:812990
NAIC Description:All Other Personal Services

Additional information about THE ELMORE GROUP, LTD.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0732727

More information about THE ELMORE GROUP, LTD.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHELLE RAGAN2023-10-16
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012018-01-01
0012017-01-01DAVID HEAD
0012017-01-01CHERYL BOWNESS
0012016-01-01DAVID HEAD
0012016-01-01DAVID HEAD
0012015-01-01DAVID HEAD
0012015-01-01DAVID HEAD
0012014-01-01DAVID HEAD
0012013-01-01DG ELMORE DG ELMORE2014-10-14
0012012-01-01DG ELMORE DG ELMORE2013-10-04
0012012-01-01DG ELMORE DG ELMORE2013-10-07
0012011-01-01DG ELMORE DG ELMORE2012-10-11
0012009-01-01LORI THOMAS

Plan Statistics for THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01189
Total number of active participants reported on line 7a of the Form 55002022-01-01155
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01208
Number of participants with account balances2022-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01270
Total number of active participants reported on line 7a of the Form 55002021-01-01136
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01112
Total of all active and inactive participants2021-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01248
Number of participants with account balances2021-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01230
Total number of active participants reported on line 7a of the Form 55002020-01-01159
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01102
Total of all active and inactive participants2020-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01261
Number of participants with account balances2020-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01249
Total number of active participants reported on line 7a of the Form 55002019-01-01171
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01209
Number of participants with account balances2019-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01238
Total number of active participants reported on line 7a of the Form 55002018-01-01154
Number of other retired or separated participants entitled to future benefits2018-01-0184
Total of all active and inactive participants2018-01-01238
Total participants2018-01-01238
Number of participants with account balances2018-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01241
Total number of active participants reported on line 7a of the Form 55002017-01-01158
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01223
Number of participants with account balances2017-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01204
Total number of active participants reported on line 7a of the Form 55002016-01-01160
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0170
Total of all active and inactive participants2016-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01230
Number of participants with account balances2016-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01196
Total number of active participants reported on line 7a of the Form 55002015-01-01146
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0158
Total of all active and inactive participants2015-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01204
Number of participants with account balances2015-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01200
Total number of active participants reported on line 7a of the Form 55002014-01-01147
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01196
Number of participants with account balances2014-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01186
Total number of active participants reported on line 7a of the Form 55002013-01-01115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0164
Total of all active and inactive participants2013-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01179
Number of participants with account balances2013-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01198
Total number of active participants reported on line 7a of the Form 55002012-01-01120
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0163
Total of all active and inactive participants2012-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01183
Number of participants with account balances2012-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01127
Total number of active participants reported on line 7a of the Form 55002011-01-01103
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0146
Total of all active and inactive participants2011-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01149
Number of participants with account balances2011-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01162
Total number of active participants reported on line 7a of the Form 55002009-01-0185
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0155
Total of all active and inactive participants2009-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01141
Number of participants with account balances2009-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING 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$1,393
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,308
Total income from all sources (including contributions)2022-12-31$-1,525,616
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$878,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$806,067
Value of total corrective distributions2022-12-31$3,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$711,519
Value of total assets at end of year2022-12-31$11,295,936
Value of total assets at beginning of year2022-12-31$13,699,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$69,189
Total interest from all sources2022-12-31$2,054
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$448,384
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$448,384
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$558,152
Participant contributions at end of year2022-12-31$24,758
Participant contributions at beginning of year2022-12-31$43,752
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$4,646
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,393
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,308
Other income not declared elsewhere2022-12-31$313
Total non interest bearing cash at end of year2022-12-31$22,313
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,404,135
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,294,543
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,698,678
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
Investment advisory and management fees2022-12-31$14,452
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,211,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,480,911
Interest on participant loans2022-12-31$1,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$37,671
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$169,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,687,886
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$153,367
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$806,067
Contract administrator fees2022-12-31$54,737
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31LEE CPA AUDIT GROUP
Accountancy firm EIN2022-12-31814637885
2021 : THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,308
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,554
Total income from all sources (including contributions)2021-12-31$2,617,483
Total of all expenses incurred2021-12-31$1,184,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,064,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$597,755
Value of total assets at end of year2021-12-31$13,699,986
Value of total assets at beginning of year2021-12-31$12,271,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$120,515
Total interest from all sources2021-12-31$3,194
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$235,969
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$235,969
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$464,595
Participant contributions at end of year2021-12-31$43,752
Participant contributions at beginning of year2021-12-31$67,479
Participant contributions at end of year2021-12-31$4,646
Participant contributions at beginning of year2021-12-31$7,097
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,308
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$5,554
Administrative expenses (other) incurred2021-12-31$120,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,432,686
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,698,678
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,265,992
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$13,480,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,925,010
Interest on participant loans2021-12-31$3,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$169,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$270,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,780,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$131,587
Employer contributions (assets) at end of year2021-12-31$928
Employer contributions (assets) at beginning of year2021-12-31$1,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,064,282
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 name2021-12-31THE WATERMARK GROUP, LLC
Accountancy firm EIN2021-12-31205881258
2020 : THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,554
Total income from all sources (including contributions)2020-12-31$2,034,398
Total of all expenses incurred2020-12-31$1,747,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,634,473
Expenses. Certain deemed distributions of participant loans2020-12-31$5,542
Value of total corrective distributions2020-12-31$9,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$597,535
Value of total assets at end of year2020-12-31$12,271,546
Value of total assets at beginning of year2020-12-31$11,978,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$97,178
Total interest from all sources2020-12-31$4,868
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$308,331
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$308,331
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$438,728
Participant contributions at end of year2020-12-31$67,479
Participant contributions at beginning of year2020-12-31$67,834
Participant contributions at end of year2020-12-31$7,097
Participant contributions at beginning of year2020-12-31$8,942
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$37,202
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$5,554
Administrative expenses (other) incurred2020-12-31$97,178
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$287,220
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,265,992
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,978,772
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$11,925,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,679,222
Interest on participant loans2020-12-31$4,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$270,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$220,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,123,664
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$121,605
Employer contributions (assets) at end of year2020-12-31$1,596
Employer contributions (assets) at beginning of year2020-12-31$2,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,634,473
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31THE WATERMARK GROUP, LLC
Accountancy firm EIN2020-12-31205881258
2019 : THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,897,486
Total income from all sources (including contributions)2019-12-31$2,897,486
Total of all expenses incurred2019-12-31$762,008
Total of all expenses incurred2019-12-31$762,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$652,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$652,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$689,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$689,859
Value of total assets at end of year2019-12-31$11,978,772
Value of total assets at end of year2019-12-31$11,978,772
Value of total assets at beginning of year2019-12-31$9,843,294
Value of total assets at beginning of year2019-12-31$9,843,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$109,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$109,928
Total interest from all sources2019-12-31$3,607
Total interest from all sources2019-12-31$3,607
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$349,923
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$349,923
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$349,923
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$349,923
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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$507,456
Contributions received from participants2019-12-31$507,456
Participant contributions at end of year2019-12-31$67,834
Participant contributions at end of year2019-12-31$67,834
Participant contributions at beginning of year2019-12-31$74,476
Participant contributions at beginning of year2019-12-31$74,476
Participant contributions at end of year2019-12-31$8,942
Participant contributions at end of year2019-12-31$8,942
Participant contributions at beginning of year2019-12-31$20,108
Participant contributions at beginning of year2019-12-31$20,108
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$33,030
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$33,030
Administrative expenses (other) incurred2019-12-31$109,928
Administrative expenses (other) incurred2019-12-31$109,928
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$2,135,478
Value of net income/loss2019-12-31$2,135,478
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,978,772
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,978,772
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,843,294
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,843,294
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$11,679,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,679,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,573,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,573,125
Interest on participant loans2019-12-31$3,607
Interest on participant loans2019-12-31$3,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$220,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$220,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$170,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$170,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,854,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,854,097
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$149,373
Contributions received in cash from employer2019-12-31$149,373
Employer contributions (assets) at end of year2019-12-31$2,071
Employer contributions (assets) at end of year2019-12-31$2,071
Employer contributions (assets) at beginning of year2019-12-31$5,232
Employer contributions (assets) at beginning of year2019-12-31$5,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$652,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$652,080
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31THE WATERMARK GROUP, LLC
Accountancy firm name2019-12-31THE WATERMARK GROUP, LLC
Accountancy firm EIN2019-12-31205881258
Accountancy firm EIN2019-12-31205881258
2018 : THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-101,241
Total of all expenses incurred2018-12-31$340,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$340,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$614,398
Value of total assets at end of year2018-12-31$9,843,294
Value of total assets at beginning of year2018-12-31$10,284,999
Total interest from all sources2018-12-31$4,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$477,961
Participant contributions at end of year2018-12-31$74,476
Participant contributions at beginning of year2018-12-31$93,183
Participant contributions at end of year2018-12-31$20,108
Participant contributions at beginning of year2018-12-31$13,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-441,705
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,843,294
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,284,999
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$9,573,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,008,309
Interest on participant loans2018-12-31$4,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$170,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$166,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-719,933
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$136,437
Employer contributions (assets) at end of year2018-12-31$5,232
Employer contributions (assets) at beginning of year2018-12-31$3,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$340,464
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 name2018-12-31THE WATERMARK GROUP, LLC
Accountancy firm EIN2018-12-31208854575
2017 : THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,899,006
Total of all expenses incurred2017-12-31$742,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$739,768
Expenses. Certain deemed distributions of participant loans2017-12-31$2,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$599,954
Value of total assets at end of year2017-12-31$10,284,999
Value of total assets at beginning of year2017-12-31$9,128,147
Total interest from all sources2017-12-31$2,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$461,306
Participant contributions at end of year2017-12-31$93,183
Participant contributions at beginning of year2017-12-31$54,375
Participant contributions at end of year2017-12-31$13,906
Participant contributions at beginning of year2017-12-31$8,872
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,729
Other income not declared elsewhere2017-12-31$3,065
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$1,156,852
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,284,999
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,128,147
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$10,008,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,872,567
Interest on participant loans2017-12-31$2,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$166,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$190,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,293,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$132,919
Employer contributions (assets) at end of year2017-12-31$3,370
Employer contributions (assets) at beginning of year2017-12-31$1,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$739,768
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 name2017-12-31THE WATERMARK GROUP, LLC
Accountancy firm EIN2017-12-31208854575
2016 : THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,301,815
Total of all expenses incurred2016-12-31$490,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$490,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$591,311
Value of total assets at end of year2016-12-31$9,128,147
Value of total assets at beginning of year2016-12-31$8,316,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$92,997
Total interest from all sources2016-12-31$3,074
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$239,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$239,130
Administrative expenses professional fees incurred2016-12-31$92,997
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$450,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$455,658
Participant contributions at end of year2016-12-31$54,375
Participant contributions at beginning of year2016-12-31$81,355
Participant contributions at end of year2016-12-31$8,872
Participant contributions at beginning of year2016-12-31$10,541
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$811,686
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,128,147
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,316,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,872,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,008,313
Interest on participant loans2016-12-31$3,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$190,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$213,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$707,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$133,422
Employer contributions (assets) at end of year2016-12-31$1,774
Employer contributions (assets) at beginning of year2016-12-31$2,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$490,129
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31THE WATERMARK GROUP, LLC
Accountancy firm EIN2016-12-31208854575
2015 : THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$403,074
Total of all expenses incurred2015-12-31$260,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$260,018
Value of total corrective distributions2015-12-31$190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$537,354
Value of total assets at end of year2015-12-31$8,316,461
Value of total assets at beginning of year2015-12-31$8,173,595
Total interest from all sources2015-12-31$3,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$450,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$406,787
Participant contributions at end of year2015-12-31$81,355
Participant contributions at beginning of year2015-12-31$75,242
Participant contributions at end of year2015-12-31$10,541
Participant contributions at beginning of year2015-12-31$11,235
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$142,866
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,316,461
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,173,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,008,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,931,527
Interest on participant loans2015-12-31$3,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$213,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$152,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-137,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$128,709
Employer contributions (assets) at end of year2015-12-31$2,951
Employer contributions (assets) at beginning of year2015-12-31$3,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$260,018
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$931,077
Total of all expenses incurred2014-12-31$669,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$633,846
Expenses. Certain deemed distributions of participant loans2014-12-31$3,776
Value of total corrective distributions2014-12-31$3,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$494,774
Value of total assets at end of year2014-12-31$8,173,595
Value of total assets at beginning of year2014-12-31$7,911,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,457
Total interest from all sources2014-12-31$2,489
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$139,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$139,331
Administrative expenses professional fees incurred2014-12-31$27,457
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$450,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$381,227
Participant contributions at end of year2014-12-31$75,242
Participant contributions at beginning of year2014-12-31$57,922
Participant contributions at end of year2014-12-31$11,235
Participant contributions at beginning of year2014-12-31$7,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$262,034
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,173,595
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,911,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,931,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,640,967
Interest on participant loans2014-12-31$2,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$152,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$203,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$294,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$113,547
Employer contributions (assets) at end of year2014-12-31$3,452
Employer contributions (assets) at beginning of year2014-12-31$1,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$633,846
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,613,333
Total of all expenses incurred2013-12-31$264,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$234,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$441,510
Value of total assets at end of year2013-12-31$7,911,561
Value of total assets at beginning of year2013-12-31$6,563,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,041
Total interest from all sources2013-12-31$2,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$450,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$340,131
Participant contributions at end of year2013-12-31$57,922
Participant contributions at beginning of year2013-12-31$74,860
Participant contributions at end of year2013-12-31$7,617
Participant contributions at beginning of year2013-12-31$7,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,348,424
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,911,561
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,563,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$30,041
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,640,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,478,798
Interest on participant loans2013-12-31$2,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$203,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,169,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$101,379
Employer contributions (assets) at end of year2013-12-31$1,999
Employer contributions (assets) at beginning of year2013-12-31$2,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$234,868
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,117,809
Total of all expenses incurred2012-12-31$557,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$522,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$407,819
Value of total assets at end of year2012-12-31$6,563,137
Value of total assets at beginning of year2012-12-31$6,002,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,164
Total interest from all sources2012-12-31$3,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$450,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$297,357
Participant contributions at end of year2012-12-31$74,860
Participant contributions at beginning of year2012-12-31$21,457
Participant contributions at end of year2012-12-31$7,214
Participant contributions at beginning of year2012-12-31$2,741
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$19,761
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,892,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$560,729
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,563,137
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,002,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$34,164
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,478,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,066,263
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$3,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$19,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$19,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$706,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$90,701
Employer contributions (assets) at end of year2012-12-31$2,265
Employer contributions (assets) at beginning of year2012-12-31$550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$522,916
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$1,892,210
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$209,716
Total of all expenses incurred2011-12-31$568,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$542,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$211,768
Value of total assets at end of year2011-12-31$6,002,408
Value of total assets at beginning of year2011-12-31$4,469,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,027
Total interest from all sources2011-12-31$1,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$108,573
Participant contributions at end of year2011-12-31$21,457
Participant contributions at beginning of year2011-12-31$33,401
Participant contributions at end of year2011-12-31$2,741
Participant contributions at beginning of year2011-12-31$2,348
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$57,970
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,892,210
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$26,027
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-358,981
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,002,408
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,469,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,066,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,413,535
Interest on participant loans2011-12-31$1,242
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$19,187
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$19,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$19,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$45,225
Employer contributions (assets) at end of year2011-12-31$550
Employer contributions (assets) at beginning of year2011-12-31$320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$542,670
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,396
Total income from all sources (including contributions)2010-12-31$818,107
Total of all expenses incurred2010-12-31$521,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$501,608
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$281,261
Value of total assets at end of year2010-12-31$4,469,179
Value of total assets at beginning of year2010-12-31$4,183,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,251
Total interest from all sources2010-12-31$2,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$234,509
Participant contributions at end of year2010-12-31$33,401
Participant contributions at beginning of year2010-12-31$41,799
Participant contributions at end of year2010-12-31$2,348
Participant contributions at beginning of year2010-12-31$6,875
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,243
Other income not declared elsewhere2010-12-31$534,504
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$2,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$296,248
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,469,179
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,172,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$4,413,535
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,120,758
Interest on participant loans2010-12-31$2,321
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$19,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,821
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$21
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$46,752
Employer contributions (assets) at end of year2010-12-31$320
Employer contributions (assets) at beginning of year2010-12-31$1,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$501,608
Contract administrator fees2010-12-31$20,251
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$10,396
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680
2009 : THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN

2022: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FT0G
Policy instance 1
Insurance contract or identification numberGAP-CP-FT0G
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
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
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FT0G
Policy instance 1
Insurance contract or identification numberGAP-CP-FT0G
Number of Individuals Covered18
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FT0G
Policy instance 1
Insurance contract or identification numberGAP-CP-FT0G
Number of Individuals Covered18
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $537
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $537
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FT0G
Policy instance 1
Insurance contract or identification numberGAP-CP-FT0G
Number of Individuals Covered200
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $331
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $331
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FT0G
Policy instance 1
Insurance contract or identification numberGAP-CP-FT0G
Number of Individuals Covered180
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $291
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $291
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FT0G
Policy instance 1
Insurance contract or identification numberGAP-CP-FT0G
Number of Individuals Covered18
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $343
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $343
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?7
Insurance broker nameKESTRA INVESTMENT SERVICES, LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FT0G
Policy instance 1
Insurance contract or identification numberGAP-CP-FT0G
Number of Individuals Covered169
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $289
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $289
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerADVISORY SERVICE
Insurance broker organization code?7
Insurance broker nameNFP ADVISOR SERVICES, LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FT0G
Policy instance 1
Insurance contract or identification numberGAP-CP-FT0G
Number of Individuals Covered159
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-FT0G
Policy instance 1
Insurance contract or identification numberGAP-CP-FT0G
Number of Individuals Covered179
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number65422
Policy instance 1
Insurance contract or identification number65422
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number65422
Policy instance 1
Insurance contract or identification number65422
Number of Individuals Covered117
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,983
Total amount of fees paid to insurance companyUSD $3,686
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $13,983
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerMARKETING
Insurance broker nameBADEN RETIREMENT PLAN SERVICES

Potentially related plans

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

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

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

See full terms and conditions

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