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GENERATIONAL EQUITY, LLC 401(K) PLAN 401k Plan overview

Plan NameGENERATIONAL EQUITY, LLC 401(K) PLAN
Plan identification number 001

GENERATIONAL EQUITY, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

GENERATIONAL EQUITY LLC has sponsored the creation of one or more 401k plans.

Company Name:GENERATIONAL EQUITY LLC
Employer identification number (EIN):861122234
NAIC Classification:541800

Additional information about GENERATIONAL EQUITY LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3865742

More information about GENERATIONAL EQUITY LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GENERATIONAL EQUITY, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01MARTE PHILLIPS
0012016-01-01MARTE PHILLIPS
0012016-01-01
0012015-01-01MARTE PHILLIPS
0012015-01-01MARTE PHILLIPS
0012014-01-01MARTE PHILLIPS
0012013-01-01MARTE PHILLIPS
0012012-01-01MARTE PHILLIPS
0012011-07-01MARTE PHILLIPS
0012009-07-01MARTHA PHILLIPS MARTHA PHILLIPS2011-04-13

Plan Statistics for GENERATIONAL EQUITY, LLC 401(K) PLAN

401k plan membership statisitcs for GENERATIONAL EQUITY, LLC 401(K) PLAN

Measure Date Value
2022: GENERATIONAL EQUITY, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01319
Total number of active participants reported on line 7a of the Form 55002022-01-01271
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0144
Total of all active and inactive participants2022-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01317
Number of participants with account balances2022-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: GENERATIONAL EQUITY, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01307
Total number of active participants reported on line 7a of the Form 55002021-01-01223
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0195
Total of all active and inactive participants2021-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01319
Number of participants with account balances2021-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: GENERATIONAL EQUITY, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01294
Total number of active participants reported on line 7a of the Form 55002020-01-01215
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0190
Total of all active and inactive participants2020-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01307
Number of participants with account balances2020-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: GENERATIONAL EQUITY, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01288
Total number of active participants reported on line 7a of the Form 55002019-01-01207
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0186
Total of all active and inactive participants2019-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01294
Number of participants with account balances2019-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: GENERATIONAL EQUITY, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01267
Total number of active participants reported on line 7a of the Form 55002018-01-01211
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0176
Total of all active and inactive participants2018-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01288
Number of participants with account balances2018-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: GENERATIONAL EQUITY, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01255
Total number of active participants reported on line 7a of the Form 55002017-01-01196
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0171
Total of all active and inactive participants2017-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01267
Number of participants with account balances2017-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: GENERATIONAL EQUITY, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01257
Total number of active participants reported on line 7a of the Form 55002016-01-01190
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0164
Total of all active and inactive participants2016-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01255
Number of participants with account balances2016-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: GENERATIONAL EQUITY, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01290
Total number of active participants reported on line 7a of the Form 55002015-01-01207
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01257
Number of participants with account balances2015-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: GENERATIONAL EQUITY, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01269
Total number of active participants reported on line 7a of the Form 55002014-01-01211
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01247
Number of participants with account balances2014-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: GENERATIONAL EQUITY, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01196
Total number of active participants reported on line 7a of the Form 55002013-01-01178
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01207
Number of participants with account balances2013-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: GENERATIONAL EQUITY, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01192
Total number of active participants reported on line 7a of the Form 55002012-01-01165
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01190
Number of participants with account balances2012-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: GENERATIONAL EQUITY, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01174
Total number of active participants reported on line 7a of the Form 55002011-07-01158
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0111
Total of all active and inactive participants2011-07-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01169
Number of participants with account balances2011-07-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2009: GENERATIONAL EQUITY, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01229
Total number of active participants reported on line 7a of the Form 55002009-07-01156
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0114
Total of all active and inactive participants2009-07-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01170
Number of participants with account balances2009-07-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0153

Financial Data on GENERATIONAL EQUITY, LLC 401(K) PLAN

Measure Date Value
2022 : GENERATIONAL EQUITY, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,830,170
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,125,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,118,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,348,666
Value of total assets at end of year2022-12-31$21,108,064
Value of total assets at beginning of year2022-12-31$24,063,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,990
Total interest from all sources2022-12-31$13,405
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$125,907
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$125,907
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,592,866
Participant contributions at end of year2022-12-31$306,640
Participant contributions at beginning of year2022-12-31$295,745
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$114,563
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Administrative expenses (other) incurred2022-12-31$6,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,955,528
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,108,064
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,063,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,235,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,565,926
Interest on participant loans2022-12-31$12,801
Value of interest in common/collective trusts at end of year2022-12-31$1,512,082
Value of interest in common/collective trusts at beginning of year2022-12-31$1,172,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$54,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$28,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$28,965
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$604
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,335,315
Net investment gain or loss from common/collective trusts2022-12-31$17,167
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$641,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,118,368
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 name2022-12-31FORVIS
Accountancy firm EIN2022-12-31440160260
2021 : GENERATIONAL EQUITY, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$161,761
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,213,858
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,196,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,170,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,590,159
Value of total assets at end of year2021-12-31$24,063,592
Value of total assets at beginning of year2021-12-31$19,884,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,712
Total interest from all sources2021-12-31$17,085
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,267,985
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$1,267,985
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000,000
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$2,043,886
Participant contributions at end of year2021-12-31$295,745
Participant contributions at beginning of year2021-12-31$178,205
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$34,271
Administrative expenses (other) incurred2021-12-31$25,712
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$4,017,339
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,063,592
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,884,492
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$22,565,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,562,035
Interest on participant loans2021-12-31$13,082
Value of interest in common/collective trusts at end of year2021-12-31$1,172,956
Value of interest in common/collective trusts at beginning of year2021-12-31$2,121,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$28,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$22,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$22,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$4,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,317,869
Net investment gain or loss from common/collective trusts2021-12-31$20,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$512,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,170,807
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 name2021-12-31FORVIS
Accountancy firm EIN2021-12-31440160260
2020 : GENERATIONAL EQUITY, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,515,756
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,635,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,565,988
Value of total corrective distributions2020-12-31$50,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,725,770
Value of total assets at end of year2020-12-31$19,884,492
Value of total assets at beginning of year2020-12-31$16,003,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,664
Total interest from all sources2020-12-31$11,813
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$660,637
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$660,637
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000,000
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$1,753,899
Participant contributions at end of year2020-12-31$178,205
Participant contributions at beginning of year2020-12-31$152,515
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$533,322
Administrative expenses (other) incurred2020-12-31$18,664
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$3,880,699
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,884,492
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,003,793
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$17,562,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,900,232
Interest on participant loans2020-12-31$7,784
Value of interest in common/collective trusts at end of year2020-12-31$2,121,740
Value of interest in common/collective trusts at beginning of year2020-12-31$942,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$22,512
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$8,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$8,634
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,088,213
Net investment gain or loss from common/collective trusts2020-12-31$29,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$438,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,565,988
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : GENERATIONAL EQUITY, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,945,553
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$730,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$704,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,224,180
Value of total assets at end of year2019-12-31$16,003,793
Value of total assets at beginning of year2019-12-31$11,788,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,439
Total interest from all sources2019-12-31$11,800
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$583,448
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$583,448
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,775,726
Participant contributions at end of year2019-12-31$152,515
Participant contributions at beginning of year2019-12-31$174,976
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,325
Administrative expenses (other) incurred2019-12-31$25,439
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$4,215,156
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,003,793
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,788,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,900,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,734,084
Interest on participant loans2019-12-31$7,237
Value of interest in common/collective trusts at end of year2019-12-31$942,412
Value of interest in common/collective trusts at beginning of year2019-12-31$857,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,634
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$22,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$22,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,107,475
Net investment gain or loss from common/collective trusts2019-12-31$18,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$444,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$704,958
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : GENERATIONAL EQUITY, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,322,311
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$714,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$698,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,952,639
Value of total assets at end of year2018-12-31$11,788,637
Value of total assets at beginning of year2018-12-31$11,180,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,105
Total interest from all sources2018-12-31$10,931
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$703,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$703,306
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000,000
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$1,540,068
Participant contributions at end of year2018-12-31$174,976
Participant contributions at beginning of year2018-12-31$154,660
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$27,709
Administrative expenses (other) incurred2018-12-31$16,105
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$607,792
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,788,637
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,180,845
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$10,734,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,189,908
Interest on participant loans2018-12-31$6,508
Value of interest in common/collective trusts at end of year2018-12-31$857,239
Value of interest in common/collective trusts at beginning of year2018-12-31$810,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$22,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$25,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$25,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,357,667
Net investment gain or loss from common/collective trusts2018-12-31$13,102
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$384,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$698,414
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : GENERATIONAL EQUITY, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,443,904
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,407,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,405,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,834,514
Value of total assets at end of year2017-12-31$11,180,845
Value of total assets at beginning of year2017-12-31$9,144,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,995
Total interest from all sources2017-12-31$10,107
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$415,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$415,762
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$1,362,087
Participant contributions at end of year2017-12-31$154,660
Participant contributions at beginning of year2017-12-31$208,682
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$132,253
Administrative expenses (other) incurred2017-12-31$1,995
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$2,036,770
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,180,845
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,144,075
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$10,189,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,145,605
Interest on participant loans2017-12-31$8,989
Value of interest in common/collective trusts at end of year2017-12-31$810,947
Value of interest in common/collective trusts at beginning of year2017-12-31$769,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$25,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$20,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$20,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,169,968
Net investment gain or loss from common/collective trusts2017-12-31$13,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$340,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,405,139
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : GENERATIONAL EQUITY, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,410,450
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$230,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$223,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,820,400
Value of total assets at end of year2016-12-31$9,144,075
Value of total assets at beginning of year2016-12-31$6,963,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,000
Total interest from all sources2016-12-31$7,552
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$281,908
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$281,908
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$1,364,641
Participant contributions at end of year2016-12-31$208,682
Participant contributions at beginning of year2016-12-31$139,939
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$114,822
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$2,180,125
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,144,075
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,963,950
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
Investment advisory and management fees2016-12-31$7,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,145,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,224,293
Interest on participant loans2016-12-31$7,552
Value of interest in common/collective trusts at end of year2016-12-31$769,079
Value of interest in common/collective trusts at beginning of year2016-12-31$575,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$20,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$24,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$24,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$287,646
Net investment gain or loss from common/collective trusts2016-12-31$12,944
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$340,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$223,325
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : GENERATIONAL EQUITY, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,760,842
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$212,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$187,071
Value of total corrective distributions2015-12-31$23,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,758,330
Value of total assets at end of year2015-12-31$6,963,950
Value of total assets at beginning of year2015-12-31$5,415,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,100
Total interest from all sources2015-12-31$4,846
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$300,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$300,991
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$700,000
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$1,391,217
Participant contributions at end of year2015-12-31$139,939
Participant contributions at beginning of year2015-12-31$66,765
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$18,668
Administrative expenses (other) incurred2015-12-31$2,100
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$1,548,394
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,963,950
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,415,556
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$6,224,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,957,762
Interest on participant loans2015-12-31$4,843
Value of interest in common/collective trusts at end of year2015-12-31$575,366
Value of interest in common/collective trusts at beginning of year2015-12-31$374,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$24,352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$16,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$16,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-311,932
Net investment gain or loss from common/collective trusts2015-12-31$8,607
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$348,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$187,071
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : GENERATIONAL EQUITY, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,751,557
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$346,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$304,852
Value of total corrective distributions2014-12-31$39,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,474,884
Value of total assets at end of year2014-12-31$5,415,556
Value of total assets at beginning of year2014-12-31$4,010,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,550
Total interest from all sources2014-12-31$3,090
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$209,674
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$209,674
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$700,000
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$1,165,451
Participant contributions at end of year2014-12-31$66,765
Participant contributions at beginning of year2014-12-31$72,084
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$18,043
Administrative expenses (other) incurred2014-12-31$2,550
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$1,405,112
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,415,556
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,010,444
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$4,957,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,580,699
Interest on participant loans2014-12-31$3,090
Value of interest in common/collective trusts at end of year2014-12-31$374,414
Value of interest in common/collective trusts at beginning of year2014-12-31$352,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$16,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$57,523
Net investment gain or loss from common/collective trusts2014-12-31$6,386
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$291,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$304,852
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : GENERATIONAL EQUITY, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,647,668
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$125,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$95,782
Value of total corrective distributions2013-12-31$27,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,095,436
Value of total assets at end of year2013-12-31$4,010,444
Value of total assets at beginning of year2013-12-31$2,488,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,750
Total interest from all sources2013-12-31$3,343
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$108,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$108,393
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
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$876,339
Participant contributions at end of year2013-12-31$72,084
Participant contributions at beginning of year2013-12-31$85,341
Administrative expenses (other) incurred2013-12-31$1,750
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$1,522,160
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,010,444
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,488,284
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,580,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,169,281
Interest on participant loans2013-12-31$3,343
Value of interest in common/collective trusts at end of year2013-12-31$352,619
Value of interest in common/collective trusts at beginning of year2013-12-31$232,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$434,077
Net investment gain or loss from common/collective trusts2013-12-31$6,419
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$219,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$95,782
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : GENERATIONAL EQUITY, LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,104,194
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$114,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$12,178
Value of total corrective distributions2012-12-31$100,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$853,887
Value of total assets at end of year2012-12-31$2,488,284
Value of total assets at beginning of year2012-12-31$1,498,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,050
Total interest from all sources2012-12-31$1,460
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$53,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$53,365
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
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$682,944
Participant contributions at end of year2012-12-31$85,341
Participant contributions at beginning of year2012-12-31$13,507
Administrative expenses (other) incurred2012-12-31$1,050
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$990,053
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,488,284
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,498,231
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,169,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,416,668
Interest on participant loans2012-12-31$1,460
Value of interest in common/collective trusts at end of year2012-12-31$232,446
Value of interest in common/collective trusts at beginning of year2012-12-31$68,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$192,809
Net investment gain or loss from common/collective trusts2012-12-31$2,673
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$170,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,178
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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : GENERATIONAL EQUITY, LLC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$272,082
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$26,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,385
Value of total corrective distributions2011-12-31$21,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$427,977
Value of total assets at end of year2011-12-31$1,498,231
Value of total assets at beginning of year2011-12-31$1,252,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,461
Total interest from all sources2011-12-31$12
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$26,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$26,288
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
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$326,921
Participant contributions at end of year2011-12-31$13,507
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$19,762
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$245,668
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,498,231
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,252,563
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$1,416,668
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$1,194,800
Interest on participant loans2011-12-31$12
Value of interest in common/collective trusts at end of year2011-12-31$68,056
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$57,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-182,664
Net investment gain or loss from common/collective trusts2011-12-31$469
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$81,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,385
Contract administrator fees2011-12-31$2,461
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 name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$581,049
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$190,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$185,202
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$332,088
Value of total assets at end of year2011-06-30$1,252,563
Value of total assets at beginning of year2011-06-30$862,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$5,487
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$292
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$0
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$200,000
If this is an individual account plan, was there a blackout period2011-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Amount of non-exempt transactions with any party-in-interest2011-06-30$0
Contributions received from participants2011-06-30$332,088
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$-600
Administrative expenses (other) incurred2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$390,360
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,252,563
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$862,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-06-30$0
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-06-30$0
Investment advisory and management fees2011-06-30$0
Value of interest in pooled separate accounts at end of year2011-06-30$1,194,800
Value of interest in pooled separate accounts at beginning of year2011-06-30$799,688
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$292
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$57,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$62,515
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$249,269
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$0
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$185,202
Contract administrator fees2011-06-30$5,487
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30Yes
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BKD, LLP
Accountancy firm EIN2011-06-30440160260
2010 : GENERATIONAL EQUITY, LLC 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for GENERATIONAL EQUITY, LLC 401(K) PLAN

2022: GENERATIONAL EQUITY, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GENERATIONAL EQUITY, LLC 401(K) 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GENERATIONAL EQUITY, LLC 401(K) 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GENERATIONAL EQUITY, LLC 401(K) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GENERATIONAL EQUITY, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GENERATIONAL EQUITY, LLC 401(K) 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 - TrustYes
2016: GENERATIONAL EQUITY, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 - TrustYes
2015: GENERATIONAL EQUITY, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GENERATIONAL EQUITY, LLC 401(K) 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 - TrustYes
2013: GENERATIONAL EQUITY, LLC 401(K) 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 - TrustYes
2012: GENERATIONAL EQUITY, LLC 401(K) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GENERATIONAL EQUITY, LLC 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: GENERATIONAL EQUITY, LLC 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number806292
Policy instance 1
Insurance contract or identification number806292
Number of Individuals Covered0
Insurance policy start date2011-07-01
Insurance policy end date2011-08-19
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number806292
Policy instance 1
Insurance contract or identification number806292
Number of Individuals Covered0
Insurance policy start date2010-09-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613589
Policy instance 2
Insurance contract or identification number613589
Number of Individuals Covered0
Insurance policy start date2010-07-01
Insurance policy end date2010-09-10
Total amount of commissions paid to insurance brokerUSD $1,317
Total amount of fees paid to insurance companyUSD $2,587
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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