ELIZABETH KIMBERLY DESIGN, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ESTABLISH DESIGN RETIREMENT PLAN
Measure | Date | Value |
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2022: ESTABLISH DESIGN RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
Total of all active and inactive participants | 2022-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 25 |
Number of participants with account balances | 2022-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ESTABLISH DESIGN RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 10 |
Number of participants with account balances | 2021-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ESTABLISH DESIGN RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 11 |
Number of participants with account balances | 2020-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ESTABLISH DESIGN RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 11 |
Number of participants with account balances | 2019-01-01 | 10 |
2018: ESTABLISH DESIGN RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 12 |
Number of participants with account balances | 2018-01-01 | 10 |
2017: ESTABLISH DESIGN RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 13 |
Number of participants with account balances | 2017-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
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2022 : ESTABLISH DESIGN RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $21,667 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,652 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,652 |
Total plan assets at end of year | 2022-12-31 | $580,903 |
Total plan assets at beginning of year | 2022-12-31 | $560,888 |
Value of fidelity bond covering the plan | 2022-12-31 | $50,000 |
Total contributions received or receivable from participants | 2022-12-31 | $102,704 |
Other income received | 2022-12-31 | $-112,739 |
Net income (gross income less expenses) | 2022-12-31 | $20,015 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $580,903 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $560,888 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $11,167 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $31,702 |
2021 : ESTABLISH DESIGN RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $164,164 |
Expenses. Total of all expenses incurred | 2021-12-31 | $56,733 |
Benefits paid (including direct rollovers) | 2021-12-31 | $56,733 |
Total plan assets at end of year | 2021-12-31 | $560,888 |
Total plan assets at beginning of year | 2021-12-31 | $453,457 |
Value of fidelity bond covering the plan | 2021-12-31 | $60,000 |
Total contributions received or receivable from participants | 2021-12-31 | $76,181 |
Other income received | 2021-12-31 | $67,418 |
Net income (gross income less expenses) | 2021-12-31 | $107,431 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $560,888 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $453,457 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $1,989 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $20,565 |
2020 : ESTABLISH DESIGN RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $109,187 |
Total plan assets at end of year | 2020-12-31 | $414,457 |
Total plan assets at beginning of year | 2020-12-31 | $305,270 |
Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
Total contributions received or receivable from participants | 2020-12-31 | $35,993 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $836 |
Other income received | 2020-12-31 | $57,482 |
Net income (gross income less expenses) | 2020-12-31 | $109,187 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $414,457 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $305,270 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $14,876 |
2019 : ESTABLISH DESIGN RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $149,616 |
Expenses. Total of all expenses incurred | 2019-12-31 | $42,822 |
Benefits paid (including direct rollovers) | 2019-12-31 | $42,822 |
Total plan assets at end of year | 2019-12-31 | $305,270 |
Total plan assets at beginning of year | 2019-12-31 | $198,476 |
Total contributions received or receivable from participants | 2019-12-31 | $74,551 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $8,939 |
Other income received | 2019-12-31 | $34,806 |
Net income (gross income less expenses) | 2019-12-31 | $106,794 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $305,270 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $198,476 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $31,320 |
2018 : ESTABLISH DESIGN RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $100,997 |
Expenses. Total of all expenses incurred | 2018-12-31 | $3,202 |
Benefits paid (including direct rollovers) | 2018-12-31 | $3,202 |
Total plan assets at end of year | 2018-12-31 | $198,476 |
Total plan assets at beginning of year | 2018-12-31 | $100,681 |
Total contributions received or receivable from participants | 2018-12-31 | $89,781 |
Other income received | 2018-12-31 | $-13,213 |
Net income (gross income less expenses) | 2018-12-31 | $97,795 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $198,476 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $100,681 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $24,429 |
2017 : ESTABLISH DESIGN RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $83,080 |
Total plan assets at end of year | 2017-12-31 | $83,080 |
Total plan assets at beginning of year | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $73,975 |
Other income received | 2017-12-31 | $160 |
Net income (gross income less expenses) | 2017-12-31 | $83,080 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $83,080 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $8,945 |
2022: ESTABLISH DESIGN RETIREMENT PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ESTABLISH DESIGN RETIREMENT PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ESTABLISH DESIGN RETIREMENT PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ESTABLISH DESIGN RETIREMENT PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ESTABLISH DESIGN RETIREMENT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ESTABLISH DESIGN RETIREMENT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | First time form 5500 has been submitted | Yes |
2017-01-01 | Submission has been amended | Yes |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 131248 |
Policy instance | 1 |
Insurance contract or identification number | 131248 | Number of Individuals Covered | 22 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $1,710 | Total amount of fees paid to insurance company | USD $245 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,710 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 245 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 131248 |
Policy instance | 1 |
Insurance contract or identification number | 131248 | Number of Individuals Covered | 9 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $1,656 | Total amount of fees paid to insurance company | USD $237 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,656 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 237 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 131248 |
Policy instance | 1 |
Insurance contract or identification number | 131248 | Number of Individuals Covered | 10 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $1,029 | Total amount of fees paid to insurance company | USD $147 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,029 | Amount paid for insurance broker fees | 147 | Insurance broker organization code? | 5 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 131248 |
Policy instance | 1 |
Insurance contract or identification number | 131248 | Number of Individuals Covered | 10 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $680 | Total amount of fees paid to insurance company | USD $84 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $602 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 84 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 131248 |
Policy instance | 1 |
Insurance contract or identification number | 131248 | Number of Individuals Covered | 10 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $497 | Total amount of fees paid to insurance company | USD $1,423 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 1423 | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $373 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 131248 |
Policy instance | 1 |
Insurance contract or identification number | 131248 | Number of Individuals Covered | 11 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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