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ESTABLISH DESIGN RETIREMENT PLAN 401k Plan overview

Plan NameESTABLISH DESIGN RETIREMENT PLAN
Plan identification number 001

ESTABLISH DESIGN RETIREMENT 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.

401k Sponsoring company profile

ELIZABETH KIMBERLY DESIGN, LLC has sponsored the creation of one or more 401k plans.

Company Name:ELIZABETH KIMBERLY DESIGN, LLC
Employer identification number (EIN):870659107
NAIC Classification:541400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ESTABLISH DESIGN RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KIMBERLY RASMUSSEN2023-10-16
0012021-01-01KIMBERLY RASMUSSEN2022-09-28
0012020-01-01KIMBERLY RASMUSSEN2021-10-05
0012020-01-01KIMBERLY RASMUSSEN2022-09-28
0012019-01-01KIMBERLY RASMUSSEN2020-09-28
0012018-01-01ELIZABETH WIXOM2019-10-11
0012017-01-01
0012017-01-01ELIZABETH WIXOM2019-10-11

Plan Statistics for ESTABLISH DESIGN RETIREMENT PLAN

401k plan membership statisitcs for ESTABLISH DESIGN RETIREMENT PLAN

Measure Date Value
2022: ESTABLISH DESIGN RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0118
Total number of active participants reported on line 7a of the Form 55002022-01-0122
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0125
Number of participants with account balances2022-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ESTABLISH DESIGN RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111
Total number of active participants reported on line 7a of the Form 55002021-01-018
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0110
Number of participants with account balances2021-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ESTABLISH DESIGN RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-019
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0111
Number of participants with account balances2020-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ESTABLISH DESIGN RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0114
Total number of active participants reported on line 7a of the Form 55002019-01-0110
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0111
Number of participants with account balances2019-01-0110
2018: ESTABLISH DESIGN RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0113
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0112
Number of participants with account balances2018-01-0110
2017: ESTABLISH DESIGN RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0113
Number of participants with account balances2017-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on ESTABLISH DESIGN RETIREMENT PLAN

Measure Date Value
2022 : ESTABLISH DESIGN RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$21,667
Expenses. Total of all expenses incurred2022-12-31$1,652
Benefits paid (including direct rollovers)2022-12-31$1,652
Total plan assets at end of year2022-12-31$580,903
Total plan assets at beginning of year2022-12-31$560,888
Value of fidelity bond covering the plan2022-12-31$50,000
Total contributions received or receivable from participants2022-12-31$102,704
Other income received2022-12-31$-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 2510.3-1022022-12-31$11,167
Total contributions received or receivable from employer(s)2022-12-31$31,702
2021 : ESTABLISH DESIGN RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$164,164
Expenses. Total of all expenses incurred2021-12-31$56,733
Benefits paid (including direct rollovers)2021-12-31$56,733
Total plan assets at end of year2021-12-31$560,888
Total plan assets at beginning of year2021-12-31$453,457
Value of fidelity bond covering the plan2021-12-31$60,000
Total contributions received or receivable from participants2021-12-31$76,181
Other income received2021-12-31$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 2510.3-1022021-12-31$1,989
Total contributions received or receivable from employer(s)2021-12-31$20,565
2020 : ESTABLISH DESIGN RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$109,187
Total plan assets at end of year2020-12-31$414,457
Total plan assets at beginning of year2020-12-31$305,270
Value of fidelity bond covering the plan2020-12-31$50,000
Total contributions received or receivable from participants2020-12-31$35,993
Contributions received from other sources (not participants or employers)2020-12-31$836
Other income received2020-12-31$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
Total income from all sources2019-12-31$149,616
Expenses. Total of all expenses incurred2019-12-31$42,822
Benefits paid (including direct rollovers)2019-12-31$42,822
Total plan assets at end of year2019-12-31$305,270
Total plan assets at beginning of year2019-12-31$198,476
Total contributions received or receivable from participants2019-12-31$74,551
Contributions received from other sources (not participants or employers)2019-12-31$8,939
Other income received2019-12-31$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
Total income from all sources2018-12-31$100,997
Expenses. Total of all expenses incurred2018-12-31$3,202
Benefits paid (including direct rollovers)2018-12-31$3,202
Total plan assets at end of year2018-12-31$198,476
Total plan assets at beginning of year2018-12-31$100,681
Total contributions received or receivable from participants2018-12-31$89,781
Other income received2018-12-31$-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
Total income from all sources2017-12-31$83,080
Total plan assets at end of year2017-12-31$83,080
Total plan assets at beginning of year2017-12-31$0
Total contributions received or receivable from participants2017-12-31$73,975
Other income received2017-12-31$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

Form 5500 Responses for ESTABLISH DESIGN RETIREMENT PLAN

2022: ESTABLISH DESIGN RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ESTABLISH DESIGN RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ESTABLISH DESIGN RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ESTABLISH DESIGN RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ESTABLISH DESIGN RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ESTABLISH DESIGN RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131248
Policy instance 1
Insurance contract or identification number131248
Number of Individuals Covered22
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,710
Total amount of fees paid to insurance companyUSD $245
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,710
Insurance broker organization code?3
Amount paid for insurance broker fees245
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131248
Policy instance 1
Insurance contract or identification number131248
Number of Individuals Covered9
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,656
Total amount of fees paid to insurance companyUSD $237
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,656
Insurance broker organization code?3
Amount paid for insurance broker fees237
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131248
Policy instance 1
Insurance contract or identification number131248
Number of Individuals Covered10
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,029
Total amount of fees paid to insurance companyUSD $147
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,029
Amount paid for insurance broker fees147
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131248
Policy instance 1
Insurance contract or identification number131248
Number of Individuals Covered10
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $680
Total amount of fees paid to insurance companyUSD $84
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $602
Insurance broker organization code?3
Amount paid for insurance broker fees84
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131248
Policy instance 1
Insurance contract or identification number131248
Number of Individuals Covered10
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $497
Total amount of fees paid to insurance companyUSD $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 fees1423
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $373
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131248
Policy instance 1
Insurance contract or identification number131248
Number of Individuals Covered11
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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