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APRICORN RETIREMENT PLAN 401k Plan overview

Plan NameAPRICORN RETIREMENT PLAN
Plan identification number 001

APRICORN 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

APRICORN has sponsored the creation of one or more 401k plans.

Company Name:APRICORN
Employer identification number (EIN):953818671
NAIC Classification:334110

Additional information about APRICORN

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1135855

More information about APRICORN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APRICORN RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01PAUL BROWN
0012013-01-01MICHAEL GORDON
0012012-01-01MICHAEL GORDON2013-10-14
0012011-01-01MICHAEL GORDON2012-10-15
0012010-02-01MICHAEL GORDON2011-09-28

Plan Statistics for APRICORN RETIREMENT PLAN

401k plan membership statisitcs for APRICORN RETIREMENT PLAN

Measure Date Value
2017: APRICORN RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0136
Total number of active participants reported on line 7a of the Form 55002017-01-0134
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0141
Number of participants with account balances2017-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: APRICORN RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0131
Total number of active participants reported on line 7a of the Form 55002016-01-0131
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0136
Total participants2016-01-0136
Number of participants with account balances2016-01-0136
2015: APRICORN RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0128
Total number of active participants reported on line 7a of the Form 55002015-01-0129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0131
Number of participants with account balances2015-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: APRICORN RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0122
Total number of active participants reported on line 7a of the Form 55002014-01-0126
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0128
Number of participants with account balances2014-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: APRICORN RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0123
Total number of active participants reported on line 7a of the Form 55002013-01-0122
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0122
Number of participants with account balances2013-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on APRICORN RETIREMENT PLAN

Measure Date Value
2017 : APRICORN RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,335,957
Expenses. Total of all expenses incurred2017-12-31$603,156
Benefits paid (including direct rollovers)2017-12-31$600,688
Total plan assets at end of year2017-12-31$9,512,354
Total plan assets at beginning of year2017-12-31$7,779,553
Value of fidelity bond covering the plan2017-12-31$860,000
Total contributions received or receivable from participants2017-12-31$223,670
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,451,209
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,732,801
Net plan assets at end of year (total assets less liabilities)2017-12-31$9,512,354
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,779,553
Assets. Value of participant loans2017-12-31$87,505
Total contributions received or receivable from employer(s)2017-12-31$661,078
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,468
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : APRICORN RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,570,105
Expenses. Total of all expenses incurred2016-12-31$4,965
Benefits paid (including direct rollovers)2016-12-31$4,041
Total plan assets at end of year2016-12-31$7,779,553
Total plan assets at beginning of year2016-12-31$6,214,413
Value of fidelity bond covering the plan2016-12-31$860,000
Total contributions received or receivable from participants2016-12-31$185,167
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$152,700
Other income received2016-12-31$509,345
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$1,565,140
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,779,553
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,214,413
Assets. Value of participant loans2016-12-31$82,293
Assets. Value of real-estate (other than employer real property)2016-12-31$300,000
Total contributions received or receivable from employer(s)2016-12-31$722,893
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$924
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : APRICORN RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$886,537
Expenses. Total of all expenses incurred2015-12-31$793
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$6,214,413
Total plan assets at beginning of year2015-12-31$5,328,669
Value of fidelity bond covering the plan2015-12-31$530,000
Total contributions received or receivable from participants2015-12-31$167,480
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-25,213
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$885,744
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,214,413
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,328,669
Assets. Value of participant loans2015-12-31$59,475
Assets. Value of real-estate (other than employer real property)2015-12-31$300,000
Total contributions received or receivable from employer(s)2015-12-31$744,270
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$793
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : APRICORN RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,109,522
Expenses. Total of all expenses incurred2014-12-31$75,000
Benefits paid (including direct rollovers)2014-12-31$75,000
Total plan assets at end of year2014-12-31$5,328,669
Total plan assets at beginning of year2014-12-31$4,294,147
Value of fidelity bond covering the plan2014-12-31$480,000
Total contributions received or receivable from participants2014-12-31$186,519
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$57,252
Other income received2014-12-31$327,261
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$1,034,522
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,328,669
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,294,147
Assets. Value of participant loans2014-12-31$68,822
Assets. Value of real-estate (other than employer real property)2014-12-31$355,000
Total contributions received or receivable from employer(s)2014-12-31$538,490
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : APRICORN RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,187,411
Expenses. Total of all expenses incurred2013-12-31$104,163
Benefits paid (including direct rollovers)2013-12-31$104,029
Total plan assets at end of year2013-12-31$4,294,147
Total plan assets at beginning of year2013-12-31$3,210,899
Value of fidelity bond covering the plan2013-12-31$800,000
Total contributions received or receivable from participants2013-12-31$150,448
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$545,966
Net income (gross income less expenses)2013-12-31$1,083,248
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,294,147
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,210,899
Assets. Value of participant loans2013-12-31$29,212
Assets. Value of real-estate (other than employer real property)2013-12-31$221,186
Total contributions received or receivable from employer(s)2013-12-31$490,997
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$134
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for APRICORN RETIREMENT PLAN

2017: APRICORN RETIREMENT 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: APRICORN RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: APRICORN RETIREMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: APRICORN RETIREMENT 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: APRICORN RETIREMENT 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 – TrustYes
2013-01-01Plan 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 number96583
Policy instance 1
Insurance contract or identification number96583
Number of Individuals Covered22
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,612
Total amount of fees paid to insurance companyUSD $100
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $11,505
Insurance broker organization code?3
Amount paid for insurance broker fees100
Additional information about fees paid to insurance brokerREIMBURSE PROCESSING FEES
Insurance broker nameINNOVATIVE PENSION STRATEGY DESIGN

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