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ETF ADVISOR K 401K PLAN 401k Plan overview

Plan NameETF ADVISOR K 401K PLAN
Plan identification number 336

ETF ADVISOR K 401K 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.
  • 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

GOLDIN GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:GOLDIN GROUP, LLC
Employer identification number (EIN):264694278
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about GOLDIN GROUP, LLC

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: W12903167

More information about GOLDIN GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETF ADVISOR K 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3362019-01-01KRISTI DALLEY2020-10-13
3362018-01-01KRISTI DALLEY2019-09-25
3362018-01-01KRISTI DALLEY2020-10-13
3362017-01-01T R BICK2018-07-17
3362016-01-01T R BICK
3362016-01-01

Plan Statistics for ETF ADVISOR K 401K PLAN

401k plan membership statisitcs for ETF ADVISOR K 401K PLAN

Measure Date Value
2016: ETF ADVISOR K 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on ETF ADVISOR K 401K PLAN

Measure Date Value
2016 : ETF ADVISOR K 401K PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$77,780
Total income from all sources2016-12-31$126,211
Expenses. Total of all expenses incurred2016-12-31$1,102
Total plan assets at end of year2016-12-31$125,109
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$14,000
Contributions received from other sources (not participants or employers)2016-12-31$77,780
Other income received2016-12-31$5,785
Net income (gross income less expenses)2016-12-31$125,109
Net plan assets at end of year (total assets less liabilities)2016-12-31$125,109
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$28,646
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,102
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses for ETF ADVISOR K 401K PLAN

2016: ETF ADVISOR K 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01First time form 5500 has been submittedYes
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

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