401k Plan data: SCG PARTNERS, LLC 401(K) PLAN plan

SCG PARTNERS, LLC 401(K) PLAN 401k Plan overview

Plan Name	SCG PARTNERS, LLC 401(K) PLAN
Plan identification number	001

SCG PARTNERS, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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

SCG PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: SCG PARTNERS, LLC

Employer identification number (EIN): 364790333

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCG PARTNERS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 JENNIFER ANSPACH 2019-10-01 JENNIFER ANSPACH 2019-10-01
001 2017-01-01
001 2016-01-01
001 2016-01-01 JENNIFER ANSPACH 2018-01-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	JENNIFER ANSPACH	2019-10-01	JENNIFER ANSPACH	2019-10-01
001	2017-01-01
001	2016-01-01
001	2016-01-01	JENNIFER ANSPACH	2018-01-31

Plan Statistics for SCG PARTNERS, LLC 401(K) PLAN

401k plan membership statisitcs for SCG PARTNERS, LLC 401(K) PLAN

Measure Date Value
2018: SCG PARTNERS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 538
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 391
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 20
Total of all active and inactive participants 2018-01-01 411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 411
Number of participants with account balances 2018-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SCG PARTNERS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 419
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 5
Total of all active and inactive participants 2017-01-01 424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 424
Number of participants with account balances 2017-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SCG PARTNERS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 252
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 252
Number of participants with account balances 2016-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2018: SCG PARTNERS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	538
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	391
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	20
Total of all active and inactive participants	2018-01-01	411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	411
Number of participants with account balances	2018-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SCG PARTNERS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	419
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	5
Total of all active and inactive participants	2017-01-01	424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	424
Number of participants with account balances	2017-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SCG PARTNERS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	252
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	252
Number of participants with account balances	2016-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on SCG PARTNERS, LLC 401(K) PLAN

Measure	Date	Value
2018 : SCG PARTNERS, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$368,731
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$20,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$16,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$462,940
Value of total assets at end of year	2018-12-31	$1,504,812
Value of total assets at beginning of year	2018-12-31	$1,156,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,143
Total interest from all sources	2018-12-31	$3,467
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$125,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$284,558
Participant contributions at end of year	2018-12-31	$74,698
Participant contributions at beginning of year	2018-12-31	$45,490
Participant contributions at end of year	2018-12-31	$18,050
Participant contributions at beginning of year	2018-12-31	$2,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$348,676
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,504,812
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,156,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,407,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,099,932
Income. Interest from loans (other than to participants)	2018-12-31	$3,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$4,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-97,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$178,382
Employer contributions (assets) at end of year	2018-12-31	$42
Employer contributions (assets) at beginning of year	2018-12-31	$6,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$16,912
Contract administrator fees	2018-12-31	$3,143
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MARTIN, KLAYER & ASSOCIATES, PL
Accountancy firm EIN	2018-12-31	820553529
2017 : SCG PARTNERS, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$3,573
Total income from all sources (including contributions)	2017-12-31	$1,248,653
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$162,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$161,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,122,336
Value of total assets at end of year	2017-12-31	$1,156,136
Value of total assets at beginning of year	2017-12-31	$73,514
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,120
Total interest from all sources	2017-12-31	$1,822
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$125,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$183,690
Participant contributions at end of year	2017-12-31	$45,490
Participant contributions at end of year	2017-12-31	$2,885
Participant contributions at beginning of year	2017-12-31	$51
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$817,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$3,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,086,195
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,156,136
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$69,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,099,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$70,411
Interest on participant loans	2017-12-31	$1,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$200
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$200
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$124,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$121,629
Employer contributions (assets) at end of year	2017-12-31	$6,389
Employer contributions (assets) at beginning of year	2017-12-31	$2,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$161,338
Contract administrator fees	2017-12-31	$1,120
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MARTIN, KLAYER & ASSOCIATES, PL
Accountancy firm EIN	2017-12-31	820553529
2016 : SCG PARTNERS, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$3,573
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	$69,941
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$69,465
Value of total assets at end of year	2016-12-31	$73,514
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$36,423
Participant contributions at end of year	2016-12-31	$51
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$3,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$3,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$69,941
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$69,941
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$70,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$200
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$29,344
Employer contributions (assets) at end of year	2016-12-31	$2,852
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MARTIN, KLAYER & ASSOCIATES, PL
Accountancy firm EIN	2016-12-31	820553529

Form 5500 Responses for SCG PARTNERS, LLC 401(K) PLAN

2018: SCG PARTNERS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCG PARTNERS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCG PARTNERS, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

SCG PARTNERS, LLC 401(K) PLAN [EIN = 384006336]

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Company Name:	SCG PARTNERS, LLC
Employer identification number (EIN):	364790333
NAIC Classification:	523900