401k Plan data: MEI GROUP SAVING PLAN plan

MEI GROUP SAVING PLAN 401k Plan overview

Plan Name	MEI GROUP SAVING PLAN
Plan identification number	001

MEI GROUP SAVING PLAN Benefits

401k Plan Type

Defined 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

MEI GROUP HOLDINGS LLC has sponsored the creation of one or more 401k plans.

Company Name: MEI GROUP HOLDINGS LLC

Employer identification number (EIN): 384017063

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEI GROUP SAVING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 JAMIE GUEDRY

Plan Statistics for MEI GROUP SAVING PLAN

401k plan membership statisitcs for MEI GROUP SAVING PLAN

Measure Date Value
2019: MEI GROUP SAVING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 456
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MEI GROUP SAVING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 581
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 428
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 28
Total of all active and inactive participants 2018-01-01 456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 456
Number of participants with account balances 2018-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MEI GROUP SAVING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 454
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 549
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 18
Total of all active and inactive participants 2017-01-01 567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 567
Number of participants with account balances 2017-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2019: MEI GROUP SAVING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	456
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MEI GROUP SAVING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	581
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	428
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	28
Total of all active and inactive participants	2018-01-01	456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	456
Number of participants with account balances	2018-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MEI GROUP SAVING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	454
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	549
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	18
Total of all active and inactive participants	2017-01-01	567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	567
Number of participants with account balances	2017-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on MEI GROUP SAVING PLAN

Measure	Date	Value
2019 : MEI GROUP SAVING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-02-28	$0
Total transfer of assets from this plan	2019-02-28	$6,067,561
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-02-28	$0
Total income from all sources (including contributions)	2019-02-28	$524,320
Total loss/gain on sale of assets	2019-02-28	$0
Total of all expenses incurred	2019-02-28	$649,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-02-28	$649,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-02-28	$0
Value of total assets at end of year	2019-02-28	$0
Value of total assets at beginning of year	2019-02-28	$6,192,793
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-02-28	$240
Total interest from all sources	2019-02-28	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-02-28	$721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-02-28	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-02-28	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-02-28	$721
Was this plan covered by a fidelity bond	2019-02-28	No
If this is an individual account plan, was there a blackout period	2019-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2019-02-28	No
Contributions received from participants	2019-02-28	$0
Participant contributions at end of year	2019-02-28	$0
Participant contributions at beginning of year	2019-02-28	$184,709
Income. Received or receivable in cash from other sources (including rollovers)	2019-02-28	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-02-28	No
Value of net income/loss	2019-02-28	$-125,232
Value of net assets at end of year (total assets less liabilities)	2019-02-28	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-02-28	$6,192,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-02-28	No
Were any leases to which the plan was party in default or uncollectible	2019-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-02-28	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-02-28	$5,864,561
Interest on participant loans	2019-02-28	$0
Income. Interest from loans (other than to participants)	2019-02-28	$0
Value of interest in common/collective trusts at end of year	2019-02-28	$0
Value of interest in common/collective trusts at beginning of year	2019-02-28	$18,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-02-28	$523,571
Net investment gain or loss from common/collective trusts	2019-02-28	$28
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-02-28	No
Was there a failure to transmit to the plan any participant contributions	2019-02-28	No
Has the plan failed to provide any benefit when due under the plan	2019-02-28	No
Contributions received in cash from employer	2019-02-28	$0
Employer contributions (assets) at end of year	2019-02-28	$0
Employer contributions (assets) at beginning of year	2019-02-28	$125,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-02-28	$649,312
Contract administrator fees	2019-02-28	$240
Did the plan have assets held for investment	2019-02-28	No
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	2019-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-02-28	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2019-02-28	Disclaimer
Accountancy firm name	2019-02-28	POSTLETHWAITE AND NETTERVILLE
Accountancy firm EIN	2019-02-28	721202445
2018 : MEI GROUP SAVING 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	$1,119,005
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,555,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,550,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,596,541
Value of total assets at end of year	2018-12-31	$6,192,793
Value of total assets at beginning of year	2018-12-31	$6,629,365
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,930
Total interest from all sources	2018-12-31	$8,283
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$109,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$109,996
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$750,472
Participant contributions at end of year	2018-12-31	$184,709
Participant contributions at beginning of year	2018-12-31	$200,346
Participant contributions at beginning of year	2018-12-31	$18,708
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$720,844
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	$-436,572
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,192,793
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,629,365
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	$5,864,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,112,822
Interest on participant loans	2018-12-31	$8,283
Income. Interest from loans (other than to participants)	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$18,298
Value of interest in common/collective trusts at beginning of year	2018-12-31	$124,214
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$43,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$43,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-596,271
Net investment gain or loss from common/collective trusts	2018-12-31	$456
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	No
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	$125,225
Employer contributions (assets) at end of year	2018-12-31	$125,225
Employer contributions (assets) at beginning of year	2018-12-31	$129,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,550,647
Contract administrator fees	2018-12-31	$4,930
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	POSTLETHWAITE AND NETTERVILLE
Accountancy firm EIN	2018-12-31	721202445
2017 : MEI GROUP SAVING 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	$0
Total income from all sources (including contributions)	2017-12-31	$6,884,562
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$255,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$253,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,355,145
Value of total assets at end of year	2017-12-31	$6,629,365
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,130
Total interest from all sources	2017-12-31	$5,928
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$75,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$75,494
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$713,398
Participant contributions at end of year	2017-12-31	$200,346
Participant contributions at end of year	2017-12-31	$18,708
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$5,512,443
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	$6,629,365
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,629,365
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
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	$6,112,822
Interest on participant loans	2017-12-31	$5,928
Income. Interest from loans (other than to participants)	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$124,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$43,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$446,694
Net investment gain or loss from common/collective trusts	2017-12-31	$1,301
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	$129,304
Employer contributions (assets) at end of year	2017-12-31	$129,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$253,067
Contract administrator fees	2017-12-31	$2,130
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	POSTLETHWAITE AND NETTERVILLE
Accountancy firm EIN	2017-12-31	721202445

Form 5500 Responses for MEI GROUP SAVING PLAN

2019: MEI GROUP SAVING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MEI GROUP SAVING 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: MEI GROUP SAVING PLAN 2017 form 5500 responses
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	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

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Company Name:	MEI GROUP HOLDINGS LLC
Employer identification number (EIN):	384017063
NAIC Classification:	238900