Logo

ENTERPRISE STRATEGY GROUP, INC. 401(K) PLAN 401k Plan overview

Plan NameENTERPRISE STRATEGY GROUP, INC. 401(K) PLAN
Plan identification number 002

ENTERPRISE STRATEGY GROUP, INC. 401(K) 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

THE ENTERPRISE STRATEGY GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ENTERPRISE STRATEGY GROUP, INC.
Employer identification number (EIN):043489210
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENTERPRISE STRATEGY GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022021-01-01NOELLE MARZULLO
0022020-01-01
0022014-01-01NOELLE FOWLER2014-10-31
0022013-01-01NOELLE FOWLER
0022012-01-01STEPHEN DUPLESSIE
0022011-01-01STEPHEN DUPLESSIE
0022009-01-01STEPHEN DUPLESSIE

Financial Data on ENTERPRISE STRATEGY GROUP, INC. 401(K) PLAN

Measure Date Value
2021 : ENTERPRISE STRATEGY GROUP, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-08-23$0
Total plan liabilities at end of year2021-08-23$0
Total plan liabilities at beginning of year2021-08-23$0
Total income from all sources2021-08-23$411,957
Expenses. Total of all expenses incurred2021-08-23$13,631,267
Benefits paid (including direct rollovers)2021-08-23$13,625,662
Total plan assets at end of year2021-08-23$0
Total plan assets at beginning of year2021-08-23$13,219,310
Value of fidelity bond covering the plan2021-08-23$500,000
Total contributions received or receivable from participants2021-08-23$21,079
Expenses. Other expenses not covered elsewhere2021-08-23$0
Contributions received from other sources (not participants or employers)2021-08-23$0
Other income received2021-08-23$390,878
Noncash contributions received2021-08-23$0
Net income (gross income less expenses)2021-08-23$-13,219,310
Net plan assets at end of year (total assets less liabilities)2021-08-23$0
Net plan assets at beginning of year (total assets less liabilities)2021-08-23$13,219,310
Assets. Value of participant loans2021-08-23$0
Total contributions received or receivable from employer(s)2021-08-23$0
Value of certain deemed distributions of participant loans2021-08-23$0
Value of corrective distributions2021-08-23$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-08-23$5,605
2020 : ENTERPRISE STRATEGY GROUP, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,454,237
Expenses. Total of all expenses incurred2020-12-31$348,873
Benefits paid (including direct rollovers)2020-12-31$313,698
Total plan assets at end of year2020-12-31$13,219,310
Total plan assets at beginning of year2020-12-31$11,113,946
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$733,557
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$88,707
Other income received2020-12-31$1,631,973
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$2,105,364
Net plan assets at end of year (total assets less liabilities)2020-12-31$13,219,310
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$11,113,946
Assets. Value of participant loans2020-12-31$10,184
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$35,175
2013 : ENTERPRISE STRATEGY GROUP, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$-3,732,541
Total income from all sources2013-12-31$551,138
Expenses. Total of all expenses incurred2013-12-31$264,619
Benefits paid (including direct rollovers)2013-12-31$254,461
Total plan assets at end of year2013-12-31$629,074
Total plan assets at beginning of year2013-12-31$4,075,096
Value of fidelity bond covering the plan2013-12-31$63,000
Total contributions received or receivable from participants2013-12-31$235,569
Contributions received from other sources (not participants or employers)2013-12-31$688
Other income received2013-12-31$314,881
Net income (gross income less expenses)2013-12-31$286,519
Net plan assets at end of year (total assets less liabilities)2013-12-31$629,074
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,075,096
Assets. Value of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$8,850
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,308
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ENTERPRISE STRATEGY GROUP, INC. 401(K) PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$850,036
Expenses. Total of all expenses incurred2012-12-31$102,452
Benefits paid (including direct rollovers)2012-12-31$102,356
Total plan assets at end of year2012-12-31$4,075,096
Total plan assets at beginning of year2012-12-31$3,327,512
Value of fidelity bond covering the plan2012-12-31$408,000
Total contributions received or receivable from participants2012-12-31$440,598
Contributions received from other sources (not participants or employers)2012-12-31$46,609
Other income received2012-12-31$362,829
Net income (gross income less expenses)2012-12-31$747,584
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,075,096
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,327,512
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$96
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ENTERPRISE STRATEGY GROUP, INC. 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$322,495
Expenses. Total of all expenses incurred2011-12-31$270,271
Benefits paid (including direct rollovers)2011-12-31$270,207
Total plan assets at end of year2011-12-31$3,327,512
Total plan assets at beginning of year2011-12-31$3,275,288
Value of fidelity bond covering the plan2011-12-31$333,000
Total contributions received or receivable from participants2011-12-31$394,748
Other income received2011-12-31$-72,253
Net income (gross income less expenses)2011-12-31$52,224
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,327,512
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,275,288
Assets. Value of participant loans2011-12-31$2,262
Total contributions received or receivable from employer(s)2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$64
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ENTERPRISE STRATEGY GROUP, INC. 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$792,502
Expenses. Total of all expenses incurred2010-12-31$22,250
Benefits paid (including direct rollovers)2010-12-31$18,162
Total plan assets at end of year2010-12-31$3,275,288
Total plan assets at beginning of year2010-12-31$2,505,036
Value of fidelity bond covering the plan2010-12-31$328,000
Total contributions received or receivable from participants2010-12-31$399,294
Other income received2010-12-31$393,208
Net income (gross income less expenses)2010-12-31$770,252
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,275,288
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,505,036
Assets. Value of participant loans2010-12-31$8,680
Total contributions received or receivable from employer(s)2010-12-31$0
Value of corrective distributions2010-12-31$4,016
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$72
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ENTERPRISE STRATEGY GROUP, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ENTERPRISE STRATEGY GROUP, INC. 401(K) PLAN

2021: ENTERPRISE STRATEGY GROUP, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ENTERPRISE STRATEGY GROUP, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2013: ENTERPRISE STRATEGY GROUP, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ENTERPRISE STRATEGY GROUP, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ENTERPRISE STRATEGY GROUP, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ENTERPRISE STRATEGY GROUP, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1