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TALENER GROUP 401(K) PLAN 401k Plan overview

Plan NameTALENER GROUP 401(K) PLAN
Plan identification number 001

TALENER GROUP 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.
  • 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

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

Company Name:TALENER GROUP, LLC
Employer identification number (EIN):208633718
NAIC Classification:561300

Additional information about TALENER GROUP, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2007-03-12
Company Identification Number: 3487982
Legal Registered Office Address: 140 E 45TH ST
STE 204
NEW YORK
United States of America (USA)
10017

More information about TALENER GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TALENER GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTOPHER SAPKA2018-10-15 CHRISTOPHER SAPKA2018-10-15
0012016-01-01CHRISTOPHER SAPKA2017-07-28 CHRISTOPHER SAPKA2017-07-28
0012015-01-01CHRISTOPHER SAPKA2016-07-25 CHRISTOPHER SAPKA2016-07-25

Plan Statistics for TALENER GROUP 401(K) PLAN

401k plan membership statisitcs for TALENER GROUP 401(K) PLAN

Measure Date Value
2020: TALENER GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01180
Total number of active participants reported on line 7a of the Form 55002020-01-0135
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-0173
Total participants2020-01-0173
Number of participants with account balances2020-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: TALENER GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01231
Total number of active participants reported on line 7a of the Form 55002019-01-0157
Number of other retired or separated participants entitled to future benefits2019-01-01122
Total of all active and inactive participants2019-01-01179
Total participants2019-01-01179
Number of participants with account balances2019-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0134
2018: TALENER GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01211
Total number of active participants reported on line 7a of the Form 55002018-01-0164
Number of other retired or separated participants entitled to future benefits2018-01-01136
Total of all active and inactive participants2018-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01200
Number of participants with account balances2018-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0156

Financial Data on TALENER GROUP 401(K) PLAN

Measure Date Value
2020 : TALENER GROUP 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$484,245
Total of all expenses incurred2020-12-31$536,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$490,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$157,407
Value of total assets at end of year2020-12-31$2,345,825
Value of total assets at beginning of year2020-12-31$2,398,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,219
Total interest from all sources2020-12-31$50
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$22,028
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$385,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$134,211
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$1,090
Total non interest bearing cash at end of year2020-12-31$59,575
Total non interest bearing cash at beginning of year2020-12-31$41,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-52,631
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,345,825
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,398,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$2,286,250
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,356,290
Interest on participant loans2020-12-31$50
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$326,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$23,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$490,657
Contract administrator fees2020-12-31$24,191
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : TALENER GROUP 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$735,887
Total income from all sources (including contributions)2019-12-31$735,887
Total of all expenses incurred2019-12-31$438,416
Total of all expenses incurred2019-12-31$438,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$389,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$389,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$265,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$265,378
Value of total assets at end of year2019-12-31$2,398,456
Value of total assets at end of year2019-12-31$2,398,456
Value of total assets at beginning of year2019-12-31$2,100,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,435
Total interest from all sources2019-12-31$52
Total interest from all sources2019-12-31$52
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$23,617
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$385,000
Value of fidelity bond cover2019-12-31$385,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$182,996
Contributions received from participants2019-12-31$182,996
Participant contributions at end of year2019-12-31$1,090
Participant contributions at end of year2019-12-31$1,090
Participant contributions at beginning of year2019-12-31$1,038
Total non interest bearing cash at end of year2019-12-31$41,076
Total non interest bearing cash at end of year2019-12-31$41,076
Total non interest bearing cash at beginning of year2019-12-31$35,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$297,471
Value of net income/loss2019-12-31$297,471
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,398,456
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,398,456
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,100,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$2,356,290
Value of interest in pooled separate accounts at end of year2019-12-31$2,356,290
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,064,353
Interest on participant loans2019-12-31$52
Interest on participant loans2019-12-31$52
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$470,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$82,382
Contributions received in cash from employer2019-12-31$82,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$389,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$389,981
Contract administrator fees2019-12-31$24,818
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : TALENER GROUP 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$258,084
Total of all expenses incurred2018-12-31$312,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$277,056
Expenses. Certain deemed distributions of participant loans2018-12-31$10,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$421,009
Value of total assets at end of year2018-12-31$2,100,985
Value of total assets at beginning of year2018-12-31$2,155,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,268
Total interest from all sources2018-12-31$194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$2,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$385,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$291,390
Participant contributions at end of year2018-12-31$1,038
Participant contributions at beginning of year2018-12-31$5,656
Total non interest bearing cash at end of year2018-12-31$35,594
Total non interest bearing cash at beginning of year2018-12-31$34
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-54,540
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,100,985
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,155,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$2,064,353
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,149,835
Interest on participant loans2018-12-31$194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-163,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$129,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$277,056
Contract administrator fees2018-12-31$23,268
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590

Form 5500 Responses for TALENER GROUP 401(K) PLAN

2020: TALENER GROUP 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TALENER GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TALENER GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE CO. OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number800329
Policy instance 1
Insurance contract or identification number800329
Number of Individuals Covered68
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8,753
Total amount of fees paid to insurance companyUSD $3,096
Commission paid to Insurance BrokerUSD $8,753
Insurance broker organization code?3
Amount paid for insurance broker fees3096
JOHN HANCOCK LIFE INSURANCE CO. OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number800329
Policy instance 1
Insurance contract or identification number800329
Number of Individuals Covered158
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,214
Total amount of fees paid to insurance companyUSD $3,233
Commission paid to Insurance BrokerUSD $9,214
Insurance broker organization code?3
Amount paid for insurance broker fees3233
JOHN HANCOCK LIFE INSURANCE CO. OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number800329
Policy instance 1
Insurance contract or identification number800329
Number of Individuals Covered205
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,970
Total amount of fees paid to insurance companyUSD $3,278
Commission paid to Insurance BrokerUSD $8,970
Insurance broker organization code?3
Amount paid for insurance broker fees3278
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR

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