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EMPLOYER RESOURCE 401(K) PLAN 401k Plan overview

Plan NameEMPLOYER RESOURCE 401(K) PLAN
Plan identification number 002

EMPLOYER RESOURCE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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)).
  • Unknown benefit code

401k Sponsoring company profile

EMPLOYERS RESOURCE has sponsored the creation of one or more 401k plans.

Company Name:EMPLOYERS RESOURCE
Employer identification number (EIN):330688056
NAIC Classification:541214
NAIC Description:Payroll Services

Additional information about EMPLOYERS RESOURCE

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1996-01-08
Company Identification Number: C1959932
Legal Registered Office Address: 18002 Irvine Blvd Ste 108

Tustin
United States of America (USA)
92780

More information about EMPLOYERS RESOURCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYER RESOURCE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01JACK EATON
0022016-01-01JACK EATON
0022015-01-01JACK EATON
0022014-01-01BETH LOWE
0022013-01-01ELIZABETH LOWE
0022012-01-01BETH LOWE BETH LOWE2013-10-15
0022011-01-01ELIZABETH LOWE
0022010-01-01ELIZABETH LOWE
0022009-01-01BETH LOWE

Plan Statistics for EMPLOYER RESOURCE 401(K) PLAN

401k plan membership statisitcs for EMPLOYER RESOURCE 401(K) PLAN

Measure Date Value
2022: EMPLOYER RESOURCE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01695
Total number of active participants reported on line 7a of the Form 55002022-01-01680
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0174
Total of all active and inactive participants2022-01-01754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01755
Number of participants with account balances2022-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EMPLOYER RESOURCE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01899
Total number of active participants reported on line 7a of the Form 55002021-01-01590
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0172
Total of all active and inactive participants2021-01-01662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01664
Number of participants with account balances2021-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: EMPLOYER RESOURCE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01662
Total number of active participants reported on line 7a of the Form 55002020-01-01686
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0179
Total of all active and inactive participants2020-01-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01765
Number of participants with account balances2020-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EMPLOYER RESOURCE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01950
Total number of active participants reported on line 7a of the Form 55002019-01-01575
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0167
Total of all active and inactive participants2019-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01643
Number of participants with account balances2019-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EMPLOYER RESOURCE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01974
Total number of active participants reported on line 7a of the Form 55002018-01-01850
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0179
Total of all active and inactive participants2018-01-01930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01931
Number of participants with account balances2018-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EMPLOYER RESOURCE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01629
Total number of active participants reported on line 7a of the Form 55002017-01-01341
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0193
Total of all active and inactive participants2017-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01434
Number of participants with account balances2017-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EMPLOYER RESOURCE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01571
Total number of active participants reported on line 7a of the Form 55002016-01-01496
Number of other retired or separated participants entitled to future benefits2016-01-01104
Total of all active and inactive participants2016-01-01600
Total participants2016-01-01600
Number of participants with account balances2016-01-01248
2015: EMPLOYER RESOURCE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01781
Total number of active participants reported on line 7a of the Form 55002015-01-01455
Number of other retired or separated participants entitled to future benefits2015-01-0166
Total of all active and inactive participants2015-01-01521
Total participants2015-01-01521
Number of participants with account balances2015-01-01237
2014: EMPLOYER RESOURCE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01744
Total number of active participants reported on line 7a of the Form 55002014-01-01657
Number of other retired or separated participants entitled to future benefits2014-01-0183
Total of all active and inactive participants2014-01-01740
Total participants2014-01-01740
Number of participants with account balances2014-01-01283
2013: EMPLOYER RESOURCE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01616
Total number of active participants reported on line 7a of the Form 55002013-01-01589
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0191
Total of all active and inactive participants2013-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01681
Number of participants with account balances2013-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: EMPLOYER RESOURCE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,297
Total number of active participants reported on line 7a of the Form 55002012-01-01461
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0186
Total of all active and inactive participants2012-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01547
Number of participants with account balances2012-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0131
2011: EMPLOYER RESOURCE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,031
Total number of active participants reported on line 7a of the Form 55002011-01-01560
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01136
Total of all active and inactive participants2011-01-01696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01696
Number of participants with account balances2011-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EMPLOYER RESOURCE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01906
Total number of active participants reported on line 7a of the Form 55002010-01-01655
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01116
Total of all active and inactive participants2010-01-01771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01771
Number of participants with account balances2010-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0120
2009: EMPLOYER RESOURCE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01862
Total number of active participants reported on line 7a of the Form 55002009-01-01505
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01133
Total of all active and inactive participants2009-01-01638
Total participants2009-01-01638
Number of participants with account balances2009-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMPLOYER RESOURCE 401(K) PLAN

Measure Date Value
2022 : EMPLOYER RESOURCE 401(K) PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$734,045
Total transfer of assets from this plan2022-12-31$1,345,840
Total income from all sources (including contributions)2022-12-31$-401,941
Total of all expenses incurred2022-12-31$773,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$636,175
Value of total corrective distributions2022-12-31$2,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,971,190
Value of total assets at end of year2022-12-31$13,167,056
Value of total assets at beginning of year2022-12-31$14,954,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$134,677
Total interest from all sources2022-12-31$13,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$18,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,453,098
Participant contributions at end of year2022-12-31$113,990
Participant contributions at beginning of year2022-12-31$143,922
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$20,708
Assets. Other investments not covered elsewhere at end of year2022-12-31$51,387
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$60,510
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$160,566
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$931
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$134
Other income not declared elsewhere2022-12-31$-9,123
Administrative expenses (other) incurred2022-12-31$82,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,175,410
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,167,056
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,954,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$33,244
Value of interest in pooled separate accounts at end of year2022-12-31$12,270,157
Value of interest in pooled separate accounts at beginning of year2022-12-31$14,023,442
Interest on participant loans2022-12-31$7,002
Interest earned on other investments2022-12-31$6,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$730,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$701,342
Net investment gain/loss from pooled separate accounts2022-12-31$-2,377,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$357,526
Employer contributions (assets) at end of year2022-12-31$10
Employer contributions (assets) at beginning of year2022-12-31$4,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$636,175
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2022-12-31204207759
2021 : EMPLOYER RESOURCE 401(K) PLAN 2021 401k financial data
Total transfer of assets from this plan2021-12-31$761,873
Total income from all sources (including contributions)2021-12-31$3,284,241
Total of all expenses incurred2021-12-31$703,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$591,489
Value of total corrective distributions2021-12-31$7,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,584,185
Value of total assets at end of year2021-12-31$14,954,261
Value of total assets at beginning of year2021-12-31$13,135,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$104,867
Total interest from all sources2021-12-31$9,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$18,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,228,142
Participant contributions at end of year2021-12-31$143,922
Participant contributions at beginning of year2021-12-31$147,329
Participant contributions at end of year2021-12-31$20,708
Participant contributions at beginning of year2021-12-31$10,493
Assets. Other investments not covered elsewhere at end of year2021-12-31$60,510
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$55,256
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$45,160
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$134
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$208
Other income not declared elsewhere2021-12-31$5,254
Administrative expenses (other) incurred2021-12-31$54,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,580,679
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,954,261
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,135,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$32,322
Value of interest in pooled separate accounts at end of year2021-12-31$14,023,442
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,240,528
Interest on participant loans2021-12-31$4,432
Interest earned on other investments2021-12-31$5,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$701,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$675,768
Net investment gain/loss from pooled separate accounts2021-12-31$1,685,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$310,883
Employer contributions (assets) at end of year2021-12-31$4,203
Employer contributions (assets) at beginning of year2021-12-31$5,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$591,489
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2021-12-31204207759
2020 : EMPLOYER RESOURCE 401(K) PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$1,808,724
Total income from all sources (including contributions)2020-12-31$3,264,942
Total of all expenses incurred2020-12-31$2,584,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,510,568
Value of total corrective distributions2020-12-31$15,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,796,528
Value of total assets at end of year2020-12-31$13,135,455
Value of total assets at beginning of year2020-12-31$14,263,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,176
Total interest from all sources2020-12-31$14,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,164,287
Participant contributions at end of year2020-12-31$147,329
Participant contributions at beginning of year2020-12-31$293,223
Participant contributions at end of year2020-12-31$10,493
Participant contributions at beginning of year2020-12-31$7,046
Assets. Other investments not covered elsewhere at end of year2020-12-31$55,256
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,250,860
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$31,804
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$986
Other income not declared elsewhere2020-12-31$25,985
Administrative expenses (other) incurred2020-12-31$30,724
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$680,936
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,135,455
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,263,243
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
Investment advisory and management fees2020-12-31$27,452
Value of interest in pooled separate accounts at end of year2020-12-31$12,240,528
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,517,117
Interest on participant loans2020-12-31$4,034
Income. Interest from loans (other than to participants)2020-12-31$10,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$675,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$162,374
Net investment gain/loss from pooled separate accounts2020-12-31$1,428,238
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$600,437
Employer contributions (assets) at end of year2020-12-31$5,873
Employer contributions (assets) at beginning of year2020-12-31$31,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,510,568
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FARBER HASS HURLEY LLP
Accountancy firm EIN2020-12-31204207759
2019 : EMPLOYER RESOURCE 401(K) PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$1,097,937
Total transfer of assets from this plan2019-12-31$1,097,937
Total income from all sources (including contributions)2019-12-31$4,464,754
Total income from all sources (including contributions)2019-12-31$4,464,754
Total of all expenses incurred2019-12-31$846,531
Total of all expenses incurred2019-12-31$846,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$696,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$696,697
Value of total corrective distributions2019-12-31$44,654
Value of total corrective distributions2019-12-31$44,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,927,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,927,268
Value of total assets at end of year2019-12-31$14,155,160
Value of total assets at beginning of year2019-12-31$11,634,874
Value of total assets at beginning of year2019-12-31$11,634,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$105,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$105,180
Total interest from all sources2019-12-31$19,133
Total interest from all sources2019-12-31$19,133
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$35,575
Administrative expenses professional fees incurred2019-12-31$35,575
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
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$1,178,382
Participant contributions at end of year2019-12-31$293,223
Participant contributions at end of year2019-12-31$293,223
Participant contributions at beginning of year2019-12-31$354,027
Participant contributions at beginning of year2019-12-31$354,027
Participant contributions at end of year2019-12-31$7,046
Participant contributions at end of year2019-12-31$7,046
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,250,860
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,250,860
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,054,532
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,054,532
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$309,720
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$309,720
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$509
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$509
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$807
Other income not declared elsewhere2019-12-31$196,331
Other income not declared elsewhere2019-12-31$196,331
Administrative expenses (other) incurred2019-12-31$37,330
Administrative expenses (other) incurred2019-12-31$37,330
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
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$3,618,223
Value of net income/loss2019-12-31$3,618,223
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,155,160
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,155,160
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,634,874
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,634,874
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
Investment advisory and management fees2019-12-31$32,275
Investment advisory and management fees2019-12-31$32,275
Value of interest in pooled separate accounts at end of year2019-12-31$12,389,438
Value of interest in pooled separate accounts at end of year2019-12-31$12,389,438
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,924,121
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,924,121
Interest on participant loans2019-12-31$16,677
Interest on participant loans2019-12-31$16,677
Interest earned on other investments2019-12-31$2,456
Interest earned on other investments2019-12-31$2,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$182,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$182,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$291,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$291,223
Net investment gain/loss from pooled separate accounts2019-12-31$2,322,022
Net investment gain/loss from pooled separate accounts2019-12-31$2,322,022
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$439,166
Contributions received in cash from employer2019-12-31$439,166
Employer contributions (assets) at end of year2019-12-31$31,637
Employer contributions (assets) at end of year2019-12-31$31,637
Employer contributions (assets) at beginning of year2019-12-31$10,164
Employer contributions (assets) at beginning of year2019-12-31$10,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$696,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$696,697
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
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 name2019-12-31NIENOW TIERNEY LLP
Accountancy firm name2019-12-31NIENOW TIERNEY LLP
Accountancy firm EIN2019-12-31200533822
Accountancy firm EIN2019-12-31200533822
2018 : EMPLOYER RESOURCE 401(K) PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$1,558,511
Total transfer of assets from this plan2018-12-31$2,458,443
Total income from all sources (including contributions)2018-12-31$1,064,621
Total of all expenses incurred2018-12-31$1,257,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,136,862
Expenses. Certain deemed distributions of participant loans2018-12-31$21,763
Value of total corrective distributions2018-12-31$33,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,720,698
Value of total assets at end of year2018-12-31$11,634,874
Value of total assets at beginning of year2018-12-31$12,727,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$65,171
Total interest from all sources2018-12-31$25,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,192,737
Participant contributions at end of year2018-12-31$354,027
Participant contributions at beginning of year2018-12-31$387,992
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,054,532
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,648
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-75,560
Administrative expenses (other) incurred2018-12-31$34,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-192,899
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,634,874
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,727,705
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
Investment advisory and management fees2018-12-31$30,829
Value of interest in pooled separate accounts at end of year2018-12-31$9,924,121
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,633,923
Interest on participant loans2018-12-31$20,617
Interest earned on other investments2018-12-31$4,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$291,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$705,790
Net investment gain/loss from pooled separate accounts2018-12-31$-605,937
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$524,313
Employer contributions (assets) at end of year2018-12-31$10,164
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,136,862
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31NIENOW TIERNEY LLP
Accountancy firm EIN2018-12-31200533822
2017 : EMPLOYER RESOURCE 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$1,281,734
Total income from all sources (including contributions)2017-12-31$2,828,294
Total of all expenses incurred2017-12-31$1,025,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$918,406
Expenses. Certain deemed distributions of participant loans2017-12-31$17,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,307,984
Value of total assets at end of year2017-12-31$12,727,705
Value of total assets at beginning of year2017-12-31$9,643,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$89,209
Total interest from all sources2017-12-31$18,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$32,250
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$884,255
Participant contributions at end of year2017-12-31$387,992
Participant contributions at beginning of year2017-12-31$318,087
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$64,155
Administrative expenses (other) incurred2017-12-31$56,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,802,681
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,727,705
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,643,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$11,633,923
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,704,066
Interest on participant loans2017-12-31$13,930
Interest earned on other investments2017-12-31$4,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$705,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$621,137
Net investment gain/loss from pooled separate accounts2017-12-31$1,501,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$359,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$918,406
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31NIENOW TIERNEY LLP
Accountancy firm EIN2017-12-31200533822
2016 : EMPLOYER RESOURCE 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,644,047
Total of all expenses incurred2016-12-31$871,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$782,940
Value of total corrective distributions2016-12-31$22,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,120,475
Value of total assets at end of year2016-12-31$9,643,290
Value of total assets at beginning of year2016-12-31$8,870,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$65,284
Total interest from all sources2016-12-31$11,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$791,629
Participant contributions at end of year2016-12-31$318,087
Participant contributions at beginning of year2016-12-31$312,379
Other income not declared elsewhere2016-12-31$12,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$773,028
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,643,290
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,870,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$8,704,066
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,357,518
Interest on participant loans2016-12-31$11,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$621,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$200,365
Net investment gain/loss from pooled separate accounts2016-12-31$500,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$328,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$782,940
Contract administrator fees2016-12-31$65,284
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31NIENOW TIERNEY LLP
Accountancy firm EIN2016-12-31200533822
2015 : EMPLOYER RESOURCE 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$370,061
Total transfer of assets from this plan2015-12-31$143,318
Total income from all sources (including contributions)2015-12-31$989,194
Total of all expenses incurred2015-12-31$2,881,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,735,647
Expenses. Certain deemed distributions of participant loans2015-12-31$21,161
Value of total corrective distributions2015-12-31$33,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,203,164
Value of total assets at end of year2015-12-31$8,870,262
Value of total assets at beginning of year2015-12-31$10,536,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$91,638
Total interest from all sources2015-12-31$12,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$753,155
Participant contributions at end of year2015-12-31$312,379
Participant contributions at beginning of year2015-12-31$337,789
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$37,643
Other income not declared elsewhere2015-12-31$10,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,892,714
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,870,262
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,536,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$9,627
Value of interest in pooled separate accounts at end of year2015-12-31$8,357,518
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,093,846
Interest on participant loans2015-12-31$12,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$200,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$104,598
Net investment gain/loss from pooled separate accounts2015-12-31$-237,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$412,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,735,647
Contract administrator fees2015-12-31$82,011
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31NIENOW TIERNEY LLP
Accountancy firm EIN2015-12-31200533822
2014 : EMPLOYER RESOURCE 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,616,148
Total of all expenses incurred2014-12-31$1,175,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,089,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,042,211
Value of total assets at end of year2014-12-31$10,536,233
Value of total assets at beginning of year2014-12-31$10,095,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$85,562
Total interest from all sources2014-12-31$13,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$857,738
Participant contributions at end of year2014-12-31$337,789
Participant contributions at beginning of year2014-12-31$364,715
Other income not declared elsewhere2014-12-31$834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$440,926
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,536,233
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,095,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$10,093,846
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,601,518
Interest on participant loans2014-12-31$13,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$104,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$129,074
Net investment gain/loss from pooled separate accounts2014-12-31$559,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$184,473
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,089,660
Contract administrator fees2014-12-31$85,562
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31NIENOW TIERNEY LLP
Accountancy firm EIN2014-12-31200533822
2013 : EMPLOYER RESOURCE 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$910,784
Total income from all sources (including contributions)2013-12-31$2,760,125
Total of all expenses incurred2013-12-31$784,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$693,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,021,982
Value of total assets at end of year2013-12-31$10,095,307
Value of total assets at beginning of year2013-12-31$7,208,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$91,049
Total interest from all sources2013-12-31$12,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$866,231
Participant contributions at end of year2013-12-31$364,715
Participant contributions at beginning of year2013-12-31$339,624
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$487
Other income not declared elsewhere2013-12-31$26,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,975,996
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,095,307
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,208,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$9,601,518
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,615,875
Interest on participant loans2013-12-31$12,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$129,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$159,592
Net investment gain/loss from pooled separate accounts2013-12-31$1,699,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$155,264
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$93,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$693,080
Contract administrator fees2013-12-31$91,049
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31NIENOW AND TIERNEY LLP
Accountancy firm EIN2013-12-31200533822
2012 : EMPLOYER RESOURCE 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$37,514
Total income from all sources (including contributions)2012-12-31$1,910,645
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,608,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,451,133
Expenses. Certain deemed distributions of participant loans2012-12-31$88,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,137,465
Value of total assets at end of year2012-12-31$7,208,527
Value of total assets at beginning of year2012-12-31$7,943,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$68,923
Total interest from all sources2012-12-31$14,046
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$815,622
Participant contributions at end of year2012-12-31$339,624
Participant contributions at beginning of year2012-12-31$495,216
Participant contributions at beginning of year2012-12-31$93,059
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$107,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$37,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-697,674
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,208,527
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,906,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,762,696
Value of interest in pooled separate accounts at end of year2012-12-31$6,615,875
Interest on participant loans2012-12-31$2,493
Interest earned on other investments2012-12-31$11,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$159,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$488,357
Net investment gain/loss from pooled separate accounts2012-12-31$759,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$214,790
Employer contributions (assets) at end of year2012-12-31$93,436
Employer contributions (assets) at beginning of year2012-12-31$104,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,451,133
Contract administrator fees2012-12-31$68,923
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31NIENOW & TIERNEY, LLP
Accountancy firm EIN2012-12-31200533822
2011 : EMPLOYER RESOURCE 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$329,955
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$37,514
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,090
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$948,800
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,236,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,075,860
Expenses. Certain deemed distributions of participant loans2011-12-31$40,652
Value of total corrective distributions2011-12-31$36,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,280,661
Value of total assets at end of year2011-12-31$7,943,715
Value of total assets at beginning of year2011-12-31$7,878,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$83,454
Total interest from all sources2011-12-31$14,604
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$23,252
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$980,957
Participant contributions at end of year2011-12-31$495,216
Participant contributions at beginning of year2011-12-31$555,519
Participant contributions at end of year2011-12-31$93,059
Participant contributions at beginning of year2011-12-31$34,035
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,969
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,452
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$37,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$14,090
Other income not declared elsewhere2011-12-31$-2,480
Administrative expenses (other) incurred2011-12-31$60,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-287,783
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,906,201
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,864,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,762,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,674,648
Interest on participant loans2011-12-31$14,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$488,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$495,777
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-343,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$290,735
Employer contributions (assets) at end of year2011-12-31$104,387
Employer contributions (assets) at beginning of year2011-12-31$113,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,075,860
Contract administrator fees2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31NIENOW & TIERNEY, LLP
Accountancy firm EIN2011-12-31200533822
2010 : EMPLOYER RESOURCE 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,090
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,049
Total income from all sources (including contributions)2010-12-31$1,886,914
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,353,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,217,745
Expenses. Certain deemed distributions of participant loans2010-12-31$124,934
Value of total corrective distributions2010-12-31$10,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,138,954
Value of total assets at end of year2010-12-31$7,878,119
Value of total assets at beginning of year2010-12-31$8,333,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$17,102
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$805,107
Participant contributions at end of year2010-12-31$555,519
Participant contributions at beginning of year2010-12-31$489,745
Participant contributions at end of year2010-12-31$34,035
Participant contributions at beginning of year2010-12-31$18,581
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$28,559
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,452
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,691
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$14,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-466,410
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,864,029
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,330,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,674,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,709,182
Interest on participant loans2010-12-31$17,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$495,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$730,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$305,288
Employer contributions (assets) at end of year2010-12-31$113,688
Employer contributions (assets) at beginning of year2010-12-31$111,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,217,745
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31NIENOW AND COMPANY
Accountancy firm EIN2010-12-31200533822
2009 : EMPLOYER RESOURCE 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 EMPLOYER RESOURCE 401(K) PLAN

2022: EMPLOYER RESOURCE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYER RESOURCE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYER RESOURCE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedYes
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: EMPLOYER RESOURCE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedYes
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: EMPLOYER RESOURCE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYER RESOURCE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYER RESOURCE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYER RESOURCE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYER RESOURCE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYER RESOURCE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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: EMPLOYER RESOURCE 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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: EMPLOYER RESOURCE 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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
2010: EMPLOYER RESOURCE 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYER RESOURCE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932300
Policy instance 1
Insurance contract or identification number932300
Number of Individuals Covered246
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932300
Policy instance 1
Insurance contract or identification number932300
Number of Individuals Covered227
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932300
Policy instance 1
Insurance contract or identification number932300
Number of Individuals Covered244
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932300
Policy instance 1
Insurance contract or identification number932300
Number of Individuals Covered272
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932300
Policy instance 1
Insurance contract or identification number932300
Number of Individuals Covered320
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932300
Policy instance 1
Insurance contract or identification number932300
Number of Individuals Covered276
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $24,679
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,679
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE SERVICES INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932300
Policy instance 1
Insurance contract or identification number932300
Number of Individuals Covered237
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $23,977
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,977
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE AGENCY SERVICES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number032300
Policy instance 1
Insurance contract or identification number032300
Number of Individuals Covered283
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $24,913
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,392
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE AGENCY SERVICES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number032300
Policy instance 1
Insurance contract or identification number032300
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $20,841
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $20,841
Insurance broker organization code?3
Insurance broker nameJHW FINANCIAL SERVICES INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number032300
Policy instance 1
Insurance contract or identification number032300
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,261
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $14,261
Insurance broker organization code?3
Insurance broker nameJHW FINANCIAL SERVICES INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-SN26
Policy instance 1
Insurance contract or identification numberGAP-B0-SN26
Number of Individuals Covered410
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,451
Total amount of fees paid to insurance companyUSD $363
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-SN26
Policy instance 1
Insurance contract or identification numberGAP-B0-SN26
Number of Individuals Covered430
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,067
Total amount of fees paid to insurance companyUSD $517
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $2,067
Amount paid for insurance broker fees517
Insurance broker organization code?7
Insurance broker nameEDWARD JONES

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