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80/20, LLC RETIREMENT READINESS 401(K) PLAN 401k Plan overview

Plan Name80/20, LLC RETIREMENT READINESS 401(K) PLAN
Plan identification number 001

80/20, LLC RETIREMENT READINESS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

80/20, LLC has sponsored the creation of one or more 401k plans.

Company Name:80/20, LLC
Employer identification number (EIN):351675357
NAIC Classification:332900

Additional information about 80/20, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1998-04-10
Company Identification Number: P98000033805
Legal Registered Office Address: 1930 SAN MARCO BLVD

JACKSONVILLE

32207

More information about 80/20, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 80/20, LLC RETIREMENT READINESS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01PATRICE MAUK
0012023-01-01
0012023-01-01PATRICE MAUK
0012022-01-01
0012022-01-01PATRICE MAUK
0012021-01-01
0012021-01-01PATRICE MAUK
0012020-01-01
0012019-01-01
0012018-01-01PATRICE MAUK
0012017-01-01PATRICK BUESCHING
0012016-01-01PATRICK BUESCHING
0012015-01-01PATRICK BUESCHING
0012014-01-01PATRICK BUESCHING
0012013-01-01PATRICK BUESCHING
0012012-01-01SCOTT BROWN
0012011-01-01SCOTT BROWN
0012010-01-01SBROWN34
0012009-01-01SCOTT BROWN

Plan Statistics for 80/20, LLC RETIREMENT READINESS 401(K) PLAN

401k plan membership statisitcs for 80/20, LLC RETIREMENT READINESS 401(K) PLAN

Measure Date Value
2023: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01446
Total number of active participants reported on line 7a of the Form 55002023-01-01368
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-0163
Total of all active and inactive participants2023-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01435
Number of participants with account balances2023-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0115
2022: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01456
Total number of active participants reported on line 7a of the Form 55002022-01-01378
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0163
Total of all active and inactive participants2022-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01446
Number of participants with account balances2022-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01388
Total number of active participants reported on line 7a of the Form 55002021-01-01382
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01456
Number of participants with account balances2021-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01400
Total number of active participants reported on line 7a of the Form 55002020-01-01319
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01387
Number of participants with account balances2020-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0139
2019: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01381
Total number of active participants reported on line 7a of the Form 55002019-01-01340
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01398
Number of participants with account balances2019-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0131
2018: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01413
Total number of active participants reported on line 7a of the Form 55002018-01-01317
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0160
Total of all active and inactive participants2018-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01379
Number of participants with account balances2018-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0130
2017: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01407
Total number of active participants reported on line 7a of the Form 55002017-01-01337
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0174
Total of all active and inactive participants2017-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01411
Number of participants with account balances2017-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0139
2016: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01356
Total number of active participants reported on line 7a of the Form 55002016-01-01342
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0162
Total of all active and inactive participants2016-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01404
Number of participants with account balances2016-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0137
2015: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01315
Total number of active participants reported on line 7a of the Form 55002015-01-01313
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01350
Number of participants with account balances2015-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01307
Total number of active participants reported on line 7a of the Form 55002014-01-01278
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01312
Number of participants with account balances2014-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01268
Total number of active participants reported on line 7a of the Form 55002013-01-01262
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0145
Total of all active and inactive participants2013-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01307
Number of participants with account balances2013-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01241
Total number of active participants reported on line 7a of the Form 55002012-01-01238
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01288
Number of participants with account balances2012-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01225
Total number of active participants reported on line 7a of the Form 55002011-01-01204
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01239
Number of participants with account balances2011-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01212
Total number of active participants reported on line 7a of the Form 55002010-01-01183
Number of retired or separated participants receiving benefits2010-01-016
Number of other retired or separated participants entitled to future benefits2010-01-0133
Total of all active and inactive participants2010-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01223
Number of participants with account balances2010-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01209
Total number of active participants reported on line 7a of the Form 55002009-01-01180
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01212
Number of participants with account balances2009-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on 80/20, LLC RETIREMENT READINESS 401(K) PLAN

Measure Date Value
2023 : 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$68,214
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,327,604
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,817,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,804,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,062,350
Value of total assets at end of year2023-12-31$16,273,351
Value of total assets at beginning of year2023-12-31$13,694,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$12,600
Total interest from all sources2023-12-31$2,649
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$3,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,364,433
Participant contributions at end of year2023-12-31$13,989
Participant contributions at beginning of year2023-12-31$50,541
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$28,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$68,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Administrative expenses (other) incurred2023-12-31$1,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,510,534
Value of net assets at end of year (total assets less liabilities)2023-12-31$16,205,137
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$13,694,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$15,258,196
Value of interest in pooled separate accounts at beginning of year2023-12-31$12,493,910
Interest on participant loans2023-12-31$2,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,001,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,147,063
Net investment gain/loss from pooled separate accounts2023-12-31$2,262,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$669,238
Employer contributions (assets) at end of year2023-12-31$71
Employer contributions (assets) at beginning of year2023-12-31$3,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,804,470
Contract administrator fees2023-12-31$10,675
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BADEN, GAGE & SCHROEDER
Accountancy firm EIN2023-12-31351939627
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$68,214
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$4,327,604
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,817,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,804,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$2,062,350
Value of total assets at end of year2023-01-01$16,273,351
Value of total assets at beginning of year2023-01-01$13,694,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$12,600
Total interest from all sources2023-01-01$2,649
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$3,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,364,433
Participant contributions at end of year2023-01-01$13,989
Participant contributions at beginning of year2023-01-01$50,541
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$28,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$68,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$0
Administrative expenses (other) incurred2023-01-01$1,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$2,510,534
Value of net assets at end of year (total assets less liabilities)2023-01-01$16,205,137
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$13,694,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in pooled separate accounts at end of year2023-01-01$15,258,196
Value of interest in pooled separate accounts at beginning of year2023-01-01$12,493,910
Interest on participant loans2023-01-01$2,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$1,001,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$1,147,063
Net investment gain/loss from pooled separate accounts2023-01-01$2,262,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$669,238
Employer contributions (assets) at end of year2023-01-01$71
Employer contributions (assets) at beginning of year2023-01-01$3,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,804,470
Contract administrator fees2023-01-01$10,675
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BADEN, GAGE & SCHROEDER
Accountancy firm EIN2023-01-01351939627
2022 : 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-184,353
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,924,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,915,100
Value of total corrective distributions2022-12-31$768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,424,105
Value of total assets at end of year2022-12-31$13,694,603
Value of total assets at beginning of year2022-12-31$15,803,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,275
Total interest from all sources2022-12-31$3,194
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$8,275
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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$1,140,600
Participant contributions at end of year2022-12-31$50,541
Participant contributions at beginning of year2022-12-31$64,598
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$729,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,108,496
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,694,603
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,803,099
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
Value of interest in pooled separate accounts at end of year2022-12-31$12,493,910
Value of interest in pooled separate accounts at beginning of year2022-12-31$14,724,417
Interest on participant loans2022-12-31$3,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,147,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$987,905
Net investment gain/loss from pooled separate accounts2022-12-31$-2,611,652
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$554,393
Employer contributions (assets) at end of year2022-12-31$3,089
Employer contributions (assets) at beginning of year2022-12-31$26,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,915,100
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 name2022-12-31BADEN, GAGE & SCHROEDER
Accountancy firm EIN2022-12-31351939627
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-184,353
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,924,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,915,100
Value of total corrective distributions2022-01-01$768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,424,105
Value of total assets at end of year2022-01-01$13,694,603
Value of total assets at beginning of year2022-01-01$15,803,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$8,275
Total interest from all sources2022-01-01$3,194
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$8,275
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$3,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,140,600
Participant contributions at end of year2022-01-01$50,541
Participant contributions at beginning of year2022-01-01$64,598
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$729,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,108,496
Value of net assets at end of year (total assets less liabilities)2022-01-01$13,694,603
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$15,803,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$12,493,910
Value of interest in pooled separate accounts at beginning of year2022-01-01$14,724,417
Interest on participant loans2022-01-01$3,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$1,147,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$987,905
Net investment gain/loss from pooled separate accounts2022-01-01$-2,611,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$554,393
Employer contributions (assets) at end of year2022-01-01$3,089
Employer contributions (assets) at beginning of year2022-01-01$26,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,915,100
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BADEN, GAGE & SCHROEDER
Accountancy firm EIN2022-01-01351939627
2021 : 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,378,261
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,194,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,182,785
Value of total corrective distributions2021-12-31$1,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,440,693
Value of total assets at end of year2021-12-31$15,803,099
Value of total assets at beginning of year2021-12-31$13,619,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,175
Total interest from all sources2021-12-31$3,571
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$10,175
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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$951,271
Participant contributions at end of year2021-12-31$64,598
Participant contributions at beginning of year2021-12-31$60,330
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,195,903
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$2,183,413
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,803,099
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,619,686
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
Value of interest in pooled separate accounts at end of year2021-12-31$14,724,417
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,569,686
Interest on participant loans2021-12-31$3,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$987,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$821,208
Net investment gain/loss from pooled separate accounts2021-12-31$1,933,997
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$293,519
Employer contributions (assets) at end of year2021-12-31$26,179
Employer contributions (assets) at beginning of year2021-12-31$168,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,182,785
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 name2021-12-31BADEN, GAGE & SCHROEDER
Accountancy firm EIN2021-12-31351939627
2020 : 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$302
Total income from all sources (including contributions)2020-12-31$2,983,867
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$470,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$461,687
Value of total corrective distributions2020-12-31$751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,309,049
Value of total assets at end of year2020-12-31$13,619,686
Value of total assets at beginning of year2020-12-31$11,106,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,628
Total interest from all sources2020-12-31$3,725
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$7,628
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$936,019
Participant contributions at end of year2020-12-31$60,330
Participant contributions at beginning of year2020-12-31$64,952
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$68,519
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$2,513,801
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,619,686
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,105,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$12,569,686
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,396,673
Interest on participant loans2020-12-31$3,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$821,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$644,562
Net investment gain/loss from pooled separate accounts2020-12-31$1,671,093
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$304,511
Employer contributions (assets) at end of year2020-12-31$168,462
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$461,687
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$302
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 name2020-12-31BADEN, GAGE & SCHROEDER
Accountancy firm EIN2020-12-31351939627
2019 : 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$302
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,202,933
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$284,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$261,800
Value of total corrective distributions2019-12-31$10,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,304,615
Value of total assets at end of year2019-12-31$11,106,187
Value of total assets at beginning of year2019-12-31$8,187,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,595
Total interest from all sources2019-12-31$3,753
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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$12,595
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$904,937
Participant contributions at end of year2019-12-31$64,952
Participant contributions at beginning of year2019-12-31$71,347
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,842
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$2,918,261
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,105,885
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,187,624
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$10,396,673
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,504,431
Interest on participant loans2019-12-31$3,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$644,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$611,846
Net investment gain/loss from pooled separate accounts2019-12-31$1,894,565
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$393,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$261,800
Liabilities. Value of benefit claims payable at end of year2019-12-31$302
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BADEN, GAGE & SCHROEDER
Accountancy firm EIN2019-12-31351939627
2018 : 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$699,085
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$937,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$924,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,322,505
Value of total assets at end of year2018-12-31$8,187,624
Value of total assets at beginning of year2018-12-31$8,426,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,828
Total interest from all sources2018-12-31$3,913
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$12,828
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$876,509
Participant contributions at end of year2018-12-31$71,347
Participant contributions at beginning of year2018-12-31$74,900
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-238,670
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,187,624
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,426,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$7,504,431
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,918,173
Interest on participant loans2018-12-31$3,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$611,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$433,221
Net investment gain/loss from pooled separate accounts2018-12-31$-627,333
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$438,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$924,927
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 name2018-12-31BADEN, GAGE & SCHROEDER
Accountancy firm EIN2018-12-31351939627
2017 : 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$888
Total income from all sources (including contributions)2017-12-31$2,483,682
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$833,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$817,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,285,865
Value of total assets at end of year2017-12-31$8,426,294
Value of total assets at beginning of year2017-12-31$6,776,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,554
Total interest from all sources2017-12-31$4,419
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$15,554
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$795,022
Participant contributions at end of year2017-12-31$74,900
Participant contributions at beginning of year2017-12-31$91,262
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$93,317
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$888
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$1,650,533
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,426,294
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,775,761
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$7,918,173
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,297,452
Interest on participant loans2017-12-31$4,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$433,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$387,935
Net investment gain/loss from pooled separate accounts2017-12-31$1,193,398
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$397,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$817,595
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 name2017-12-31BADEN, GAGE & SCHROEDER
Accountancy firm EIN2017-12-31351939627
2016 : 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$888
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,332,797
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$665,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$650,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$929,214
Value of total assets at end of year2016-12-31$6,776,649
Value of total assets at beginning of year2016-12-31$6,108,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,510
Total interest from all sources2016-12-31$4,660
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$15,510
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$606,390
Participant contributions at end of year2016-12-31$91,262
Participant contributions at beginning of year2016-12-31$97,916
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$19,616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
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$667,089
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,775,761
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,108,672
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$6,297,452
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,579,872
Interest on participant loans2016-12-31$4,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$387,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$430,884
Net investment gain/loss from pooled separate accounts2016-12-31$398,923
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$303,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$650,198
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 name2016-12-31BADEN, GAGE & SCHROEDER
Accountancy firm EIN2016-12-31351939627
2015 : 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$743,033
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$240,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$232,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$820,120
Value of total assets at end of year2015-12-31$6,108,672
Value of total assets at beginning of year2015-12-31$5,606,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,862
Total interest from all sources2015-12-31$3,542
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$7,862
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$550,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$547,869
Participant contributions at end of year2015-12-31$97,916
Participant contributions at beginning of year2015-12-31$42,228
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$691
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$502,606
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,108,672
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,606,066
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
Value of interest in pooled separate accounts at end of year2015-12-31$5,579,872
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,540,737
Interest on participant loans2015-12-31$3,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$430,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$23,101
Net investment gain/loss from pooled separate accounts2015-12-31$-80,629
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$271,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$232,565
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31BADEN, GAGE & SCHROEDER
Accountancy firm EIN2015-12-31351939627
2014 : 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,003,308
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$615,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$574,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$646,736
Value of total assets at end of year2014-12-31$5,606,066
Value of total assets at beginning of year2014-12-31$5,218,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,771
Total interest from all sources2014-12-31$2,065
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$41,771
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$431,377
Participant contributions at end of year2014-12-31$42,228
Participant contributions at beginning of year2014-12-31$42,733
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$7,021
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,611
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$3,707
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$387,318
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,606,066
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,218,748
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$5,540,737
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,137,702
Interest on participant loans2014-12-31$2,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$23,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$17,283
Net investment gain/loss from pooled separate accounts2014-12-31$354,507
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$209,748
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$10,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$574,219
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 name2014-12-31BADEN, GAGE & SCHROEDER
Accountancy firm EIN2014-12-31351939627
2013 : 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,598
Total income from all sources (including contributions)2013-12-31$1,554,043
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$374,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$349,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$628,427
Value of total assets at end of year2013-12-31$5,218,748
Value of total assets at beginning of year2013-12-31$4,048,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,941
Total interest from all sources2013-12-31$3,545
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$24,941
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,000,000
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$376,985
Participant contributions at end of year2013-12-31$42,733
Participant contributions at beginning of year2013-12-31$88,724
Participant contributions at end of year2013-12-31$7,021
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$54,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$9,598
Total non interest bearing cash at end of year2013-12-31$3,707
Total non interest bearing cash at beginning of year2013-12-31$0
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
Income. Non cash contributions2013-12-31$1,246
Value of net income/loss2013-12-31$1,179,931
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,218,748
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,038,817
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$5,137,702
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,782,288
Income. Interest from loans (other than to participants)2013-12-31$3,281
Interest earned on other investments2013-12-31$264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$17,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$54,052
Net investment gain/loss from pooled separate accounts2013-12-31$922,071
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$195,300
Employer contributions (assets) at end of year2013-12-31$10,302
Employer contributions (assets) at beginning of year2013-12-31$123,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$349,171
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 name2013-12-31BADEN, GAGE & SCHROEDER
Accountancy firm EIN2013-12-31351939627
2012 : 80/20, LLC RETIREMENT READINESS 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$9,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,297
Total income from all sources (including contributions)2012-12-31$940,267
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$170,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$149,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$436,790
Value of total assets at end of year2012-12-31$4,048,415
Value of total assets at beginning of year2012-12-31$3,273,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,463
Total interest from all sources2012-12-31$503,477
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
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$263,678
Participant contributions at end of year2012-12-31$88,724
Participant contributions at beginning of year2012-12-31$61,771
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$39
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$49,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$9,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,297
Administrative expenses (other) incurred2012-12-31$2,701
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$769,939
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,038,817
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,268,878
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
Investment advisory and management fees2012-12-31$17,422
Value of interest in pooled separate accounts at end of year2012-12-31$3,782,288
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,104,199
Interest on participant loans2012-12-31$3,432
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$499,962
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$83
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$54,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,092
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$123,351
Employer contributions (assets) at end of year2012-12-31$123,351
Employer contributions (assets) at beginning of year2012-12-31$104,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$149,865
Contract administrator fees2012-12-31$340
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BADEN GAGE & SCHROEDER
Accountancy firm EIN2012-12-31351939627
2011 : 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,725
Total income from all sources (including contributions)2011-12-31$211,970
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$188,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$166,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$339,769
Value of total assets at end of year2011-12-31$3,273,175
Value of total assets at beginning of year2011-12-31$3,251,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,630
Total interest from all sources2011-12-31$3,366
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$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$215,502
Participant contributions at end of year2011-12-31$61,771
Participant contributions at beginning of year2011-12-31$45,236
Participant contributions at end of year2011-12-31$39
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$20,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$5,725
Other income not declared elsewhere2011-12-31$69
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$23,018
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,268,878
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,245,860
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$14,073
Value of interest in pooled separate accounts at end of year2011-12-31$3,104,199
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,116,770
Interest on participant loans2011-12-31$3,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,663
Net investment gain/loss from pooled separate accounts2011-12-31$-131,234
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$104,075
Employer contributions (assets) at end of year2011-12-31$104,074
Employer contributions (assets) at beginning of year2011-12-31$86,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$166,322
Contract administrator fees2011-12-31$8,557
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 name2011-12-31BADEN, GAGE & SCHROEDER
Accountancy firm EIN2011-12-31351939627
2010 : 80/20, LLC RETIREMENT READINESS 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$5,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,680
Total income from all sources (including contributions)2010-12-31$700,732
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$316,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$294,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$279,920
Value of total assets at end of year2010-12-31$3,251,585
Value of total assets at beginning of year2010-12-31$2,866,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,562
Total interest from all sources2010-12-31$3,164
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$350,000
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$191,796
Participant contributions at end of year2010-12-31$45,236
Participant contributions at beginning of year2010-12-31$56,813
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$259
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$5,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,680
Other income not declared elsewhere2010-12-31$60
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$384,393
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,245,860
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,861,467
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
Investment advisory and management fees2010-12-31$17,799
Value of interest in pooled separate accounts at end of year2010-12-31$3,116,770
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,702,490
Interest on participant loans2010-12-31$3,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,749
Net investment gain/loss from pooled separate accounts2010-12-31$417,588
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$86,916
Employer contributions (assets) at end of year2010-12-31$86,916
Employer contributions (assets) at beginning of year2010-12-31$104,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$294,777
Contract administrator fees2010-12-31$3,763
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BADEN, GAGE & SCHROEDER, LLC
Accountancy firm EIN2010-12-31351939627
2009 : 80/20, LLC RETIREMENT READINESS 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 80/20, LLC RETIREMENT READINESS 401(K) PLAN

2023: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 - TrustYes
2009: 80/20, LLC RETIREMENT READINESS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812581
Policy instance 1
Insurance contract or identification number812581
Number of Individuals Covered435
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812581
Policy instance 1
Insurance contract or identification number812581
Number of Individuals Covered446
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812581
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812581
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812581
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812581
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812581
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812581
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812581
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48064
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48064
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48064
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48064
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number48064
Policy instance 1

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