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ERIGO 401(K) PLAN 401k Plan overview

Plan NameERIGO 401(K) PLAN
Plan identification number 001

ERIGO 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.
  • Unknown benefit code

401k Sponsoring company profile

ERIGO INC. has sponsored the creation of one or more 401k plans.

Company Name:ERIGO INC.
Employer identification number (EIN):452569924
NAIC Classification:561300

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK JASPER
0012016-01-01MARK JASPER
0012015-01-01MICHAEL VANCE
0012014-01-01MICHAEL VANCE2015-07-24
0012013-01-01CHARLIE VANCE2014-05-12
0012012-01-01JESSICA E. SIETSEMA2013-05-02

Plan Statistics for ERIGO 401(K) PLAN

401k plan membership statisitcs for ERIGO 401(K) PLAN

Measure Date Value
2022: ERIGO 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01730
Total number of active participants reported on line 7a of the Form 55002022-01-01360
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01163
Total of all active and inactive participants2022-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01523
Number of participants with account balances2022-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: ERIGO 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01595
Total number of active participants reported on line 7a of the Form 55002021-01-01538
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01135
Total of all active and inactive participants2021-01-01673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01673
Number of participants with account balances2021-01-01356
2020: ERIGO 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01680
Total number of active participants reported on line 7a of the Form 55002020-01-01481
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01114
Total of all active and inactive participants2020-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01595
Number of participants with account balances2020-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ERIGO 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01524
Total number of active participants reported on line 7a of the Form 55002019-01-01243
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01243
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ERIGO 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01629
Total number of active participants reported on line 7a of the Form 55002018-01-01621
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0189
Total of all active and inactive participants2018-01-01710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01710
Number of participants with account balances2018-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ERIGO 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01494
Total number of active participants reported on line 7a of the Form 55002017-01-01462
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0181
Total of all active and inactive participants2017-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01543
Number of participants with account balances2017-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ERIGO 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 55002016-01-01393
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01456
Total participants2016-01-01456
Number of participants with account balances2016-01-01214
2015: ERIGO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01240
Total number of active participants reported on line 7a of the Form 55002015-01-01251
Number of other retired or separated participants entitled to future benefits2015-01-0147
Total of all active and inactive participants2015-01-01298
Total participants2015-01-01298
Number of participants with account balances2015-01-01160

Financial Data on ERIGO 401(K) PLAN

Measure Date Value
2022 : ERIGO 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$190,894
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$17
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$57,599
Total income from all sources (including contributions)2022-12-31$190,622
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$807,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$756,015
Value of total corrective distributions2022-12-31$308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,497,795
Value of total assets at end of year2022-12-31$7,387,443
Value of total assets at beginning of year2022-12-31$7,871,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,584
Total interest from all sources2022-12-31$3,881
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$164,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$164,185
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$963,007
Participant contributions at end of year2022-12-31$84,917
Participant contributions at beginning of year2022-12-31$90,363
Participant contributions at end of year2022-12-31$24,154
Participant contributions at beginning of year2022-12-31$30,469
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$64,704
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,086
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$17
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$57,599
Total non interest bearing cash at beginning of year2022-12-31$57,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-617,285
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,387,426
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,813,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$2,111
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,264,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,675,409
Interest on participant loans2022-12-31$3,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,475,239
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$470,084
Employer contributions (assets) at end of year2022-12-31$12,723
Employer contributions (assets) at beginning of year2022-12-31$16,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$756,015
Contract administrator fees2022-12-31$49,473
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 name2022-12-31VONLEHMAN & CO., INC.
Accountancy firm EIN2022-12-31310905417
2021 : ERIGO 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$415,795
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$57,599
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$2,638,455
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$861,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$819,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,648,270
Value of total assets at end of year2021-12-31$7,871,416
Value of total assets at beginning of year2021-12-31$5,621,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,427
Total interest from all sources2021-12-31$4,388
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$655,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$655,950
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$977,255
Participant contributions at end of year2021-12-31$90,363
Participant contributions at beginning of year2021-12-31$84,597
Participant contributions at end of year2021-12-31$30,469
Participant contributions at beginning of year2021-12-31$23,467
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$205,931
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,426
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$57,599
Total non interest bearing cash at end of year2021-12-31$57,599
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$1,776,932
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,813,817
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,621,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$978
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,675,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,499,273
Interest on participant loans2021-12-31$4,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$329,847
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$465,084
Employer contributions (assets) at end of year2021-12-31$16,150
Employer contributions (assets) at beginning of year2021-12-31$12,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$819,096
Contract administrator fees2021-12-31$41,449
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 name2021-12-31VONLEHMAN & COMPANY, INC.
Accountancy firm EIN2021-12-31310905417
2020 : ERIGO 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$0
Total income from all sources (including contributions)2020-12-31$2,285,080
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$530,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$493,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,525,652
Value of total assets at end of year2020-12-31$5,621,090
Value of total assets at beginning of year2020-12-31$3,866,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,095
Total interest from all sources2020-12-31$4,018
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$125,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$125,782
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$827,957
Participant contributions at end of year2020-12-31$84,597
Participant contributions at beginning of year2020-12-31$74,074
Participant contributions at end of year2020-12-31$23,467
Participant contributions at beginning of year2020-12-31$37,024
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$281,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,351
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,093
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$1,754,656
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,621,090
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,866,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$79
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,499,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,739,546
Interest on participant loans2020-12-31$4,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$629,628
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$416,335
Employer contributions (assets) at end of year2020-12-31$12,402
Employer contributions (assets) at beginning of year2020-12-31$14,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$493,329
Contract administrator fees2020-12-31$37,016
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 name2020-12-31VONLEHMAN & COMPANY, INC.
Accountancy firm EIN2020-12-31310905417
2019 : ERIGO 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$1,813,676
Total income from all sources (including contributions)2019-12-31$1,813,676
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$501,188
Total of all expenses incurred2019-12-31$501,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$465,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$465,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,137,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,137,655
Value of total assets at end of year2019-12-31$3,866,434
Value of total assets at end of year2019-12-31$3,866,434
Value of total assets at beginning of year2019-12-31$2,553,946
Value of total assets at beginning of year2019-12-31$2,553,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,078
Total interest from all sources2019-12-31$2,398
Total interest from all sources2019-12-31$2,398
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$77,698
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$77,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$77,698
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$77,698
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$706,102
Contributions received from participants2019-12-31$706,102
Participant contributions at end of year2019-12-31$74,074
Participant contributions at end of year2019-12-31$74,074
Participant contributions at end of year2019-12-31$37,024
Participant contributions at end of year2019-12-31$37,024
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$34,928
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$34,928
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,093
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,312,488
Value of net income/loss2019-12-31$1,312,488
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,866,434
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,866,434
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,553,946
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,553,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,739,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,553,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,553,946
Interest on participant loans2019-12-31$2,398
Interest on participant loans2019-12-31$2,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$595,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$595,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$396,625
Contributions received in cash from employer2019-12-31$396,625
Employer contributions (assets) at end of year2019-12-31$14,697
Employer contributions (assets) at end of year2019-12-31$14,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$465,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$465,110
Contract administrator fees2019-12-31$36,078
Contract administrator fees2019-12-31$36,078
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31VONLEHMAN & COMPANY, INC.
Accountancy firm name2019-12-31VONLEHMAN & COMPANY, INC.
Accountancy firm EIN2019-12-31310905417
Accountancy firm EIN2019-12-31310905417
2018 : ERIGO 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$687,166
Total of all expenses incurred2018-12-31$220,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$192,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$893,221
Value of total assets at end of year2018-12-31$2,553,946
Value of total assets at beginning of year2018-12-31$2,087,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,604
Total interest from all sources2018-12-31$2,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$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$534,576
Participant contributions at end of year2018-12-31$38,214
Participant contributions at beginning of year2018-12-31$21,710
Assets. Other investments not covered elsewhere at end of year2018-12-31$63,884
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$33,648
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$19,278
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$28
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$28,131
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$466,343
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,553,946
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,087,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$473
Value of interest in pooled separate accounts at end of year2018-12-31$2,451,820
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,032,245
Interest on participant loans2018-12-31$1,461
Interest earned on other investments2018-12-31$594
Net investment gain/loss from pooled separate accounts2018-12-31$-208,110
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$339,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$192,219
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31VONLEHMAN & COMPANY, INC.
Accountancy firm EIN2018-12-31310905417
2017 : ERIGO 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$930,869
Total of all expenses incurred2017-12-31$155,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$133,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$643,787
Value of total assets at end of year2017-12-31$2,087,603
Value of total assets at beginning of year2017-12-31$1,311,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,906
Total interest from all sources2017-12-31$394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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$381,779
Participant contributions at end of year2017-12-31$21,710
Participant contributions at beginning of year2017-12-31$12,570
Assets. Other investments not covered elsewhere at end of year2017-12-31$33,648
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,698
Other income not declared elsewhere2017-12-31$375
Administrative expenses (other) incurred2017-12-31$21,564
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$775,840
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,087,603
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,311,763
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
Investment advisory and management fees2017-12-31$342
Value of interest in pooled separate accounts at end of year2017-12-31$2,032,245
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,276,531
Interest on participant loans2017-12-31$394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$22,662
Net investment gain/loss from pooled separate accounts2017-12-31$286,313
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$260,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$133,123
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31VONLEHMAN & COMPANY, INC.
Accountancy firm EIN2017-12-31310905417
2016 : ERIGO 401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$29
Total income from all sources (including contributions)2016-12-31$591,375
Total of all expenses incurred2016-12-31$88,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$71,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$506,310
Value of total assets at end of year2016-12-31$1,311,763
Value of total assets at beginning of year2016-12-31$808,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,361
Total interest from all sources2016-12-31$524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$300,693
Participant contributions at end of year2016-12-31$12,570
Participant contributions at beginning of year2016-12-31$15,319
Other income not declared elsewhere2016-12-31$260
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$503,094
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,311,763
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$808,640
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$1,276,531
Value of interest in pooled separate accounts at beginning of year2016-12-31$778,018
Interest on participant loans2016-12-31$524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$22,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$15,303
Net investment gain/loss from pooled separate accounts2016-12-31$84,281
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$205,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$71,920
Contract administrator fees2016-12-31$16,361
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 name2016-12-31VONLEHMAN & COMPANY, INC.
Accountancy firm EIN2016-12-31310905417
2015 : ERIGO 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$447,993
Total of all expenses incurred2015-12-31$83,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$70,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$466,938
Value of total assets at end of year2015-12-31$808,640
Value of total assets at beginning of year2015-12-31$444,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,490
Total interest from all sources2015-12-31$501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$205,168
Participant contributions at end of year2015-12-31$15,319
Participant contributions at beginning of year2015-12-31$6,000
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$123,498
Other income not declared elsewhere2015-12-31$147
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$363,994
Value of net assets at end of year (total assets less liabilities)2015-12-31$808,640
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$444,646
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$778,018
Value of interest in pooled separate accounts at beginning of year2015-12-31$438,646
Interest on participant loans2015-12-31$501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$15,303
Net investment gain/loss from pooled separate accounts2015-12-31$-19,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$138,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$70,509
Contract administrator fees2015-12-31$13,490
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 name2015-12-31VONLEHMAN & COMPANY, INC.
Accountancy firm EIN2015-12-31310905417

Form 5500 Responses for ERIGO 401(K) PLAN

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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932346
Policy instance 1
Insurance contract or identification number932346
Number of Individuals Covered337
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,046
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,046
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932346
Policy instance 1
Insurance contract or identification number932346
Number of Individuals Covered256
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,791
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,791
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SVCS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932346-000
Policy instance 1
Insurance contract or identification number932346-000
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,679
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,679
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SVCS

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