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APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameAPEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

APEX HERITAGE GROUP has sponsored the creation of one or more 401k plans.

Company Name:APEX HERITAGE GROUP
Employer identification number (EIN):461669012
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST

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
0012020-01-01
0012020-01-01
0012019-01-01DAVID HEAD2020-06-17
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01KACEY NOLAND2015-11-24
0012014-01-01KACEY NOLAND2015-05-21

Plan Statistics for APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01420
Total number of active participants reported on line 7a of the Form 55002022-01-01344
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0165
Total of all active and inactive participants2022-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01412
Number of participants with account balances2022-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01459
Total number of active participants reported on line 7a of the Form 55002021-01-01385
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0182
Total of all active and inactive participants2021-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01467
Number of participants with account balances2021-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0136
2020: APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01497
Total number of active participants reported on line 7a of the Form 55002020-01-01394
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0161
Total of all active and inactive participants2020-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01455
Number of participants with account balances2020-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0133
2019: APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01496
Total number of active participants reported on line 7a of the Form 55002019-01-01457
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01497
Number of participants with account balances2019-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0136
2018: APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01395
Total number of active participants reported on line 7a of the Form 55002018-01-01394
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0174
Total of all active and inactive participants2018-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01473
Number of participants with account balances2018-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0138
2017: APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01351
Total number of active participants reported on line 7a of the Form 55002017-01-01316
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0157
Total of all active and inactive participants2017-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01373
Number of participants with account balances2017-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01409
Total number of active participants reported on line 7a of the Form 55002016-01-01276
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01320
Number of participants with account balances2016-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120

Financial Data on APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST 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$203,552
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$636,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$607,298
Expenses. Certain deemed distributions of participant loans2022-12-31$1,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,159,657
Value of total assets at end of year2022-12-31$11,470,462
Value of total assets at beginning of year2022-12-31$11,903,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$27,258
Total interest from all sources2022-12-31$11,985
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$354,571
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$354,571
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$1,567,848
Participant contributions at end of year2022-12-31$298,719
Participant contributions at beginning of year2022-12-31$309,979
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$6,972
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$245,587
Other income not declared elsewhere2022-12-31$-1,446
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$-432,646
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,470,462
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,903,108
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$10,594,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,532,847
Interest on participant loans2022-12-31$11,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$577,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$51,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$51,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,321,215
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$346,222
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$1,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$607,298
Contract administrator fees2022-12-31$27,258
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 name2022-12-31LEE CPA AUDIT GROUP
Accountancy firm EIN2022-12-31814637885
2021 : APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST 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$2,941,839
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$864,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$830,931
Value of total corrective distributions2021-12-31$9
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,505,140
Value of total assets at end of year2021-12-31$11,903,108
Value of total assets at beginning of year2021-12-31$9,825,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,572
Total interest from all sources2021-12-31$13,773
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$177,601
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$177,601
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$1,223,142
Participant contributions at end of year2021-12-31$309,979
Participant contributions at beginning of year2021-12-31$324,138
Participant contributions at end of year2021-12-31$6,972
Participant contributions at beginning of year2021-12-31$16,778
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$2,077,327
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,903,108
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,825,781
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$11,532,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,428,447
Interest on participant loans2021-12-31$13,765
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$51,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$52,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$52,210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,245,325
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$281,998
Employer contributions (assets) at end of year2021-12-31$1,933
Employer contributions (assets) at beginning of year2021-12-31$4,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$830,931
Contract administrator fees2021-12-31$33,572
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 name2021-12-31LEE CPA AUDIT GROUP
Accountancy firm EIN2021-12-31814637885
2020 : APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST 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$10,649
Total income from all sources (including contributions)2020-12-31$2,561,683
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$537,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$519,558
Expenses. Certain deemed distributions of participant loans2020-12-31$-22
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,475,756
Value of total assets at end of year2020-12-31$9,825,781
Value of total assets at beginning of year2020-12-31$7,811,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,571
Total interest from all sources2020-12-31$16,939
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$124,623
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$124,623
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 period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,087,367
Participant contributions at end of year2020-12-31$324,138
Participant contributions at beginning of year2020-12-31$306,585
Participant contributions at end of year2020-12-31$16,778
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$133,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$10,649
Administrative expenses (other) incurred2020-12-31$5,664
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$2,024,576
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,825,781
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,801,205
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$9,428,447
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,310,696
Interest on participant loans2020-12-31$16,921
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$52,210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$194,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$944,365
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$255,220
Employer contributions (assets) at end of year2020-12-31$4,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$519,558
Contract administrator fees2020-12-31$11,907
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31LEE CPA AUDIT GROUP
Accountancy firm EIN2020-12-31814637885
2019 : APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$5,534
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,649
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$2,503,172
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$624,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$585,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,338,430
Value of total assets at end of year2019-12-31$7,811,854
Value of total assets at beginning of year2019-12-31$5,917,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,616
Total interest from all sources2019-12-31$13,770
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$38,616
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$1,072,786
Participant contributions at end of year2019-12-31$306,585
Participant contributions at beginning of year2019-12-31$219,178
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$10,649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,878,653
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,801,205
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,917,018
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$7,310,696
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,528,267
Interest on participant loans2019-12-31$13,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$194,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$169,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,150,972
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$239,497
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$585,903
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 name2019-12-31LEE CPA AUDIT GROUP
Accountancy firm EIN2019-12-31814637885
2018 : APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST 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$742,651
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$377,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$295,564
Value of total corrective distributions2018-12-31$18,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,107,015
Value of total assets at end of year2018-12-31$5,917,018
Value of total assets at beginning of year2018-12-31$5,552,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$64,061
Total interest from all sources2018-12-31$5,579
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$64,061
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$854,398
Participant contributions at end of year2018-12-31$219,178
Participant contributions at beginning of year2018-12-31$110,707
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$100,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$364,892
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,917,018
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,552,126
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$5,528,267
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,279,866
Interest on participant loans2018-12-31$5,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$169,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$161,553
Net investment gain/loss from pooled separate accounts2018-12-31$-369,943
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$152,095
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$295,564
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 name2018-12-31LBMC PC
Accountancy firm EIN2018-12-31621199757
2017 : APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST 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$0
Total income from all sources (including contributions)2017-12-31$1,282,035
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$566,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$514,002
Value of total corrective distributions2017-12-31$19,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$586,135
Value of total assets at end of year2017-12-31$5,552,126
Value of total assets at beginning of year2017-12-31$4,836,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,048
Total interest from all sources2017-12-31$3,747
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$25,200
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$549,007
Participant contributions at end of year2017-12-31$110,707
Participant contributions at beginning of year2017-12-31$127,066
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$11,915
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,608
Other income not declared elsewhere2017-12-31$1,023
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$716,027
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,552,126
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,836,099
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$6,712
Value of interest in pooled separate accounts at end of year2017-12-31$5,279,866
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,602,778
Interest on participant loans2017-12-31$3,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$161,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$90,042
Net investment gain/loss from pooled separate accounts2017-12-31$691,130
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$33,520
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$4,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$514,002
Contract administrator fees2017-12-31$136
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 name2017-12-31LBMC PC
Accountancy firm EIN2017-12-31621199757
2016 : APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST 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$0
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$849,059
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$978,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$919,836
Value of total corrective distributions2016-12-31$28,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$527,052
Value of total assets at end of year2016-12-31$4,836,099
Value of total assets at beginning of year2016-12-31$4,965,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,620
Total interest from all sources2016-12-31$5,312
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
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$482,866
Participant contributions at end of year2016-12-31$127,066
Participant contributions at beginning of year2016-12-31$140,059
Participant contributions at end of year2016-12-31$11,915
Participant contributions at beginning of year2016-12-31$10,929
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$998
Other income not declared elsewhere2016-12-31$1,579
Administrative expenses (other) incurred2016-12-31$8,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-129,549
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,836,099
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,965,648
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$4,602,778
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,746,734
Interest on participant loans2016-12-31$5,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$90,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$67,278
Net investment gain/loss from pooled separate accounts2016-12-31$315,116
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$43,188
Employer contributions (assets) at end of year2016-12-31$4,298
Employer contributions (assets) at beginning of year2016-12-31$648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$919,836
Contract administrator fees2016-12-31$22,329
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31LBMC PC
Accountancy firm EIN2016-12-31621199757

Form 5500 Responses for APEX HERITAGE GROUP, LP 401(K) PROFIT SHARING PLAN & TRUST

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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807755-000
Policy instance 1
Insurance contract or identification number807755-000
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-07-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,834
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
Amount paid for insurance broker fees1834
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807755-000
Policy instance 1
Insurance contract or identification number807755-000
Number of Individuals Covered245
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,362
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?Yes
Amount paid for insurance broker fees2163
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807755-000
Policy instance 1
Insurance contract or identification number807755-000
Number of Individuals Covered373
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,857
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?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2857
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807755
Policy instance 1
Insurance contract or identification number807755
Number of Individuals Covered373
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,499
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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?Yes
Amount paid for insurance broker fees2499
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker nameLONE STAR 401(K) CONSULTANTS

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