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SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 401k Plan overview

Plan NameSENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP
Plan identification number 001

SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP Benefits

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

401k Sponsoring company profile

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

Company Name:SSMG, LLC
Employer identification number (EIN):471223914
NAIC Classification:522300
NAIC Description: Activities Related to Credit Intermediation

Additional information about SSMG, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 2101169

More information about SSMG, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01L. CHRIS SIDES2023-10-12
0012021-01-01L. CHRIS SIDES2022-07-28
0012020-01-01L. CHRIS SIDES2021-06-21
0012019-01-01
0012018-01-01
0012017-01-01CHRIS SIDES
0012017-01-01CHRIS SIDES
0012017-01-01CHRIS SIDES
0012016-01-01CHRIS SIDES

Plan Statistics for SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP

401k plan membership statisitcs for SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP

Measure Date Value
2022: SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 2022 401k membership
Total participants, beginning-of-year2022-01-01603
Total number of active participants reported on line 7a of the Form 55002022-01-01894
Number of retired or separated participants receiving benefits2022-01-0134
Number of other retired or separated participants entitled to future benefits2022-01-0193
Total of all active and inactive participants2022-01-011,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,021
Number of participants with account balances2022-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0151
2021: SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 2021 401k membership
Total participants, beginning-of-year2021-01-01518
Total number of active participants reported on line 7a of the Form 55002021-01-01349
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0157
Total of all active and inactive participants2021-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01411
Number of participants with account balances2021-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0147
2020: SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 2020 401k membership
Total participants, beginning-of-year2020-01-01418
Total number of active participants reported on line 7a of the Form 55002020-01-01375
Number of retired or separated participants receiving benefits2020-01-0122
Number of other retired or separated participants entitled to future benefits2020-01-0179
Total of all active and inactive participants2020-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01476
Number of participants with account balances2020-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0146
2019: SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 2019 401k membership
Total participants, beginning-of-year2019-01-01378
Total number of active participants reported on line 7a of the Form 55002019-01-01301
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01357
Number of participants with account balances2019-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0135
2018: SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 2018 401k membership
Total participants, beginning-of-year2018-01-01348
Total number of active participants reported on line 7a of the Form 55002018-01-01257
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01298
Number of participants with account balances2018-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0128
2017: SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 2017 401k membership
Total participants, beginning-of-year2017-01-01335
Total number of active participants reported on line 7a of the Form 55002017-01-01253
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01281
Number of participants with account balances2017-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0139
2016: SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 2016 401k membership
Total participants, beginning-of-year2016-01-01323
Total number of active participants reported on line 7a of the Form 55002016-01-01257
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01274
Number of participants with account balances2016-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0127

Financial Data on SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP

Measure Date Value
2022 : SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 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$1,833
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$179,314
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$234,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$201,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$404,389
Value of total assets at end of year2022-12-31$1,406,249
Value of total assets at beginning of year2022-12-31$1,459,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,007
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$141,000
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$298,498
Participant contributions at end of year2022-12-31$26,679
Participant contributions at beginning of year2022-12-31$114
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$51,474
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,833
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-55,245
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,404,416
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,459,661
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$18,784
Value of interest in pooled separate accounts at end of year2022-12-31$1,374,575
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,459,241
Net investment gain/loss from pooled separate accounts2022-12-31$-225,075
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$54,417
Employer contributions (assets) at end of year2022-12-31$4,995
Employer contributions (assets) at beginning of year2022-12-31$306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$201,552
Contract administrator fees2022-12-31$14,223
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 name2022-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2022-12-31621142155
2021 : SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 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$489,718
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$228,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$198,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$339,345
Value of total assets at end of year2021-12-31$1,459,661
Value of total assets at beginning of year2021-12-31$1,198,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$29,522
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$146,000
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$284,366
Participant contributions at end of year2021-12-31$114
Participant contributions at beginning of year2021-12-31$2,311
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,649
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$261,438
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,459,661
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,198,223
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$24,591
Value of interest in pooled separate accounts at end of year2021-12-31$1,459,241
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,195,448
Net investment gain/loss from pooled separate accounts2021-12-31$150,373
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$52,330
Employer contributions (assets) at end of year2021-12-31$306
Employer contributions (assets) at beginning of year2021-12-31$464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$198,758
Contract administrator fees2021-12-31$4,931
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 name2021-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2021-12-31621142155
2020 : SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 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$525,347
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$163,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$139,089
Value of total corrective distributions2020-12-31$1,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$379,512
Value of total assets at end of year2020-12-31$1,198,223
Value of total assets at beginning of year2020-12-31$836,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,862
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$2,928
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$119,823
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$261,892
Participant contributions at end of year2020-12-31$2,311
Participant contributions at beginning of year2020-12-31$50
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$70,033
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$361,900
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,198,223
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$836,323
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$17,894
Value of interest in pooled separate accounts at end of year2020-12-31$1,195,448
Value of interest in pooled separate accounts at beginning of year2020-12-31$836,188
Net investment gain/loss from pooled separate accounts2020-12-31$145,835
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$47,587
Employer contributions (assets) at end of year2020-12-31$464
Employer contributions (assets) at beginning of year2020-12-31$85
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$139,089
Contract administrator fees2020-12-31$2,040
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2020-12-31621142155
2019 : SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$372,533
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$126,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$104,119
Value of total corrective distributions2019-12-31$558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$243,956
Value of total assets at end of year2019-12-31$836,323
Value of total assets at beginning of year2019-12-31$589,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,442
Total interest from all sources2019-12-31$0
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$83,633
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$205,621
Participant contributions at end of year2019-12-31$50
Participant contributions at beginning of year2019-12-31$6,099
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$246,414
Value of net assets at end of year (total assets less liabilities)2019-12-31$836,323
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$589,909
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
Investment advisory and management fees2019-12-31$21,442
Value of interest in pooled separate accounts at end of year2019-12-31$836,188
Value of interest in pooled separate accounts at beginning of year2019-12-31$582,674
Net investment gain/loss from pooled separate accounts2019-12-31$128,577
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$38,335
Employer contributions (assets) at end of year2019-12-31$85
Employer contributions (assets) at beginning of year2019-12-31$1,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$104,119
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 name2019-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2019-12-31621142155
2018 : SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 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$172,032
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$54,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$29,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$211,040
Value of total assets at end of year2018-12-31$589,909
Value of total assets at beginning of year2018-12-31$472,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,343
Total interest from all sources2018-12-31$0
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
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$58,991
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$175,687
Participant contributions at end of year2018-12-31$6,099
Participant contributions at beginning of year2018-12-31$151
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,972
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$117,773
Value of net assets at end of year (total assets less liabilities)2018-12-31$589,909
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$472,136
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$24,343
Value of interest in pooled separate accounts at end of year2018-12-31$582,674
Value of interest in pooled separate accounts at beginning of year2018-12-31$471,967
Net investment gain/loss from pooled separate accounts2018-12-31$-39,008
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$33,381
Employer contributions (assets) at end of year2018-12-31$1,136
Employer contributions (assets) at beginning of year2018-12-31$18
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$29,916
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 name2018-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2018-12-31621142155
2017 : SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 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$249,608
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$88,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$74,706
Value of total corrective distributions2017-12-31$2,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$194,490
Value of total assets at end of year2017-12-31$472,136
Value of total assets at beginning of year2017-12-31$310,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,216
Total interest from all sources2017-12-31$0
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
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000
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$163,555
Participant contributions at end of year2017-12-31$151
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$161,241
Value of net assets at end of year (total assets less liabilities)2017-12-31$472,136
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$310,895
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$11,216
Value of interest in pooled separate accounts at end of year2017-12-31$471,967
Value of interest in pooled separate accounts at beginning of year2017-12-31$310,895
Net investment gain/loss from pooled separate accounts2017-12-31$55,118
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$30,935
Employer contributions (assets) at end of year2017-12-31$18
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$74,706
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 name2017-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2017-12-31621142155
2016 : SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 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$190,910
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$119,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$111,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$173,395
Value of total assets at end of year2016-12-31$310,895
Value of total assets at beginning of year2016-12-31$239,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,613
Total interest from all sources2016-12-31$0
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$30,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$145,307
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$71,706
Value of net assets at end of year (total assets less liabilities)2016-12-31$310,895
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$239,189
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
Investment advisory and management fees2016-12-31$7,613
Value of interest in pooled separate accounts at end of year2016-12-31$310,895
Value of interest in pooled separate accounts at beginning of year2016-12-31$239,189
Net investment gain/loss from pooled separate accounts2016-12-31$17,515
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$28,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$111,591
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 name2016-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2016-12-31621142155

Form 5500 Responses for SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP

2022: SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 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: SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 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: SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 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: SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: SENIOR SOLUTIONS MANAGEMENT GR 401(K) PSP 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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP28483
Policy instance 1
Insurance contract or identification numberGP28483
Number of Individuals Covered350
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,537
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $6,730
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP28483
Policy instance 1
Insurance contract or identification numberGP28483
Number of Individuals Covered217
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $10,095
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $10,095
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP28483
Policy instance 1
Insurance contract or identification numberGP28483
Number of Individuals Covered279
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,098
Total amount of fees paid to insurance companyUSD $0
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?Yes
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $7,098
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP28483
Policy instance 1
Insurance contract or identification numberGP28483
Number of Individuals Covered194
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,371
Total amount of fees paid to insurance companyUSD $0
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?Yes
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $5,371
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP28483
Policy instance 1
Insurance contract or identification numberGP28483
Number of Individuals Covered150
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,086
Total amount of fees paid to insurance companyUSD $0
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?Yes
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $4,086
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP28483
Policy instance 1
Insurance contract or identification numberGP28483
Number of Individuals Covered129
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,856
Total amount of fees paid to insurance companyUSD $0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,856
Insurance broker organization code?4
Insurance broker nameUBS FINANCIAL SERVICES INC.

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