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AMERIT GROUP OF COMPANIES 401(K) PLAN 401k Plan overview

Plan NameAMERIT GROUP OF COMPANIES 401(K) PLAN
Plan identification number 001

AMERIT GROUP OF COMPANIES 401(K) PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:ZEMPLEO, INC
Employer identification number (EIN):760810897
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERIT GROUP OF COMPANIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012015-01-01LISA CVECKO LISA CVECKO2016-09-26
0012014-01-01LISA CVECKO LISA CVECKO2015-10-13
0012013-01-01LISA CVECKO LISA CVECKO2014-09-09
0012012-01-01LISA CVECKO LISA CVECKO2013-10-11
0012011-01-01LISA CVECKO
0012010-01-01STEVEN R. DREXEL
0012009-01-01PEGGY L. HUSTON
0012008-01-01STEVEN R. DREXEL

Plan Statistics for AMERIT GROUP OF COMPANIES 401(K) PLAN

401k plan membership statisitcs for AMERIT GROUP OF COMPANIES 401(K) PLAN

Measure Date Value
2022: AMERIT GROUP OF COMPANIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01861
Total number of active participants reported on line 7a of the Form 55002022-01-011,452
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0170
Total of all active and inactive participants2022-01-011,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,525
Number of participants with account balances2022-01-01714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01192
2015: AMERIT GROUP OF COMPANIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,317
Total number of active participants reported on line 7a of the Form 55002015-01-013,477
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01189
Total of all active and inactive participants2015-01-013,666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013,666
Number of participants with account balances2015-01-01511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMERIT GROUP OF COMPANIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,109
Total number of active participants reported on line 7a of the Form 55002014-01-013,299
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01165
Total of all active and inactive participants2014-01-013,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-013,465
Number of participants with account balances2014-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMERIT GROUP OF COMPANIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,918
Total number of active participants reported on line 7a of the Form 55002013-01-013,047
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01129
Total of all active and inactive participants2013-01-013,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,176
Number of participants with account balances2013-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMERIT GROUP OF COMPANIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,740
Total number of active participants reported on line 7a of the Form 55002012-01-012,948
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01101
Total of all active and inactive participants2012-01-013,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,049
Number of participants with account balances2012-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMERIT GROUP OF COMPANIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,142
Total number of active participants reported on line 7a of the Form 55002011-01-012,989
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0184
Total of all active and inactive participants2011-01-013,073
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,073
Number of participants with account balances2011-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AMERIT GROUP OF COMPANIES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01940
Total number of active participants reported on line 7a of the Form 55002010-01-013,098
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0168
Total of all active and inactive participants2010-01-013,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013,166
Number of participants with account balances2010-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: AMERIT GROUP OF COMPANIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01945
Total number of active participants reported on line 7a of the Form 55002009-01-011,199
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-011,236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,236
Number of participants with account balances2009-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: AMERIT GROUP OF COMPANIES 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01805
Total number of active participants reported on line 7a of the Form 55002008-01-011,217
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0123
Total of all active and inactive participants2008-01-011,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-011,240
Number of participants with account balances2008-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Financial Data on AMERIT GROUP OF COMPANIES 401(K) PLAN

Measure Date Value
2022 : AMERIT GROUP OF COMPANIES 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$6,005,508
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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$2,551,807
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,574,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,552,011
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$1,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,371,590
Value of total assets at end of year2022-12-31$6,982,676
Value of total assets at beginning of year2022-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,562
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$2,373
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$20,286
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$20,286
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
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$3,236,212
Participant contributions at end of year2022-12-31$10,010
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$135,378
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$182
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash 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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$977,168
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,982,676
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$0
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$10,861
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$404,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$328
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$2,045
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$6,134,018
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$434,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-842,624
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,552,011
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$10,701
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JING & COMPANY
Accountancy firm EIN2022-12-31843967977
2015 : AMERIT GROUP OF COMPANIES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,844,176
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,282,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,000,237
Expenses. Certain deemed distributions of participant loans2015-12-31$602
Value of total corrective distributions2015-12-31$273,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,022,429
Value of total assets at end of year2015-12-31$11,715,114
Value of total assets at beginning of year2015-12-31$11,153,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,886
Total interest from all sources2015-12-31$39,001
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,823,661
Participant contributions at end of year2015-12-31$215,675
Participant contributions at beginning of year2015-12-31$186,168
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$198,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$561,995
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,715,114
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,153,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$9,200,286
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,971,516
Interest on participant loans2015-12-31$7,508
Interest earned on other investments2015-12-31$31,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,299,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,995,435
Net investment gain/loss from pooled separate accounts2015-12-31$-217,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,000,237
Contract administrator fees2015-12-31$7,886
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ARMANINO LLP
Accountancy firm EIN2015-12-31946214841
2014 : AMERIT GROUP OF COMPANIES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,322,598
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,391,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,108,897
Expenses. Certain deemed distributions of participant loans2014-12-31$13,532
Value of total corrective distributions2014-12-31$261,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,742,017
Value of total assets at end of year2014-12-31$11,153,119
Value of total assets at beginning of year2014-12-31$10,221,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,996
Total interest from all sources2014-12-31$45,238
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,575,467
Participant contributions at end of year2014-12-31$186,168
Participant contributions at beginning of year2014-12-31$197,485
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$166,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$931,301
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,153,119
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,221,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$8,971,516
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,862,482
Interest on participant loans2014-12-31$7,670
Interest earned on other investments2014-12-31$37,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,995,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,161,851
Net investment gain/loss from pooled separate accounts2014-12-31$535,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,108,897
Contract administrator fees2014-12-31$6,996
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ARMANINO LLP
Accountancy firm EIN2014-12-31946214841
2013 : AMERIT GROUP OF COMPANIES 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$314,021
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,203,705
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,667,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,433,639
Value of total corrective distributions2013-12-31$228,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,815,032
Value of total assets at end of year2013-12-31$10,221,818
Value of total assets at beginning of year2013-12-31$7,371,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,554
Total interest from all sources2013-12-31$49,599
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,367,292
Participant contributions at end of year2013-12-31$197,485
Participant contributions at beginning of year2013-12-31$178,126
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$447,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,536,171
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,221,818
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,371,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$7,862,482
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,179,338
Interest on participant loans2013-12-31$8,358
Interest earned on other investments2013-12-31$41,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,161,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,014,162
Net investment gain/loss from pooled separate accounts2013-12-31$1,339,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,433,639
Contract administrator fees2013-12-31$5,554
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ARMANINO LLP
Accountancy firm EIN2013-12-31946214841
2012 : AMERIT GROUP OF COMPANIES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,803,088
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,690,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,453,681
Value of total corrective distributions2012-12-31$231,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,208,331
Value of total assets at end of year2012-12-31$7,371,626
Value of total assets at beginning of year2012-12-31$5,258,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,962
Total interest from all sources2012-12-31$50,592
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,172,058
Participant contributions at end of year2012-12-31$178,126
Participant contributions at beginning of year2012-12-31$118,039
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,036,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,112,808
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,371,626
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,258,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$5,179,338
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,364,861
Interest on participant loans2012-12-31$6,023
Interest earned on other investments2012-12-31$44,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,014,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,775,918
Net investment gain/loss from pooled separate accounts2012-12-31$544,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,453,681
Contract administrator fees2012-12-31$4,962
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ARMANINO LLP
Accountancy firm EIN2012-12-31946214841
2011 : AMERIT GROUP OF COMPANIES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,173,171
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,039,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$925,672
Value of total corrective distributions2011-12-31$110,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,259,170
Value of total assets at end of year2011-12-31$5,258,818
Value of total assets at beginning of year2011-12-31$4,125,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,015
Total interest from all sources2011-12-31$47,595
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,135,869
Participant contributions at end of year2011-12-31$118,039
Participant contributions at beginning of year2011-12-31$155,426
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$123,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,133,499
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,258,818
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,125,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,364,861
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,551,947
Interest on participant loans2011-12-31$5,305
Interest earned on other investments2011-12-31$42,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,775,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,417,946
Net investment gain/loss from pooled separate accounts2011-12-31$-133,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$925,672
Contract administrator fees2011-12-31$3,015
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BUCKLEY, PATCHEN, RIEMANN AND HALL
Accountancy firm EIN2011-12-31942302150
2010 : AMERIT GROUP OF COMPANIES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$880,387
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,222,940
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$547,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$539,711
Value of total corrective distributions2010-12-31$6,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,853,212
Value of total assets at end of year2010-12-31$4,125,319
Value of total assets at beginning of year2010-12-31$1,569,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,550
Total interest from all sources2010-12-31$36,828
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,641,792
Participant contributions at end of year2010-12-31$155,426
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$211,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,675,267
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,125,319
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,569,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,551,947
Value of interest in pooled separate accounts at beginning of year2010-12-31$907,878
Interest on participant loans2010-12-31$2,383
Interest earned on other investments2010-12-31$34,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,417,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$661,787
Net investment gain/loss from pooled separate accounts2010-12-31$332,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$539,711
Contract administrator fees2010-12-31$1,550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BUCKLEY PATCHEN RIEMANN AND HALL
Accountancy firm EIN2010-12-31942302150
2009 : AMERIT GROUP OF COMPANIES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : AMERIT GROUP OF COMPANIES 401(K) PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total income from all sources (including contributions)2008-12-31$461,030
Total loss/gain on sale of assets2008-12-31$0
Total of all expenses incurred2008-12-31$194,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$193,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$619,445
Value of total assets at end of year2008-12-31$649,259
Value of total assets at beginning of year2008-12-31$382,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$780
Total interest from all sources2008-12-31$6,916
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$1,000,000
If this is an individual account plan, was there a blackout period2008-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$606,188
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$13,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$266,998
Value of net assets at end of year (total assets less liabilities)2008-12-31$649,259
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$382,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in pooled separate accounts at end of year2008-12-31$320,092
Value of interest in pooled separate accounts at beginning of year2008-12-31$265,480
Interest earned on other investments2008-12-31$6,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2008-12-31$329,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2008-12-31$116,781
Net investment gain/loss from pooled separate accounts2008-12-31$-165,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$193,252
Contract administrator fees2008-12-31$780
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32008-12-31No
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31ARMANINO MCKENNA LLP
Accountancy firm EIN2008-12-31946214841

Form 5500 Responses for AMERIT GROUP OF COMPANIES 401(K) PLAN

2022: AMERIT GROUP OF COMPANIES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01First time form 5500 has been submittedYes
2022-01-01Submission has been amendedYes
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
2015: AMERIT GROUP OF COMPANIES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERIT GROUP OF COMPANIES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERIT GROUP OF COMPANIES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERIT GROUP OF COMPANIES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERIT GROUP OF COMPANIES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMERIT GROUP OF COMPANIES 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMERIT GROUP OF COMPANIES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: AMERIT GROUP OF COMPANIES 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number515370-01
Policy instance 1
Insurance contract or identification number515370-01
Number of Individuals Covered109
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066327
Policy instance 1
Insurance contract or identification number066327
Number of Individuals Covered3666
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $39,051
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,051
Insurance broker organization code?3
Insurance broker nameKMS FINANCIAL SERVICES INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066327
Policy instance 1
Insurance contract or identification number066327
Number of Individuals Covered3465
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $37,077
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,077
Insurance broker organization code?3
Insurance broker nameKMS FINANCIAL SERVICES INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066327
Policy instance 1
Insurance contract or identification number066327
Number of Individuals Covered3176
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $31,334
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,334
Insurance broker organization code?3
Insurance broker nameKMS FINANCIAL SERVICES INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066327
Policy instance 1
Insurance contract or identification number066327
Number of Individuals Covered3049
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $24,172
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,172
Insurance broker organization code?3
Insurance broker nameGARY G MITCHELL
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066327
Policy instance 1
Insurance contract or identification number066327
Number of Individuals Covered3073
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $16,632
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066327
Policy instance 1
Insurance contract or identification number066327
Number of Individuals Covered3166
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,840
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $10,840
Insurance broker organization code?3
Insurance broker nameGARY G MITCHELL
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066327
Policy instance 1
Insurance contract or identification number066327
Number of Individuals Covered1240
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,634
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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