GROUNDWATER PARTNERS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GROUNDWATER PARTNERS, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for GROUNDWATER PARTNERS, INC. 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
---|
2023: GROUNDWATER PARTNERS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership |
---|
Total participants, beginning-of-year | 2023-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 12 |
Total of all active and inactive participants | 2023-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 33 |
Number of participants with account balances | 2023-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 6 |
2022: GROUNDWATER PARTNERS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 6 |
Total of all active and inactive participants | 2022-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 22 |
Number of participants with account balances | 2022-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 3 |
2021: GROUNDWATER PARTNERS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 14 |
Number of participants with account balances | 2021-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: GROUNDWATER PARTNERS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 8 |
Number of participants with account balances | 2020-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
Measure | Date | Value |
---|
2023 : GROUNDWATER PARTNERS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data |
---|
Total income from all sources | 2023-12-31 | $587,291 |
Expenses. Total of all expenses incurred | 2023-12-31 | $21,473 |
Benefits paid (including direct rollovers) | 2023-12-31 | $935 |
Total plan assets at end of year | 2023-12-31 | $2,308,791 |
Total plan assets at beginning of year | 2023-12-31 | $1,742,973 |
Value of fidelity bond covering the plan | 2023-12-31 | $250,000 |
Total contributions received or receivable from participants | 2023-12-31 | $75,657 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $4,862 |
Other income received | 2023-12-31 | $294,635 |
Net income (gross income less expenses) | 2023-12-31 | $565,818 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,308,791 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,742,973 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $212,137 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $20,538 |
2022 : GROUNDWATER PARTNERS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
---|
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-203,513 |
Expenses. Total of all expenses incurred | 2022-12-31 | $25,664 |
Benefits paid (including direct rollovers) | 2022-12-31 | $7,435 |
Total plan assets at end of year | 2022-12-31 | $1,742,973 |
Total plan assets at beginning of year | 2022-12-31 | $1,972,150 |
Value of fidelity bond covering the plan | 2022-12-31 | $250,000 |
Total contributions received or receivable from participants | 2022-12-31 | $61,076 |
Other income received | 2022-12-31 | $-413,702 |
Net income (gross income less expenses) | 2022-12-31 | $-229,177 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,742,973 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,972,150 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $149,113 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $18,229 |
2021 : GROUNDWATER PARTNERS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
---|
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $2,908 |
Total income from all sources | 2021-12-31 | $391,940 |
Expenses. Total of all expenses incurred | 2021-12-31 | $27,036 |
Benefits paid (including direct rollovers) | 2021-12-31 | $7,423 |
Total plan assets at end of year | 2021-12-31 | $1,972,150 |
Total plan assets at beginning of year | 2021-12-31 | $1,610,154 |
Value of fidelity bond covering the plan | 2021-12-31 | $250,000 |
Total contributions received or receivable from participants | 2021-12-31 | $48,419 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $88,617 |
Other income received | 2021-12-31 | $146,863 |
Net income (gross income less expenses) | 2021-12-31 | $364,904 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,972,150 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,607,246 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $108,041 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $19,613 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : GROUNDWATER PARTNERS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
---|
Total plan liabilities at end of year | 2020-12-31 | $2,908 |
Total plan liabilities at beginning of year | 2020-12-31 | $2,908 |
Total income from all sources | 2020-12-31 | $581,872 |
Expenses. Total of all expenses incurred | 2020-12-31 | $12,114 |
Total plan assets at end of year | 2020-12-31 | $1,610,154 |
Total plan assets at beginning of year | 2020-12-31 | $1,040,396 |
Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
Total contributions received or receivable from participants | 2020-12-31 | $51,686 |
Other income received | 2020-12-31 | $426,828 |
Net income (gross income less expenses) | 2020-12-31 | $569,758 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,607,246 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,037,488 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $103,358 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $12,114 |
2023: GROUNDWATER PARTNERS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses |
---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Insurance | Yes |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement – Insurance | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: GROUNDWATER PARTNERS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: GROUNDWATER PARTNERS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: GROUNDWATER PARTNERS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 140577 |
Policy instance | 1 |
Insurance contract or identification number | 140577 | Number of Individuals Covered | 25 | Insurance policy start date | 2023-01-01 | Insurance policy end date | 2023-12-31 | Total amount of commissions paid to insurance broker | USD $5,096 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 140577 |
Policy instance | 1 |
Insurance contract or identification number | 140577 | Number of Individuals Covered | 17 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $4,509 | Total amount of fees paid to insurance company | USD $85 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,509 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 85 | Additional information about fees paid to insurance broker | TPA FEE |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 140577 |
Policy instance | 1 |
Insurance contract or identification number | 140577 | Number of Individuals Covered | 9 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $4,513 | Total amount of fees paid to insurance company | USD $130 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,513 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 130 | Additional information about fees paid to insurance broker | TPA FEES PAID |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 140577 |
Policy instance | 1 |
Insurance contract or identification number | 140577 | Number of Individuals Covered | 9 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $2,937 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for group deferred annuity? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,937 | Insurance broker organization code? | 3 |
|