401k Plan data: GROUP 1001 401(K) SAVINGS PLAN plan

GROUP 1001 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	GROUP 1001 401(K) SAVINGS PLAN
Plan identification number	001

GROUP 1001 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

GROUP 1001 RESOURCES, LLC has sponsored the creation of one or more 401k plans.

Company Name: GROUP 1001 RESOURCES, LLC

Employer identification number (EIN): 831510950

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP 1001 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01

Plan Statistics for GROUP 1001 401(K) SAVINGS PLAN

401k plan membership statisitcs for GROUP 1001 401(K) SAVINGS PLAN

Measure Date Value
2023: GROUP 1001 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,269
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1,309
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 219
Total of all active and inactive participants 2023-01-01 1,528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 3
Total participants 2023-01-01 1,531
Number of participants with account balances 2023-01-01 1,452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 68
2022: GROUP 1001 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 980
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,065
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 203
Total of all active and inactive participants 2022-01-01 1,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 1,269
Number of participants with account balances 2022-01-01 1,218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 81
2021: GROUP 1001 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 934
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 789
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 144
Total of all active and inactive participants 2021-01-01 933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 934
Number of participants with account balances 2021-01-01 890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 80
2020: GROUP 1001 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 639
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 723
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 118
Total of all active and inactive participants 2020-01-01 841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 843
Number of participants with account balances 2020-01-01 797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 30
2019: GROUP 1001 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 445
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 545
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 93
Total of all active and inactive participants 2019-01-01 638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 639
Number of participants with account balances 2019-01-01 476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 16

Measure	Date	Value
2023: GROUP 1001 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,269
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1,309
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	219
Total of all active and inactive participants	2023-01-01	1,528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	3
Total participants	2023-01-01	1,531
Number of participants with account balances	2023-01-01	1,452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	68
2022: GROUP 1001 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	980
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,065
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	203
Total of all active and inactive participants	2022-01-01	1,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	1,269
Number of participants with account balances	2022-01-01	1,218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	81
2021: GROUP 1001 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	934
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	789
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	144
Total of all active and inactive participants	2021-01-01	933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	934
Number of participants with account balances	2021-01-01	890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	80
2020: GROUP 1001 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	639
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	723
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	118
Total of all active and inactive participants	2020-01-01	841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	843
Number of participants with account balances	2020-01-01	797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	30
2019: GROUP 1001 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	445
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	545
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	93
Total of all active and inactive participants	2019-01-01	638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	639
Number of participants with account balances	2019-01-01	476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	16

Financial Data on GROUP 1001 401(K) SAVINGS PLAN

Measure	Date	Value
2023 : GROUP 1001 401(K) SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$41,380,177
Total of all expenses incurred	2023-12-31	$7,534,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$7,489,393
Value of total corrective distributions	2023-12-31	$21,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$22,595,463
Value of total assets at end of year	2023-12-31	$134,157,094
Value of total assets at beginning of year	2023-12-31	$100,311,449
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$23,918
Total interest from all sources	2023-12-31	$291,499
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$2,866,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$2,866,315
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$12,905,101
Participant contributions at end of year	2023-12-31	$1,341,090
Participant contributions at beginning of year	2023-12-31	$1,134,517
Participant contributions at end of year	2023-12-31	$11,393
Participant contributions at beginning of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$8,370,405
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$6,410,664
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$3,547,381
Other income not declared elsewhere	2023-12-31	$823,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$33,845,645
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$134,157,094
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$100,311,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$14,618
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$118,122,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$88,932,034
Interest on participant loans	2023-12-31	$72,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$5,703,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$3,403,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$3,403,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$219,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$14,803,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$6,142,981
Employer contributions (assets) at end of year	2023-12-31	$608,327
Employer contributions (assets) at beginning of year	2023-12-31	$430,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$7,489,393
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	STOWE AND DEGON LLC
Accountancy firm EIN	2023-12-31	043379904
2022 : GROUP 1001 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$4,014,960
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$6,618,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$6,609,681
Value of total corrective distributions	2022-12-31	$2,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$21,456,895
Value of total assets at end of year	2022-12-31	$100,311,449
Value of total assets at beginning of year	2022-12-31	$102,915,005
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,825
Total interest from all sources	2022-12-31	$103,640
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,827,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,827,833
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$10,675,804
Participant contributions at end of year	2022-12-31	$1,134,517
Participant contributions at beginning of year	2022-12-31	$1,002,011
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$6,410,664
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$4,246,521
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$5,165,741
Other income not declared elsewhere	2022-12-31	$-890,405
Administrative expenses (other) incurred	2022-12-31	$6,000
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$1,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,603,556
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$100,311,449
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$102,915,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$825
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$88,932,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$93,074,753
Interest on participant loans	2022-12-31	$44,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$3,403,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$4,272,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$4,272,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$59,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-19,483,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$5,615,350
Employer contributions (assets) at end of year	2022-12-31	$430,301
Employer contributions (assets) at beginning of year	2022-12-31	$318,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$6,609,681
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	STOWE AND DEGON LLC
Accountancy firm EIN	2022-12-31	043379904
2021 : GROUP 1001 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$26,374,654
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,678,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,673,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$13,465,539
Value of total assets at end of year	2021-12-31	$102,915,005
Value of total assets at beginning of year	2021-12-31	$81,218,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$5,262
Total interest from all sources	2021-12-31	$47,192
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,488,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$3,488,922
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$7,189,514
Participant contributions at end of year	2021-12-31	$1,002,011
Participant contributions at beginning of year	2021-12-31	$1,002,013
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$4,246,521
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$3,781,303
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,109,797
Other income not declared elsewhere	2021-12-31	$441,700
Administrative expenses (other) incurred	2021-12-31	$4,750
Total non interest bearing cash at end of year	2021-12-31	$1,611
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$21,696,373
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$102,915,005
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$81,218,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$512
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$93,074,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$73,160,071
Income. Interest from loans (other than to participants)	2021-12-31	$46,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$4,272,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$3,078,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$3,078,083
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$734
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$8,931,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$4,166,228
Employer contributions (assets) at end of year	2021-12-31	$318,090
Employer contributions (assets) at beginning of year	2021-12-31	$197,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,673,019
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	STOWE AND DEGON LLC
Accountancy firm EIN	2021-12-31	043379904
2020 : GROUP 1001 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$11,672,606
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	$21,196,745
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,045,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,043,487
Value of total corrective distributions	2020-12-31	$1,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$10,174,501
Value of total assets at end of year	2020-12-31	$81,218,632
Value of total assets at beginning of year	2020-12-31	$51,394,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$585
Total interest from all sources	2020-12-31	$48,477
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,888,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,888,247
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$5,770,978
Participant contributions at end of year	2020-12-31	$1,002,013
Participant contributions at beginning of year	2020-12-31	$623,928
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$3,781,303
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$2,468,221
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,154,924
Other income not declared elsewhere	2020-12-31	$629,299
Administrative expenses (other) incurred	2020-12-31	$525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$18,151,352
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$81,218,632
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$51,394,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$60
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$73,160,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$46,443,604
Interest on participant loans	2020-12-31	$38,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$3,078,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,752,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,752,603
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$9,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$8,456,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,248,599
Employer contributions (assets) at end of year	2020-12-31	$197,162
Employer contributions (assets) at beginning of year	2020-12-31	$106,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,043,487
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	STOWE AND DEGON LLC
Accountancy firm EIN	2020-12-31	043379904
2019 : GROUP 1001 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$17,099,982
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,084,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,062,789
Value of total corrective distributions	2019-12-31	$18,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$8,356,551
Value of total assets at end of year	2019-12-31	$51,394,674
Value of total assets at beginning of year	2019-12-31	$35,379,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,000
Total interest from all sources	2019-12-31	$65,873
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,158,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,158,340
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,988,220
Participant contributions at end of year	2019-12-31	$623,928
Participant contributions at beginning of year	2019-12-31	$568,812
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$2,468,221
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,679,519
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,778,816
Other income not declared elsewhere	2019-12-31	$659,182
Administrative expenses (other) incurred	2019-12-31	$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$16,015,538
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$51,394,674
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$35,379,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$46,443,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$31,664,598
Interest on participant loans	2019-12-31	$32,005
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,752,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,366,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,366,783
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$33,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,860,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,589,515
Employer contributions (assets) at end of year	2019-12-31	$106,318
Employer contributions (assets) at beginning of year	2019-12-31	$99,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,062,789
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	STOWE AND DEGON LLC
Accountancy firm EIN	2019-12-31	043379904

Form 5500 Responses for GROUP 1001 401(K) SAVINGS PLAN

2023: GROUP 1001 401(K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: GROUP 1001 401(K) SAVINGS PLAN 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GROUP 1001 401(K) SAVINGS PLAN 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GROUP 1001 401(K) SAVINGS PLAN 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GROUP 1001 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GROUP 1001 RESOURCES, LLC
Employer identification number (EIN):	831510950
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages