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DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 401k Plan overview

Plan NameDAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN
Plan identification number 001

DAVID SPATAFORE CONSULTING GROUP RETIREMENT 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.
  • 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

DAVID SPATAFORE CONSULTING GROUP has sponsored the creation of one or more 401k plans.

Company Name:DAVID SPATAFORE CONSULTING GROUP
Employer identification number (EIN):870528677
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVID SPATAFORE2023-03-23
0012021-01-01DAVID SPATAFORE2022-04-01
0012020-01-01DAVID SPATAFORE2021-05-11
0012019-01-01DAVID SPATAFORE2020-04-11
0012018-01-01DAVID SPATAFORE2019-08-27
0012017-01-01
0012016-01-01
0012015-01-01

Plan Statistics for DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN

401k plan membership statisitcs for DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN

Measure Date Value
2022: DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-014
Total participants2018-01-014
Number of participants with account balances2018-01-014
2017: DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN

Measure Date Value
2022 : DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-92,204
Total plan assets at end of year2022-12-31$876,058
Total plan assets at beginning of year2022-12-31$968,262
Value of fidelity bond covering the plan2022-12-31$90,000
Total contributions received or receivable from participants2022-12-31$26,000
Other income received2022-12-31$-198,838
Net income (gross income less expenses)2022-12-31$-92,204
Net plan assets at end of year (total assets less liabilities)2022-12-31$876,058
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$968,262
Total contributions received or receivable from employer(s)2022-12-31$80,634
2021 : DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$273,662
Total plan assets at end of year2021-12-31$968,262
Total plan assets at beginning of year2021-12-31$694,600
Value of fidelity bond covering the plan2021-12-31$100,000
Total contributions received or receivable from participants2021-12-31$27,624
Contributions received from other sources (not participants or employers)2021-12-31$27,418
Other income received2021-12-31$142,236
Net income (gross income less expenses)2021-12-31$273,662
Net plan assets at end of year (total assets less liabilities)2021-12-31$968,262
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$694,600
Total contributions received or receivable from employer(s)2021-12-31$76,384
2020 : DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$204,947
Total plan assets at end of year2020-12-31$694,600
Total plan assets at beginning of year2020-12-31$489,653
Value of fidelity bond covering the plan2020-12-31$70,000
Total contributions received or receivable from participants2020-12-31$27,489
Other income received2020-12-31$104,794
Net income (gross income less expenses)2020-12-31$204,947
Net plan assets at end of year (total assets less liabilities)2020-12-31$694,600
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$489,653
Total contributions received or receivable from employer(s)2020-12-31$72,664
2019 : DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$175,432
Total plan assets at end of year2019-12-31$489,653
Total plan assets at beginning of year2019-12-31$314,221
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$25,624
Other income received2019-12-31$83,659
Net income (gross income less expenses)2019-12-31$175,432
Net plan assets at end of year (total assets less liabilities)2019-12-31$489,653
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$314,221
Total contributions received or receivable from employer(s)2019-12-31$66,149
2018 : DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$108,993
Expenses. Total of all expenses incurred2018-12-31$300,000
Benefits paid (including direct rollovers)2018-12-31$300,000
Total plan assets at end of year2018-12-31$314,221
Total plan assets at beginning of year2018-12-31$505,228
Value of fidelity bond covering the plan2018-12-31$30,000
Total contributions received or receivable from participants2018-12-31$61,500
Other income received2018-12-31$-18,915
Net income (gross income less expenses)2018-12-31$-191,007
Net plan assets at end of year (total assets less liabilities)2018-12-31$314,221
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$505,228
Total contributions received or receivable from employer(s)2018-12-31$66,408
2017 : DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$141,197
Total plan assets at end of year2017-12-31$505,228
Total plan assets at beginning of year2017-12-31$364,031
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$25,489
Other income received2017-12-31$68,500
Net income (gross income less expenses)2017-12-31$141,197
Net plan assets at end of year (total assets less liabilities)2017-12-31$505,228
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$364,031
Total contributions received or receivable from employer(s)2017-12-31$47,208
2016 : DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$94,894
Total plan assets at end of year2016-12-31$364,031
Total plan assets at beginning of year2016-12-31$269,137
Total contributions received or receivable from participants2016-12-31$34,453
Contributions received from other sources (not participants or employers)2016-12-31$974
Other income received2016-12-31$26,953
Net income (gross income less expenses)2016-12-31$94,894
Net plan assets at end of year (total assets less liabilities)2016-12-31$364,031
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$269,137
Total contributions received or receivable from employer(s)2016-12-31$32,514
2015 : DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$42,864
Total plan assets at end of year2015-12-31$269,137
Total plan assets at beginning of year2015-12-31$226,273
Total contributions received or receivable from participants2015-12-31$24,000
Other income received2015-12-31$-5,376
Net income (gross income less expenses)2015-12-31$42,864
Net plan assets at end of year (total assets less liabilities)2015-12-31$269,137
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$226,273
Total contributions received or receivable from employer(s)2015-12-31$24,240

Form 5500 Responses for DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN

2022: DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID SPATAFORE CONSULTING GROUP RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number642064
Policy instance 1
Insurance contract or identification number642064
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $942
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $731
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number642064
Policy instance 1
Insurance contract or identification number642064
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $514
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number642064
Policy instance 1
Insurance contract or identification number642064
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $654
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $327
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number642064
Policy instance 1
Insurance contract or identification number642064
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $470
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $235
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number642064
Policy instance 1
Insurance contract or identification number642064
Number of Individuals Covered4
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $454
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $227
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number642064
Policy instance 1
Insurance contract or identification number642064
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $540
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $270
Insurance broker organization code?3
Insurance broker nameBRANDON PATRICK
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number642064
Policy instance 1
Insurance contract or identification number642064
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $324
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $123
Insurance broker organization code?3
Insurance broker nameCHESLEY ERICKSON

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