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PACE SOUTHEAST MICHIGAN 401(K) PLAN 401k Plan overview

Plan NamePACE SOUTHEAST MICHIGAN 401(K) PLAN
Plan identification number 001

PACE SOUTHEAST MICHIGAN 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.
  • 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

PACE SOUTHEAST MICHIGAN has sponsored the creation of one or more 401k plans.

Company Name:PACE SOUTHEAST MICHIGAN
Employer identification number (EIN):900659735
NAIC Classification:624200

Additional information about PACE SOUTHEAST MICHIGAN

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 70900F

More information about PACE SOUTHEAST MICHIGAN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACE SOUTHEAST MICHIGAN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01JEFF BURMEISTER2021-10-03
0012019-01-01JEFF BURMEISTER2020-10-07
0012018-01-01JEFF BURMEISTER2019-10-10
0012017-01-01

Plan Statistics for PACE SOUTHEAST MICHIGAN 401(K) PLAN

401k plan membership statisitcs for PACE SOUTHEAST MICHIGAN 401(K) PLAN

Measure Date Value
2022: PACE SOUTHEAST MICHIGAN 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01641
Total number of active participants reported on line 7a of the Form 55002022-01-01631
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0168
Total of all active and inactive participants2022-01-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01699
Number of participants with account balances2022-01-01664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PACE SOUTHEAST MICHIGAN 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01603
Total number of active participants reported on line 7a of the Form 55002021-01-01554
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0175
Total of all active and inactive participants2021-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01629
Number of participants with account balances2021-01-01597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PACE SOUTHEAST MICHIGAN 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01530
Total number of active participants reported on line 7a of the Form 55002020-01-01561
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01626
Number of participants with account balances2020-01-01576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PACE SOUTHEAST MICHIGAN 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01431
Total number of active participants reported on line 7a of the Form 55002019-01-01472
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01512
Number of participants with account balances2019-01-01467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PACE SOUTHEAST MICHIGAN 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01334
Total number of active participants reported on line 7a of the Form 55002018-01-01352
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01415
Number of participants with account balances2018-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PACE SOUTHEAST MICHIGAN 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01201
Total number of active participants reported on line 7a of the Form 55002017-01-01286
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01320
Number of participants with account balances2017-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012

Financial Data on PACE SOUTHEAST MICHIGAN 401(K) PLAN

Measure Date Value
2022 : PACE SOUTHEAST MICHIGAN 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$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$1,665,819
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,197,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,073,872
Expenses. Certain deemed distributions of participant loans2022-12-31$47,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,256,786
Value of total assets at end of year2022-12-31$10,616,584
Value of total assets at beginning of year2022-12-31$10,147,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$76,190
Total interest from all sources2022-12-31$21,909
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$195,755
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$195,755
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$1,716,003
Participant contributions at end of year2022-12-31$496,747
Participant contributions at beginning of year2022-12-31$498,553
Participant contributions at beginning of year2022-12-31$68
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$523,090
Other income not declared elsewhere2022-12-31$-32
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$468,647
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,616,584
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,147,937
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,745,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,374,500
Interest on participant loans2022-12-31$21,909
Value of interest in common/collective trusts at end of year2022-12-31$371,709
Value of interest in common/collective trusts at beginning of year2022-12-31$274,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,784,561
Net investment gain or loss from common/collective trusts2022-12-31$-24,038
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,017,693
Employer contributions (assets) at end of year2022-12-31$3,023
Employer contributions (assets) at beginning of year2022-12-31$60
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,073,872
Contract administrator fees2022-12-31$76,190
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : PACE SOUTHEAST MICHIGAN 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,202,296
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,347,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,297,708
Expenses. Certain deemed distributions of participant loans2021-12-31$-15,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,182,564
Value of total assets at end of year2021-12-31$10,147,937
Value of total assets at beginning of year2021-12-31$7,293,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$65,965
Total interest from all sources2021-12-31$12,880
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$165,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$165,048
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,647,180
Participant contributions at end of year2021-12-31$498,553
Participant contributions at beginning of year2021-12-31$334,216
Participant contributions at end of year2021-12-31$68
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$590,714
Other income not declared elsewhere2021-12-31$10,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,854,394
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,147,937
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,293,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,374,500
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,692,882
Interest on participant loans2021-12-31$11,470
Interest earned on other investments2021-12-31$1,410
Value of interest in common/collective trusts at end of year2021-12-31$274,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$237,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$273,340
Net investment gain/loss from pooled separate accounts2021-12-31$551,922
Net investment gain or loss from common/collective trusts2021-12-31$5,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$944,670
Employer contributions (assets) at end of year2021-12-31$60
Employer contributions (assets) at beginning of year2021-12-31$29,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,297,708
Contract administrator fees2021-12-31$65,965
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : PACE SOUTHEAST MICHIGAN 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,082,557
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$721,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$685,366
Expenses. Certain deemed distributions of participant loans2020-12-31$1,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,193,100
Value of total assets at end of year2020-12-31$7,293,543
Value of total assets at beginning of year2020-12-31$4,932,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,455
Total interest from all sources2020-12-31$17,939
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,325,106
Participant contributions at end of year2020-12-31$334,216
Participant contributions at beginning of year2020-12-31$311,331
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$65,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,361,095
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,293,543
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,932,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$6,692,882
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,444,083
Interest on participant loans2020-12-31$14,534
Interest earned on other investments2020-12-31$3,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$237,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$144,252
Net investment gain/loss from pooled separate accounts2020-12-31$871,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$802,893
Employer contributions (assets) at end of year2020-12-31$29,400
Employer contributions (assets) at beginning of year2020-12-31$32,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$685,366
Contract administrator fees2020-12-31$34,455
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE MORAN
Accountancy firm EIN2020-12-31381357951
2019 : PACE SOUTHEAST MICHIGAN 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,529,128
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$697,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$663,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,855,147
Value of total assets at end of year2019-12-31$4,932,448
Value of total assets at beginning of year2019-12-31$3,101,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,522
Total interest from all sources2019-12-31$15,125
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,026,395
Participant contributions at end of year2019-12-31$311,331
Participant contributions at beginning of year2019-12-31$241,780
Participant contributions at beginning of year2019-12-31$31,613
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$198,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,831,232
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,932,448
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,101,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$4,444,083
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,644,521
Interest on participant loans2019-12-31$13,352
Interest earned on other investments2019-12-31$1,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$144,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$94,406
Net investment gain/loss from pooled separate accounts2019-12-31$658,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$629,897
Employer contributions (assets) at end of year2019-12-31$32,782
Employer contributions (assets) at beginning of year2019-12-31$88,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$663,374
Contract administrator fees2019-12-31$34,522
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE MORAN
Accountancy firm EIN2019-12-31381357951
2018 : PACE SOUTHEAST MICHIGAN 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,088,002
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$211,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$187,979
Expenses. Certain deemed distributions of participant loans2018-12-31$290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,275,622
Value of total assets at end of year2018-12-31$3,101,216
Value of total assets at beginning of year2018-12-31$2,224,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,007
Total interest from all sources2018-12-31$8,846
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$749,616
Participant contributions at end of year2018-12-31$241,780
Participant contributions at beginning of year2018-12-31$151,232
Participant contributions at end of year2018-12-31$31,613
Participant contributions at beginning of year2018-12-31$19,605
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$876,726
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,101,216
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,224,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,644,521
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,945,057
Interest on participant loans2018-12-31$7,798
Interest earned on other investments2018-12-31$1,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$94,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$68,146
Net investment gain/loss from pooled separate accounts2018-12-31$-196,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$518,339
Employer contributions (assets) at end of year2018-12-31$88,896
Employer contributions (assets) at beginning of year2018-12-31$40,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$187,979
Contract administrator fees2018-12-31$23,007
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE MORAN
Accountancy firm EIN2018-12-31381357951
2017 : PACE SOUTHEAST MICHIGAN 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,534,298
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,023,905
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$333,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$315,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$834,155
Value of total assets at end of year2017-12-31$2,224,490
Value of total assets at beginning of year2017-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,721
Total interest from all sources2017-12-31$4,034
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$488,967
Participant contributions at end of year2017-12-31$151,232
Participant contributions at end of year2017-12-31$19,605
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$690,192
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,224,490
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,945,057
Interest on participant loans2017-12-31$3,722
Interest earned on other investments2017-12-31$312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$68,146
Net investment gain/loss from pooled separate accounts2017-12-31$185,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$333,167
Employer contributions (assets) at end of year2017-12-31$40,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$315,992
Contract administrator fees2017-12-31$17,721
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE MORAN
Accountancy firm EIN2017-12-31381357951

Form 5500 Responses for PACE SOUTHEAST MICHIGAN 401(K) PLAN

2022: PACE SOUTHEAST MICHIGAN 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PACE SOUTHEAST MICHIGAN 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PACE SOUTHEAST MICHIGAN 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PACE SOUTHEAST MICHIGAN 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PACE SOUTHEAST MICHIGAN 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PACE SOUTHEAST MICHIGAN 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811158
Policy instance 1
Insurance contract or identification number811158
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-05-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811158
Policy instance 1
Insurance contract or identification number811158
Number of Individuals Covered626
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811158
Policy instance 1
Insurance contract or identification number811158
Number of Individuals Covered512
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811158
Policy instance 1
Insurance contract or identification number811158
Number of Individuals Covered415
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,329
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,329
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811158
Policy instance 1
Insurance contract or identification number811158
Number of Individuals Covered320
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,944
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,944
Insurance broker organization code?3
Insurance broker nameNIAGARA INTERNATIONAL CAPITAL LTD.

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