Act Ii Jewelry Llc D/b/a Lia Sophia 401(k) Plan (terminated 2015): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2015. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Act Ii Jewelry Llc D/b/a Lia Sophia 401(k) Plan Facts (plan year 2015)

Plan name
THE EQUITIES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ACT II JEWELRY LLC D/B/A LIA SOPHIA
Participants
198
Former employees with a balance
0
Employer contributions
$8,770 in plan year 2015 (84% of all contributions)
Plan year
Jan 1, 2015 – Apr 14, 2015
Plan established
Jan 1, 1990
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2015 (Jan 1, 2015 – Apr 14, 2015), filed Jun 25, 2015. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2015

  • $10,412 went into the plan in contributions, $8,770 of it from the employer (84%).
  • $5.51 million was paid out to participants.
  • Investment and other income added $117,238.

How the Act Ii Jewelry Llc D/b/a Lia Sophia 401(k) changed, 20102015

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2010449$5.18 million$194,721$643,419
2011429$5.34 million$229,010$368,149
2012403$5.21 million$255,377$1.43 million
2013370$6.30 million$243,508$735,571
2014315$5.48 million$198,138$1.69 million
2015 (final)198$0$8,770$5.51 million

Act Ii Jewelry Llc D/b/a Lia Sophia 401(k) Contact Information

Phone
630-860-3323
Mailing address
1235 N MITTEL BOULEVARD, WOOD DALE IL 60191
Plan sponsor
ACT II JEWELRY LLC D/B/A LIA SOPHIA
Employer identification number (EIN)
05-0586595
Plan number
001

Questions about the Act Ii Jewelry Llc D/b/a Lia Sophia 401(k)

Is the Act Ii Jewelry Llc D/b/a Lia Sophia 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2015.

Does Act Ii Jewelry Llc D/b/a Lia Sophia contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2015 the employer contributed $8,770, 84% of all contributions.

Does the Act Ii Jewelry Llc D/b/a Lia Sophia 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Act Ii Jewelry Llc D/b/a Lia Sophia 401(k) plan?

198 participants at the start of plan year 2015.

Who manages the Act Ii Jewelry Llc D/b/a Lia Sophia 401(k) accounts?

PUTNAM INVESTOR SERVICES, INC. is the plan's recordkeeper, which is where participants log in to see their balance.

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