Associates Capital Group, Llc 401(k) Plan (terminated 2021): Login, Facts & Contact Information
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Plan terminated
This plan was terminated. Its final Form 5500 covers plan year 2021. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Associates Capital Group, Llc 401(k) Login
Accounts were managed by
Transamerica
Log in at TransamericaOther plans at Transamerica
Retirement plan providers can change. This information is from the plan's 2021 filing.
Associates Capital Group, Llc 401(k) Plan Facts (plan year 2021)
Plan name
ASSOCIATES CAPITAL GROUP, LLC PROFIT SHARING / 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ASSOCIATES CAPITAL GROUP, LLC
Participants
30
Plan year
Jan 1, 2021 – Mar 12, 2021
Plan established
Jan 1, 2001
✓ 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-SF for plan year 2021 (Jan 1, 2021 – Mar 12, 2021), filed Feb 23, 2022. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2021
- $374,661 was paid out to participants.
How the Associates Capital Group, Llc 401(k) changed, 2016–2021
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2016 | 199 | $1.47 million | $8,960 | $134,342 |
| 2017 | 196 | $1.37 million | $8,031 | $348,299 |
| 2018 | 206 | $652,529 | — | $709,403 |
| 2019 | 51 | $654,262 | — | $131,246 |
| 2020 | 42 | $362,025 | — | $343,887 |
| 2021 (final) | 30 | $0 | — | $374,661 |
Associates Capital Group, Llc 401(k) Contact Information
Phone
205-408-9095
Mailing address
5016 GREYSTONE WAY, BIRMINGHAM AL 35242
Plan sponsor
ASSOCIATES CAPITAL GROUP, LLC
Employer identification number (EIN)
63-1193356
Plan number
001
Questions about the Associates Capital Group, Llc 401(k)
Is the Associates Capital Group, Llc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2021.
Does Associates Capital Group, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the Associates Capital Group, Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Associates Capital Group, Llc 401(k) plan?
30 participants at the start of plan year 2021.
Who manages the Associates Capital Group, Llc 401(k) accounts?
Transamerica is the plan's recordkeeper, which is where participants log in to see their balance.
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