Basic Benefits, Llc 401(k) Plan (terminated 2020): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2020, when $12.4 million was transferred out of the plan. Assets moved to the TASC 401(K) PLAN (sponsored by TOTAL ADMINISTRATIVE SERVICES CORPORATION). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the TASC 401(K) PLAN →

Basic Benefits, Llc 401(k) Plan Facts (plan year 2020)

Plan name
BASIC 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BASIC BENEFITS, LLC
Participants
222
Former employees with a balance
0
Employer contributions
$546,224 in plan year 2020 (43% of all contributions)
Recordkeeper
Greenleaf Trust
Plan year
Jan 1, 2020 – Dec 31, 2020
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 for plan year 2020 (Jan 1, 2020 – Dec 31, 2020), filed Oct 15, 2021. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2020

  • $1.27 million went into the plan in contributions, $546,224 of it from the employer (43%).
  • $2.56 million was paid out to participants.
  • Investment and other income added $1.46 million.

How the Basic Benefits, Llc 401(k) changed, 2019–2020

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019207$12.3 million$643,233$556,899
2020 (final)222$0$546,224$2.56 million

Basic Benefits, Llc 401(k) Contact Information

Phone
269-327-1922
Mailing address
9246 PORTAGE INDUSTRIAL DRIVE, PORTAGE MI 49024
Plan sponsor
BASIC BENEFITS, LLC
Employer identification number (EIN)
83-4091544
Plan number
001

Questions about the Basic Benefits, Llc 401(k)

Is the Basic Benefits, Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2020. Its assets were transferred to the TASC 401(K) PLAN.

Does Basic Benefits, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $546,224, 43% of all contributions.

Does the Basic Benefits, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Basic Benefits, Llc 401(k) plan?

222 participants at the start of plan year 2020.

Who manages the Basic Benefits, Llc 401(k) accounts?

GREENLEAF TRUST is the plan's recordkeeper, which is where participants log in to see their balance.

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