The Emily Program 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2011. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

The Emily Program 401(k) Plan Facts (plan year 2011)

Plan name
THE EMILY PROGRAM EMPLOYEE SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE EMILY PROGRAM
Participants
167 (196 active employees)
Former employees with a balance
21
Plan assets
$3,022,786 at Dec 31, 2011
Average account balance
$18,545 across 163 accounts
Employer contributions
$202,535 in plan year 2011 (23% of all contributions)
Plan year
Jan 1, 2011 – Dec 31, 2011
Plan established
Jan 1, 1998
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 2011 (Jan 1, 2011 – Dec 31, 2011), filed Jul 24, 2012. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2011

  • $864,054 went into the plan in contributions, $202,535 of it from the employer (23%).
  • $69,080 was paid out to participants.

How the The Emily Program 401(k) changed, 20092011

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2009109$1.54 million$131,592$20,896
2010136$2.36 million$150,427$33,373
2011167$3.02 million$202,535$69,080

The Emily Program 401(k) Contact Information

Phone
651-379-5272
Mailing address
2265 COMO AVE, STE 100, ST. PAUL MN 55108
Plan sponsor
THE EMILY PROGRAM
Employer identification number (EIN)
41-1861038
Plan number
002

Questions about the The Emily Program 401(k)

Is the The Emily Program 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2011, and no later filing was found under this employer's EIN.

Does The Emily Program contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2011 the employer contributed $202,535, 23% of all contributions.

Does the The Emily Program 401(k) have automatic enrollment?

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

How many people are in the The Emily Program 401(k) plan?

167 participants at the start of plan year 2011, 196 of them active employees, and 21 former employees who still had money in the plan.

What is the average 401(k) balance at The Emily Program?

About $18,545 per account: $3.02 million in plan assets across 163 accounts with a balance at the end of plan year 2011.

Who manages the The Emily Program 401(k) accounts?

Capital Group / American Funds is the plan's recordkeeper, which is where participants log in to see their balance.

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