401k Plan data: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JIVE COMMUNICATIONS, INC plan

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JIVE COMMUNICATIONS, INC 401k Plan overview

Plan Name	BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JIVE COMMUNICATIONS, INC
Plan identification number	003

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JIVE COMMUNICATIONS, INC Benefits

401k Plan Type

Defined 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

JIVE COMMUNICATIONS has sponsored the creation of one or more 401k plans.

Company Name: JIVE COMMUNICATIONS

Employer identification number (EIN): 020783048

NAIC Classification: 519100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JIVE COMMUNICATIONS, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2015-01-01 SPENCER BARCLAY
003 2014-01-01 SPENCER BARCLAY
003 2013-02-01 SPENCER BARCLAY 2014-07-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2015-01-01	SPENCER BARCLAY
003	2014-01-01	SPENCER BARCLAY
003	2013-02-01	SPENCER BARCLAY	2014-07-24

Plan Statistics for BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JIVE COMMUNICATIONS, INC

401k plan membership statisitcs for BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JIVE COMMUNICATIONS, INC

Measure Date Value
2015: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JIVE COMMUNICATIONS, INC 2015 401k membership
Total participants, beginning-of-year 2015-01-01 367
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JIVE COMMUNICATIONS, INC 2014 401k membership
Total participants, beginning-of-year 2014-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 343
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 24
Total of all active and inactive participants 2014-01-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 367
Number of participants with account balances 2014-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 19

Measure	Date	Value
2015: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JIVE COMMUNICATIONS, INC 2015 401k membership
Total participants, beginning-of-year	2015-01-01	367
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JIVE COMMUNICATIONS, INC 2014 401k membership
Total participants, beginning-of-year	2014-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	343
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	24
Total of all active and inactive participants	2014-01-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	367
Number of participants with account balances	2014-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	19

Financial Data on BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JIVE COMMUNICATIONS, INC

Measure	Date	Value
2015 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JIVE COMMUNICATIONS, INC 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$2,222,129
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$-27,340
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$6,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$0
Value of total assets at end of year	2015-12-31	$0
Value of total assets at beginning of year	2015-12-31	$2,256,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,979
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$76,604
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$37,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-34,319
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,256,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$2,213
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$2,142,108
Net gain/loss from 103.12 investment entities	2015-12-31	$-27,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$152
Contract administrator fees	2015-12-31	$4,766
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	TANNER LLC
Accountancy firm EIN	2015-12-31	202253063
2014 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JIVE COMMUNICATIONS, INC 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$309
Total income from all sources (including contributions)	2014-12-31	$1,746,105
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$165,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$144,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,665,109
Value of total assets at end of year	2014-12-31	$2,256,448
Value of total assets at beginning of year	2014-12-31	$676,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$21,667
Total interest from all sources	2014-12-31	$1,803
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$865,274
Participant contributions at end of year	2014-12-31	$76,604
Participant contributions at beginning of year	2014-12-31	$16,574
Participant contributions at end of year	2014-12-31	$306
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$231,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$309
Other income not declared elsewhere	2014-12-31	$97
Total non interest bearing cash at end of year	2014-12-31	$37,278
Total non interest bearing cash at beginning of year	2014-12-31	$8,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,580,342
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,256,448
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$676,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$12,101
Interest on participant loans	2014-12-31	$1,803
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$2,142,108
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$651,170
Net gain/loss from 103.12 investment entities	2014-12-31	$79,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$567,998
Employer contributions (assets) at end of year	2014-12-31	$152
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$144,096
Contract administrator fees	2014-12-31	$9,566
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	TANNER LLC
Accountancy firm EIN	2014-12-31	202253063

Form 5500 Responses for BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JIVE COMMUNICATIONS, INC

2015: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JIVE COMMUNICATIONS, INC 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-JIVE COMMUNICATIONS, INC 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	JIVE COMMUNICATIONS
Employer identification number (EIN):	020783048
NAIC Classification:	519100