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ETF ADVISOR K MEP PLAN 401k Plan overview

Plan NameETF ADVISOR K MEP PLAN
Plan identification number 001

ETF ADVISOR K MEP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • 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

SURFACESYS INC has sponsored the creation of one or more 401k plans.

Company Name:SURFACESYS INC
Employer identification number (EIN):201600751
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETF ADVISOR K MEP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01LYNNE MCAULEY
0012013-01-01LYNNE MCAULEY
0012012-01-01LYNNE MCAULEY
0012012-01-01JEFF CASWELL2013-10-03
0012011-01-01JEFF CASWELL2013-10-03
0012010-01-01SURFACESYS INC2011-07-27

Plan Statistics for ETF ADVISOR K MEP PLAN

401k plan membership statisitcs for ETF ADVISOR K MEP PLAN

Measure Date Value
2014: ETF ADVISOR K MEP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0127
Total number of active participants reported on line 7a of the Form 55002014-01-0134
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0134
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ETF ADVISOR K MEP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ETF ADVISOR K MEP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0140
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on ETF ADVISOR K MEP PLAN

Measure Date Value
2014 : ETF ADVISOR K MEP PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$32,289
Expenses. Total of all expenses incurred2014-12-31$1,617
Total plan assets at end of year2014-12-31$171,728
Total plan assets at beginning of year2014-12-31$141,056
Value of fidelity bond covering the plan2014-12-31$14,106
Total contributions received or receivable from participants2014-12-31$13,757
Other income received2014-12-31$10,219
Net income (gross income less expenses)2014-12-31$30,672
Net plan assets at end of year (total assets less liabilities)2014-12-31$171,728
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$141,056
Total contributions received or receivable from employer(s)2014-12-31$8,313
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,617
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ETF ADVISOR K MEP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$43,130
Expenses. Total of all expenses incurred2013-12-31$1,189
Total plan assets at end of year2013-12-31$141,056
Total plan assets at beginning of year2013-12-31$99,115
Value of fidelity bond covering the plan2013-12-31$15,000
Total contributions received or receivable from participants2013-12-31$15,376
Other income received2013-12-31$19,278
Net income (gross income less expenses)2013-12-31$41,941
Net plan assets at end of year (total assets less liabilities)2013-12-31$141,056
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$99,115
Total contributions received or receivable from employer(s)2013-12-31$8,476
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,189
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ETF ADVISOR K MEP PLAN 2012 401k financial data
Total income from all sources2012-12-31$15,463
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$99,115
Total plan assets at beginning of year2012-12-31$83,652
Total contributions received or receivable from participants2012-12-31$13,073
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$1,684
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$15,463
Net plan assets at end of year (total assets less liabilities)2012-12-31$99,115
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$83,652
Total contributions received or receivable from employer(s)2012-12-31$706
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0

Form 5500 Responses for ETF ADVISOR K MEP PLAN

2014: ETF ADVISOR K MEP PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ETF ADVISOR K MEP PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ETF ADVISOR K MEP PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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