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THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameTHE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:THE EXPERTS INC
Employer identification number (EIN):650847042
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Additional information about THE EXPERTS INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2924069

More information about THE EXPERTS INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01THOMAS HOSHKO
0012013-01-01THE EXPERTS INC
0012012-01-01THOMAS P. HOSHKO THOMAS P. HOSHKO2013-10-15
0012011-01-01JOHN MORTON
0012009-01-01JOHN MORTON JOHN MORTON2010-10-14

Plan Statistics for THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2014: THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01331
Total number of active participants reported on line 7a of the Form 55002014-01-010
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 participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01463
Total number of active participants reported on line 7a of the Form 55002013-01-01228
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0173
Total of all active and inactive participants2013-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01301
Number of participants with account balances2013-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01463
Total number of active participants reported on line 7a of the Form 55002012-01-01382
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0162
Total of all active and inactive participants2012-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01444
Number of participants with account balances2012-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01522
Total number of active participants reported on line 7a of the Form 55002011-01-01348
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01408
Number of participants with account balances2011-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01244
Total number of active participants reported on line 7a of the Form 55002009-01-01319
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01340
Number of participants with account balances2009-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2014 : THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$0
Total income from all sources (including contributions)2014-12-31$231,246
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,040,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,981,523
Expenses. Certain deemed distributions of participant loans2014-12-31$21,469
Value of total corrective distributions2014-12-31$21,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$105,039
Value of total assets at end of year2014-12-31$0
Value of total assets at beginning of year2014-12-31$2,809,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,050
Total interest from all sources2014-12-31$20
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 year2014-12-31No
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$105,039
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$21,449
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,809,413
Value of net assets at end of year (total assets less liabilities)2014-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,809,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$241
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,787,723
Interest on participant loans2014-12-31$20
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1
Net investment gain/loss from pooled separate accounts2014-12-31$126,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,981,523
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$16,050
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31AHEARN JASCO AND COMPANY PA
Accountancy firm EIN2014-12-31592008973
2013 : THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,003,149
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$474,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$437,919
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$22,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$560,576
Value of total assets at end of year2013-12-31$2,809,412
Value of total assets at beginning of year2013-12-31$2,280,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,610
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$923
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$175,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$476,399
Participant contributions at end of year2013-12-31$21,449
Participant contributions at beginning of year2013-12-31$24,892
Assets. Other investments not covered elsewhere at end of year2013-12-31$173,620
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$137,891
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$84,177
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$14,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$528,433
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,809,412
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,280,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,614,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,117,958
Interest on participant loans2013-12-31$919
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$4
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$238
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$441,650
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$437,919
Contract administrator fees2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31AHEARN, JASCO AND COMPANY, P.A.
Accountancy firm EIN2013-12-31592008973
2012 : THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$851,928
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$218,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$202,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$605,761
Value of total assets at end of year2012-12-31$2,280,979
Value of total assets at beginning of year2012-12-31$1,647,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,933
Total interest from all sources2012-12-31$859
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$175,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$513,291
Participant contributions at end of year2012-12-31$24,892
Participant contributions at beginning of year2012-12-31$11,275
Assets. Other investments not covered elsewhere at end of year2012-12-31$137,891
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$138,228
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$92,470
Administrative expenses (other) incurred2012-12-31$1,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$633,846
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,280,979
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,647,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,117,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,497,411
Interest on participant loans2012-12-31$855
Interest earned on other investments2012-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$245,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$202,149
Contract administrator fees2012-12-31$14,183
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31AHEARN JASCO & COMPANY
Accountancy firm EIN2012-12-31592008973
2011 : THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$638,374
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$264,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$211,646
Value of total corrective distributions2011-12-31$38,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$684,849
Value of total assets at end of year2011-12-31$1,647,133
Value of total assets at beginning of year2011-12-31$1,273,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,525
Total interest from all sources2011-12-31$766
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,100
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$175,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$508,547
Participant contributions at end of year2011-12-31$11,275
Participant contributions at beginning of year2011-12-31$38,485
Assets. Other investments not covered elsewhere at end of year2011-12-31$138,228
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$64,268
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$176,302
Administrative expenses (other) incurred2011-12-31$36
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$373,536
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,647,133
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,273,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,497,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,160,044
Interest on participant loans2011-12-31$670
Interest earned on other investments2011-12-31$96
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$10,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-47,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$211,646
Contract administrator fees2011-12-31$13,389
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31AHEARN JASCO & COMPANY
Accountancy firm EIN2011-12-31592008973
2010 : THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$618,085
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$132,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$109,363
Value of total corrective distributions2010-12-31$12,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$474,690
Value of total assets at end of year2010-12-31$1,273,597
Value of total assets at beginning of year2010-12-31$788,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,755
Total interest from all sources2010-12-31$143,395
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$10,755
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$175,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$360,660
Participant contributions at end of year2010-12-31$38,485
Participant contributions at beginning of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$8
Assets. Other investments not covered elsewhere at end of year2010-12-31$64,268
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$51,918
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$93,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$485,391
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,273,597
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$788,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,160,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$734,652
Interest on participant loans2010-12-31$1,155
Interest earned on other investments2010-12-31$142,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$10,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$20,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$109,363
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31AHEARN JASCO AND COMPANY
Accountancy firm EIN2010-12-31592008973

Form 5500 Responses for THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST

2014: THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE EXPERTS INC 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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