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PFA RETIREMENT PLAN SOLUTION 401k Plan overview

Plan NamePFA RETIREMENT PLAN SOLUTION
Plan identification number 002

PFA RETIREMENT PLAN SOLUTION 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.
  • 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

CUSTOMER SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CUSTOMER SYSTEMS, INC.
Employer identification number (EIN):861035655
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about CUSTOMER SYSTEMS, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3416350

More information about CUSTOMER SYSTEMS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PFA RETIREMENT PLAN SOLUTION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01

Plan Statistics for PFA RETIREMENT PLAN SOLUTION

401k plan membership statisitcs for PFA RETIREMENT PLAN SOLUTION

Measure Date Value
2015: PFA RETIREMENT PLAN SOLUTION 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PFA RETIREMENT PLAN SOLUTION 2014 401k membership
Total participants, beginning-of-year2014-01-010
Total number of active participants reported on line 7a of the Form 55002014-01-012
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 participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
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

Financial Data on PFA RETIREMENT PLAN SOLUTION

Measure Date Value
2015 : PFA RETIREMENT PLAN SOLUTION 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$2,729
Expenses. Total of all expenses incurred2015-12-31$5,491
Total plan assets at end of year2015-12-31$95,593
Total plan assets at beginning of year2015-12-31$98,355
Value of fidelity bond covering the plan2015-12-31$15,000
Total contributions received or receivable from participants2015-12-31$4,669
Other income received2015-12-31$-1,940
Net income (gross income less expenses)2015-12-31$-2,762
Net plan assets at end of year (total assets less liabilities)2015-12-31$95,593
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$98,355
Assets. Value of participant loans2015-12-31$10,990
Value of corrective distributions2015-12-31$4,654
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$837
2014 : PFA RETIREMENT PLAN SOLUTION 2014 401k financial data
Transfers to/from the plan2014-12-31$98,355
Total plan liabilities at end of year2014-12-31$0
Total plan assets at end of year2014-12-31$98,355
Total plan assets at beginning of year2014-12-31$0
Value of fidelity bond covering the plan2014-12-31$15,000
Net plan assets at end of year (total assets less liabilities)2014-12-31$98,355
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Assets. Value of participant loans2014-12-31$15,763

Form 5500 Responses for PFA RETIREMENT PLAN SOLUTION

2015: PFA RETIREMENT PLAN SOLUTION 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PFA RETIREMENT PLAN SOLUTION 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

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