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MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 401k Plan overview

Plan NameMOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN
Plan identification number 001

MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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

MSI GLOBAL TALENT SOLUTIONS, LLC has sponsored the creation of one or more 401k plans.

Company Name:MSI GLOBAL TALENT SOLUTIONS, LLC
Employer identification number (EIN):043527062
NAIC Classification:424400

Additional information about MSI GLOBAL TALENT SOLUTIONS, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 1175962

More information about MSI GLOBAL TALENT SOLUTIONS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01ELIZABETH SCHULZE2021-10-12
0012019-01-01ELIZABETH SCHULZE2020-12-08
0012019-01-01ELIZABETH SCHULZE2020-10-14
0012018-01-01ELIZABETH SCHULZE2019-09-16
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ELIZABETH SCHULZE
0012013-01-01ELIZABETH SCHULZE
0012012-01-01ELIZABETH SMITH
0012011-01-01ELIZABETH SMITH2012-09-05
0012010-01-01ELIZABETH SMITH2011-10-17

Plan Statistics for MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN

401k plan membership statisitcs for MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN

Measure Date Value
2020: MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01130
Total number of active participants reported on line 7a of the Form 55002020-01-0175
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0195
Number of participants with account balances2020-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01134
Total number of active participants reported on line 7a of the Form 55002019-01-0199
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01128
Number of participants with account balances2019-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01132
Total number of active participants reported on line 7a of the Form 55002018-01-01111
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01134
Number of participants with account balances2018-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01132
Total number of active participants reported on line 7a of the Form 55002017-01-01109
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01132
Number of participants with account balances2017-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01134
Total number of active participants reported on line 7a of the Form 55002016-01-01106
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01129
Number of participants with account balances2016-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01125
Total number of active participants reported on line 7a of the Form 55002015-01-01116
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01135
Number of participants with account balances2015-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01141
Total number of active participants reported on line 7a of the Form 55002014-01-01100
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01125
Number of participants with account balances2014-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01147
Total number of active participants reported on line 7a of the Form 55002013-01-01125
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01141
Number of participants with account balances2013-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01134
Total number of active participants reported on line 7a of the Form 55002012-01-01119
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01147
Number of participants with account balances2012-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN

Measure Date Value
2020 : MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,981
Total income from all sources (including contributions)2020-12-31$1,019,444
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$714,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$710,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$358,985
Value of total assets at end of year2020-12-31$5,545,799
Value of total assets at beginning of year2020-12-31$5,251,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,489
Total interest from all sources2020-12-31$12,129
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$318,244
Participant contributions at end of year2020-12-31$99,312
Participant contributions at beginning of year2020-12-31$118,872
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$40,741
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$9,981
Administrative expenses (other) incurred2020-12-31$4,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$304,667
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,545,799
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,241,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$5,225,259
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,860,941
Interest on participant loans2020-12-31$5,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$221,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$271,300
Net investment gain/loss from pooled separate accounts2020-12-31$648,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$710,288
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARKE, SNOW, RILEY, LLP
Accountancy firm EIN2020-12-31043428691
2019 : MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,981
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,670
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,670
Total income from all sources (including contributions)2019-12-31$1,408,382
Total income from all sources (including contributions)2019-12-31$1,408,382
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$744,037
Total of all expenses incurred2019-12-31$744,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$739,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$739,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$407,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$407,038
Value of total assets at end of year2019-12-31$5,251,113
Value of total assets at end of year2019-12-31$5,251,113
Value of total assets at beginning of year2019-12-31$4,593,457
Value of total assets at beginning of year2019-12-31$4,593,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,350
Total interest from all sources2019-12-31$8,582
Total interest from all sources2019-12-31$8,582
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$460,000
Value of fidelity bond cover2019-12-31$460,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$407,038
Contributions received from participants2019-12-31$407,038
Participant contributions at end of year2019-12-31$118,872
Participant contributions at end of year2019-12-31$118,872
Participant contributions at beginning of year2019-12-31$77,353
Participant contributions at beginning of year2019-12-31$77,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$9,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$9,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$16,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$16,670
Administrative expenses (other) incurred2019-12-31$4,350
Administrative expenses (other) incurred2019-12-31$4,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$664,345
Value of net income/loss2019-12-31$664,345
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,241,132
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,241,132
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,576,787
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,576,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$4,860,941
Value of interest in pooled separate accounts at end of year2019-12-31$4,860,941
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,205,248
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,205,248
Interest on participant loans2019-12-31$5,607
Interest on participant loans2019-12-31$5,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,975
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$271,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$271,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$310,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$310,856
Net investment gain/loss from pooled separate accounts2019-12-31$992,762
Net investment gain/loss from pooled separate accounts2019-12-31$992,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$739,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$739,687
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARKE, SNOW, RILEY, LLP
Accountancy firm name2019-12-31CLARKE, SNOW, RILEY, LLP
Accountancy firm EIN2019-12-31043428691
Accountancy firm EIN2019-12-31043428691
2018 : MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,670
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,643
Total income from all sources (including contributions)2018-12-31$298,927
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$229,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$225,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$596,771
Value of total assets at end of year2018-12-31$4,593,457
Value of total assets at beginning of year2018-12-31$4,511,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,114
Total interest from all sources2018-12-31$6,347
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$460,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$425,139
Participant contributions at end of year2018-12-31$77,353
Participant contributions at beginning of year2018-12-31$75,010
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$17,962
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$171,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$16,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3,643
Administrative expenses (other) incurred2018-12-31$4,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$69,088
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,576,787
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,507,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,205,248
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,084,759
Interest on participant loans2018-12-31$3,713
Interest earned on other investments2018-12-31$2,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$310,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$333,611
Net investment gain/loss from pooled separate accounts2018-12-31$-304,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$225,725
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARKE, SNOW, RILEY, LLP
Accountancy firm EIN2018-12-31043428691
2017 : MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$21,713
Total income from all sources (including contributions)2017-12-31$1,182,417
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$377,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$372,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$460,301
Value of total assets at end of year2017-12-31$4,511,342
Value of total assets at beginning of year2017-12-31$3,724,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,727
Total interest from all sources2017-12-31$7,031
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$356,392
Participant contributions at end of year2017-12-31$75,010
Participant contributions at beginning of year2017-12-31$119,221
Participant contributions at end of year2017-12-31$17,962
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$103,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$21,713
Administrative expenses (other) incurred2017-12-31$4,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$804,916
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,507,699
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,702,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$4,084,759
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,310,309
Interest on participant loans2017-12-31$3,917
Interest earned on other investments2017-12-31$3,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$333,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$294,966
Net investment gain/loss from pooled separate accounts2017-12-31$715,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$372,774
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLARKE, SNOW, RILEY, LLP
Accountancy firm EIN2017-12-31043428691
2016 : MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$19,839
Total income from all sources (including contributions)2016-12-31$715,420
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$505,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$500,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$530,579
Value of total assets at end of year2016-12-31$3,724,496
Value of total assets at beginning of year2016-12-31$3,512,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,645
Total interest from all sources2016-12-31$8,727
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$360,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$328,370
Participant contributions at end of year2016-12-31$119,221
Participant contributions at beginning of year2016-12-31$107,480
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$202,209
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$21,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$19,839
Administrative expenses (other) incurred2016-12-31$5,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$209,745
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,702,783
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,493,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,310,309
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,078,757
Interest on participant loans2016-12-31$5,180
Interest earned on other investments2016-12-31$3,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$294,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$326,640
Net investment gain/loss from pooled separate accounts2016-12-31$176,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$500,030
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLARKE, SNOW, RILEY, LLP
Accountancy firm EIN2016-12-31043428691
2015 : MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,552
Total income from all sources (including contributions)2015-12-31$334,453
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$368,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$362,059
Expenses. Certain deemed distributions of participant loans2015-12-31$3,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$331,552
Value of total assets at end of year2015-12-31$3,512,877
Value of total assets at beginning of year2015-12-31$3,542,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,782
Total interest from all sources2015-12-31$12,026
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$360,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$319,552
Participant contributions at end of year2015-12-31$107,480
Participant contributions at beginning of year2015-12-31$100,386
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$19,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$14,552
Administrative expenses (other) incurred2015-12-31$3,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-34,470
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,493,038
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,527,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,078,757
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,064,554
Interest on participant loans2015-12-31$4,116
Interest earned on other investments2015-12-31$7,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$326,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$377,120
Net investment gain/loss from pooled separate accounts2015-12-31$-9,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$362,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLARKE, SNOW, RILEY, LLP
Accountancy firm EIN2015-12-31043428691
2014 : MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 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$14,552
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16,222
Total income from all sources (including contributions)2014-12-31$500,909
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$297,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$280,501
Value of total corrective distributions2014-12-31$14,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$287,685
Value of total assets at end of year2014-12-31$3,542,060
Value of total assets at beginning of year2014-12-31$3,340,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,825
Total interest from all sources2014-12-31$12,687
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
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$340,000
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$287,685
Participant contributions at end of year2014-12-31$100,386
Participant contributions at beginning of year2014-12-31$110,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$14,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$16,222
Administrative expenses (other) incurred2014-12-31$2,825
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$203,031
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,527,508
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,324,477
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
Value of interest in pooled separate accounts at end of year2014-12-31$3,064,554
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,908,572
Interest on participant loans2014-12-31$4,841
Interest earned on other investments2014-12-31$7,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$377,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$322,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$200,537
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$280,501
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
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 name2014-12-31CLARKE, SNOW, RILEY, LLP
Accountancy firm EIN2014-12-31043428691
2013 : MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2013 401k financial data
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$16,222
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$25,940
Total income from all sources (including contributions)2013-12-31$877,042
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$268,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$243,777
Expenses. Certain deemed distributions of participant loans2013-12-31$7,339
Value of total corrective distributions2013-12-31$16,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$334,573
Value of total assets at end of year2013-12-31$3,340,699
Value of total assets at beginning of year2013-12-31$2,742,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,650
Total interest from all sources2013-12-31$13,397
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$280,000
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$323,657
Participant contributions at end of year2013-12-31$110,068
Participant contributions at beginning of year2013-12-31$70,072
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$16,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$25,940
Administrative expenses (other) incurred2013-12-31$1,650
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$608,054
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,324,477
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,716,423
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
Value of interest in pooled separate accounts at end of year2013-12-31$2,908,572
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,405,186
Interest on participant loans2013-12-31$5,480
Interest earned on other investments2013-12-31$7,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$322,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$267,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$529,072
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$243,777
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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
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 name2013-12-31CLARKE, SNOW, RILEY, LLP
Accountancy firm EIN2013-12-31043428691
2012 : MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 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$25,940
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$656,289
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$86,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$85,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$373,909
Value of total assets at end of year2012-12-31$2,742,363
Value of total assets at beginning of year2012-12-31$2,146,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$600
Total interest from all sources2012-12-31$14,889
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$220,000
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$318,922
Participant contributions at end of year2012-12-31$70,072
Participant contributions at beginning of year2012-12-31$91,932
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$54,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$25,940
Administrative expenses (other) incurred2012-12-31$600
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$570,256
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,716,423
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,146,167
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 pooled separate accounts at end of year2012-12-31$2,405,186
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,603,663
Interest on participant loans2012-12-31$2,800
Interest earned on other investments2012-12-31$12,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$267,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$450,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$267,491
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$85,433
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31CLARKE, SNOW, RILEY, LLP
Accountancy firm EIN2012-12-31043428691

Form 5500 Responses for MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN

2020: MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 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 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MOBILITY SERVICES INTERNATIONAL, LLC 401(K) PLAN 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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810781
Policy instance 1
Insurance contract or identification number810781
Number of Individuals Covered70
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $14,551
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,129
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810781
Policy instance 1
Insurance contract or identification number810781
Number of Individuals Covered90
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $15,107
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,622
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810781
Policy instance 1
Insurance contract or identification number810781
Number of Individuals Covered91
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $14,021
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,712
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810781
Policy instance 1
Insurance contract or identification number810781
Number of Individuals Covered85
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,833
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,917
Insurance broker organization code?3
Insurance broker nameBEACON BENEFITS, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810781
Policy instance 1
Insurance contract or identification number810781
Number of Individuals Covered79
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,713
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,957
Insurance broker organization code?3
Insurance broker nameBEACON BENEFITS, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810781
Policy instance 1
Insurance contract or identification number810781
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,471
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $4,506
Insurance broker organization code?3
Insurance broker nameBEACON BENEFITS, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU622
Policy instance 1
Insurance contract or identification numberPHU622
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,565
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $7,177
Insurance broker organization code?3
Insurance broker nameWILLIAM C. CLIFFORD
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU622
Policy instance 1
Insurance contract or identification numberPHU622
Number of Individuals Covered111
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,060
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,922
Insurance broker organization code?3
Insurance broker nameWILLIAM C. CLIFFORD

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