401k Plan data: OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING plan

OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING 401k Plan overview

Plan Name	OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING
Plan identification number	001

OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

OFFICEMATE INTERNATIONAL has sponsored the creation of one or more 401k plans.

Company Name: OFFICEMATE INTERNATIONAL

Employer identification number (EIN): 112476079

NAIC Classification: 424100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01 ROGER KO 2018-07-31 SHWU MIN CHEN 2018-07-31
001 2016-01-01 ROGER KO SHWU MIN CHEN 2017-10-13
001 2015-01-01 ROGER KO SHWU MIN CHEN 2016-10-05
001 2014-01-01 ROGER KO 2015-10-08 SHWU MIN CHEN 2015-10-08
001 2013-01-01 ROGER KO 2014-10-03 SHWU MIN CHEN 2014-10-03
001 2012-01-01 ROGER KO 2013-07-31 SHWU MIN CHEN 2013-07-31
001 2011-01-01 ROGER KO 2012-09-26 SHWU MIN CHEN 2012-09-26
001 2010-01-01 ROGER KO 2011-10-12 SHWU MIN CHEN 2011-10-12
001 2009-01-01 ROGER KO
001 2009-01-01 ROGER KO SHWU MIN CHEN 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2017-01-01	ROGER KO	2018-07-31	SHWU MIN CHEN	2018-07-31
001	2016-01-01	ROGER KO		SHWU MIN CHEN	2017-10-13
001	2015-01-01	ROGER KO		SHWU MIN CHEN	2016-10-05
001	2014-01-01	ROGER KO	2015-10-08	SHWU MIN CHEN	2015-10-08
001	2013-01-01	ROGER KO	2014-10-03	SHWU MIN CHEN	2014-10-03
001	2012-01-01	ROGER KO	2013-07-31	SHWU MIN CHEN	2013-07-31
001	2011-01-01	ROGER KO	2012-09-26	SHWU MIN CHEN	2012-09-26
001	2010-01-01	ROGER KO	2011-10-12	SHWU MIN CHEN	2011-10-12
001	2009-01-01	ROGER KO
001	2009-01-01	ROGER KO		SHWU MIN CHEN	2010-10-13

Plan Statistics for OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING

401k plan membership statisitcs for OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING

Measure Date Value
2018: OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING 2018 401k membership
Total participants, beginning-of-year 2018-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 87
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 20
Total of all active and inactive participants 2018-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 107
Number of participants with account balances 2018-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2016: OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING 2016 401k membership
Total participants, beginning-of-year 2016-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 95
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 20
Total of all active and inactive participants 2016-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 115
Number of participants with account balances 2016-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING 2015 401k membership
Total participants, beginning-of-year 2015-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 94
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 20
Total of all active and inactive participants 2015-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 114
Number of participants with account balances 2015-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2009: OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING 2009 401k membership
Total participants, beginning-of-year 2009-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 63
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 15
Total of all active and inactive participants 2009-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 78
Number of participants with account balances 2009-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2018: OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING 2018 401k membership
Total participants, beginning-of-year	2018-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	87
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	20
Total of all active and inactive participants	2018-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	107
Number of participants with account balances	2018-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2016: OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING 2016 401k membership
Total participants, beginning-of-year	2016-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	95
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	20
Total of all active and inactive participants	2016-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	115
Number of participants with account balances	2016-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING 2015 401k membership
Total participants, beginning-of-year	2015-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	94
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	20
Total of all active and inactive participants	2015-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	114
Number of participants with account balances	2015-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2009: OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING 2009 401k membership
Total participants, beginning-of-year	2009-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	63
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	15
Total of all active and inactive participants	2009-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	78
Number of participants with account balances	2009-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING

Measure	Date	Value
2018 : OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING 2018 401k financial data
Total income from all sources	2018-12-31	$639,797
Expenses. Total of all expenses incurred	2018-12-31	$545,175
Benefits paid (including direct rollovers)	2018-12-31	$525,505
Total plan assets at end of year	2018-12-31	$13,513,826
Total plan assets at beginning of year	2018-12-31	$13,419,204
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$456,527
Expenses. Other expenses not covered elsewhere	2018-12-31	$240
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$104,274
Net income (gross income less expenses)	2018-12-31	$94,622
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$13,513,826
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$13,419,204
Assets. Value of participant loans	2018-12-31	$134,316
Total contributions received or receivable from employer(s)	2018-12-31	$78,996
Value of certain deemed distributions of participant loans	2018-12-31	$1,069
Value of corrective distributions	2018-12-31	$17,028
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,333
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2016 : OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING 2016 401k financial data
Total income from all sources	2016-12-31	$970,925
Expenses. Total of all expenses incurred	2016-12-31	$153,313
Benefits paid (including direct rollovers)	2016-12-31	$149,530
Total plan assets at end of year	2016-12-31	$11,750,696
Total plan assets at beginning of year	2016-12-31	$10,933,084
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$451,928
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$441,822
Net income (gross income less expenses)	2016-12-31	$817,612
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$11,750,696
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$10,933,084
Assets. Value of participant loans	2016-12-31	$95,326
Total contributions received or receivable from employer(s)	2016-12-31	$77,175
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$2,543
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,240
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING 2015 401k financial data
Total income from all sources	2015-12-31	$922,331
Expenses. Total of all expenses incurred	2015-12-31	$123,060
Benefits paid (including direct rollovers)	2015-12-31	$106,304
Total plan assets at end of year	2015-12-31	$10,933,084
Total plan assets at beginning of year	2015-12-31	$10,133,813
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$496,694
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,320
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$343,744
Net income (gross income less expenses)	2015-12-31	$799,271
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$10,933,084
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$10,133,813
Assets. Value of participant loans	2015-12-31	$72,247
Total contributions received or receivable from employer(s)	2015-12-31	$81,893
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$14,431
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,005
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2009 : OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING

2018: OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2016: OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2009: OIC EMPLOYEE PROFIT SHARING PLAN AND 401(K) SAVING 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 2331

Policy instance

Insurance contract or identification number	SF 2331
Number of Individuals Covered	107
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $30,896
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $30,896
Insurance broker organization code?	1

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SF 2331

Policy instance

Insurance contract or identification number	SF 2331
Number of Individuals Covered	114
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $26,326
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $26,326
Insurance broker organization code?	1
Insurance broker name	MMA SECURITIES LLC

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Company Name:	OFFICEMATE INTERNATIONAL
Employer identification number (EIN):	112476079
NAIC Classification:	424100