401k Plan data: ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN plan

ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan Name	ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN
Plan identification number	001

ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN 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.
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

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

Company Name: ROUNDBOX, INC.

Employer identification number (EIN): 200078782

NAIC Classification: 541512
NAIC Description: Computer Systems Design Services

Additional information about ROUNDBOX, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2003-08-11

Company Identification Number: P03000088817

Legal Registered Office Address: 1700 SANS SOUCI BLVD.

NORTH MIAMI

33181

More information about ROUNDBOX, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 GREGORY DAVIS
001 2014-01-01 GREGORY DAVIS
001 2013-01-01 DENNIS SPECHT
001 2012-01-01 DENNIS SPECHT 2013-09-17
001 2011-01-01 DENNIS SPECHT 2012-09-04
001 2010-01-01 DENNIS SPECHT 2011-07-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2015-01-01	GREGORY DAVIS
001	2014-01-01	GREGORY DAVIS
001	2013-01-01	DENNIS SPECHT
001	2012-01-01	DENNIS SPECHT	2013-09-17
001	2011-01-01	DENNIS SPECHT	2012-09-04
001	2010-01-01	DENNIS SPECHT	2011-07-07

Plan Statistics for ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN

401k plan membership statisitcs for ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN

Measure Date Value
2015: ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
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 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
2014: ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 15
Number of participants with account balances 2014-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2015: ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
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	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
2014: ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	15
Number of participants with account balances	2014-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN

Measure	Date	Value
2015 : ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-09-14	$-1,211,159
Total plan liabilities at end of year	2015-09-14	$0
Total plan liabilities at beginning of year	2015-09-14	$0
Total income from all sources	2015-09-14	$-19,072
Expenses. Total of all expenses incurred	2015-09-14	$26,905
Benefits paid (including direct rollovers)	2015-09-14	$25,807
Total plan assets at end of year	2015-09-14	$0
Total plan assets at beginning of year	2015-09-14	$1,257,136
Value of fidelity bond covering the plan	2015-09-14	$500,000
Total contributions received or receivable from participants	2015-09-14	$19,332
Expenses. Other expenses not covered elsewhere	2015-09-14	$0
Contributions received from other sources (not participants or employers)	2015-09-14	$0
Other income received	2015-09-14	$-38,404
Noncash contributions received	2015-09-14	$0
Net income (gross income less expenses)	2015-09-14	$-45,977
Net plan assets at end of year (total assets less liabilities)	2015-09-14	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-09-14	$1,257,136
Assets. Value of participant loans	2015-09-14	$0
Total contributions received or receivable from employer(s)	2015-09-14	$0
Value of certain deemed distributions of participant loans	2015-09-14	$0
Value of corrective distributions	2015-09-14	$1,079
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-14	$19
2014 : ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$149,853
Expenses. Total of all expenses incurred	2014-12-31	$106
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,257,136
Total plan assets at beginning of year	2014-12-31	$1,107,389
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$81,820
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$65,324
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$149,747
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,257,136
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,107,389
Assets. Value of participant loans	2014-12-31	$28,129
Total contributions received or receivable from employer(s)	2014-12-31	$2,709
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$106
2013 : ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$258,972
Expenses. Total of all expenses incurred	2013-12-31	$400,102
Benefits paid (including direct rollovers)	2013-12-31	$399,684
Total plan assets at end of year	2013-12-31	$1,107,389
Total plan assets at beginning of year	2013-12-31	$1,248,519
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$81,808
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$177,164
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-141,130
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,107,389
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,248,519
Assets. Value of participant loans	2013-12-31	$17,822
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$418

Form 5500 Responses for ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN

2015: ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN 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	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROUNDBOX, INC. PROFIT SHARING & 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH0072

Policy instance

Insurance contract or identification number	GH0072
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $3,596
Total amount of fees paid to insurance company	USD $315
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 $0
Amount paid for insurance broker fees	1809
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	CONSULTING ACTUARIES INCORPORATED

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Company Name:	ROUNDBOX, INC.
Employer identification number (EIN):	200078782
NAIC Classification:	541512
NAIC Description:	Computer Systems Design Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2003-08-11
Company Identification Number:	P03000088817
Legal Registered Office Address:	1700 SANS SOUCI BLVD. NORTH MIAMI 33181