Logo

MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:MOEBIUS SOLUTIONS, INC.
Employer identification number (EIN):200580685
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TRISH CONDON
0012016-01-01TRISH CONDON
0012015-01-01TRISH CONDON2016-06-20
0012014-01-01TRISH CONDON2015-06-18
0012013-01-01TRISH CONDON2014-05-28
0012012-01-01TRISH CONDON2013-06-20
0012011-01-01TRACEY TREXEL2012-06-18
0012009-01-01TRACEY TREXEL TRACEY TREXEL2010-09-17

Plan Statistics for MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0198
Total number of active participants reported on line 7a of the Form 55002022-01-01103
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0123
Total of all active and inactive participants2022-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01126
Number of participants with account balances2022-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0189
Total number of active participants reported on line 7a of the Form 55002021-01-0172
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0126
Total of all active and inactive participants2021-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0198
Number of participants with account balances2021-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0193
Total number of active participants reported on line 7a of the Form 55002020-01-0163
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0189
Number of participants with account balances2020-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0173
Total number of active participants reported on line 7a of the Form 55002019-01-0180
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0193
Number of participants with account balances2019-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0144
Total number of active participants reported on line 7a of the Form 55002018-01-0164
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0173
Number of participants with account balances2018-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0138
Total number of active participants reported on line 7a of the Form 55002017-01-0137
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0144
Number of participants with account balances2017-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0142
Total number of active participants reported on line 7a of the Form 55002016-01-0134
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0138
Number of participants with account balances2016-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2009: MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0117
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-202,697
Expenses. Total of all expenses incurred2022-12-31$174,040
Benefits paid (including direct rollovers)2022-12-31$132,379
Total plan assets at end of year2022-12-31$9,005,147
Total plan assets at beginning of year2022-12-31$9,381,884
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$961,930
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$1,849
Other income received2022-12-31$-1,548,917
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-376,737
Net plan assets at end of year (total assets less liabilities)2022-12-31$9,005,147
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$9,381,884
Assets. Value of participant loans2022-12-31$40,614
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$382,441
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$1,067
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$40,594
2021 : MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,451,647
Expenses. Total of all expenses incurred2021-12-31$300,220
Benefits paid (including direct rollovers)2021-12-31$266,083
Total plan assets at end of year2021-12-31$9,381,884
Total plan assets at beginning of year2021-12-31$7,230,457
Value of fidelity bond covering the plan2021-12-31$192,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$805,213
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$105,532
Other income received2021-12-31$1,241,330
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$2,151,427
Net plan assets at end of year (total assets less liabilities)2021-12-31$9,381,884
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$7,230,457
Assets. Value of participant loans2021-12-31$7,638
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$299,572
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$34,137
2020 : MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,110,750
Expenses. Total of all expenses incurred2020-12-31$277,759
Benefits paid (including direct rollovers)2020-12-31$276,943
Total plan assets at end of year2020-12-31$7,230,457
Total plan assets at beginning of year2020-12-31$5,397,466
Value of fidelity bond covering the plan2020-12-31$192,000
Total contributions received or receivable from participants2020-12-31$756,393
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$63,195
Other income received2020-12-31$1,011,296
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,832,991
Net plan assets at end of year (total assets less liabilities)2020-12-31$7,230,457
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,397,466
Assets. Value of participant loans2020-12-31$15,609
Total contributions received or receivable from employer(s)2020-12-31$279,866
Value of certain deemed distributions of participant loans2020-12-31$766
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$50
2019 : MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,097,018
Expenses. Total of all expenses incurred2019-12-31$387,315
Benefits paid (including direct rollovers)2019-12-31$387,290
Total plan assets at end of year2019-12-31$5,397,466
Total plan assets at beginning of year2019-12-31$3,687,763
Value of fidelity bond covering the plan2019-12-31$192,000
Total contributions received or receivable from participants2019-12-31$729,757
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$142,973
Other income received2019-12-31$936,978
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,709,703
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,397,466
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,687,763
Assets. Value of participant loans2019-12-31$23,896
Total contributions received or receivable from employer(s)2019-12-31$287,310
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$25
2018 : MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$407,423
Expenses. Total of all expenses incurred2018-12-31$41,619
Benefits paid (including direct rollovers)2018-12-31$41,594
Total plan assets at end of year2018-12-31$3,687,763
Total plan assets at beginning of year2018-12-31$3,321,959
Value of fidelity bond covering the plan2018-12-31$192,000
Total contributions received or receivable from participants2018-12-31$479,767
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$42,488
Other income received2018-12-31$-298,798
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$365,804
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,687,763
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,321,959
Assets. Value of participant loans2018-12-31$30,618
Total contributions received or receivable from employer(s)2018-12-31$183,966
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$25
2017 : MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$928,904
Expenses. Total of all expenses incurred2017-12-31$177,279
Benefits paid (including direct rollovers)2017-12-31$177,173
Total plan assets at end of year2017-12-31$3,321,959
Total plan assets at beginning of year2017-12-31$2,570,334
Value of fidelity bond covering the plan2017-12-31$192,000
Total contributions received or receivable from participants2017-12-31$319,098
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$476,919
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$751,625
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,321,959
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,570,334
Assets. Value of participant loans2017-12-31$37,745
Total contributions received or receivable from employer(s)2017-12-31$132,887
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$106
2016 : MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$583,048
Expenses. Total of all expenses incurred2016-12-31$127,081
Benefits paid (including direct rollovers)2016-12-31$127,006
Total plan assets at end of year2016-12-31$2,570,334
Total plan assets at beginning of year2016-12-31$2,114,367
Value of fidelity bond covering the plan2016-12-31$192,000
Total contributions received or receivable from participants2016-12-31$278,656
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$182,566
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$455,967
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,570,334
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,114,367
Total contributions received or receivable from employer(s)2016-12-31$121,826
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$75
2010 : MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$241,907
Expenses. Total of all expenses incurred2010-12-31$4,961
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$575,886
Total plan assets at beginning of year2010-12-31$338,940
Value of fidelity bond covering the plan2010-12-31$36,000
Total contributions received or receivable from participants2010-12-31$134,450
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$58,849
Net income (gross income less expenses)2010-12-31$236,946
Net plan assets at end of year (total assets less liabilities)2010-12-31$575,886
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$338,940
Assets. Value of participant loans2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$55,652
Total contributions received or receivable from employer(s)2010-12-31$48,608
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$4,961
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2022: MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2009: MOEBIUS SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-814711
Policy instance 1
Insurance contract or identification numberGA-814711
Number of Individuals Covered23
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,626
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 $1,626
Insurance broker organization code?3
Insurance broker nameGIRARD SECURITIES INC

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1