SAVANT SYSTEMS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SAVANT SYSTEMS 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2019 : SAVANT SYSTEMS 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $2,485,028 |
Total of all expenses incurred | 2019-12-31 | $592,642 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $590,002 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $966,236 |
Value of total assets at end of year | 2019-12-31 | $10,278,072 |
Value of total assets at beginning of year | 2019-12-31 | $8,385,686 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,640 |
Total interest from all sources | 2019-12-31 | $45,582 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $966,236 |
Participant contributions at end of year | 2019-12-31 | $190,061 |
Participant contributions at beginning of year | 2019-12-31 | $163,697 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $34 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $35 |
Administrative expenses (other) incurred | 2019-12-31 | $2,640 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,892,386 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,278,072 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,385,686 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $7,669,334 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $5,936,719 |
Interest on participant loans | 2019-12-31 | $8,267 |
Interest earned on other investments | 2019-12-31 | $37,315 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $2,418,643 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $2,285,235 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,473,210 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $590,002 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | DICICCO, GULMAN & COMPANY LLP |
Accountancy firm EIN | 2019-12-31 | 043296226 |
2018 : SAVANT SYSTEMS 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $462,432 |
Total of all expenses incurred | 2018-12-31 | $539,782 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $530,974 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $877,492 |
Value of total assets at end of year | 2018-12-31 | $8,385,686 |
Value of total assets at beginning of year | 2018-12-31 | $8,463,036 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,808 |
Total interest from all sources | 2018-12-31 | $37,622 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $872,518 |
Participant contributions at end of year | 2018-12-31 | $163,697 |
Participant contributions at beginning of year | 2018-12-31 | $222,713 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $35 |
Administrative expenses (other) incurred | 2018-12-31 | $8,808 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-77,350 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,385,686 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,463,036 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $5,936,719 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $5,982,907 |
Interest on participant loans | 2018-12-31 | $8,515 |
Interest earned on other investments | 2018-12-31 | $29,107 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $2,285,235 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $2,257,416 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-452,682 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $4,974 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $530,974 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | DICICCO, GULMAN & COMPANY LLP |
Accountancy firm EIN | 2018-12-31 | 043296226 |
2017 : SAVANT SYSTEMS 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $1,696,513 |
Total of all expenses incurred | 2017-12-31 | $1,527,306 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,515,280 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $723,510 |
Value of total assets at end of year | 2017-12-31 | $8,463,036 |
Value of total assets at beginning of year | 2017-12-31 | $8,293,829 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $12,026 |
Total interest from all sources | 2017-12-31 | $38,194 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $716,312 |
Participant contributions at end of year | 2017-12-31 | $222,713 |
Participant contributions at beginning of year | 2017-12-31 | $259,502 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $7,198 |
Administrative expenses (other) incurred | 2017-12-31 | $12,026 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $169,207 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $8,463,036 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,293,829 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $5,982,907 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $5,475,233 |
Interest on participant loans | 2017-12-31 | $9,357 |
Interest earned on other investments | 2017-12-31 | $28,837 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $2,257,416 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $2,559,094 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $934,809 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,515,280 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | DICICCO, GULMAN & COMPANY LLP |
Accountancy firm EIN | 2017-12-31 | 043296226 |
2016 : SAVANT SYSTEMS 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-12-31 | $1,857,620 |
Total of all expenses incurred | 2016-12-31 | $903,063 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $865,942 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $1,549 |
Value of total corrective distributions | 2016-12-31 | $11,534 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,433,347 |
Value of total assets at end of year | 2016-12-31 | $8,293,829 |
Value of total assets at beginning of year | 2016-12-31 | $7,339,272 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $24,038 |
Total interest from all sources | 2016-12-31 | $9,786 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,339,747 |
Participant contributions at end of year | 2016-12-31 | $259,502 |
Participant contributions at beginning of year | 2016-12-31 | $221,985 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $93,600 |
Other income not declared elsewhere | 2016-12-31 | $32,898 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $954,557 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,293,829 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,339,272 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $5,475,233 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $5,194,936 |
Interest on participant loans | 2016-12-31 | $9,786 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $2,559,094 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,922,351 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $381,589 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $865,942 |
Contract administrator fees | 2016-12-31 | $24,038 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DICICCO, GULMAN & COMPANY LLP |
Accountancy firm EIN | 2016-12-31 | 043296226 |
2015 : SAVANT SYSTEMS 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources (including contributions) | 2015-12-31 | $1,402,380 |
Total of all expenses incurred | 2015-12-31 | $818,872 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $782,138 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $11,662 |
Value of total corrective distributions | 2015-12-31 | $1,625 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,421,593 |
Value of total assets at end of year | 2015-12-31 | $7,339,272 |
Value of total assets at beginning of year | 2015-12-31 | $6,755,764 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $23,447 |
Total interest from all sources | 2015-12-31 | $9,619 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $2,550 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,235,948 |
Participant contributions at end of year | 2015-12-31 | $221,985 |
Participant contributions at beginning of year | 2015-12-31 | $173,663 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $185,645 |
Other income not declared elsewhere | 2015-12-31 | $29,199 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $583,508 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,339,272 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,755,764 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $20,897 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $5,194,936 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $4,884,321 |
Interest on participant loans | 2015-12-31 | $9,619 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,922,351 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,697,780 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-58,031 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $782,138 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DICICCO, GULMAN & COMPANY LLP |
Accountancy firm EIN | 2015-12-31 | 043296226 |