401k Plan data: PLANET FORWARD LLC 401K PLAN plan

PLANET FORWARD LLC 401K PLAN 401k Plan overview

Plan Name	PLANET FORWARD LLC 401K PLAN
Plan identification number	001

PLANET FORWARD LLC 401K 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.
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.
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

PLANET FORWARD LLC has sponsored the creation of one or more 401k plans.

Company Name: PLANET FORWARD LLC

Employer identification number (EIN): 262927426

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANET FORWARD LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 TIMOTHY BAUWENS
001 2015-01-01 TIMOTHY BAUWENS
001 2014-01-01 TIMOTHY BAUWENS
001 2014-01-01 TIMOTHY BAUWENS 2015-10-14
001 2013-01-01 TIMOTHY BAUWENS 2014-07-30
001 2012-01-01 TIMOTHY BAUWENS 2013-07-05
001 2011-01-01 TIMOTHY BAUWENS 2012-08-20
001 2010-01-01 TIM BAUWENS 2011-07-18 TIM BAUWENS 2011-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	TIMOTHY BAUWENS
001	2015-01-01	TIMOTHY BAUWENS
001	2014-01-01	TIMOTHY BAUWENS
001	2014-01-01	TIMOTHY BAUWENS	2015-10-14
001	2013-01-01	TIMOTHY BAUWENS	2014-07-30
001	2012-01-01	TIMOTHY BAUWENS	2013-07-05
001	2011-01-01	TIMOTHY BAUWENS	2012-08-20
001	2010-01-01	TIM BAUWENS	2011-07-18	TIM BAUWENS	2011-07-18

Plan Statistics for PLANET FORWARD LLC 401K PLAN

401k plan membership statisitcs for PLANET FORWARD LLC 401K PLAN

Measure Date Value
2015: PLANET FORWARD LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 521
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 638
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 30
Total of all active and inactive participants 2015-01-01 668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 668
Number of participants with account balances 2015-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PLANET FORWARD LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 427
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 16
Total of all active and inactive participants 2014-01-01 443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 443
Number of participants with account balances 2014-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2015: PLANET FORWARD LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	521
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	638
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	30
Total of all active and inactive participants	2015-01-01	668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	668
Number of participants with account balances	2015-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PLANET FORWARD LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	427
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	16
Total of all active and inactive participants	2014-01-01	443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	443
Number of participants with account balances	2014-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on PLANET FORWARD LLC 401K PLAN

Measure	Date	Value
2015 : PLANET FORWARD LLC 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$882,848
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$399,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$389,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$948,108
Value of total assets at end of year	2015-12-31	$2,268,877
Value of total assets at beginning of year	2015-12-31	$1,785,447
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$9,650
Total interest from all sources	2015-12-31	$4,877
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$50,000,000
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	$933,094
Participant contributions at end of year	2015-12-31	$51,706
Participant contributions at beginning of year	2015-12-31	$96,613
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$15,014
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	$483,430
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,268,877
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,785,447
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
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,211,159
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,678,809
Interest on participant loans	2015-12-31	$4,693
Interest earned on other investments	2015-12-31	$184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$6,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$10,025
Net investment gain/loss from pooled separate accounts	2015-12-31	$-70,137
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	No
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	$389,768
Contract administrator fees	2015-12-31	$9,650
Did the plan have assets held for investment	2015-12-31	No
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	BKD LLP
Accountancy firm EIN	2015-12-31	440160260
2014 : PLANET FORWARD LLC 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,030,203
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$155,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$146,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$958,338
Value of total assets at end of year	2014-12-31	$1,785,447
Value of total assets at beginning of year	2014-12-31	$910,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$8,948
Total interest from all sources	2014-12-31	$4,109
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 year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$715,057
Participant contributions at end of year	2014-12-31	$96,613
Participant contributions at beginning of year	2014-12-31	$50,000
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$243,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$874,519
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,785,447
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$910,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,678,809
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$852,738
Interest on participant loans	2014-12-31	$3,886
Interest earned on other investments	2014-12-31	$223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$10,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$8,190
Net investment gain/loss from pooled separate accounts	2014-12-31	$67,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$146,736
Contract administrator fees	2014-12-31	$8,948
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BKD, LLP
Accountancy firm EIN	2014-12-31	440160260

Form 5500 Responses for PLANET FORWARD LLC 401K PLAN

2015: PLANET FORWARD LLC 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
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 - Trust	Yes
2014: PLANET FORWARD LLC 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91642081

Policy instance

Insurance contract or identification number	91642081
Number of Individuals Covered	96
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $2,650
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?	Yes
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?	No
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
Other information about contract	GUARANTEED INTEREST OPTION
Commission paid to Insurance Broker	USD $1,325
Insurance broker organization code?	3
Insurance broker name	BLANCHARD JOHN

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91642081

Policy instance

Insurance contract or identification number	91642081
Number of Individuals Covered	63
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $2,938
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?	Yes
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?	No
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
Other information about contract	GUARANTEED INTEREST OPTION
Commission paid to Insurance Broker	USD $1,469
Insurance broker organization code?	3
Insurance broker name	BLANCHARD JOHN

Potentially related plans

PLANET FORWARD 401(K) PLAN [EIN = 842169968]

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Company Name:	PLANET FORWARD LLC
Employer identification number (EIN):	262927426
NAIC Classification:	812990
NAIC Description:	All Other Personal Services