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AVOX SYSTEMS UNION PENSION PLAN 401k Plan overview

Plan NameAVOX SYSTEMS UNION PENSION PLAN
Plan identification number 003

AVOX SYSTEMS UNION PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AVOX SYSTEMS INC. has sponsored the creation of one or more 401k plans.

Company Name:AVOX SYSTEMS INC.
Employer identification number (EIN):263112854
NAIC Classification:336410

Additional information about AVOX SYSTEMS INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3773020

More information about AVOX SYSTEMS INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVOX SYSTEMS UNION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01LYNN VALENTINE LYNN VALENTINE2018-07-31
0032016-01-01NICOLETTE WEBER
0032015-01-01NICOLETTE WEBER NICOLETTE WEBER2016-07-29
0032014-01-01NICOLETTE WEBER
0032013-01-01DAWN BAKER DAWN BAKER2014-07-31
0032012-01-01DAWN BAKER DAWN BAKER2013-07-16
0032011-01-01DAWN BAKER
0032009-01-01DAWN BAKER

Plan Statistics for AVOX SYSTEMS UNION PENSION PLAN

401k plan membership statisitcs for AVOX SYSTEMS UNION PENSION PLAN

Measure Date Value
2022: AVOX SYSTEMS UNION PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3112,787,171
Acturial value of plan assets2022-12-3112,058,985
Funding target for retired participants and beneficiaries receiving payment2022-12-316,988,214
Number of terminated vested participants2022-12-3142
Fundng target for terminated vested participants2022-12-31976,849
Active participant vested funding target2022-12-312,682,491
Number of active participants2022-12-3179
Total funding liabilities for active participants2022-12-312,682,491
Total participant count2022-12-31320
Total funding target for all participants2022-12-3110,647,554
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31319
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31319
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31363
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3167,755
Net shortfall amortization installment of oustanding balance2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01319
Total number of active participants reported on line 7a of the Form 55002022-01-0165
Number of retired or separated participants receiving benefits2022-01-01160
Number of other retired or separated participants entitled to future benefits2022-01-0136
Total of all active and inactive participants2022-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0141
Total participants2022-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AVOX SYSTEMS UNION PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3111,904,221
Acturial value of plan assets2021-12-3111,234,957
Funding target for retired participants and beneficiaries receiving payment2021-12-316,055,039
Number of terminated vested participants2021-12-3141
Fundng target for terminated vested participants2021-12-311,026,873
Active participant vested funding target2021-12-313,505,021
Number of active participants2021-12-3195
Total funding liabilities for active participants2021-12-313,505,021
Total participant count2021-12-31323
Total funding target for all participants2021-12-3110,586,933
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31292
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31292
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31319
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3160,359
Net shortfall amortization installment of oustanding balance2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01322
Total number of active participants reported on line 7a of the Form 55002021-01-0179
Number of retired or separated participants receiving benefits2021-01-01156
Number of other retired or separated participants entitled to future benefits2021-01-0142
Total of all active and inactive participants2021-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0142
Total participants2021-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AVOX SYSTEMS UNION PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3111,540,860
Acturial value of plan assets2020-12-3110,964,435
Funding target for retired participants and beneficiaries receiving payment2020-12-316,083,113
Number of terminated vested participants2020-12-3140
Fundng target for terminated vested participants2020-12-31923,627
Active participant vested funding target2020-12-313,841,930
Number of active participants2020-12-31103
Total funding liabilities for active participants2020-12-313,841,930
Total participant count2020-12-31328
Total funding target for all participants2020-12-3110,848,670
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3130,839
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3130,593
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31246
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31292
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3156,119
Net shortfall amortization installment of oustanding balance2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01327
Total number of active participants reported on line 7a of the Form 55002020-01-0195
Number of retired or separated participants receiving benefits2020-01-01146
Number of other retired or separated participants entitled to future benefits2020-01-0141
Total of all active and inactive participants2020-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0140
Total participants2020-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AVOX SYSTEMS UNION PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3110,195,519
Acturial value of plan assets2019-12-3110,241,818
Funding target for retired participants and beneficiaries receiving payment2019-12-315,863,489
Number of terminated vested participants2019-12-3141
Fundng target for terminated vested participants2019-12-31924,584
Active participant vested funding target2019-12-314,072,763
Number of active participants2019-12-31114
Total funding liabilities for active participants2019-12-314,072,763
Total participant count2019-12-31335
Total funding target for all participants2019-12-3110,860,836
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3167,502
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3136,361
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3131,141
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3130,839
Total employer contributions2019-12-31152,500
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31139,477
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3144,015
Net shortfall amortization installment of oustanding balance2019-12-31649,857
Total funding amount beforereflecting carryover/prefunding balances2019-12-31170,070
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3130,593
Additional cash requirement2019-12-31139,477
Contributions allocatedtoward minimum required contributions for current year2019-12-31139,477
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01334
Total number of active participants reported on line 7a of the Form 55002019-01-01103
Number of retired or separated participants receiving benefits2019-01-01149
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0135
Total participants2019-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AVOX SYSTEMS UNION PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3110,935,424
Acturial value of plan assets2018-12-3110,072,290
Funding target for retired participants and beneficiaries receiving payment2018-12-315,748,083
Number of terminated vested participants2018-12-3143
Fundng target for terminated vested participants2018-12-31976,571
Active participant vested funding target2018-12-314,089,928
Number of active participants2018-12-31124
Total funding liabilities for active participants2018-12-314,089,928
Total participant count2018-12-31350
Total funding target for all participants2018-12-3110,814,582
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3189,447
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-3133,963
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3155,484
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3167,502
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3136,361
Net shortfall amortization installment of oustanding balance2018-12-31809,794
Total funding amount beforereflecting carryover/prefunding balances2018-12-3136,361
Prefunding balance elected to use to offset funding requirement2018-12-3136,361
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01349
Total number of active participants reported on line 7a of the Form 55002018-01-01114
Number of retired or separated participants receiving benefits2018-01-01146
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0133
Total participants2018-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AVOX SYSTEMS UNION PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-319,560,342
Acturial value of plan assets2017-12-319,884,483
Funding target for retired participants and beneficiaries receiving payment2017-12-315,418,462
Number of terminated vested participants2017-12-3151
Fundng target for terminated vested participants2017-12-311,161,826
Active participant vested funding target2017-12-313,976,223
Number of active participants2017-12-31128
Total funding liabilities for active participants2017-12-313,976,223
Total participant count2017-12-31353
Total funding target for all participants2017-12-3110,556,511
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31130,144
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-3144,418
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3185,726
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3189,447
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3133,778
Net shortfall amortization installment of oustanding balance2017-12-31761,475
Total funding amount beforereflecting carryover/prefunding balances2017-12-3133,778
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3133,778
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01352
Total number of active participants reported on line 7a of the Form 55002017-01-01124
Number of retired or separated participants receiving benefits2017-01-01149
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0133
Total participants2017-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AVOX SYSTEMS UNION PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-319,758,565
Acturial value of plan assets2016-12-3110,147,180
Funding target for retired participants and beneficiaries receiving payment2016-12-315,063,227
Number of terminated vested participants2016-12-3170
Fundng target for terminated vested participants2016-12-311,900,451
Active participant vested funding target2016-12-313,690,237
Number of active participants2016-12-31128
Total funding liabilities for active participants2016-12-313,690,237
Total participant count2016-12-31362
Total funding target for all participants2016-12-3110,653,915
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31184,614
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-3156,267
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31128,347
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31130,144
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3139,003
Net shortfall amortization installment of oustanding balance2016-12-31636,879
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3142,785
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3142,785
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01362
Total number of active participants reported on line 7a of the Form 55002016-01-01128
Number of retired or separated participants receiving benefits2016-01-01144
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0129
Total participants2016-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AVOX SYSTEMS UNION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01372
Total number of active participants reported on line 7a of the Form 55002015-01-01128
Number of retired or separated participants receiving benefits2015-01-01139
Number of other retired or separated participants entitled to future benefits2015-01-0170
Total of all active and inactive participants2015-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0125
Total participants2015-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AVOX SYSTEMS UNION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01384
Total number of active participants reported on line 7a of the Form 55002014-01-01157
Number of retired or separated participants receiving benefits2014-01-01140
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0124
Total participants2014-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AVOX SYSTEMS UNION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01400
Total number of active participants reported on line 7a of the Form 55002013-01-01161
Number of retired or separated participants receiving benefits2013-01-01144
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0123
Total participants2013-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: AVOX SYSTEMS UNION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01415
Total number of active participants reported on line 7a of the Form 55002012-01-01203
Number of retired or separated participants receiving benefits2012-01-01129
Number of other retired or separated participants entitled to future benefits2012-01-0147
Total of all active and inactive participants2012-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0121
Total participants2012-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: AVOX SYSTEMS UNION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01420
Total number of active participants reported on line 7a of the Form 55002011-01-01214
Number of retired or separated participants receiving benefits2011-01-01131
Number of other retired or separated participants entitled to future benefits2011-01-0149
Total of all active and inactive participants2011-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0121
Total participants2011-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: AVOX SYSTEMS UNION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01449
Total number of active participants reported on line 7a of the Form 55002009-01-01219
Number of retired or separated participants receiving benefits2009-01-01142
Number of other retired or separated participants entitled to future benefits2009-01-0153
Total of all active and inactive participants2009-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0120
Total participants2009-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on AVOX SYSTEMS UNION PENSION PLAN

Measure Date Value
2022 : AVOX SYSTEMS UNION PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,985,300
Total unrealized appreciation/depreciation of assets2022-12-31$-1,985,300
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2
Total income from all sources (including contributions)2022-12-31$-1,720,491
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$863,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$754,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$10,209,856
Value of total assets at beginning of year2022-12-31$12,787,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$109,252
Total interest from all sources2022-12-31$1,473
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$263,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$263,336
Administrative expenses professional fees incurred2022-12-31$70,135
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$75,839
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$59,514
Liabilities. Value of operating payables at end of year2022-12-31$6,493
Liabilities. Value of operating payables at beginning of year2022-12-31$2
Total non interest bearing cash at end of year2022-12-31$6,493
Total non interest bearing cash at beginning of year2022-12-31$4,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,583,808
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,203,363
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,787,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$39,117
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,002,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,465,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$125,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$257,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$257,123
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$754,065
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SBFR PARTNERS CPAS LLP
Accountancy firm EIN2022-12-31472554597
2021 : AVOX SYSTEMS UNION PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,347,992
Total unrealized appreciation/depreciation of assets2021-12-31$1,347,992
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1
Total income from all sources (including contributions)2021-12-31$1,651,369
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$768,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$657,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$12,787,173
Value of total assets at beginning of year2021-12-31$11,904,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$110,694
Total interest from all sources2021-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$303,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$303,363
Administrative expenses professional fees incurred2021-12-31$67,755
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$59,514
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$52,189
Liabilities. Value of operating payables at end of year2021-12-31$2
Liabilities. Value of operating payables at beginning of year2021-12-31$1
Total non interest bearing cash at end of year2021-12-31$4,677
Total non interest bearing cash at beginning of year2021-12-31$4,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$882,950
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,787,171
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,904,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$42,939
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,465,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,740,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$257,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$106,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$106,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$14
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$657,725
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SBFR PARTNERS CPAS LLP
Accountancy firm EIN2021-12-31472554597
2020 : AVOX SYSTEMS UNION PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$864,340
Total unrealized appreciation/depreciation of assets2020-12-31$864,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,983
Total income from all sources (including contributions)2020-12-31$1,075,344
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$717,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$620,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$11,904,222
Value of total assets at beginning of year2020-12-31$11,552,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$96,870
Total interest from all sources2020-12-31$266
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$210,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$210,738
Administrative expenses professional fees incurred2020-12-31$60,359
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$52,189
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$51,782
Liabilities. Value of operating payables at end of year2020-12-31$1
Liabilities. Value of operating payables at beginning of year2020-12-31$5,983
Total non interest bearing cash at end of year2020-12-31$4,569
Total non interest bearing cash at beginning of year2020-12-31$5,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$357,876
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,904,221
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,546,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$36,511
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,740,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,259,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$106,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$82,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$82,757
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at beginning of year2020-12-31$152,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$620,598
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SBFR PARTNERS CPAS LLP
Accountancy firm EIN2020-12-31472554597
2019 : AVOX SYSTEMS UNION PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,598,578
Total unrealized appreciation/depreciation of assets2019-12-31$1,598,578
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,751
Total income from all sources (including contributions)2019-12-31$2,043,636
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$692,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$599,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$152,500
Value of total assets at end of year2019-12-31$11,552,328
Value of total assets at beginning of year2019-12-31$10,202,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$93,687
Total interest from all sources2019-12-31$1,600
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$290,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$290,958
Administrative expenses professional fees incurred2019-12-31$56,119
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$51,782
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$49,494
Liabilities. Value of operating payables at end of year2019-12-31$5,983
Liabilities. Value of operating payables at beginning of year2019-12-31$6,751
Total non interest bearing cash at end of year2019-12-31$5,983
Total non interest bearing cash at beginning of year2019-12-31$6,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,350,826
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,546,345
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,195,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$37,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,259,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,066,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$82,757
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$79,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$79,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$152,500
Employer contributions (assets) at end of year2019-12-31$152,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$599,123
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMOLEN BONGHI FLEISCHMANN, LLP
Accountancy firm EIN2019-12-31472554597
2018 : AVOX SYSTEMS UNION PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-408,018
Total unrealized appreciation/depreciation of assets2018-12-31$-408,018
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,751
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-73,303
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$666,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$592,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$10,202,270
Value of total assets at beginning of year2018-12-31$10,935,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$74,001
Total interest from all sources2018-12-31$3,074
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$331,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$331,641
Administrative expenses professional fees incurred2018-12-31$44,015
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$49,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,043
Liabilities. Value of operating payables at end of year2018-12-31$6,751
Total non interest bearing cash at end of year2018-12-31$6,751
Total non interest bearing cash at beginning of year2018-12-31$2,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-739,905
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,195,519
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,935,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$29,986
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,066,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,196,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$79,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$221,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$221,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$592,601
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,512,999
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SMOLEN, BONGHI, FLEISCHMANN, LLP
Accountancy firm EIN2018-12-31472554597
2017 : AVOX SYSTEMS UNION PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$304,259
Total unrealized appreciation/depreciation of assets2017-12-31$304,259
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,008,304
Total loss/gain on sale of assets2017-12-31$24,834
Total of all expenses incurred2017-12-31$633,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$591,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$10,935,424
Value of total assets at beginning of year2017-12-31$9,560,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,267
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$146,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$117,898
Administrative expenses professional fees incurred2017-12-31$36,361
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,008
Other income not declared elsewhere2017-12-31$-679
Total non interest bearing cash at end of year2017-12-31$2,786
Total non interest bearing cash at beginning of year2017-12-31$2,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,375,082
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,935,424
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,560,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$4,906
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,196,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,897,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$221,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$563,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$563,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,533,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Income. Dividends from common stock2017-12-31$28,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$591,955
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,512,999
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,096,272
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,383,823
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,358,989
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SMOLEN, BONGHI, FLEISCHMANN, LLP
Accountancy firm EIN2017-12-31472554597
2016 : AVOX SYSTEMS UNION PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$63,776
Total unrealized appreciation/depreciation of assets2016-12-31$63,776
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$412,819
Total loss/gain on sale of assets2016-12-31$-89,067
Total of all expenses incurred2016-12-31$611,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$575,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$9,560,342
Value of total assets at beginning of year2016-12-31$9,758,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$36,019
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$127,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$106,922
Administrative expenses professional fees incurred2016-12-31$33,778
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,008
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,808
Other income not declared elsewhere2016-12-31$-1,516
Total non interest bearing cash at end of year2016-12-31$2,431
Total non interest bearing cash at beginning of year2016-12-31$3,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-198,223
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,560,342
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,758,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$2,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,897,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,197,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$563,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$443,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$443,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$311,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Income. Dividends from common stock2016-12-31$20,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$575,023
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,096,272
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,111,791
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$634,064
Aggregate carrying amount (costs) on sale of assets2016-12-31$723,131
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SMOLEN, BONGHI, FLEISCHMANN, LLP
Accountancy firm EIN2016-12-31472554597
2015 : AVOX SYSTEMS UNION PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-6,547
Total unrealized appreciation/depreciation of assets2015-12-31$-6,547
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$142,202
Total loss/gain on sale of assets2015-12-31$-38,919
Total of all expenses incurred2015-12-31$564,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$522,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$9,758,565
Value of total assets at beginning of year2015-12-31$10,181,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$42,197
Total interest from all sources2015-12-31$158
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$162,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$120,360
Administrative expenses professional fees incurred2015-12-31$39,003
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,808
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,624
Other income not declared elsewhere2015-12-31$-745
Total non interest bearing cash at end of year2015-12-31$3,247
Total non interest bearing cash at beginning of year2015-12-31$3,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-422,638
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,758,565
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,181,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$3,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,197,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,374,378
Interest earned on other investments2015-12-31$158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$443,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$238,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$238,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$26,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Income. Dividends from common stock2015-12-31$41,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$522,643
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,111,791
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,561,683
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,256,107
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,295,026
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CHIAMPOU, TRAVIS, BESAW & KERSHNER
Accountancy firm EIN2015-12-31161468002
2014 : AVOX SYSTEMS UNION PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$15,839
Total unrealized appreciation/depreciation of assets2014-12-31$15,839
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$596,670
Total loss/gain on sale of assets2014-12-31$-14,548
Total of all expenses incurred2014-12-31$594,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$539,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$10,181,203
Value of total assets at beginning of year2014-12-31$10,179,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$55,210
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$156,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$137,672
Administrative expenses professional fees incurred2014-12-31$53,590
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,624
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$959
Other income not declared elsewhere2014-12-31$-55
Total non interest bearing cash at end of year2014-12-31$3,902
Total non interest bearing cash at beginning of year2014-12-31$2,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,729
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,181,203
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,179,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,374,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,457,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$238,616
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$136,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$136,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$438,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at beginning of year2014-12-31$150,000
Income. Dividends from common stock2014-12-31$18,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$539,731
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,561,683
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$432,016
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$217,945
Aggregate carrying amount (costs) on sale of assets2014-12-31$232,493
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CHIAMPOU, TRAVIS, BESAW & KERSHNER
Accountancy firm EIN2014-12-31161468002
2013 : AVOX SYSTEMS UNION PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$84,238
Total unrealized appreciation/depreciation of assets2013-12-31$84,238
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,590,026
Total loss/gain on sale of assets2013-12-31$5,810
Total of all expenses incurred2013-12-31$489,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$436,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$150,000
Value of total assets at end of year2013-12-31$10,179,474
Value of total assets at beginning of year2013-12-31$9,078,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$52,877
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$178,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$169,744
Administrative expenses professional fees incurred2013-12-31$52,877
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$959
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$815
Other income not declared elsewhere2013-12-31$-2
Total non interest bearing cash at end of year2013-12-31$2,776
Total non interest bearing cash at beginning of year2013-12-31$2,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,100,676
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,179,474
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,078,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,457,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,170,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$136,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$563,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$563,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,171,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$150,000
Employer contributions (assets) at end of year2013-12-31$150,000
Income. Dividends from common stock2013-12-31$9,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$436,473
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$432,016
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$340,449
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$79,730
Aggregate carrying amount (costs) on sale of assets2013-12-31$73,920
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CHIAMPOU, TRAVIS, BESAW & KERSHNER
Accountancy firm EIN2013-12-31161468002
2012 : AVOX SYSTEMS UNION PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$9,766
Total unrealized appreciation/depreciation of assets2012-12-31$9,766
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,914
Total income from all sources (including contributions)2012-12-31$1,174,456
Total loss/gain on sale of assets2012-12-31$58
Total of all expenses incurred2012-12-31$466,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$431,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$108,000
Value of total assets at end of year2012-12-31$9,078,798
Value of total assets at beginning of year2012-12-31$8,377,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$35,110
Total interest from all sources2012-12-31$78
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$206,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$199,022
Administrative expenses professional fees incurred2012-12-31$36,189
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$815
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,914
Administrative expenses (other) incurred2012-12-31$-1,079
Total non interest bearing cash at end of year2012-12-31$2,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$708,194
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,078,798
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,370,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,170,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,974,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$563,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$11,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$11,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$78
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$849,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$108,000
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$381,962
Income. Dividends from common stock2012-12-31$7,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$431,152
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$340,449
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$50,002
Aggregate carrying amount (costs) on sale of assets2012-12-31$49,944
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CHIAMPOU, TRAVIS, BESAW & KERSHNER
Accountancy firm EIN2012-12-31161468002
2011 : AVOX SYSTEMS UNION PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,914
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,665
Total income from all sources (including contributions)2011-12-31$251,349
Total of all expenses incurred2011-12-31$447,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$413,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$415,757
Value of total assets at end of year2011-12-31$8,377,518
Value of total assets at beginning of year2011-12-31$8,574,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,041
Total interest from all sources2011-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$346,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$346,169
Administrative expenses professional fees incurred2011-12-31$35,441
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9,659
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$10,887
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$7,665
Administrative expenses (other) incurred2011-12-31$-1,400
Total non interest bearing cash at beginning of year2011-12-31$7,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-196,007
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,370,604
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,566,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,974,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,492,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$11,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$13,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$13,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-510,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$415,757
Employer contributions (assets) at end of year2011-12-31$381,962
Employer contributions (assets) at beginning of year2011-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$413,315
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CHIAMPOU, TRAVIS, BESAW & KERSHNER
Accountancy firm EIN2011-12-31161468002
2010 : AVOX SYSTEMS UNION PENSION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,174
Total income from all sources (including contributions)2010-12-31$998,053
Total of all expenses incurred2010-12-31$431,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$405,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$50,000
Value of total assets at end of year2010-12-31$8,574,276
Value of total assets at beginning of year2010-12-31$8,007,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,843
Total interest from all sources2010-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$268,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$268,011
Administrative expenses professional fees incurred2010-12-31$26,843
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$8,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$10,887
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$7,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$7,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$7,174
Total non interest bearing cash at end of year2010-12-31$7,017
Total non interest bearing cash at beginning of year2010-12-31$9,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$566,106
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,566,611
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,000,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,492,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,964,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$13,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$26,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$26,057
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$680,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$50,000
Employer contributions (assets) at end of year2010-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$405,104
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CHIAMPOU, TRAVIS, BESAW & KERSHNER
Accountancy firm EIN2010-12-31161468002
2009 : AVOX SYSTEMS UNION PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AVOX SYSTEMS UNION PENSION PLAN

2022: AVOX SYSTEMS UNION PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AVOX SYSTEMS UNION PENSION PLAN 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AVOX SYSTEMS UNION PENSION PLAN 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AVOX SYSTEMS UNION PENSION PLAN 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AVOX SYSTEMS UNION PENSION PLAN 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AVOX SYSTEMS UNION PENSION PLAN 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AVOX SYSTEMS UNION PENSION PLAN 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AVOX SYSTEMS UNION PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AVOX SYSTEMS UNION PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AVOX SYSTEMS UNION PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AVOX SYSTEMS UNION PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AVOX SYSTEMS UNION PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AVOX SYSTEMS UNION PENSION PLAN 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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