401k Plan data: OPEX ADVISORS, INC. PROFIT SHARING PLAN plan

OPEX ADVISORS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	OPEX ADVISORS, INC. PROFIT SHARING PLAN
Plan identification number	001

OPEX ADVISORS, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: OPEX ADVISORS, INC.

Employer identification number (EIN): 263745948

NAIC Classification: 561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPEX ADVISORS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-10-01 ROBERT J. KENNY
001 2015-10-01 ROBERT J. KENNY
001 2014-10-01 ROBERT J. KENNY
001 2013-10-01 ROBERT J. KENNY
001 2012-10-01 ROBERT J. KENNY
001 2011-10-01 ROBERT J. KENNY
001 2010-10-01 ROBERT J. KENNY
001 2009-10-01 ROBERT KENNY

Plan id#	Filing Submission Date	Name of Administrator
001	2016-10-01	ROBERT J. KENNY
001	2015-10-01	ROBERT J. KENNY
001	2014-10-01	ROBERT J. KENNY
001	2013-10-01	ROBERT J. KENNY
001	2012-10-01	ROBERT J. KENNY
001	2011-10-01	ROBERT J. KENNY
001	2010-10-01	ROBERT J. KENNY
001	2009-10-01	ROBERT KENNY

Plan Statistics for OPEX ADVISORS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for OPEX ADVISORS, INC. PROFIT SHARING PLAN

Measure Date Value
2016: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 0
Total of all active and inactive participants 2016-10-01 0
Total participants 2016-10-01 0
Number of participants with account balances 2016-10-01 0
2015: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 2
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 0
Total of all active and inactive participants 2015-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 2
Number of participants with account balances 2015-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 2
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 0
Total of all active and inactive participants 2014-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 2
Number of participants with account balances 2014-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 2
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 0
Total of all active and inactive participants 2013-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 2
Number of participants with account balances 2013-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 2
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 2
Number of participants with account balances 2012-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 2
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 2
Number of participants with account balances 2011-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2010: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 2
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 0
Total of all active and inactive participants 2010-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 2
Number of participants with account balances 2010-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 0
2009: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 2
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 0
Total of all active and inactive participants 2009-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 2
Number of participants with account balances 2009-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2016: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	0
Total of all active and inactive participants	2016-10-01	0
Total participants	2016-10-01	0
Number of participants with account balances	2016-10-01	0
2015: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	2
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	0
Total of all active and inactive participants	2015-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	2
Number of participants with account balances	2015-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	2
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	0
Total of all active and inactive participants	2014-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	2
Number of participants with account balances	2014-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	2
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	0
Total of all active and inactive participants	2013-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	2
Number of participants with account balances	2013-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	2
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	2
Number of participants with account balances	2012-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	2
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	2
Number of participants with account balances	2011-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2010: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	2
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	0
Total of all active and inactive participants	2010-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	2
Number of participants with account balances	2010-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	0
2009: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	2
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	0
Total of all active and inactive participants	2009-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	2
Number of participants with account balances	2009-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on OPEX ADVISORS, INC. PROFIT SHARING PLAN

Measure	Date	Value
2017 : OPEX ADVISORS, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-03-31	$-49,091
Total plan assets at end of year	2017-03-31	$0
Total plan assets at beginning of year	2017-03-31	$49,091
Other income received	2017-03-31	$-49,091
Net income (gross income less expenses)	2017-03-31	$-49,091
Net plan assets at end of year (total assets less liabilities)	2017-03-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-03-31	$49,091
Assets. Value of employer securities	2017-03-31	$0
2016 : OPEX ADVISORS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$-19,598
Expenses. Total of all expenses incurred	2016-09-30	$0
Benefits paid (including direct rollovers)	2016-09-30	$0
Total plan assets at end of year	2016-09-30	$49,091
Total plan assets at beginning of year	2016-09-30	$68,689
Total contributions received or receivable from participants	2016-09-30	$0
Contributions received from other sources (not participants or employers)	2016-09-30	$0
Other income received	2016-09-30	$-19,598
Net income (gross income less expenses)	2016-09-30	$-19,598
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$49,091
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$68,689
Assets. Value of employer securities	2016-09-30	$49,091
Total contributions received or receivable from employer(s)	2016-09-30	$0
Value of certain deemed distributions of participant loans	2016-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$0
2015 : OPEX ADVISORS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$-80,704
Total plan assets at end of year	2015-09-30	$68,689
Total plan assets at beginning of year	2015-09-30	$149,393
Other income received	2015-09-30	$-80,704
Net income (gross income less expenses)	2015-09-30	$-80,704
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$68,689
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$149,393
Assets. Value of employer securities	2015-09-30	$68,689
2014 : OPEX ADVISORS, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$34,128
Total plan assets at end of year	2014-09-30	$149,393
Total plan assets at beginning of year	2014-09-30	$115,265
Other income received	2014-09-30	$34,128
Net income (gross income less expenses)	2014-09-30	$34,128
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$149,393
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$115,265
Assets. Value of employer securities	2014-09-30	$149,393
2013 : OPEX ADVISORS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$-36,250
Total plan assets at end of year	2013-09-30	$115,265
Total plan assets at beginning of year	2013-09-30	$151,515
Other income received	2013-09-30	$-36,250
Net income (gross income less expenses)	2013-09-30	$-36,250
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$115,265
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$151,515
Assets. Value of employer securities	2013-09-30	$115,265
2012 : OPEX ADVISORS, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$102,424
Expenses. Total of all expenses incurred	2012-09-30	$0
Benefits paid (including direct rollovers)	2012-09-30	$0
Total plan assets at end of year	2012-09-30	$151,515
Total plan assets at beginning of year	2012-09-30	$49,091
Total contributions received or receivable from participants	2012-09-30	$0
Contributions received from other sources (not participants or employers)	2012-09-30	$0
Other income received	2012-09-30	$102,424
Net income (gross income less expenses)	2012-09-30	$102,424
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$151,515
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$49,091
Assets. Value of employer securities	2012-09-30	$151,515
Total contributions received or receivable from employer(s)	2012-09-30	$0
Value of certain deemed distributions of participant loans	2012-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$0
2011 : OPEX ADVISORS, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$15,243
Expenses. Total of all expenses incurred	2011-09-30	$0
Benefits paid (including direct rollovers)	2011-09-30	$0
Total plan assets at end of year	2011-09-30	$49,091
Total plan assets at beginning of year	2011-09-30	$33,848
Total contributions received or receivable from participants	2011-09-30	$0
Contributions received from other sources (not participants or employers)	2011-09-30	$0
Other income received	2011-09-30	$15,243
Net income (gross income less expenses)	2011-09-30	$15,243
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$49,091
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$33,848
Assets. Value of employer securities	2011-09-30	$49,091
Total contributions received or receivable from employer(s)	2011-09-30	$0
Value of certain deemed distributions of participant loans	2011-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$0

Form 5500 Responses for OPEX ADVISORS, INC. PROFIT SHARING PLAN

2016: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	This submission is the final filing	Yes
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: OPEX ADVISORS, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	OPEX ADVISORS, INC.
Employer identification number (EIN):	263745948
NAIC Classification:	561490