Plan Name | SUMUP INC 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SUMUP, INC. |
Employer identification number (EIN): | 274189160 |
NAIC Classification: | 524290 |
Additional information about SUMUP, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2012-09-05 |
Company Identification Number: | 0801640516 |
Legal Registered Office Address: |
2000 CENTRAL AVE STE 100 BOULDER United States of America (USA) 80301 |
More information about SUMUP, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | MARY MACHADO | |||
001 | 2017-01-01 | MARY MACHADO | |||
001 | 2017-01-01 | MARY MACHADO | |||
001 | 2016-01-01 | MARY MACHADO | |||
001 | 2015-01-01 | VERONICA K SETZKE | VERONICA K SETZKE | 2016-10-11 | |
001 | 2014-01-01 | JESSICA CHAO | 2015-07-20 | ||
001 | 2013-01-01 | JESSICA CHAO | 2014-06-18 |
Measure | Date | Value |
---|---|---|
2022: SUMUP INC 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 306 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 283 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 112 |
Total of all active and inactive participants | 2022-01-01 | 395 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 395 |
Number of participants with account balances | 2022-01-01 | 338 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SUMUP INC 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 294 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 186 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 105 |
Total of all active and inactive participants | 2021-01-01 | 291 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 291 |
Number of participants with account balances | 2021-01-01 | 266 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SUMUP INC 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 358 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 214 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 77 |
Total of all active and inactive participants | 2020-01-01 | 291 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 291 |
Number of participants with account balances | 2020-01-01 | 268 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SUMUP INC 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 599 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 279 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 67 |
Total of all active and inactive participants | 2019-01-01 | 346 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 346 |
Number of participants with account balances | 2019-01-01 | 317 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SUMUP INC 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 467 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 243 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 341 |
Total of all active and inactive participants | 2018-01-01 | 584 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 584 |
Number of participants with account balances | 2018-01-01 | 545 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SUMUP INC 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 547 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 205 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 251 |
Total of all active and inactive participants | 2017-01-01 | 456 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 456 |
Number of participants with account balances | 2017-01-01 | 439 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SUMUP INC 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 359 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 320 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 227 |
Total of all active and inactive participants | 2016-01-01 | 547 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 547 |
Number of participants with account balances | 2016-01-01 | 518 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SUMUP INC 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 310 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 42 |
Total of all active and inactive participants | 2015-01-01 | 352 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 352 |
Number of participants with account balances | 2015-01-01 | 318 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : SUMUP INC 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $616,141 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,149,577 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,122,227 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $791 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,110,853 |
Value of total assets at end of year | 2022-12-31 | $7,713,480 |
Value of total assets at beginning of year | 2022-12-31 | $8,246,916 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $26,559 |
Total interest from all sources | 2022-12-31 | $4,031 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $178,989 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $178,989 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,811,879 |
Participant contributions at end of year | 2022-12-31 | $64,838 |
Participant contributions at beginning of year | 2022-12-31 | $112,443 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $255,983 |
Other income not declared elsewhere | 2022-12-31 | $375 |
Administrative expenses (other) incurred | 2022-12-31 | $26,559 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-533,436 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,713,480 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,246,916 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,648,642 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,134,473 |
Interest on participant loans | 2022-12-31 | $4,031 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,678,107 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $42,991 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,122,227 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SILICON VALLEY ACCOUNTANCY CORP |
Accountancy firm EIN | 2022-12-31 | 770573994 |
2021 : SUMUP INC 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,895,469 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,620,965 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,584,633 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $12,032 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,725,616 |
Value of total assets at end of year | 2021-12-31 | $8,246,916 |
Value of total assets at beginning of year | 2021-12-31 | $6,972,412 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $24,300 |
Total interest from all sources | 2021-12-31 | $8,795 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $769,531 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $769,531 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,708,819 |
Participant contributions at end of year | 2021-12-31 | $112,443 |
Participant contributions at beginning of year | 2021-12-31 | $156,025 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $16,797 |
Other income not declared elsewhere | 2021-12-31 | $9 |
Administrative expenses (other) incurred | 2021-12-31 | $24,300 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,274,504 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,246,916 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,972,412 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,134,473 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,816,387 |
Interest on participant loans | 2021-12-31 | $8,795 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $391,518 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,584,633 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SILICON VALLEY ACCOUNTANCY CORP |
Accountancy firm EIN | 2021-12-31 | 770573994 |
2020 : SUMUP INC 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,644,481 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,148,844 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,118,695 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $7,427 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,580,911 |
Value of total assets at end of year | 2020-12-31 | $6,972,412 |
Value of total assets at beginning of year | 2020-12-31 | $5,476,775 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $22,722 |
Total interest from all sources | 2020-12-31 | $6,852 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $132,799 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $132,799 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,548,536 |
Participant contributions at end of year | 2020-12-31 | $156,025 |
Participant contributions at beginning of year | 2020-12-31 | $105,995 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $27,720 |
Other income not declared elsewhere | 2020-12-31 | $285 |
Administrative expenses (other) incurred | 2020-12-31 | $22,722 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,495,637 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,972,412 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,476,775 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,816,387 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,370,780 |
Interest on participant loans | 2020-12-31 | $6,020 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $832 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $923,634 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $4,655 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,118,695 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | SILICON VALLEY ACCOUNTANCY CORP |
Accountancy firm EIN | 2020-12-31 | 770573994 |
2019 : SUMUP INC 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,630,490 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $882,256 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $750,438 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $572 |
Value of total corrective distributions | 2019-12-31 | $97,148 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,618,443 |
Value of total assets at end of year | 2019-12-31 | $5,476,775 |
Value of total assets at beginning of year | 2019-12-31 | $3,728,541 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $34,098 |
Total interest from all sources | 2019-12-31 | $7,903 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $113,210 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $113,210 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $373,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,575,930 |
Participant contributions at end of year | 2019-12-31 | $105,995 |
Participant contributions at beginning of year | 2019-12-31 | $58,660 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $41,938 |
Other income not declared elsewhere | 2019-12-31 | $12,953 |
Administrative expenses (other) incurred | 2019-12-31 | $10,738 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,748,234 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,476,775 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,728,541 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $23,360 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,370,780 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,669,881 |
Interest on participant loans | 2019-12-31 | $4,682 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $3,221 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $877,981 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $575 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $750,438 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SILICON VALLEY ACCOUNTANCY CORP |
Accountancy firm EIN | 2019-12-31 | 770573994 |
2018 : SUMUP INC 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
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 | $1,096,240 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $720,222 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $704,491 |
Value of total corrective distributions | 2018-12-31 | $2,410 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,419,850 |
Value of total assets at end of year | 2018-12-31 | $3,728,541 |
Value of total assets at beginning of year | 2018-12-31 | $3,352,523 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $13,321 |
Total interest from all sources | 2018-12-31 | $1,527 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $96,187 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $96,187 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $336,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,378,898 |
Participant contributions at end of year | 2018-12-31 | $58,660 |
Participant contributions at beginning of year | 2018-12-31 | $25,476 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $40,079 |
Other income not declared elsewhere | 2018-12-31 | $1,026 |
Administrative expenses (other) incurred | 2018-12-31 | $13,321 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $376,018 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,728,541 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,352,523 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,669,881 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,327,047 |
Interest on participant loans | 2018-12-31 | $1,527 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-422,350 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $873 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $704,491 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SILICON VALLEY ACCOUNTANCY CORP |
Accountancy firm EIN | 2018-12-31 | 770573994 |
2017 : SUMUP INC 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
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 | $1,822,289 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $493,440 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $445,281 |
Value of total corrective distributions | 2017-12-31 | $33,310 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,326,010 |
Value of total assets at end of year | 2017-12-31 | $3,352,523 |
Value of total assets at beginning of year | 2017-12-31 | $2,023,674 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $14,849 |
Total interest from all sources | 2017-12-31 | $1,221 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $64,158 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $64,158 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $203,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,286,785 |
Participant contributions at end of year | 2017-12-31 | $25,476 |
Participant contributions at beginning of year | 2017-12-31 | $7,281 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $39,225 |
Other income not declared elsewhere | 2017-12-31 | $727 |
Administrative expenses (other) incurred | 2017-12-31 | $14,849 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,328,849 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,352,523 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,023,674 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,327,047 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,016,393 |
Interest on participant loans | 2017-12-31 | $1,221 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $430,173 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $445,281 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SILICON VALLEY ACCOUNTANCY CORP |
Accountancy firm EIN | 2017-12-31 | 770573994 |
2016 : SUMUP INC 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
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 | $1,278,237 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $203,072 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $160,781 |
Value of total corrective distributions | 2016-12-31 | $37,253 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,138,595 |
Value of total assets at end of year | 2016-12-31 | $2,023,674 |
Value of total assets at beginning of year | 2016-12-31 | $948,509 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $5,038 |
Total interest from all sources | 2016-12-31 | $431 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $40,005 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $40,005 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $95,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,078,037 |
Participant contributions at end of year | 2016-12-31 | $7,281 |
Participant contributions at beginning of year | 2016-12-31 | $9,057 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $60,558 |
Other income not declared elsewhere | 2016-12-31 | $1,826 |
Administrative expenses (other) incurred | 2016-12-31 | $5,038 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,075,165 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,023,674 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $948,509 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,016,393 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $939,452 |
Interest earned on other investments | 2016-12-31 | $431 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $97,380 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $160,781 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SILICON VALLEY ACCOUNTANCY CORP. |
Accountancy firm EIN | 2016-12-31 | 770573994 |
2015 : SUMUP INC 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $661,283 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $54,392 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $35,985 |
Value of total corrective distributions | 2015-12-31 | $18,032 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $669,159 |
Value of total assets at end of year | 2015-12-31 | $948,509 |
Value of total assets at beginning of year | 2015-12-31 | $341,618 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $375 |
Total interest from all sources | 2015-12-31 | $221 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $19,701 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $19,701 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $35,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $551,539 |
Participant contributions at end of year | 2015-12-31 | $9,057 |
Participant contributions at beginning of year | 2015-12-31 | $2,626 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $117,620 |
Administrative expenses (other) incurred | 2015-12-31 | $375 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $606,891 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $948,509 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $341,618 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $939,452 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $284,232 |
Interest on participant loans | 2015-12-31 | $221 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $52,418 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $2,342 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $2,342 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-29,413 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,615 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $35,985 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SILICON VALLEY ACCOUNTANCY |
Accountancy firm EIN | 2015-12-31 | 770573994 |
2022: SUMUP INC 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SUMUP INC 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SUMUP INC 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SUMUP INC 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SUMUP INC 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SUMUP INC 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | Yes |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SUMUP INC 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SUMUP INC 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |