Logo

DATA-BASICS, INC. PROFIT SHARING TRUST 401k Plan overview

Plan NameDATA-BASICS, INC. PROFIT SHARING TRUST
Plan identification number 001

DATA-BASICS, INC. PROFIT SHARING TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

DATA-BASICS, INC. has sponsored the creation of one or more 401k plans.

Company Name:DATA-BASICS, INC.
Employer identification number (EIN):341141704
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Additional information about DATA-BASICS, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1974-04-08
Company Identification Number: 451881
Legal Registered Office Address: 9450 MIDWEST AVE
-
CLEVELAND
United States of America (USA)
44125

More information about DATA-BASICS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DATA-BASICS, INC. PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ANTHONY WARREN2023-07-25
0012021-01-01ANTHONY WARREN2022-09-26
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WILLIAM APP
0012016-01-01WILLIAM APP
0012015-01-01WILLIAM APP
0012014-01-01WILLIAM R APP
0012013-01-01WILLIAM R. APP
0012012-01-01WILLIAM R. APP WILLIAM R. APP2013-10-11
0012011-01-01WILLIAM R APP
0012009-01-01WILLIAM R APP
0012009-01-01WILLIAM APP
0012008-01-01WILLIAM R. APP
0012005-01-01WILLIAM R. APP

Plan Statistics for DATA-BASICS, INC. PROFIT SHARING TRUST

401k plan membership statisitcs for DATA-BASICS, INC. PROFIT SHARING TRUST

Measure Date Value
2020: DATA-BASICS, INC. PROFIT SHARING TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0150
Total number of active participants reported on line 7a of the Form 55002020-01-0136
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0154
Number of participants with account balances2020-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: DATA-BASICS, INC. PROFIT SHARING TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0148
Total number of active participants reported on line 7a of the Form 55002019-01-0139
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0150
Number of participants with account balances2019-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DATA-BASICS, INC. PROFIT SHARING TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0146
Total number of active participants reported on line 7a of the Form 55002018-01-0142
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0148
Number of participants with account balances2018-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: DATA-BASICS, INC. PROFIT SHARING TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0138
Total number of active participants reported on line 7a of the Form 55002017-01-0140
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0146
Number of participants with account balances2017-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DATA-BASICS, INC. PROFIT SHARING TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0139
Total number of active participants reported on line 7a of the Form 55002016-01-0132
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0138
Total participants2016-01-0138
Number of participants with account balances2016-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: DATA-BASICS, INC. PROFIT SHARING TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0138
Total number of active participants reported on line 7a of the Form 55002015-01-0135
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0139
Number of participants with account balances2015-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DATA-BASICS, INC. PROFIT SHARING TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0134
Total number of active participants reported on line 7a of the Form 55002014-01-0129
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0136
Number of participants with account balances2014-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DATA-BASICS, INC. PROFIT SHARING TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0134
Total number of active participants reported on line 7a of the Form 55002013-01-0131
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0137
Number of participants with account balances2013-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DATA-BASICS, INC. PROFIT SHARING TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0129
Total number of active participants reported on line 7a of the Form 55002012-01-0130
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0135
Number of participants with account balances2012-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DATA-BASICS, INC. PROFIT SHARING TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0127
Total number of active participants reported on line 7a of the Form 55002011-01-0125
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0130
Number of participants with account balances2011-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DATA-BASICS, INC. PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0124
Total number of active participants reported on line 7a of the Form 55002009-01-0120
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0125
Number of participants with account balances2009-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: DATA-BASICS, INC. PROFIT SHARING TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-0123
Total number of active participants reported on line 7a of the Form 55002008-01-0118
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-016
Total of all active and inactive participants2008-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0124
Number of participants with account balances2008-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-011
2005: DATA-BASICS, INC. PROFIT SHARING TRUST 2005 401k membership
Total participants, beginning-of-year2005-01-0122
Total number of active participants reported on line 7a of the Form 55002005-01-0119
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-011
Total of all active and inactive participants2005-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-0120
Number of participants with account balances2005-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-011

Financial Data on DATA-BASICS, INC. PROFIT SHARING TRUST

Measure Date Value
2020 : DATA-BASICS, INC. PROFIT SHARING TRUST 2020 401k financial data
Total income from all sources2020-12-31$2,027,927
Expenses. Total of all expenses incurred2020-12-31$60,786
Benefits paid (including direct rollovers)2020-12-31$55,662
Total plan assets at end of year2020-12-31$9,872,469
Total plan assets at beginning of year2020-12-31$7,905,328
Value of fidelity bond covering the plan2020-12-31$702,000
Total contributions received or receivable from participants2020-12-31$225,444
Other income received2020-12-31$1,632,483
Net income (gross income less expenses)2020-12-31$1,967,141
Net plan assets at end of year (total assets less liabilities)2020-12-31$9,872,469
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$7,905,328
Assets. Value of participant loans2020-12-31$7,777
Assets. Value of real-estate (other than employer real property)2020-12-31$39,075
Total contributions received or receivable from employer(s)2020-12-31$170,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$5,124
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : DATA-BASICS, INC. PROFIT SHARING TRUST 2019 401k financial data
Total income from all sources2019-12-31$2,214,975
Expenses. Total of all expenses incurred2019-12-31$163,023
Benefits paid (including direct rollovers)2019-12-31$152,113
Total plan assets at end of year2019-12-31$7,905,328
Total plan assets at beginning of year2019-12-31$5,853,376
Value of fidelity bond covering the plan2019-12-31$702,000
Total contributions received or receivable from participants2019-12-31$264,691
Other income received2019-12-31$1,780,284
Net income (gross income less expenses)2019-12-31$2,051,952
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,905,328
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,853,376
Assets. Value of participant loans2019-12-31$59,181
Assets. Value of real-estate (other than employer real property)2019-12-31$359,575
Total contributions received or receivable from employer(s)2019-12-31$170,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,910
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : DATA-BASICS, INC. PROFIT SHARING TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$34,005
Total income from all sources2018-12-31$150,120
Expenses. Total of all expenses incurred2018-12-31$58,234
Benefits paid (including direct rollovers)2018-12-31$50,445
Total plan assets at end of year2018-12-31$5,853,376
Total plan assets at beginning of year2018-12-31$5,727,485
Value of fidelity bond covering the plan2018-12-31$702,000
Total contributions received or receivable from participants2018-12-31$230,204
Other income received2018-12-31$-80,084
Net income (gross income less expenses)2018-12-31$91,886
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,853,376
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,727,485
Assets. Value of participant loans2018-12-31$63,971
Assets. Value of real-estate (other than employer real property)2018-12-31$44,382
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,789
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : DATA-BASICS, INC. PROFIT SHARING TRUST 2017 401k financial data
Total income from all sources2017-12-31$748,754
Expenses. Total of all expenses incurred2017-12-31$39,730
Benefits paid (including direct rollovers)2017-12-31$33,050
Total plan assets at end of year2017-12-31$5,727,485
Total plan assets at beginning of year2017-12-31$5,018,461
Value of fidelity bond covering the plan2017-12-31$702,000
Total contributions received or receivable from participants2017-12-31$211,469
Contributions received from other sources (not participants or employers)2017-12-31$67,477
Other income received2017-12-31$456,001
Net income (gross income less expenses)2017-12-31$709,024
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,727,485
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,018,461
Assets. Value of participant loans2017-12-31$68,529
Assets. Value of real-estate (other than employer real property)2017-12-31$43,710
Total contributions received or receivable from employer(s)2017-12-31$13,807
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,680
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : DATA-BASICS, INC. PROFIT SHARING TRUST 2016 401k financial data
Total income from all sources2016-12-31$691,647
Expenses. Total of all expenses incurred2016-12-31$35,170
Benefits paid (including direct rollovers)2016-12-31$21,936
Total plan assets at end of year2016-12-31$5,018,461
Total plan assets at beginning of year2016-12-31$4,361,984
Value of fidelity bond covering the plan2016-12-31$702,000
Total contributions received or receivable from participants2016-12-31$201,010
Contributions received from other sources (not participants or employers)2016-12-31$89,809
Other income received2016-12-31$225,828
Net income (gross income less expenses)2016-12-31$656,477
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,018,461
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,361,984
Assets. Value of participant loans2016-12-31$49,907
Assets. Value of real-estate (other than employer real property)2016-12-31$433,750
Total contributions received or receivable from employer(s)2016-12-31$175,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$13,234
2015 : DATA-BASICS, INC. PROFIT SHARING TRUST 2015 401k financial data
Total income from all sources2015-12-31$380,974
Expenses. Total of all expenses incurred2015-12-31$40,345
Benefits paid (including direct rollovers)2015-12-31$24,781
Total plan assets at end of year2015-12-31$4,361,984
Total plan assets at beginning of year2015-12-31$4,021,355
Value of fidelity bond covering the plan2015-12-31$702,000
Total contributions received or receivable from participants2015-12-31$186,077
Contributions received from other sources (not participants or employers)2015-12-31$23,966
Other income received2015-12-31$10,931
Net income (gross income less expenses)2015-12-31$340,629
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,361,984
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,021,355
Assets. Value of participant loans2015-12-31$3,672
Assets. Value of real-estate (other than employer real property)2015-12-31$362,275
Total contributions received or receivable from employer(s)2015-12-31$160,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$15,564
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : DATA-BASICS, INC. PROFIT SHARING TRUST 2014 401k financial data
Total income from all sources2014-12-31$589,175
Expenses. Total of all expenses incurred2014-12-31$23,278
Benefits paid (including direct rollovers)2014-12-31$9,289
Total plan assets at end of year2014-12-31$4,021,355
Total plan assets at beginning of year2014-12-31$3,455,458
Value of fidelity bond covering the plan2014-12-31$702,000
Total contributions received or receivable from participants2014-12-31$169,673
Other income received2014-12-31$259,502
Net income (gross income less expenses)2014-12-31$565,897
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,021,355
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,455,458
Assets. Value of participant loans2014-12-31$8,018
Assets. Value of real-estate (other than employer real property)2014-12-31$362,275
Total contributions received or receivable from employer(s)2014-12-31$160,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$13,989
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : DATA-BASICS, INC. PROFIT SHARING TRUST 2013 401k financial data
Total income from all sources2013-12-31$928,502
Expenses. Total of all expenses incurred2013-12-31$24,569
Benefits paid (including direct rollovers)2013-12-31$1,535
Total plan assets at end of year2013-12-31$3,455,458
Total plan assets at beginning of year2013-12-31$2,551,525
Value of fidelity bond covering the plan2013-12-31$702,000
Total contributions received or receivable from participants2013-12-31$176,649
Other income received2013-12-31$581,853
Net income (gross income less expenses)2013-12-31$903,933
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,455,458
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,551,525
Assets. Value of real-estate (other than employer real property)2013-12-31$394,825
Total contributions received or receivable from employer(s)2013-12-31$170,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$23,034
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : DATA-BASICS, INC. PROFIT SHARING TRUST 2012 401k financial data
Total income from all sources2012-12-31$341,934
Expenses. Total of all expenses incurred2012-12-31$31,051
Benefits paid (including direct rollovers)2012-12-31$5,342
Total plan assets at end of year2012-12-31$2,551,525
Total plan assets at beginning of year2012-12-31$2,240,642
Value of fidelity bond covering the plan2012-12-31$702,000
Total contributions received or receivable from participants2012-12-31$109,491
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$182,443
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$310,883
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,551,525
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,240,642
Assets. Value of participant loans2012-12-31$8,740
Assets. Value of real-estate (other than employer real property)2012-12-31$345,675
Total contributions received or receivable from employer(s)2012-12-31$50,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$25,709
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : DATA-BASICS, INC. PROFIT SHARING TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$-42,270
Expenses. Total of all expenses incurred2011-12-31$27,283
Benefits paid (including direct rollovers)2011-12-31$9,147
Total plan assets at end of year2011-12-31$2,240,642
Total plan assets at beginning of year2011-12-31$2,310,195
Value of fidelity bond covering the plan2011-12-31$701,740
Total contributions received or receivable from participants2011-12-31$79,024
Expenses. Other expenses not covered elsewhere2011-12-31$7,209
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-146,294
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-69,553
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,240,642
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,310,195
Assets. Value of participant loans2011-12-31$18,244
Assets. Value of real-estate (other than employer real property)2011-12-31$374,400
Total contributions received or receivable from employer(s)2011-12-31$25,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$10,927
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DATA-BASICS, INC. PROFIT SHARING TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$69,349
Expenses. Total of all expenses incurred2010-12-31$56,888
Benefits paid (including direct rollovers)2010-12-31$2,689
Total plan assets at end of year2010-12-31$2,310,195
Total plan assets at beginning of year2010-12-31$2,297,734
Value of fidelity bond covering the plan2010-12-31$701,740
Total contributions received or receivable from participants2010-12-31$81,208
Expenses. Other expenses not covered elsewhere2010-12-31$45,080
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$-26,859
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$12,461
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,310,195
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,297,734
Assets. Value of participant loans2010-12-31$30,707
Assets. Value of real-estate (other than employer real property)2010-12-31$404,700
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$275,895
Total contributions received or receivable from employer(s)2010-12-31$15,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$9,119
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2008 : DATA-BASICS, INC. PROFIT SHARING TRUST 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total income from all sources2008-12-31$-541,339
Expenses. Total of all expenses incurred2008-12-31$25,975
Benefits paid (including direct rollovers)2008-12-31$8,454
Total plan assets at end of year2008-12-31$1,977,335
Total plan assets at beginning of year2008-12-31$2,544,649
Value of fidelity bond covering the plan2008-12-31$230,000
Total contributions received or receivable from participants2008-12-31$71,226
Expenses. Other expenses not covered elsewhere2008-12-31$0
Contributions received from other sources (not participants or employers)2008-12-31$84,229
Other income received2008-12-31$-746,794
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$-567,314
Net plan assets at end of year (total assets less liabilities)2008-12-31$1,977,335
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$2,544,649
Assets. Value of participant loans2008-12-31$29,585
Assets. Value of real-estate (other than employer real property)2008-12-31$677,816
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022008-12-31$251,314
Total contributions received or receivable from employer(s)2008-12-31$50,000
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$17,521
2007 : DATA-BASICS, INC. PROFIT SHARING TRUST 2007 401k financial data
Transfers to/from the plan2007-12-31$0
Total income from all sources2007-12-31$294,345
Expenses. Total of all expenses incurred2007-12-31$15,587
Benefits paid (including direct rollovers)2007-12-31$0
Total plan assets at end of year2007-12-31$2,544,649
Total plan assets at beginning of year2007-12-31$2,277,666
Value of fidelity bond covering the plan2007-12-31$230,000
Total contributions received or receivable from participants2007-12-31$75,362
Expenses. Other expenses not covered elsewhere2007-12-31$0
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$178,983
Noncash contributions received2007-12-31$0
Net income (gross income less expenses)2007-12-31$278,758
Net plan assets at end of year (total assets less liabilities)2007-12-31$2,544,649
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$2,277,666
Assets. Value of participant loans2007-12-31$34,542
Assets. Value of real-estate (other than employer real property)2007-12-31$826,616
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022007-12-31$180,309
Total contributions received or receivable from employer(s)2007-12-31$40,000
Value of certain deemed distributions of participant loans2007-12-31$0
Value of corrective distributions2007-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$15,587
2006 : DATA-BASICS, INC. PROFIT SHARING TRUST 2006 401k financial data
Transfers to/from the plan2006-12-31$0
Total income from all sources2006-12-31$348,810
Expenses. Total of all expenses incurred2006-12-31$6,686
Benefits paid (including direct rollovers)2006-12-31$0
Total plan assets at end of year2006-12-31$2,277,666
Total plan assets at beginning of year2006-12-31$1,935,542
Value of fidelity bond covering the plan2006-12-31$120,000
Total contributions received or receivable from participants2006-12-31$56,515
Expenses. Other expenses not covered elsewhere2006-12-31$0
Contributions received from other sources (not participants or employers)2006-12-31$0
Other income received2006-12-31$252,295
Noncash contributions received2006-12-31$0
Net income (gross income less expenses)2006-12-31$342,124
Net plan assets at end of year (total assets less liabilities)2006-12-31$2,277,666
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$1,935,542
Assets. Value of participant loans2006-12-31$24,006
Assets. Value of real-estate (other than employer real property)2006-12-31$814,591
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022006-12-31$109,211
Total contributions received or receivable from employer(s)2006-12-31$40,000
Value of certain deemed distributions of participant loans2006-12-31$0
Value of corrective distributions2006-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$6,686
2005 : DATA-BASICS, INC. PROFIT SHARING TRUST 2005 401k financial data
Transfers to/from the plan2005-12-31$0
Total income from all sources2005-12-31$223,548
Expenses. Total of all expenses incurred2005-12-31$58,404
Benefits paid (including direct rollovers)2005-12-31$50,511
Total plan assets at end of year2005-12-31$1,935,542
Total plan assets at beginning of year2005-12-31$1,770,398
Value of fidelity bond covering the plan2005-12-31$120,000
Total contributions received or receivable from participants2005-12-31$49,161
Expenses. Other expenses not covered elsewhere2005-12-31$0
Contributions received from other sources (not participants or employers)2005-12-31$0
Other income received2005-12-31$134,387
Noncash contributions received2005-12-31$0
Net income (gross income less expenses)2005-12-31$165,144
Net plan assets at end of year (total assets less liabilities)2005-12-31$1,935,542
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$1,770,398
Assets. Value of participant loans2005-12-31$27,750
Assets. Value of real-estate (other than employer real property)2005-12-31$670,375
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022005-12-31$52,578
Total contributions received or receivable from employer(s)2005-12-31$40,000
Value of certain deemed distributions of participant loans2005-12-31$0
Value of corrective distributions2005-12-31$643
Expenses. Administrative service providers (salaries,fees and commissions)2005-12-31$7,250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2005-12-31$0

Form 5500 Responses for DATA-BASICS, INC. PROFIT SHARING TRUST

2020: DATA-BASICS, INC. PROFIT SHARING TRUST 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DATA-BASICS, INC. PROFIT SHARING TRUST 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 planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DATA-BASICS, INC. PROFIT SHARING TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DATA-BASICS, INC. PROFIT SHARING TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DATA-BASICS, INC. PROFIT SHARING TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DATA-BASICS, INC. PROFIT SHARING TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DATA-BASICS, INC. PROFIT SHARING TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DATA-BASICS, INC. PROFIT SHARING TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DATA-BASICS, INC. PROFIT SHARING TRUST 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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DATA-BASICS, INC. PROFIT SHARING TRUST 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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DATA-BASICS, INC. PROFIT SHARING TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: DATA-BASICS, INC. PROFIT SHARING TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2005: DATA-BASICS, INC. PROFIT SHARING TRUST 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedYes
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement – InsuranceYes
2005-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number85034
Policy instance 1
Insurance contract or identification number85034
Number of Individuals Covered43
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number85034
Policy instance 1
Insurance contract or identification number85034
Number of Individuals Covered43
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number85034
Policy instance 1
Insurance contract or identification number85034
Number of Individuals Covered40
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1