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SRF CONSULTING, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameSRF CONSULTING, INC. PROFIT SHARING PLAN
Plan identification number 001

SRF CONSULTING, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SRF CONSULTING GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SRF CONSULTING GROUP, INC.
Employer identification number (EIN):410847319
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SRF CONSULTING, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01PAUL MARTENS
0012015-10-01PAUL MARTENS
0012014-10-01PAUL MARTENS
0012013-10-01PAUL MARTENS
0012012-10-01PAUL MARTENS
0012011-10-01PAUL MARTENS
0012010-10-01PAUL MARTENS PAUL MARTENS2012-06-11
0012009-10-01PAUL MARTENS

Plan Statistics for SRF CONSULTING, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for SRF CONSULTING, INC. PROFIT SHARING PLAN

Measure Date Value
2021: SRF CONSULTING, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01420
Total number of active participants reported on line 7a of the Form 55002021-10-01335
Number of retired or separated participants receiving benefits2021-10-013
Number of other retired or separated participants entitled to future benefits2021-10-01114
Total of all active and inactive participants2021-10-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01452
Number of participants with account balances2021-10-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0126
2020: SRF CONSULTING, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01434
Total number of active participants reported on line 7a of the Form 55002020-10-01319
Number of retired or separated participants receiving benefits2020-10-012
Number of other retired or separated participants entitled to future benefits2020-10-0199
Total of all active and inactive participants2020-10-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01420
Number of participants with account balances2020-10-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0115
2019: SRF CONSULTING, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01385
Total number of active participants reported on line 7a of the Form 55002019-10-01328
Number of retired or separated participants receiving benefits2019-10-013
Number of other retired or separated participants entitled to future benefits2019-10-0193
Total of all active and inactive participants2019-10-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01424
Number of participants with account balances2019-10-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0117
2018: SRF CONSULTING, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01385
Total number of active participants reported on line 7a of the Form 55002018-10-01291
Number of retired or separated participants receiving benefits2018-10-013
Number of other retired or separated participants entitled to future benefits2018-10-0191
Total of all active and inactive participants2018-10-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01385
Number of participants with account balances2018-10-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0113
2017: SRF CONSULTING, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01392
Total number of active participants reported on line 7a of the Form 55002017-10-01287
Number of retired or separated participants receiving benefits2017-10-013
Number of other retired or separated participants entitled to future benefits2017-10-0181
Total of all active and inactive participants2017-10-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01371
Number of participants with account balances2017-10-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0116
2016: SRF CONSULTING, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01394
Total number of active participants reported on line 7a of the Form 55002016-10-01303
Number of retired or separated participants receiving benefits2016-10-012
Number of other retired or separated participants entitled to future benefits2016-10-0184
Total of all active and inactive participants2016-10-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-011
Total participants2016-10-01390
Number of participants with account balances2016-10-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-0113
2015: SRF CONSULTING, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01379
Total number of active participants reported on line 7a of the Form 55002015-10-01315
Number of retired or separated participants receiving benefits2015-10-011
Number of other retired or separated participants entitled to future benefits2015-10-0171
Total of all active and inactive participants2015-10-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-011
Total participants2015-10-01388
Number of participants with account balances2015-10-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0114
2014: SRF CONSULTING, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01361
Total number of active participants reported on line 7a of the Form 55002014-10-01297
Number of retired or separated participants receiving benefits2014-10-011
Number of other retired or separated participants entitled to future benefits2014-10-0165
Total of all active and inactive participants2014-10-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-011
Total participants2014-10-01364
Number of participants with account balances2014-10-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0111
2013: SRF CONSULTING, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01359
Total number of active participants reported on line 7a of the Form 55002013-10-01286
Number of retired or separated participants receiving benefits2013-10-011
Number of other retired or separated participants entitled to future benefits2013-10-0164
Total of all active and inactive participants2013-10-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-011
Total participants2013-10-01352
Number of participants with account balances2013-10-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-016
2012: SRF CONSULTING, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01316
Total number of active participants reported on line 7a of the Form 55002012-10-01282
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0167
Total of all active and inactive participants2012-10-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-011
Total participants2012-10-01350
Number of participants with account balances2012-10-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-016
2011: SRF CONSULTING, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01277
Total number of active participants reported on line 7a of the Form 55002011-10-01241
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0161
Total of all active and inactive participants2011-10-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-011
Total participants2011-10-01303
Number of participants with account balances2011-10-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-013
2010: SRF CONSULTING, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01293
Total number of active participants reported on line 7a of the Form 55002010-10-01228
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0174
Total of all active and inactive participants2010-10-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01302
Number of participants with account balances2010-10-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-014
2009: SRF CONSULTING, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01302
Total number of active participants reported on line 7a of the Form 55002009-10-01224
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0167
Total of all active and inactive participants2009-10-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-011
Total participants2009-10-01292
Number of participants with account balances2009-10-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-019

Financial Data on SRF CONSULTING, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : SRF CONSULTING, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-09-30$-11,880,911
Total of all expenses incurred2022-09-30$3,611,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$3,431,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$4,156,075
Value of total assets at end of year2022-09-30$61,860,701
Value of total assets at beginning of year2022-09-30$77,352,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$179,648
Total interest from all sources2022-09-30$81,102
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$1,315,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$1,315,491
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$1,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$3,283,547
Participant contributions at end of year2022-09-30$518,253
Participant contributions at beginning of year2022-09-30$518,926
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$83,691
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$120
Administrative expenses (other) incurred2022-09-30$179,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-15,491,939
Value of net assets at end of year (total assets less liabilities)2022-09-30$61,860,701
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$77,352,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$58,739,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$74,184,442
Interest on participant loans2022-09-30$23,756
Interest earned on other investments2022-09-30$57,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$4,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$2,597,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$2,649,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-17,433,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$788,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$3,431,380
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-09-30No
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30BOYUM & BARENSCHEER PLLP
Accountancy firm EIN2022-09-30416192096
2021 : SRF CONSULTING, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-09-30$18,699,333
Total of all expenses incurred2021-09-30$4,145,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$3,965,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$3,985,720
Value of total assets at end of year2021-09-30$77,352,640
Value of total assets at beginning of year2021-09-30$62,798,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$180,341
Total interest from all sources2021-09-30$94,199
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$866,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$866,754
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$1,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$3,093,923
Participant contributions at end of year2021-09-30$518,926
Participant contributions at beginning of year2021-09-30$492,660
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$129,022
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$120
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$137
Administrative expenses (other) incurred2021-09-30$180,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$14,553,656
Value of net assets at end of year (total assets less liabilities)2021-09-30$77,352,640
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$62,798,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$74,184,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$57,968,642
Interest on participant loans2021-09-30$23,496
Interest earned on other investments2021-09-30$70,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$6,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$6,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$2,649,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$4,331,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$13,752,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$762,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$3,965,336
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-09-30No
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30BOYUM & BARENSCHEER PLLP
Accountancy firm EIN2021-09-30416192096
2020 : SRF CONSULTING, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-09-30$11,502,531
Total of all expenses incurred2020-09-30$2,963,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$2,834,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$3,518,610
Value of total assets at end of year2020-09-30$62,798,984
Value of total assets at beginning of year2020-09-30$54,260,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$129,031
Total interest from all sources2020-09-30$99,392
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$805,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$805,527
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$1,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$2,792,840
Participant contributions at end of year2020-09-30$492,660
Participant contributions at beginning of year2020-09-30$507,732
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$11,075
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$137
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$114
Administrative expenses (other) incurred2020-09-30$129,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$8,538,928
Value of net assets at end of year (total assets less liabilities)2020-09-30$62,798,984
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$54,260,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$57,968,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$51,146,757
Interest on participant loans2020-09-30$28,306
Interest earned on other investments2020-09-30$71,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$6,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$19,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$19,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$36
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$4,331,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$2,586,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$7,079,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$714,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$2,834,572
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-09-30No
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30BOYUM & BARENSCHEER PLLP
Accountancy firm EIN2020-09-30416192096
2019 : SRF CONSULTING, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-09-30$4,939,800
Total of all expenses incurred2019-09-30$4,247,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$4,080,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$3,441,704
Value of total assets at end of year2019-09-30$54,260,056
Value of total assets at beginning of year2019-09-30$53,567,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$167,315
Total interest from all sources2019-09-30$90,377
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$815,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$815,942
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$1,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$2,447,796
Participant contributions at end of year2019-09-30$507,732
Participant contributions at beginning of year2019-09-30$535,869
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$411,780
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$114
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$21
Administrative expenses (other) incurred2019-09-30$167,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$692,263
Value of net assets at end of year (total assets less liabilities)2019-09-30$54,260,056
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$53,567,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$51,146,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$50,598,715
Interest on participant loans2019-09-30$25,792
Interest earned on other investments2019-09-30$64,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$19,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$67
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$2,586,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$2,433,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$591,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$582,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$4,080,222
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-30No
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30BOYUM & BARENSCHEER PLLP
Accountancy firm EIN2019-09-30416192096
2018 : SRF CONSULTING, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-09-30$8,500,819
Total of all expenses incurred2018-09-30$4,670,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$4,464,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$2,933,507
Value of total assets at end of year2018-09-30$53,567,793
Value of total assets at beginning of year2018-09-30$49,737,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$205,629
Total interest from all sources2018-09-30$23,744
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$717,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$717,438
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$600,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$2,216,038
Participant contributions at end of year2018-09-30$535,869
Participant contributions at beginning of year2018-09-30$461,352
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$168,283
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$21
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$16
Administrative expenses (other) incurred2018-09-30$191,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$3,830,230
Value of net assets at end of year (total assets less liabilities)2018-09-30$53,567,793
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$49,737,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$14,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$50,598,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$46,010,787
Interest on participant loans2018-09-30$23,741
Interest earned on other investments2018-09-30$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$2,433,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$3,265,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$4,826,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$549,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$4,464,960
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-09-30No
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30BOYUM & BARENSCHEER PLLP
Accountancy firm EIN2018-09-30416192096
2017 : SRF CONSULTING, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-09-30$10,000,926
Total of all expenses incurred2017-09-30$6,029,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$5,844,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$3,268,737
Value of total assets at end of year2017-09-30$49,737,563
Value of total assets at beginning of year2017-09-30$45,766,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$184,732
Total interest from all sources2017-09-30$99,721
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$663,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$663,533
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$600,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$2,494,452
Participant contributions at end of year2017-09-30$461,352
Participant contributions at beginning of year2017-09-30$548,354
Participant contributions at beginning of year2017-09-30$40,523
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$152,985
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$16
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$646
Administrative expenses (other) incurred2017-09-30$173,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$3,971,460
Value of net assets at end of year (total assets less liabilities)2017-09-30$49,737,563
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$45,766,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$11,431
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$46,010,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$41,747,579
Interest on participant loans2017-09-30$22,623
Interest earned on other investments2017-09-30$77,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$3,265,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$3,428,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$5,968,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$621,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$5,844,734
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-09-30No
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30BOYUM & BARENSCHEER PLLP
Accountancy firm EIN2017-09-30416192096
2016 : SRF CONSULTING, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-09-30$7,078,393
Total of all expenses incurred2016-09-30$1,433,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$1,279,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$2,746,222
Value of total assets at end of year2016-09-30$45,766,103
Value of total assets at beginning of year2016-09-30$40,121,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$154,485
Total interest from all sources2016-09-30$86,465
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$619,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$619,889
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$600,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$2,192,340
Participant contributions at end of year2016-09-30$548,354
Participant contributions at beginning of year2016-09-30$407,574
Participant contributions at end of year2016-09-30$40,523
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$47,433
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$646
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$475
Administrative expenses (other) incurred2016-09-30$154,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$5,644,838
Value of net assets at end of year (total assets less liabilities)2016-09-30$45,766,103
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$40,121,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$41,747,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$36,820,363
Interest on participant loans2016-09-30$20,169
Interest earned on other investments2016-09-30$66,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$3,428,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$2,892,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$3,625,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$506,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$1,279,070
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-09-30No
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30BOYUM & BARENSCHEER PLLP
Accountancy firm EIN2016-09-30416192096
2015 : SRF CONSULTING, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-09-30$2,996,378
Total of all expenses incurred2015-09-30$2,107,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$1,958,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$3,138,921
Value of total assets at end of year2015-09-30$40,121,265
Value of total assets at beginning of year2015-09-30$39,232,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$149,022
Total interest from all sources2015-09-30$80,986
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$733,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$733,606
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$600,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$1,997,323
Participant contributions at end of year2015-09-30$407,574
Participant contributions at beginning of year2015-09-30$419,252
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$888,604
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$723
Other income not declared elsewhere2015-09-30$1,173
Administrative expenses (other) incurred2015-09-30$149,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$888,408
Value of net assets at end of year (total assets less liabilities)2015-09-30$40,121,265
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$39,232,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$36,820,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$35,897,714
Interest on participant loans2015-09-30$15,133
Interest earned on other investments2015-09-30$65,853
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$2,892,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$2,914,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-958,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$252,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$1,958,948
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-09-30No
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30BOYUM & BARENSCHEER PLLP
Accountancy firm EIN2015-09-30416192096
2014 : SRF CONSULTING, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-09-30$6,353,311
Total of all expenses incurred2014-09-30$2,372,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$2,238,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$2,270,807
Value of total assets at end of year2014-09-30$39,232,857
Value of total assets at beginning of year2014-09-30$35,251,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$133,740
Total interest from all sources2014-09-30$17,471
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$497,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$497,496
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$600,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$1,834,244
Participant contributions at end of year2014-09-30$419,252
Participant contributions at beginning of year2014-09-30$419,762
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$212,098
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$723
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$798
Other income not declared elsewhere2014-09-30$8,921
Administrative expenses (other) incurred2014-09-30$133,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$3,981,040
Value of net assets at end of year (total assets less liabilities)2014-09-30$39,232,857
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$35,251,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$35,897,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$31,965,625
Interest on participant loans2014-09-30$17,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$2,914,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$2,865,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$3,558,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$224,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$2,238,531
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-09-30No
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30BOYUM & BARENSCHEER PLLP
Accountancy firm EIN2014-09-30416192096
2013 : SRF CONSULTING, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-09-30$6,580,205
Total of all expenses incurred2013-09-30$632,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$572,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$1,880,612
Value of total assets at end of year2013-09-30$35,251,817
Value of total assets at beginning of year2013-09-30$29,304,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$60,393
Total interest from all sources2013-09-30$20,488
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$847,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$847,640
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$1,593,855
Participant contributions at end of year2013-09-30$419,762
Participant contributions at beginning of year2013-09-30$303,687
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$43,844
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$798
Other income not declared elsewhere2013-09-30$30,783
Administrative expenses (other) incurred2013-09-30$60,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$5,947,456
Value of net assets at end of year (total assets less liabilities)2013-09-30$35,251,817
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$29,304,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$31,965,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$26,640,868
Interest on participant loans2013-09-30$20,488
Value of interest in common/collective trusts at beginning of year2013-09-30$2,359,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$2,865,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$3,798,485
Net investment gain or loss from common/collective trusts2013-09-30$2,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$242,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$572,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30Yes
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30BOYUM & BARENSCHEER PLLP
Accountancy firm EIN2013-09-30416192096
2012 : SRF CONSULTING, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$6,567,824
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$1,428,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$1,421,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$1,667,343
Value of total assets at end of year2012-09-30$29,304,361
Value of total assets at beginning of year2012-09-30$24,164,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$6,072
Total interest from all sources2012-09-30$13,815
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$579,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$579,631
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$1,465,537
Participant contributions at end of year2012-09-30$303,687
Participant contributions at beginning of year2012-09-30$344,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$5,139,789
Value of net assets at end of year (total assets less liabilities)2012-09-30$29,304,361
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$24,164,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$26,640,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$21,632,703
Interest on participant loans2012-09-30$13,815
Value of interest in common/collective trusts at end of year2012-09-30$2,359,806
Value of interest in common/collective trusts at beginning of year2012-09-30$2,187,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$4,291,561
Net investment gain or loss from common/collective trusts2012-09-30$15,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$201,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$1,421,963
Contract administrator fees2012-09-30$6,072
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30DAVID M LINBLAD, CPA
Accountancy firm EIN2012-09-30411698727
2011 : SRF CONSULTING, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$1,472,141
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$3,467,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$3,457,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$1,621,815
Value of total assets at end of year2011-09-30$24,164,572
Value of total assets at beginning of year2011-09-30$26,160,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$10,327
Total interest from all sources2011-09-30$17,669
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$487,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$487,450
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$1,303,473
Participant contributions at end of year2011-09-30$344,434
Participant contributions at beginning of year2011-09-30$423,038
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$129,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-1,995,774
Value of net assets at end of year (total assets less liabilities)2011-09-30$24,164,572
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$26,160,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$21,632,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$23,509,745
Interest on participant loans2011-09-30$17,669
Value of interest in common/collective trusts at end of year2011-09-30$2,187,435
Value of interest in common/collective trusts at beginning of year2011-09-30$2,227,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-668,672
Net investment gain or loss from common/collective trusts2011-09-30$13,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$188,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$3,457,588
Contract administrator fees2011-09-30$10,327
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30DAVID M LINBLAD, CPA
Accountancy firm EIN2011-09-30411698727

Form 5500 Responses for SRF CONSULTING, INC. PROFIT SHARING PLAN

2021: SRF CONSULTING, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: SRF CONSULTING, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: SRF CONSULTING, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: SRF CONSULTING, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: SRF CONSULTING, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: SRF CONSULTING, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: SRF CONSULTING, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: SRF CONSULTING, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: SRF CONSULTING, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: SRF CONSULTING, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: SRF CONSULTING, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: SRF CONSULTING, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: SRF CONSULTING, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62782
Policy instance 1
Insurance contract or identification numberQK62782
Number of Individuals Covered452
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62782
Policy instance 1
Insurance contract or identification numberQK62782
Number of Individuals Covered418
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62782
Policy instance 1
Insurance contract or identification numberQK62782
Number of Individuals Covered420
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62782
Policy instance 1
Insurance contract or identification numberQK62782
Number of Individuals Covered383
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62782
Policy instance 1
Insurance contract or identification numberQK62782
Number of Individuals Covered358
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62782
Policy instance 1
Insurance contract or identification numberQK62782
Number of Individuals Covered338
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62782
Policy instance 1
Insurance contract or identification numberQK62782
Number of Individuals Covered321
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberQK62782
Policy instance 1
Insurance contract or identification numberQK62782
Number of Individuals Covered320
Insurance policy start date2013-03-28
Insurance policy end date2013-09-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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