Logo

SERVICE 800, INC. 401(K) PLAN 401k Plan overview

Plan NameSERVICE 800, INC. 401(K) PLAN
Plan identification number 001

SERVICE 800, INC. 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

SERVICE 800, INC. has sponsored the creation of one or more 401k plans.

Company Name:SERVICE 800, INC.
Employer identification number (EIN):411759356
NAIC Classification:561420

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERVICE 800, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JEAN MORK BREDESON2019-06-19
0012017-01-01JEAN MORK BREDESON2018-07-10
0012016-01-01JEAN MORK BREDESON2017-07-10
0012015-01-01JEAN MORK BREDESON
0012014-01-01JEAN MORK BREDESON
0012013-01-01JEAN MORK BREDESON
0012012-01-01JEAN MORK BREDESON JEAN MORK BREDESON2013-10-07
0012011-01-01JEAN MORK BREDESON

Plan Statistics for SERVICE 800, INC. 401(K) PLAN

401k plan membership statisitcs for SERVICE 800, INC. 401(K) PLAN

Measure Date Value
2015: SERVICE 800, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01122
Total number of active participants reported on line 7a of the Form 55002015-01-0174
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0194
Number of participants with account balances2015-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: SERVICE 800, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01128
Total number of active participants reported on line 7a of the Form 55002014-01-01104
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01121
Number of participants with account balances2014-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: SERVICE 800, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01138
Total number of active participants reported on line 7a of the Form 55002013-01-01114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01128
Number of participants with account balances2013-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: SERVICE 800, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01155
Total number of active participants reported on line 7a of the Form 55002012-01-01126
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01138
Number of participants with account balances2012-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: SERVICE 800, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01141
Total number of active participants reported on line 7a of the Form 55002011-01-01141
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01155
Number of participants with account balances2011-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016

Financial Data on SERVICE 800, INC. 401(K) PLAN

Measure Date Value
2015 : SERVICE 800, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$138,346
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$506,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$496,114
Value of total corrective distributions2015-12-31$5,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$165,110
Value of total assets at end of year2015-12-31$2,003,148
Value of total assets at beginning of year2015-12-31$2,371,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,808
Total interest from all sources2015-12-31$1,025
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$61,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$61,751
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$126,283
Participant contributions at end of year2015-12-31$31,660
Participant contributions at beginning of year2015-12-31$24,889
Administrative expenses (other) incurred2015-12-31$4,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-368,278
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,003,148
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,371,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,966,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,342,229
Interest on participant loans2015-12-31$930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$95
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-89,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$38,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$496,114
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2015-12-31411532347
2014 : SERVICE 800, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$301,081
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$190,373
Value of total assets at end of year2014-12-31$2,371,426
Value of total assets at beginning of year2014-12-31$2,080,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,948
Total interest from all sources2014-12-31$407
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$98,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$98,701
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$209,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$145,022
Participant contributions at end of year2014-12-31$24,889
Participant contributions at beginning of year2014-12-31$26,082
Administrative expenses (other) incurred2014-12-31$1,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$290,926
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,371,426
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,080,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,342,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,054,418
Interest on participant loans2014-12-31$407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$11,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$45,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,207
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2014-12-31411532347
2013 : SERVICE 800, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$457,552
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$244,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$242,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$209,410
Value of total assets at end of year2013-12-31$2,080,500
Value of total assets at beginning of year2013-12-31$1,867,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,377
Total interest from all sources2013-12-31$1,271
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$81,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$81,795
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$187,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$160,180
Participant contributions at end of year2013-12-31$26,082
Participant contributions at beginning of year2013-12-31$25,030
Administrative expenses (other) incurred2013-12-31$1,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$213,416
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,080,500
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,867,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,054,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,842,054
Interest on participant loans2013-12-31$1,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$165,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$49,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$242,759
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2013-12-31411532347
2012 : SERVICE 800, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$365,595
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$98,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$97,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$214,530
Value of total assets at end of year2012-12-31$1,867,084
Value of total assets at beginning of year2012-12-31$1,599,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,110
Total interest from all sources2012-12-31$1,435
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$51,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$51,220
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$160,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$170,517
Participant contributions at end of year2012-12-31$25,030
Participant contributions at beginning of year2012-12-31$41,075
Administrative expenses (other) incurred2012-12-31$1,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$267,450
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,867,084
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,599,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,842,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,558,559
Interest on participant loans2012-12-31$1,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$98,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$44,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$97,035
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2012-12-31411532347
2011 : SERVICE 800, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$162,263
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$153,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$151,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$240,190
Value of total assets at end of year2011-12-31$1,599,634
Value of total assets at beginning of year2011-12-31$1,590,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,750
Total interest from all sources2011-12-31$1,863
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$48,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$48,618
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$160,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$183,985
Participant contributions at end of year2011-12-31$41,075
Participant contributions at beginning of year2011-12-31$34,989
Administrative expenses (other) incurred2011-12-31$1,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$9,174
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,599,634
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,590,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,558,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,555,471
Interest on participant loans2011-12-31$1,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-128,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$56,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$151,339
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2011-12-31411532347
2010 : SERVICE 800, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$371,838
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$97,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$90,713
Value of total corrective distributions2010-12-31$4,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$235,236
Value of total assets at end of year2010-12-31$1,590,460
Value of total assets at beginning of year2010-12-31$1,316,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,241
Total interest from all sources2010-12-31$755
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$30,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$30,547
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$132,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$180,957
Participant contributions at end of year2010-12-31$34,989
Participant contributions at beginning of year2010-12-31$8,192
Other income not declared elsewhere2010-12-31$36
Administrative expenses (other) incurred2010-12-31$2,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$274,129
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,590,460
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,316,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,555,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,308,139
Interest on participant loans2010-12-31$755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$105,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$54,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$90,713
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2010-12-31411532347

Form 5500 Responses for SERVICE 800, INC. 401(K) PLAN

2015: SERVICE 800, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: SERVICE 800, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: SERVICE 800, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SERVICE 800, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SERVICE 800, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number834815
Policy instance 1
Insurance contract or identification number834815
Number of Individuals Covered66
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,641
Total amount of fees paid to insurance companyUSD $266
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Commission paid to Insurance BrokerUSD $3,641
Amount paid for insurance broker fees266
Additional information about fees paid to insurance brokerTPA FEE
Insurance broker organization code?3
Insurance broker nameCBIZ BENEFITS & INSURANCE SERVICES
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number834815
Policy instance 1
Insurance contract or identification number834815
Number of Individuals Covered87
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $34,942
Total amount of fees paid to insurance companyUSD $5,000
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Commission paid to Insurance BrokerUSD $34,942
Amount paid for insurance broker fees5000
Additional information about fees paid to insurance brokerTPA FEE
Insurance broker organization code?3
Insurance broker nameCBIZ BENEFITS & INSURANCE SERVICES

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