401k Plan data: 2ND STORY SOFTWARE, INC. 401(K) P/S PLAN plan

2ND STORY SOFTWARE, INC. 401(K) P/S PLAN 401k Plan overview

Plan Name	2ND STORY SOFTWARE, INC. 401(K) P/S PLAN
Plan identification number	001

2ND STORY SOFTWARE, INC. 401(K) P/S PLAN Benefits

401k Plan Type

Defined 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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

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

Company Name: TAXACT, INC.

Employer identification number (EIN): 421470199

NAIC Classification: 454110
NAIC Description: Electronic Shopping and Mail-Order Houses

Additional information about TAXACT, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1998-02-04

Company Identification Number: 214399

Legal Registered Office Address: 505 5TH AVE STE 729

DES MOINES
United States of America (USA)
50309

More information about TAXACT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 2ND STORY SOFTWARE, INC. 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 JOANN KINTZEL
001 2013-01-01 JOANN KINTZEL
001 2012-01-01 JOANN KINTZEL 2013-07-17
001 2011-01-01 LANCE DUNN 2012-06-27
001 2010-01-01 JOANN KINTZEL 2011-06-29
001 2008-01-01 JOANN KINTZEL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2014-01-01	JOANN KINTZEL
001	2013-01-01	JOANN KINTZEL
001	2012-01-01	JOANN KINTZEL	2013-07-17
001	2011-01-01	LANCE DUNN	2012-06-27
001	2010-01-01	JOANN KINTZEL	2011-06-29
001	2008-01-01	JOANN KINTZEL

Plan Statistics for 2ND STORY SOFTWARE, INC. 401(K) P/S PLAN

401k plan membership statisitcs for 2ND STORY SOFTWARE, INC. 401(K) P/S PLAN

Measure Date Value
2014: 2ND STORY SOFTWARE, INC. 401(K) P/S PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: 2ND STORY SOFTWARE, INC. 401(K) P/S PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 117
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 118
Number of participants with account balances 2013-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2008: 2ND STORY SOFTWARE, INC. 401(K) P/S PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 63
Number of other retired or separated participants entitled to future benefits 2008-01-01 4
Total of all active and inactive participants 2008-01-01 67
Total participants 2008-01-01 67
Number of participants with account balances 2008-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 5

Measure	Date	Value
2014: 2ND STORY SOFTWARE, INC. 401(K) P/S PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: 2ND STORY SOFTWARE, INC. 401(K) P/S PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	117
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	118
Number of participants with account balances	2013-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2008: 2ND STORY SOFTWARE, INC. 401(K) P/S PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	63
Number of other retired or separated participants entitled to future benefits	2008-01-01	4
Total of all active and inactive participants	2008-01-01	67
Total participants	2008-01-01	67
Number of participants with account balances	2008-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	5

Financial Data on 2ND STORY SOFTWARE, INC. 401(K) P/S PLAN

Measure	Date	Value
2014 : 2ND STORY SOFTWARE, INC. 401(K) P/S PLAN 2014 401k financial data
Transfers to/from the plan	2014-03-28	$-42,093
Total income from all sources	2014-03-28	$39,897
Expenses. Total of all expenses incurred	2014-03-28	$0
Total plan assets at end of year	2014-03-28	$0
Total plan assets at beginning of year	2014-03-28	$2,196
Value of fidelity bond covering the plan	2014-03-28	$500,000
Expenses. Other expenses not covered elsewhere	2014-03-28	$0
Other income received	2014-03-28	$39,897
Net income (gross income less expenses)	2014-03-28	$39,897
Net plan assets at end of year (total assets less liabilities)	2014-03-28	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-03-28	$2,196
2013 : 2ND STORY SOFTWARE, INC. 401(K) P/S PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$-5,242,732
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,663,287
Expenses. Total of all expenses incurred	2013-12-31	$591,641
Benefits paid (including direct rollovers)	2013-12-31	$589,282
Total plan assets at end of year	2013-12-31	$2,196
Total plan assets at beginning of year	2013-12-31	$4,173,282
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$507,423
Contributions received from other sources (not participants or employers)	2013-12-31	$31,178
Other income received	2013-12-31	$949,152
Net income (gross income less expenses)	2013-12-31	$1,071,646
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,196
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,173,282
Total contributions received or receivable from employer(s)	2013-12-31	$175,534
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,359
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for 2ND STORY SOFTWARE, INC. 401(K) P/S PLAN

2014: 2ND STORY SOFTWARE, INC. 401(K) P/S PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: 2ND STORY SOFTWARE, INC. 401(K) P/S PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2008: 2ND STORY SOFTWARE, INC. 401(K) P/S PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	TAXACT, INC.
Employer identification number (EIN):	421470199
NAIC Classification:	454110
NAIC Description:	Electronic Shopping and Mail-Order Houses

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1998-02-04
Company Identification Number:	214399
Legal Registered Office Address:	505 5TH AVE STE 729 DES MOINES United States of America (USA) 50309