Plan Name | VITALIZE CONSULTING SOLUTIONS, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | VITALIZE CONSULTING SOLUTIONS, INC. |
Employer identification number (EIN): | 460477095 |
NAIC Classification: | 541600 |
Additional information about VITALIZE CONSULTING SOLUTIONS, INC.
Jurisdiction of Incorporation: | Vermont Secretary of State Corporations Division |
Incorporation Date: | 2009-02-25 |
Company Identification Number: | 87187 |
Legal Registered Office Address: |
400 CORNERSTONE DR #240 WILLISTON United States of America (USA) 05495 |
More information about VITALIZE CONSULTING SOLUTIONS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2012-01-01 | TASCHIA TAMAKLOE | 2013-10-09 | TASCHIA TAMAKLOE | 2013-10-09 |
001 | 2011-01-01 | LUCY MOFFITT | |||
001 | 2009-01-01 | LISA ROBERTS | |||
001 | 2009-01-01 | SUE ACHUFF |
Measure | Date | Value |
---|---|---|
2012: VITALIZE CONSULTING SOLUTIONS, INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 517 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 465 |
Total of all active and inactive participants | 2012-01-01 | 465 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 465 |
Number of participants with account balances | 2012-01-01 | 465 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: VITALIZE CONSULTING SOLUTIONS, INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 377 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 517 |
Total of all active and inactive participants | 2011-01-01 | 517 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 517 |
Number of participants with account balances | 2011-01-01 | 517 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: VITALIZE CONSULTING SOLUTIONS, INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 241 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 184 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 37 |
Total of all active and inactive participants | 2009-01-01 | 221 |
Total participants | 2009-01-01 | 221 |
Number of participants with account balances | 2009-01-01 | 193 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 24 |
Measure | Date | Value |
---|---|---|
2013 : VITALIZE CONSULTING SOLUTIONS, INC. 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-05-13 | $0 |
Total transfer of assets from this plan | 2013-05-13 | $3,071,337 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-13 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-13 | $0 |
Total income from all sources (including contributions) | 2013-05-13 | $568,549 |
Total loss/gain on sale of assets | 2013-05-13 | $0 |
Total of all expenses incurred | 2013-05-13 | $9,304,800 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-05-13 | $9,302,306 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-05-13 | $0 |
Value of total assets at end of year | 2013-05-13 | $0 |
Value of total assets at beginning of year | 2013-05-13 | $11,807,588 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-05-13 | $2,494 |
Total interest from all sources | 2013-05-13 | $28 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-05-13 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-05-13 | Yes |
Was this plan covered by a fidelity bond | 2013-05-13 | Yes |
Value of fidelity bond cover | 2013-05-13 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2013-05-13 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-05-13 | No |
Participant contributions at end of year | 2013-05-13 | $0 |
Participant contributions at beginning of year | 2013-05-13 | $10,388 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-13 | No |
Value of net income/loss | 2013-05-13 | $-8,736,251 |
Value of net assets at end of year (total assets less liabilities) | 2013-05-13 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-05-13 | $11,807,588 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-05-13 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-05-13 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-05-13 | No |
Value of interest in pooled separate accounts at end of year | 2013-05-13 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-05-13 | $11,797,200 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-05-13 | $28 |
Net investment gain/loss from pooled separate accounts | 2013-05-13 | $568,521 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-05-13 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-05-13 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-05-13 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-05-13 | $9,302,306 |
Contract administrator fees | 2013-05-13 | $2,494 |
Did the plan have assets held for investment | 2013-05-13 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-13 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-05-13 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-05-13 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-05-13 | Disclaimer |
Accountancy firm name | 2013-05-13 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2013-05-13 | 431947695 |
2012 : VITALIZE CONSULTING SOLUTIONS, INC. 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $1,569,728 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,342,529 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,324,559 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $19,474 |
Value of total assets at end of year | 2012-12-31 | $11,807,588 |
Value of total assets at beginning of year | 2012-12-31 | $11,580,389 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $17,970 |
Total interest from all sources | 2012-12-31 | $484 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Participant contributions at end of year | 2012-12-31 | $10,388 |
Participant contributions at beginning of year | 2012-12-31 | $19,591 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $19,474 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $2,806 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $227,199 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $11,807,588 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,580,389 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $11,797,200 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $11,557,992 |
Interest on participant loans | 2012-12-31 | $484 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $1,549,770 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,324,559 |
Contract administrator fees | 2012-12-31 | $17,970 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2012-12-31 | 431947695 |
2011 : VITALIZE CONSULTING SOLUTIONS, INC. 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $377 |
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 | $2,915,515 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,108,202 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,085,533 |
Value of total corrective distributions | 2011-12-31 | $2,629 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,430,392 |
Value of total assets at end of year | 2011-12-31 | $11,580,389 |
Value of total assets at beginning of year | 2011-12-31 | $9,772,699 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $20,040 |
Total interest from all sources | 2011-12-31 | $638 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,508,454 |
Participant contributions at end of year | 2011-12-31 | $19,591 |
Participant contributions at beginning of year | 2011-12-31 | $11,808 |
Participant contributions at beginning of year | 2011-12-31 | $96,433 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $586,114 |
Administrative expenses (other) incurred | 2011-12-31 | $9 |
Total non interest bearing cash at end of year | 2011-12-31 | $2,806 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $18,325 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,807,313 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $11,580,389 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,772,699 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $11,557,992 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $9,304,191 |
Interest on participant loans | 2011-12-31 | $638 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-515,515 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $335,824 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $341,942 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,085,533 |
Contract administrator fees | 2011-12-31 | $20,031 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2011-12-31 | 431947695 |
2010 : VITALIZE CONSULTING SOLUTIONS, INC. 401(K) PLAN 2010 401k financial data | ||
Total transfer of assets to this plan | 2010-12-31 | $925,026 |
Total income from all sources (including contributions) | 2010-12-31 | $4,091,435 |
Total of all expenses incurred | 2010-12-31 | $829,983 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $812,840 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,047,227 |
Value of total assets at end of year | 2010-12-31 | $9,772,699 |
Value of total assets at beginning of year | 2010-12-31 | $5,586,221 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $17,143 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $17,143 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $325,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,457,701 |
Participant contributions at end of year | 2010-12-31 | $11,808 |
Participant contributions at beginning of year | 2010-12-31 | $22,077 |
Participant contributions at end of year | 2010-12-31 | $96,433 |
Participant contributions at beginning of year | 2010-12-31 | $42,295 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $247,796 |
Total non interest bearing cash at end of year | 2010-12-31 | $18,325 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $18,040 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,261,452 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $9,772,699 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,586,221 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $9,304,191 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $5,313,088 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,044,208 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $341,730 |
Employer contributions (assets) at end of year | 2010-12-31 | $341,942 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $190,721 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $812,840 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | FESNAK & ASSOCIATES LLP |
Accountancy firm EIN | 2010-12-31 | 201974241 |
2012: VITALIZE CONSULTING SOLUTIONS, INC. 401(K) PLAN 2012 form 5500 responses | ||
---|---|---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: VITALIZE CONSULTING SOLUTIONS, INC. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: VITALIZE CONSULTING SOLUTIONS, INC. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |