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ADVANTAGE SCI, LLC 401(K) PLAN 401k Plan overview

Plan NameADVANTAGE SCI, LLC 401(K) PLAN
Plan identification number 001

ADVANTAGE SCI, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.

401k Sponsoring company profile

ADVANTAGE SCI, LLC has sponsored the creation of one or more 401k plans.

Company Name:ADVANTAGE SCI, LLC
Employer identification number (EIN):470892478
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about ADVANTAGE SCI, LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 200221810062

More information about ADVANTAGE SCI, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANTAGE SCI, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01RICHARD MARKSBERRY2022-10-03
0012020-01-01RICHARD MARKSBERRY2021-10-12
0012019-01-01RICHARD MARKSBERRY2020-10-14
0012019-01-01ELSA LEE2022-07-01
0012018-01-01ELSA LEE2019-10-14
0012018-01-01ELSA LEE2020-12-29
0012017-01-01ELSA LEE
0012017-01-01
0012016-01-01ELSA LEE
0012015-01-01ELSA LEE
0012014-01-01ELSA LEE
0012014-01-01ELSA LEE
0012013-01-01TRACI BRITTON2014-04-21
0012012-01-01TRACI BRITTON2013-05-13
0012011-01-01TRACI BRITTON2012-04-10
0012010-01-01TRACI BRITTON2011-06-23

Plan Statistics for ADVANTAGE SCI, LLC 401(K) PLAN

401k plan membership statisitcs for ADVANTAGE SCI, LLC 401(K) PLAN

Measure Date Value
2022: ADVANTAGE SCI, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01398
Total number of active participants reported on line 7a of the Form 55002022-01-01331
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0141
Total of all active and inactive participants2022-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01375
Number of participants with account balances2022-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ADVANTAGE SCI, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01459
Total number of active participants reported on line 7a of the Form 55002021-01-01331
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0149
Total of all active and inactive participants2021-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01386
Number of participants with account balances2021-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: ADVANTAGE SCI, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01349
Total number of active participants reported on line 7a of the Form 55002020-01-01303
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01351
Number of participants with account balances2020-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: ADVANTAGE SCI, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01315
Total number of active participants reported on line 7a of the Form 55002019-01-01305
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01349
Number of participants with account balances2019-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: ADVANTAGE SCI, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01114
Total number of active participants reported on line 7a of the Form 55002018-01-01130
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01165
Number of participants with account balances2018-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ADVANTAGE SCI, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01144
Total number of active participants reported on line 7a of the Form 55002017-01-01118
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01161
Number of participants with account balances2017-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ADVANTAGE SCI, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01177
Total number of active participants reported on line 7a of the Form 55002016-01-0188
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0154
Total of all active and inactive participants2016-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01142
Number of participants with account balances2016-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ADVANTAGE SCI, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01192
Total number of active participants reported on line 7a of the Form 55002015-01-01120
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0157
Total of all active and inactive participants2015-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01177
Number of participants with account balances2015-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ADVANTAGE SCI, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01165
Total number of active participants reported on line 7a of the Form 55002014-01-01152
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01188
Number of participants with account balances2014-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on ADVANTAGE SCI, LLC 401(K) PLAN

Measure Date Value
2022 : ADVANTAGE SCI, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-221,850
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,086,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,038,225
Value of total corrective distributions2022-12-31$631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$889,349
Value of total assets at end of year2022-12-31$5,104,175
Value of total assets at beginning of year2022-12-31$6,412,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$47,845
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$84
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$84
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$467,691
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$9,726
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$18,654
Assets. Loans (other than to participants) at end of year2022-12-31$107,425
Assets. Loans (other than to participants) at beginning of year2022-12-31$108,985
Total non interest bearing cash at end of year2022-12-31$2
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,308,551
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,104,175
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,412,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$12,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,519,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,188,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$477,684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$92,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$92,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,111,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$403,004
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$12,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,038,225
Contract administrator fees2022-12-31$35,089
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31ARONSON LLC
Accountancy firm EIN2022-12-31371611326
2021 : ADVANTAGE SCI, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,053,964
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,194,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,131,314
Expenses. Certain deemed distributions of participant loans2021-12-31$3,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,283,451
Value of total assets at end of year2021-12-31$6,412,726
Value of total assets at beginning of year2021-12-31$5,553,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$59,045
Total interest from all sources2021-12-31$5,126
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$162,571
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$162,571
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$592,226
Participant contributions at end of year2021-12-31$9,726
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$195,662
Assets. Loans (other than to participants) at end of year2021-12-31$108,985
Assets. Loans (other than to participants) at beginning of year2021-12-31$83,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$859,667
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,412,726
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,553,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$26,926
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,188,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,353,796
Interest on participant loans2021-12-31$5,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$92,883
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$115,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$115,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$602,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$495,563
Employer contributions (assets) at end of year2021-12-31$12,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,131,314
Contract administrator fees2021-12-31$32,119
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ARONSON LLC
Accountancy firm EIN2021-12-31371611326
2020 : ADVANTAGE SCI, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,618,237
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$566,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$505,717
Expenses. Certain deemed distributions of participant loans2020-12-31$3,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$902,868
Value of total assets at end of year2020-12-31$5,553,059
Value of total assets at beginning of year2020-12-31$4,501,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$57,402
Total interest from all sources2020-12-31$4,461
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$124,927
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$124,927
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$387,621
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$15,223
Assets. Loans (other than to participants) at end of year2020-12-31$83,264
Assets. Loans (other than to participants) at beginning of year2020-12-31$83,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,051,455
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,553,059
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,501,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$30,862
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,353,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,322,337
Interest on participant loans2020-12-31$4,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$115,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$96,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$96,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$585,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$500,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$505,717
Contract administrator fees2020-12-31$26,540
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ARONSON LLC
Accountancy firm EIN2020-12-31371611326
2019 : ADVANTAGE SCI, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,879,943
Total income from all sources (including contributions)2019-12-31$1,879,943
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$325,450
Total of all expenses incurred2019-12-31$325,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$274,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$274,374
Expenses. Certain deemed distributions of participant loans2019-12-31$1,289
Expenses. Certain deemed distributions of participant loans2019-12-31$1,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,241,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,241,469
Value of total assets at end of year2019-12-31$4,501,604
Value of total assets at end of year2019-12-31$4,501,604
Value of total assets at beginning of year2019-12-31$2,947,111
Value of total assets at beginning of year2019-12-31$2,947,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,787
Total interest from all sources2019-12-31$4,612
Total interest from all sources2019-12-31$4,612
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,870
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,870
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,870
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,870
Administrative expenses professional fees incurred2019-12-31$21,473
Administrative expenses professional fees incurred2019-12-31$21,473
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$393,706
Contributions received from participants2019-12-31$393,706
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$331,526
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$331,526
Assets. Loans (other than to participants) at end of year2019-12-31$83,023
Assets. Loans (other than to participants) at end of year2019-12-31$83,023
Assets. Loans (other than to participants) at beginning of year2019-12-31$54,007
Assets. Loans (other than to participants) at beginning of year2019-12-31$54,007
Other income not declared elsewhere2019-12-31$622,992
Other income not declared elsewhere2019-12-31$622,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,554,493
Value of net income/loss2019-12-31$1,554,493
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,501,604
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,501,604
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,947,111
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,947,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,322,337
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,322,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,751,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,751,205
Interest on participant loans2019-12-31$4,612
Interest on participant loans2019-12-31$4,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$96,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$96,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$141,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$141,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$141,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$141,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$516,237
Contributions received in cash from employer2019-12-31$516,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$274,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$274,374
Contract administrator fees2019-12-31$28,314
Contract administrator fees2019-12-31$28,314
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ARONSON LLC
Accountancy firm name2019-12-31ARONSON LLC
Accountancy firm EIN2019-12-31371611326
Accountancy firm EIN2019-12-31371611326
2018 : ADVANTAGE SCI, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$818,797
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$454,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$431,784
Expenses. Certain deemed distributions of participant loans2018-12-31$7,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$966,581
Value of total assets at end of year2018-12-31$2,947,111
Value of total assets at beginning of year2018-12-31$2,583,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,142
Total interest from all sources2018-12-31$3,642
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$63,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$63,240
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$197,415
Participant contributions at end of year2018-12-31$54,007
Participant contributions at beginning of year2018-12-31$75,813
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$8,209
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$661,638
Assets. Loans (other than to participants) at end of year2018-12-31$54,007
Administrative expenses (other) incurred2018-12-31$886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$364,096
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,947,111
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,583,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$6,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,751,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$210,899
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$208,355
Interest on participant loans2018-12-31$3,642
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$2,042,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$141,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$22,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-214,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$107,528
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$14,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$431,784
Contract administrator fees2018-12-31$7,824
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ARONSON LLC
Accountancy firm EIN2018-12-31371611326
2017 : ADVANTAGE SCI, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$730,937
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$348,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$343,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$398,250
Value of total assets at end of year2017-12-31$2,583,015
Value of total assets at beginning of year2017-12-31$2,200,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,441
Total interest from all sources2017-12-31$4,367
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,470
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$201,923
Participant contributions at end of year2017-12-31$75,813
Participant contributions at beginning of year2017-12-31$80,619
Participant contributions at end of year2017-12-31$8,209
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$76,666
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$382,158
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,583,015
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,200,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$5,441
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$210,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$158,488
Value of interest in pooled separate accounts at end of year2017-12-31$208,355
Value of interest in pooled separate accounts at beginning of year2017-12-31$166,636
Interest on participant loans2017-12-31$4,159
Interest earned on other investments2017-12-31$208
Value of interest in common/collective trusts at end of year2017-12-31$2,042,766
Value of interest in common/collective trusts at beginning of year2017-12-31$1,772,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$22,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$17,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$31,636
Net investment gain/loss from pooled separate accounts2017-12-31$26,296
Net investment gain or loss from common/collective trusts2017-12-31$268,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$119,661
Employer contributions (assets) at end of year2017-12-31$14,697
Employer contributions (assets) at beginning of year2017-12-31$5,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$343,338
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ARONSON LLC
Accountancy firm EIN2017-12-31371611326
2016 : ADVANTAGE SCI, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$556,603
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$269,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$264,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$408,997
Value of total assets at end of year2016-12-31$2,200,857
Value of total assets at beginning of year2016-12-31$1,913,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,454
Total interest from all sources2016-12-31$4,073
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,223
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$194,385
Participant contributions at end of year2016-12-31$80,619
Participant contributions at beginning of year2016-12-31$66,406
Participant contributions at beginning of year2016-12-31$9,574
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$74,979
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$287,321
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,200,857
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,913,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$158,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$109,624
Value of interest in pooled separate accounts at end of year2016-12-31$166,636
Value of interest in pooled separate accounts at beginning of year2016-12-31$127,524
Interest on participant loans2016-12-31$3,915
Interest earned on other investments2016-12-31$158
Value of interest in common/collective trusts at end of year2016-12-31$1,772,629
Value of interest in common/collective trusts at beginning of year2016-12-31$1,569,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$17,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$10,777
Net investment gain/loss from pooled separate accounts2016-12-31$16,980
Net investment gain or loss from common/collective trusts2016-12-31$114,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$139,633
Employer contributions (assets) at end of year2016-12-31$5,062
Employer contributions (assets) at beginning of year2016-12-31$21,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$264,828
Contract administrator fees2016-12-31$4,454
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHNREZNICK, LLP
Accountancy firm EIN2016-12-31221478099
2015 : ADVANTAGE SCI, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$560,065
Total of all expenses incurred2015-12-31$565,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$560,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$583,331
Value of total assets at end of year2015-12-31$1,913,536
Value of total assets at beginning of year2015-12-31$1,919,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,345
Total interest from all sources2015-12-31$2,893
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$474
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$474
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
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$318,456
Participant contributions at end of year2015-12-31$66,406
Participant contributions at beginning of year2015-12-31$37,909
Participant contributions at end of year2015-12-31$9,574
Participant contributions at beginning of year2015-12-31$8,385
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,904
Other income not declared elsewhere2015-12-31$249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,583
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,913,536
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,919,119
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$109,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$69,968
Value of interest in pooled separate accounts at end of year2015-12-31$127,524
Value of interest in pooled separate accounts at beginning of year2015-12-31$53,808
Interest on participant loans2015-12-31$2,818
Interest earned on other investments2015-12-31$75
Value of interest in common/collective trusts at end of year2015-12-31$1,569,339
Value of interest in common/collective trusts at beginning of year2015-12-31$1,722,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-73
Net investment gain/loss from pooled separate accounts2015-12-31$-2,526
Net investment gain or loss from common/collective trusts2015-12-31$-24,283
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$262,971
Employer contributions (assets) at end of year2015-12-31$21,052
Employer contributions (assets) at beginning of year2015-12-31$25,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$560,303
Contract administrator fees2015-12-31$5,345
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 name2015-12-31ARONSON, LLC
Accountancy firm EIN2015-12-31371611326
2014 : ADVANTAGE SCI, LLC 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$850,300
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$372,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$366,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$733,272
Value of total assets at end of year2014-12-31$1,919,119
Value of total assets at beginning of year2014-12-31$1,441,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,864
Total interest from all sources2014-12-31$1,046
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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$304,990
Participant contributions at end of year2014-12-31$37,909
Participant contributions at beginning of year2014-12-31$9,305
Participant contributions at end of year2014-12-31$8,385
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$172,131
Other income not declared elsewhere2014-12-31$16,526
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$477,667
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,919,119
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,441,452
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
Investment advisory and management fees2014-12-31$5,864
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$69,968
Value of interest in pooled separate accounts at end of year2014-12-31$53,808
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,432,147
Interest on participant loans2014-12-31$1,046
Value of interest in common/collective trusts at end of year2014-12-31$1,722,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$99,456
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$256,151
Employer contributions (assets) at end of year2014-12-31$25,186
Employer contributions (assets) at beginning of year2014-12-31$14,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$366,769
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 name2014-12-31ARONSON, LLC
Accountancy firm EIN2014-12-31371611326

Form 5500 Responses for ADVANTAGE SCI, LLC 401(K) PLAN

2022: ADVANTAGE SCI, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ADVANTAGE SCI, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ADVANTAGE SCI, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ADVANTAGE SCI, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ADVANTAGE SCI, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ADVANTAGE SCI, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ADVANTAGE SCI, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ADVANTAGE SCI, LLC 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 - TrustYes
2014: ADVANTAGE SCI, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460839
Policy instance 1
Insurance contract or identification number460839
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 $6
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460839
Policy instance 1
Insurance contract or identification number460839
Number of Individuals Covered136
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered136
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $58
Total amount of fees paid to insurance companyUSD $10
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460839
Policy instance 2
Insurance contract or identification number460839
Number of Individuals Covered136
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $555
Total amount of fees paid to insurance companyUSD $93
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered136
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $58
Total amount of fees paid to insurance companyUSD $10
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58
Insurance broker organization code?3
Amount paid for insurance broker fees10
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameCENTRAL ADMINISTRATIVE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460839
Policy instance 1
Insurance contract or identification number460839
Number of Individuals Covered136
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $555
Total amount of fees paid to insurance companyUSD $93
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $555
Insurance broker organization code?3
Amount paid for insurance broker fees93
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameCENTRAL ADMINISTRATIVE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered156
Insurance policy start date2015-03-15
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $27
Total amount of fees paid to insurance companyUSD $2
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27
Insurance broker organization code?3
Amount paid for insurance broker fees2
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameCENTRAL ADMINISTRATIVE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460839
Policy instance 1
Insurance contract or identification number460839
Number of Individuals Covered156
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $269
Total amount of fees paid to insurance companyUSD $46
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $269
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameCENTRAL ADMINISTRATIVE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460839
Policy instance 2
Insurance contract or identification number460839
Number of Individuals Covered152
Insurance policy start date2014-03-15
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $281
Total amount of fees paid to insurance companyUSD $10
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $281
Insurance broker organization code?3
Amount paid for insurance broker fees10
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameCENTRAL ADMINISTRATIVE SERVICES INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number86231
Policy instance 1
Insurance contract or identification number86231
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-03-17
Total amount of commissions paid to insurance brokerUSD $2,156
Total amount of fees paid to insurance companyUSD $179
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,156
Insurance broker organization code?3
Amount paid for insurance broker fees179
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameHICKS PENSION SERVICES
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 3
Insurance contract or identification number613953
Number of Individuals Covered152
Insurance policy start date2014-03-15
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number86231
Policy instance 2
Insurance contract or identification number86231
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-03-17
Total amount of commissions paid to insurance brokerUSD $2,156
Total amount of fees paid to insurance companyUSD $179
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460839
Policy instance 1
Insurance contract or identification number460839
Number of Individuals Covered152
Insurance policy start date2014-03-15
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $281
Total amount of fees paid to insurance companyUSD $10
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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