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SALES PERFORMANCE INTERNATIONAL 401(K) PLAN 401k Plan overview

Plan NameSALES PERFORMANCE INTERNATIONAL 401(K) PLAN
Plan identification number 002

SALES PERFORMANCE INTERNATIONAL 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

SALES PERFORMANCE INTERNATIONAL has sponsored the creation of one or more 401k plans.

Company Name:SALES PERFORMANCE INTERNATIONAL
Employer identification number (EIN):522331363
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SALES PERFORMANCE INTERNATIONAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01DOUGLAS HANDY2017-06-12
0022015-01-01DOUGLAS HANDY2016-05-10
0022014-01-01DOUGLAS HANDY2015-07-29
0022013-01-01DOUGLAS HANDY2014-07-30
0022012-01-01DOUGLAS HANDY DOUGLAS HANDY2013-06-21
0022011-01-01DOUGLAS HANDY DOUGLAS HANDY2014-05-07
0022009-01-01DOUGLAS HANDY
0022009-01-01DOUGLAS L. HANDY DOUGLAS L. HANDY2010-08-27

Plan Statistics for SALES PERFORMANCE INTERNATIONAL 401(K) PLAN

401k plan membership statisitcs for SALES PERFORMANCE INTERNATIONAL 401(K) PLAN

Measure Date Value
2012: SALES PERFORMANCE INTERNATIONAL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0137
Total number of active participants reported on line 7a of the Form 55002012-01-0141
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0150
Number of participants with account balances2012-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0123
2011: SALES PERFORMANCE INTERNATIONAL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0145
Total number of active participants reported on line 7a of the Form 55002011-01-0136
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0136
Total participants2011-01-0136
Number of participants with account balances2011-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SALES PERFORMANCE INTERNATIONAL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0140
Total number of active participants reported on line 7a of the Form 55002009-01-0130
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0142
Number of participants with account balances2009-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SALES PERFORMANCE INTERNATIONAL 401(K) PLAN

Measure Date Value
2012 : SALES PERFORMANCE INTERNATIONAL 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$433,755
Expenses. Total of all expenses incurred2012-12-31$48,640
Benefits paid (including direct rollovers)2012-12-31$48,640
Total plan assets at end of year2012-12-31$2,052,476
Total plan assets at beginning of year2012-12-31$1,667,361
Value of fidelity bond covering the plan2012-12-31$3,000,000
Total contributions received or receivable from participants2012-12-31$242,157
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$760
Other income received2012-12-31$190,838
Net income (gross income less expenses)2012-12-31$385,115
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,052,476
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,667,361
Assets. Value of participant loans2012-12-31$1,618
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : SALES PERFORMANCE INTERNATIONAL 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$124,989
Expenses. Total of all expenses incurred2011-12-31$186,334
Benefits paid (including direct rollovers)2011-12-31$186,284
Total plan assets at end of year2011-12-31$1,667,361
Total plan assets at beginning of year2011-12-31$1,728,706
Value of fidelity bond covering the plan2011-12-31$3,000,000
Total contributions received or receivable from participants2011-12-31$200,519
Expenses. Other expenses not covered elsewhere2011-12-31$50
Other income received2011-12-31$-75,530
Net income (gross income less expenses)2011-12-31$-61,345
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,667,361
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,728,706
Assets. Value of participant loans2011-12-31$5,979
2009 : SALES PERFORMANCE INTERNATIONAL 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for SALES PERFORMANCE INTERNATIONAL 401(K) PLAN

2012: SALES PERFORMANCE INTERNATIONAL 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SALES PERFORMANCE INTERNATIONAL 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: SALES PERFORMANCE INTERNATIONAL 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-814686
Policy instance 1
Insurance contract or identification numberGA-814686
Number of Individuals Covered41
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,104
Total amount of fees paid to insurance companyUSD $711
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,104
Insurance broker organization code?3
Amount paid for insurance broker fees711
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMERRILL LYNCH PIERCE FENNER SMITH I
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-814686
Policy instance 1
Insurance contract or identification numberGA-814686
Number of Individuals Covered28
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,032
Total amount of fees paid to insurance companyUSD $969
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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