401k Plan data: FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.) plan

FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.) 401k Plan overview

Plan Name	FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.)
Plan identification number	002

FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.) Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: FOKKER SERVICES, INC.

Employer identification number (EIN): 541802025

NAIC Classification: 488100
NAIC Description: Support Activities for Air Transportation

Additional information about FOKKER SERVICES, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1996-04-18

Company Identification Number: 0464550

Legal Registered Office Address: KEPLEY BROSCIOUS & BIGGS
2211 PUMP RD
RICHMOND
United States of America (USA)
23233

More information about FOKKER SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 CRAIG WINTER
002 2015-01-01
002 2014-01-01 CHERI STEINBRONN
002 2013-01-01 CHERI B. STEINBRONN
002 2012-01-01 CHERI STEINBRONN 2013-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2015-01-01	CRAIG WINTER
002	2015-01-01
002	2014-01-01	CHERI STEINBRONN
002	2013-01-01	CHERI B. STEINBRONN
002	2012-01-01	CHERI STEINBRONN	2013-07-26

Plan Statistics for FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.)

401k plan membership statisitcs for FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.)

Measure Date Value
2015: FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.) 2015 401k membership
Total participants, beginning-of-year 2015-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
2014: FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.) 2014 401k membership
Total participants, beginning-of-year 2014-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 116
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 41
Total of all active and inactive participants 2014-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 157
Number of participants with account balances 2014-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.) 2013 401k membership
Total participants, beginning-of-year 2013-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 115
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 39
Total of all active and inactive participants 2013-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 154
Number of participants with account balances 2013-01-01 137

Measure	Date	Value
2015: FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.) 2015 401k membership
Total participants, beginning-of-year	2015-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
2014: FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.) 2014 401k membership
Total participants, beginning-of-year	2014-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	116
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	41
Total of all active and inactive participants	2014-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	157
Number of participants with account balances	2014-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.) 2013 401k membership
Total participants, beginning-of-year	2013-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	115
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	39
Total of all active and inactive participants	2013-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	154
Number of participants with account balances	2013-01-01	137

Financial Data on FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.)

Measure	Date	Value
2015 : FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.) 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$581,990
Total of all expenses incurred	2015-12-31	$5,073,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$4,736,820
Expenses. Certain deemed distributions of participant loans	2015-12-31	$310,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$505,560
Value of total assets at beginning of year	2015-12-31	$4,491,092
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$26,037
Total interest from all sources	2015-12-31	$12,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$4,400
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$315,046
Participant contributions at beginning of year	2015-12-31	$323,046
Other income not declared elsewhere	2015-12-31	$5,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-4,491,092
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,491,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$21,637
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,167,032
Interest on participant loans	2015-12-31	$12,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,014
Net investment gain/loss from pooled separate accounts	2015-12-31	$58,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$190,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$4,736,820
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTON LARSON ALLEN
Accountancy firm EIN	2015-12-31	410746749
2014 : FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.) 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$885,089
Total of all expenses incurred	2014-12-31	$216,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$190,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$655,598
Value of total assets at end of year	2014-12-31	$4,491,092
Value of total assets at beginning of year	2014-12-31	$3,822,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$25,878
Total interest from all sources	2014-12-31	$11,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$6,000
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$395,510
Participant contributions at end of year	2014-12-31	$323,046
Participant contributions at beginning of year	2014-12-31	$216,454
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$12,332
Other income not declared elsewhere	2014-12-31	$2,000
Administrative expenses (other) incurred	2014-12-31	$784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$668,528
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,491,092
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,822,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$19,094
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,167,032
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,606,110
Interest on participant loans	2014-12-31	$11,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,014
Net investment gain/loss from pooled separate accounts	2014-12-31	$215,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$247,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$190,683
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTON LARSON ALLEN
Accountancy firm EIN	2014-12-31	410746749
2013 : FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.) 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,200,451
Total of all expenses incurred	2013-12-31	$513,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$492,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$621,335
Value of total assets at end of year	2013-12-31	$3,822,564
Value of total assets at beginning of year	2013-12-31	$3,135,256
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$20,412
Total interest from all sources	2013-12-31	$9,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$4,450
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$374,579
Participant contributions at end of year	2013-12-31	$216,454
Participant contributions at beginning of year	2013-12-31	$218,191
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$32
Other income not declared elsewhere	2013-12-31	$37
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$687,308
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,822,564
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,135,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$15,962
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,606,110
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,917,065
Interest on participant loans	2013-12-31	$9,470
Net investment gain/loss from pooled separate accounts	2013-12-31	$569,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$246,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$492,731
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2013-12-31	410746749

Form 5500 Responses for FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.)

2015: FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.) 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.) 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FOKKER INITIATIVE FOR RETIREMENT SAVINGS TODAY (F.I.R.S.T.) 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997941-000

Policy instance

Insurance contract or identification number	997941-000
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997941-000

Policy instance

Insurance contract or identification number	997941-000
Number of Individuals Covered	135
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

997941-000

Policy instance

Insurance contract or identification number	997941-000
Number of Individuals Covered	137
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	FOKKER SERVICES, INC.
Employer identification number (EIN):	541802025
NAIC Classification:	488100
NAIC Description:	Support Activities for Air Transportation

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1996-04-18
Company Identification Number:	0464550
Legal Registered Office Address:	KEPLEY BROSCIOUS & BIGGS 2211 PUMP RD RICHMOND United States of America (USA) 23233