SYKES ENTERPRISES, INCORPORATED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SYKES ENTERPRISES, INC. 401(K) SAVINGS PLAN & TRUST
401k plan membership statisitcs for SYKES ENTERPRISES, INC. 401(K) SAVINGS PLAN & TRUST
Measure | Date | Value |
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2023 : SYKES ENTERPRISES, INC. 401(K) SAVINGS PLAN & TRUST 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-01-12 | $0 |
Total transfer of assets from this plan | 2023-01-12 | $77,468,091 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-12 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-12 | $0 |
Total income from all sources (including contributions) | 2023-01-12 | $2,740,052 |
Total loss/gain on sale of assets | 2023-01-12 | $0 |
Total of all expenses incurred | 2023-01-12 | $77,857 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-12 | $37,419 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-12 | $0 |
Value of total assets at end of year | 2023-01-12 | $0 |
Value of total assets at beginning of year | 2023-01-12 | $74,805,896 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-12 | $40,438 |
Total interest from all sources | 2023-01-12 | $3,912 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-01-12 | $714 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-12 | No |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2023-01-12 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-12 | $714 |
Was this plan covered by a fidelity bond | 2023-01-12 | Yes |
Value of fidelity bond cover | 2023-01-12 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-01-12 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-01-12 | No |
Contributions received from participants | 2023-01-12 | $0 |
Participant contributions at end of year | 2023-01-12 | $0 |
Participant contributions at beginning of year | 2023-01-12 | $888,051 |
Participant contributions at end of year | 2023-01-12 | $0 |
Participant contributions at beginning of year | 2023-01-12 | $117,376 |
Assets. Other investments not covered elsewhere at end of year | 2023-01-12 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2023-01-12 | $4,262,571 |
Other income not declared elsewhere | 2023-01-12 | $-32,290 |
Administrative expenses (other) incurred | 2023-01-12 | $40,438 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-12 | No |
Value of net income/loss | 2023-01-12 | $2,662,195 |
Value of net assets at end of year (total assets less liabilities) | 2023-01-12 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-01-12 | $74,805,896 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-12 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-12 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-01-12 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-12 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-12 | $67,972,563 |
Value of interest in pooled separate accounts at end of year | 2023-01-12 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2023-01-12 | $979,463 |
Interest on participant loans | 2023-01-12 | $1,545 |
Interest earned on other investments | 2023-01-12 | $2,367 |
Value of interest in common/collective trusts at end of year | 2023-01-12 | $0 |
Value of interest in common/collective trusts at beginning of year | 2023-01-12 | $528,907 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-12 | $2,722,197 |
Net investment gain/loss from pooled separate accounts | 2023-01-12 | $29,387 |
Net investment gain or loss from common/collective trusts | 2023-01-12 | $16,132 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-12 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-01-12 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2023-01-12 | No |
Contributions received in cash from employer | 2023-01-12 | $0 |
Employer contributions (assets) at end of year | 2023-01-12 | $0 |
Employer contributions (assets) at beginning of year | 2023-01-12 | $56,965 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-12 | $37,419 |
Did the plan have assets held for investment | 2023-01-12 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-12 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-12 | Yes |
Opinion of an independent qualified public accountant for this plan | 2023-01-12 | Unqualified |
Accountancy firm name | 2023-01-12 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2023-01-12 | 410746749 |
2022 : SYKES ENTERPRISES, INC. 401(K) SAVINGS PLAN & TRUST 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-6,214,078 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $19,473,362 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $19,202,199 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $8,998 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $10,140,158 |
Value of total assets at end of year | 2022-12-31 | $74,805,896 |
Value of total assets at beginning of year | 2022-12-31 | $100,493,336 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $262,165 |
Total interest from all sources | 2022-12-31 | $109,454 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,307,428 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,307,428 |
Administrative expenses professional fees incurred | 2022-12-31 | $56,530 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $6,949,666 |
Participant contributions at end of year | 2022-12-31 | $888,051 |
Participant contributions at beginning of year | 2022-12-31 | $931,652 |
Participant contributions at end of year | 2022-12-31 | $117,376 |
Participant contributions at beginning of year | 2022-12-31 | $60,314 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $4,262,571 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $4,889,648 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $586,784 |
Other income not declared elsewhere | 2022-12-31 | $-295,035 |
Administrative expenses (other) incurred | 2022-12-31 | $2,925 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $765 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-25,687,440 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $74,805,896 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $100,493,336 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $11,648 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $67,972,563 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $92,250,492 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $979,463 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,101,902 |
Interest on participant loans | 2022-12-31 | $43,418 |
Interest earned on other investments | 2022-12-31 | $66,036 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $528,907 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,234,514 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-17,290,777 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-41,366 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-143,940 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,603,708 |
Employer contributions (assets) at end of year | 2022-12-31 | $56,965 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $24,049 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $19,202,199 |
Contract administrator fees | 2022-12-31 | $191,062 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
2021 : SYKES ENTERPRISES, INC. 401(K) SAVINGS PLAN & TRUST 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $27,068,172 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $13,736,515 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $13,402,493 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $14,482,165 |
Value of total assets at end of year | 2021-12-31 | $100,493,336 |
Value of total assets at beginning of year | 2021-12-31 | $87,161,679 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $334,022 |
Total interest from all sources | 2021-12-31 | $171,274 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,588,648 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,588,648 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $8,599,594 |
Participant contributions at end of year | 2021-12-31 | $931,652 |
Participant contributions at beginning of year | 2021-12-31 | $916,042 |
Participant contributions at end of year | 2021-12-31 | $60,314 |
Participant contributions at beginning of year | 2021-12-31 | $13,620 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $4,889,648 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $6,300,078 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $2,603,242 |
Other income not declared elsewhere | 2021-12-31 | $272,500 |
Administrative expenses (other) incurred | 2021-12-31 | $334,022 |
Total non interest bearing cash at end of year | 2021-12-31 | $765 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $13,331,657 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $100,493,336 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $87,161,679 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $92,250,492 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $79,029,326 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $1,101,902 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $896,976 |
Interest on participant loans | 2021-12-31 | $45,359 |
Interest earned on other investments | 2021-12-31 | $125,915 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,234,514 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $10,285,688 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $277,556 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $-9,659 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $3,279,329 |
Employer contributions (assets) at end of year | 2021-12-31 | $24,049 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $5,637 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $13,402,493 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : SYKES ENTERPRISES, INC. 401(K) SAVINGS PLAN & TRUST 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $637,146 |
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 | $22,964,857 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $9,757,319 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $8,244,062 |
Value of total corrective distributions | 2020-12-31 | $1,162,737 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $11,340,744 |
Value of total assets at end of year | 2020-12-31 | $87,161,679 |
Value of total assets at beginning of year | 2020-12-31 | $73,316,995 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $350,520 |
Total interest from all sources | 2020-12-31 | $146,382 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,086,991 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,086,991 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $7,373,808 |
Participant contributions at end of year | 2020-12-31 | $916,042 |
Participant contributions at beginning of year | 2020-12-31 | $837,824 |
Participant contributions at end of year | 2020-12-31 | $13,620 |
Participant contributions at beginning of year | 2020-12-31 | $151,704 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $6,300,078 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $4,727,989 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $979,906 |
Other income not declared elsewhere | 2020-12-31 | $65,495 |
Administrative expenses (other) incurred | 2020-12-31 | $350,520 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $13,207,538 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $87,161,679 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $73,316,995 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $79,029,326 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $66,737,260 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $896,976 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $821,799 |
Interest on participant loans | 2020-12-31 | $51,746 |
Interest earned on other investments | 2020-12-31 | $94,618 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $18 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $10,294,564 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $30,681 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,987,030 |
Employer contributions (assets) at end of year | 2020-12-31 | $5,637 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $40,419 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $8,244,062 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : SYKES ENTERPRISES, INC. 401(K) SAVINGS PLAN & TRUST 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 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 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 | $21,207,364 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $10,357,078 |
Total of all expenses incurred | 2019-12-31 | $10,357,078 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,267,468 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,267,468 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $-4,642 |
Value of total corrective distributions | 2019-12-31 | $818,393 |
Value of total corrective distributions | 2019-12-31 | $818,393 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $8,223,759 |
Value of total assets at end of year | 2019-12-31 | $73,316,995 |
Value of total assets at end of year | 2019-12-31 | $73,316,995 |
Value of total assets at beginning of year | 2019-12-31 | $62,466,709 |
Value of total assets at beginning of year | 2019-12-31 | $62,466,709 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $275,859 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $275,859 |
Total interest from all sources | 2019-12-31 | $134,254 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,340,376 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,340,376 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,340,376 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,340,376 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $5,982,119 |
Participant contributions at end of year | 2019-12-31 | $837,824 |
Participant contributions at end of year | 2019-12-31 | $837,824 |
Participant contributions at beginning of year | 2019-12-31 | $746,317 |
Participant contributions at beginning of year | 2019-12-31 | $746,317 |
Participant contributions at end of year | 2019-12-31 | $151,704 |
Participant contributions at end of year | 2019-12-31 | $151,704 |
Participant contributions at beginning of year | 2019-12-31 | $149,142 |
Participant contributions at beginning of year | 2019-12-31 | $149,142 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $4,727,989 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $4,727,989 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $4,592,463 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $4,592,463 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $551,176 |
Other income not declared elsewhere | 2019-12-31 | $-78,403 |
Other income not declared elsewhere | 2019-12-31 | $-78,403 |
Administrative expenses (other) incurred | 2019-12-31 | $275,859 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $10,850,286 |
Value of net income/loss | 2019-12-31 | $10,850,286 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $73,316,995 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $73,316,995 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $62,466,709 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $62,466,709 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $66,737,260 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $66,737,260 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $56,146,948 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $56,146,948 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $821,799 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $821,799 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $789,606 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $789,606 |
Interest on participant loans | 2019-12-31 | $42,289 |
Interest earned on other investments | 2019-12-31 | $91,965 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $11,411,723 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $11,411,723 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $175,655 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $175,655 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,690,464 |
Contributions received in cash from employer | 2019-12-31 | $1,690,464 |
Employer contributions (assets) at end of year | 2019-12-31 | $40,419 |
Employer contributions (assets) at end of year | 2019-12-31 | $40,419 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $42,233 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $42,233 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,267,468 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,267,468 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : SYKES ENTERPRISES, INC. 401(K) SAVINGS PLAN & TRUST 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $4,483,569 |
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 | $5,179,628 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $8,356,015 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $7,132,648 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $5,644 |
Value of total corrective distributions | 2018-12-31 | $912,153 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $9,083,526 |
Value of total assets at end of year | 2018-12-31 | $62,466,709 |
Value of total assets at beginning of year | 2018-12-31 | $61,159,527 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $305,570 |
Total interest from all sources | 2018-12-31 | $104,862 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,210,614 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,210,614 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $6,144,370 |
Participant contributions at end of year | 2018-12-31 | $746,317 |
Participant contributions at beginning of year | 2018-12-31 | $323,632 |
Participant contributions at end of year | 2018-12-31 | $149,142 |
Participant contributions at beginning of year | 2018-12-31 | $158,068 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $4,592,463 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $650,455 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,154,264 |
Other income not declared elsewhere | 2018-12-31 | $51,707 |
Administrative expenses (other) incurred | 2018-12-31 | $305,570 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-3,176,387 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $62,466,709 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $61,159,527 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $56,146,948 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $55,617,756 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $789,606 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $600,090 |
Interest on participant loans | 2018-12-31 | $30,273 |
Interest earned on other investments | 2018-12-31 | $74,001 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $3,763,963 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $588 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-5,190,101 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-80,980 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,784,892 |
Employer contributions (assets) at end of year | 2018-12-31 | $42,233 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $45,563 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $7,132,648 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : SYKES ENTERPRISES, INC. 401(K) SAVINGS PLAN & TRUST 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $16,142,753 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $9,134,635 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,920,577 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $22,249 |
Value of total corrective distributions | 2017-12-31 | $1,093,122 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $7,183,429 |
Value of total assets at end of year | 2017-12-31 | $61,159,527 |
Value of total assets at beginning of year | 2017-12-31 | $54,151,409 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $98,687 |
Total interest from all sources | 2017-12-31 | $16,674 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,054,304 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,054,304 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $4,229,768 |
Participant contributions at end of year | 2017-12-31 | $323,632 |
Participant contributions at beginning of year | 2017-12-31 | $322,067 |
Participant contributions at end of year | 2017-12-31 | $158,068 |
Participant contributions at beginning of year | 2017-12-31 | $135,594 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $650,455 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,753,124 |
Other income not declared elsewhere | 2017-12-31 | $-1,046 |
Administrative expenses (other) incurred | 2017-12-31 | $98,687 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $7,008,118 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $61,159,527 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $54,151,409 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $55,617,756 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $47,933,496 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $600,090 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $0 |
Interest on participant loans | 2017-12-31 | $9,310 |
Interest earned on other investments | 2017-12-31 | $7,098 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $3,763,963 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $5,719,364 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $266 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $7,810,963 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $78,429 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,200,537 |
Employer contributions (assets) at end of year | 2017-12-31 | $45,563 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $40,888 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,920,577 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2017-12-31 | 410746749 |
2016 : SYKES ENTERPRISES, INC. 401(K) SAVINGS PLAN & TRUST 2016 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $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 | $8,399,821 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $6,351,750 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,278,190 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $1,020,516 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $5,751,442 |
Value of total assets at end of year | 2016-12-31 | $54,151,409 |
Value of total assets at beginning of year | 2016-12-31 | $52,103,338 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $53,044 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $12,323 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $549,931 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $549,931 |
Administrative expenses professional fees incurred | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $0 |
Contributions received from participants | 2016-12-31 | $4,159,085 |
Participant contributions at end of year | 2016-12-31 | $322,067 |
Participant contributions at beginning of year | 2016-12-31 | $236,840 |
Participant contributions at end of year | 2016-12-31 | $135,594 |
Participant contributions at beginning of year | 2016-12-31 | $92,431 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $405,636 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $2 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $144 |
Administrative expenses (other) incurred | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,048,071 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $54,151,409 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $52,103,338 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2016-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $47,933,496 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $46,549,356 |
Interest on participant loans | 2016-12-31 | $12,323 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $0 |
Income. Interest from US Government securities | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $5,719,364 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $5,199,177 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,062,790 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $23,191 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,186,721 |
Employer contributions (assets) at end of year | 2016-12-31 | $40,888 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $25,534 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,278,188 |
Contract administrator fees | 2016-12-31 | $53,044 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2016-12-31 | 410746749 |
2015 : SYKES ENTERPRISES, INC. 401(K) SAVINGS PLAN & TRUST 2015 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $5,196,041 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $6,589,638 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,856,068 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of total corrective distributions | 2015-12-31 | $657,563 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $5,796,522 |
Value of total assets at end of year | 2015-12-31 | $52,103,338 |
Value of total assets at beginning of year | 2015-12-31 | $53,496,935 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $76,007 |
Total income from rents | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $12,272 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $439,906 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $439,906 |
Administrative expenses professional fees incurred | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
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 |
Amount of non-exempt transactions with any party-in-interest | 2015-12-31 | $0 |
Contributions received from participants | 2015-12-31 | $4,161,643 |
Participant contributions at end of year | 2015-12-31 | $236,840 |
Participant contributions at beginning of year | 2015-12-31 | $361,804 |
Participant contributions at end of year | 2015-12-31 | $92,431 |
Participant contributions at beginning of year | 2015-12-31 | $2,254 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $466,428 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $-587 |
Administrative expenses (other) incurred | 2015-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,393,597 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $52,103,338 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $53,496,935 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2015-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2015-12-31 | $0 |
Investment advisory and management fees | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $46,549,356 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $47,965,859 |
Interest on participant loans | 2015-12-31 | $12,272 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $0 |
Income. Interest from US Government securities | 2015-12-31 | $0 |
Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $5,199,177 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $5,166,202 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,036,218 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-15,854 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
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 | Yes |
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 | $1,168,451 |
Employer contributions (assets) at end of year | 2015-12-31 | $25,534 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $816 |
Income. Dividends from preferred stock | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,856,068 |
Contract administrator fees | 2015-12-31 | $76,007 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2015-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
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 | Adverse |
Accountancy firm name | 2015-12-31 | CLIFTONLARSONALLEN LLC |
Accountancy firm EIN | 2015-12-31 | 410746749 |
2014 : SYKES ENTERPRISES, INC. 401(K) SAVINGS PLAN & TRUST 2014 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $5,445,464 |
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 | $8,705,643 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $6,785,853 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,529,150 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of total corrective distributions | 2014-12-31 | $170,438 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,671,048 |
Value of total assets at end of year | 2014-12-31 | $53,496,935 |
Value of total assets at beginning of year | 2014-12-31 | $46,131,681 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $86,265 |
Total income from rents | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $18,605 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $641,364 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $641,364 |
Administrative expenses professional fees incurred | 2014-12-31 | $0 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
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 |
Amount of non-exempt transactions with any party-in-interest | 2014-12-31 | $0 |
Contributions received from participants | 2014-12-31 | $4,023,215 |
Participant contributions at end of year | 2014-12-31 | $361,804 |
Participant contributions at beginning of year | 2014-12-31 | $446,160 |
Participant contributions at end of year | 2014-12-31 | $2,254 |
Participant contributions at beginning of year | 2014-12-31 | $636 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $103,212 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $620 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $-476 |
Administrative expenses (other) incurred | 2014-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,919,790 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $53,496,935 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $46,131,681 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2014-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2014-12-31 | $0 |
Investment advisory and management fees | 2014-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $47,965,859 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $40,867,020 |
Interest on participant loans | 2014-12-31 | $18,605 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $0 |
Interest earned on other investments | 2014-12-31 | $0 |
Income. Interest from US Government securities | 2014-12-31 | $0 |
Income. Interest from corporate debt instruments | 2014-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $5,166,202 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $4,817,542 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $2,319,340 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $55,762 |
Net gain/loss from 103.12 investment entities | 2014-12-31 | $0 |
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 | Yes |
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 | $1,544,621 |
Employer contributions (assets) at end of year | 2014-12-31 | $816 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $323 |
Income. Dividends from preferred stock | 2014-12-31 | $0 |
Income. Dividends from common stock | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,528,530 |
Contract administrator fees | 2014-12-31 | $86,265 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2014-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $0 |
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 | CLIFTONLARSONALLEN |
Accountancy firm EIN | 2014-12-31 | 410746749 |
2013 : SYKES ENTERPRISES, INC. 401(K) SAVINGS PLAN & TRUST 2013 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $12,659,041 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $7,065,516 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $6,713,259 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of total corrective distributions | 2013-12-31 | $246,618 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,650,082 |
Value of total assets at end of year | 2013-12-31 | $46,131,681 |
Value of total assets at beginning of year | 2013-12-31 | $40,538,156 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $105,639 |
Total income from rents | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $28,932 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $380,404 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $380,404 |
Administrative expenses professional fees incurred | 2013-12-31 | $10,000 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
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 |
Amount of non-exempt transactions with any party-in-interest | 2013-12-31 | $0 |
Contributions received from participants | 2013-12-31 | $3,420,818 |
Participant contributions at end of year | 2013-12-31 | $446,160 |
Participant contributions at beginning of year | 2013-12-31 | $558,838 |
Participant contributions at end of year | 2013-12-31 | $636 |
Participant contributions at beginning of year | 2013-12-31 | $84,003 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $260,832 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $49 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $-1,818 |
Administrative expenses (other) incurred | 2013-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $5,593,525 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $46,131,681 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $40,538,156 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2013-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2013-12-31 | $0 |
Investment advisory and management fees | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $40,867,020 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $35,407,754 |
Interest on participant loans | 2013-12-31 | $28,932 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $0 |
Income. Interest from US Government securities | 2013-12-31 | $0 |
Income. Interest from corporate debt instruments | 2013-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $4,817,542 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $4,458,398 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $7,661,665 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-60,224 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
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 | Yes |
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 | $968,432 |
Employer contributions (assets) at end of year | 2013-12-31 | $323 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $29,163 |
Income. Dividends from preferred stock | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,713,210 |
Contract administrator fees | 2013-12-31 | $95,639 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
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 LLP |
Accountancy firm EIN | 2013-12-31 | 410746749 |
2012 : SYKES ENTERPRISES, INC. 401(K) SAVINGS PLAN & TRUST 2012 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $16,816,737 |
Total transfer of assets from this plan | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $152,776 |
Expenses. Interest paid | 2012-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $9,919,681 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $6,749,279 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $6,643,534 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $1,377 |
Value of total corrective distributions | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $5,727,619 |
Value of total assets at end of year | 2012-12-31 | $40,538,156 |
Value of total assets at beginning of year | 2012-12-31 | $20,703,793 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $104,368 |
Total income from rents | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $45,629 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $496,871 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $496,871 |
Administrative expenses professional fees incurred | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2012-12-31 | $0 |
Contributions received from participants | 2012-12-31 | $4,180,373 |
Participant contributions at end of year | 2012-12-31 | $558,838 |
Participant contributions at beginning of year | 2012-12-31 | $131,277 |
Participant contributions at end of year | 2012-12-31 | $84,003 |
Participant contributions at beginning of year | 2012-12-31 | $104,629 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $173,542 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $164 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $152,776 |
Other income not declared elsewhere | 2012-12-31 | $76,363 |
Administrative expenses (other) incurred | 2012-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $0 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $17,943,598 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Income. Non cash contributions | 2012-12-31 | $0 |
Value of net income/loss | 2012-12-31 | $3,170,402 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $40,538,156 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $20,551,017 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2012-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2012-12-31 | $0 |
Investment advisory and management fees | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $35,407,754 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $0 |
Interest on participant loans | 2012-12-31 | $45,629 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $0 |
Interest earned on other investments | 2012-12-31 | $0 |
Income. Interest from US Government securities | 2012-12-31 | $0 |
Income. Interest from corporate debt instruments | 2012-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $4,458,398 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,483,723 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,419,917 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $153,282 |
Net gain/loss from 103.12 investment entities | 2012-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,373,704 |
Employer contributions (assets) at end of year | 2012-12-31 | $29,163 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $40,566 |
Income. Dividends from preferred stock | 2012-12-31 | $0 |
Income. Dividends from common stock | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,643,370 |
Contract administrator fees | 2012-12-31 | $104,368 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $0 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2012-12-31 | 592609315 |
2011 : SYKES ENTERPRISES, INC. 401(K) SAVINGS PLAN & TRUST 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $152,776 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $4,135,783 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $3,377,156 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,904,174 |
Value of total corrective distributions | 2011-12-31 | $268,024 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,310,712 |
Value of total assets at end of year | 2011-12-31 | $20,703,793 |
Value of total assets at beginning of year | 2011-12-31 | $19,792,390 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $204,958 |
Total interest from all sources | 2011-12-31 | $4,437 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $184,114 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $184,114 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $3,202,192 |
Participant contributions at end of year | 2011-12-31 | $131,277 |
Participant contributions at beginning of year | 2011-12-31 | $74,017 |
Participant contributions at end of year | 2011-12-31 | $104,629 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $116,403 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $152,776 |
Other income not declared elsewhere | 2011-12-31 | $90,211 |
Administrative expenses (other) incurred | 2011-12-31 | $204,958 |
Total non interest bearing cash at end of year | 2011-12-31 | $17,943,598 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $758,627 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $20,551,017 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $19,792,390 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $17,491,351 |
Interest on participant loans | 2011-12-31 | $4,437 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,483,723 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,227,022 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-453,691 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $992,117 |
Employer contributions (assets) at end of year | 2011-12-31 | $40,566 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,904,174 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2011-12-31 | 592609315 |
2010 : SYKES ENTERPRISES, INC. 401(K) SAVINGS PLAN & TRUST 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $5,879,980 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,527,337 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,318,836 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,804,827 |
Value of total assets at end of year | 2010-12-31 | $19,792,390 |
Value of total assets at beginning of year | 2010-12-31 | $16,439,747 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $208,501 |
Total interest from all sources | 2010-12-31 | $4,106 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $203,811 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $203,811 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,959,800 |
Participant contributions at end of year | 2010-12-31 | $74,017 |
Participant contributions at beginning of year | 2010-12-31 | $92,656 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $98,623 |
Other income not declared elsewhere | 2010-12-31 | $38,588 |
Administrative expenses (other) incurred | 2010-12-31 | $208,501 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,352,643 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $19,792,390 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $16,439,747 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $17,491,351 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $14,313,261 |
Interest on participant loans | 2010-12-31 | $4,106 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,227,022 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,033,830 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,799,018 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $29,630 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $746,404 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,318,836 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | LARSON ALLEN CPA'S |
Accountancy firm EIN | 2010-12-31 | 592609315 |
2009 : SYKES ENTERPRISES, INC. 401(K) SAVINGS PLAN & TRUST 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |