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XEROX BUSINESS SOLUTIONS 401(K) PLAN 401k Plan overview

Plan NameXEROX BUSINESS SOLUTIONS 401(K) PLAN
Plan identification number 001

XEROX BUSINESS SOLUTIONS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

XEROX BUSINESS SOLUTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:XEROX BUSINESS SOLUTIONS, INC.
Employer identification number (EIN):593247752
NAIC Classification:561490

Additional information about XEROX BUSINESS SOLUTIONS, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2388048

More information about XEROX BUSINESS SOLUTIONS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan XEROX BUSINESS SOLUTIONS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRENDA GOTTSCHALL
0012016-01-01KRISTY D SCHMIDT KRISTY D SCHMIDT2017-08-01
0012015-01-01KRISTY D SCHMIDT KRISTY D SCHMIDT2016-10-12
0012014-01-01KRISTY D SCHMIDT KRISTY D SCHMIDT2015-09-18
0012013-01-01KRISTY D SCHMIDT KRISTY D SCHMIDT2014-07-30
0012012-01-01KRISTY D SCHMIDT
0012011-01-01KRISTY D SCHMIDT
0012009-01-01KRISTY D SCHMIDT

Plan Statistics for XEROX BUSINESS SOLUTIONS 401(K) PLAN

401k plan membership statisitcs for XEROX BUSINESS SOLUTIONS 401(K) PLAN

Measure Date Value
2021: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017,891
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019,484
Total number of active participants reported on line 7a of the Form 55002020-01-014,705
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-013,183
Total of all active and inactive participants2020-01-017,891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-017,891
Number of participants with account balances2020-01-017,891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110,324
Total number of active participants reported on line 7a of the Form 55002019-01-016,344
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-013,035
Total of all active and inactive participants2019-01-019,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-019,382
Number of participants with account balances2019-01-018,529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0134
2018: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110,065
Total number of active participants reported on line 7a of the Form 55002018-01-017,452
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-012,865
Total of all active and inactive participants2018-01-0110,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0110,320
Number of participants with account balances2018-01-019,997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01334
2017: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019,625
Total number of active participants reported on line 7a of the Form 55002017-01-017,337
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-012,724
Total of all active and inactive participants2017-01-0110,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110,064
Number of participants with account balances2017-01-0110,064
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01408
2016: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019,434
Total number of active participants reported on line 7a of the Form 55002016-01-017,262
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-012,361
Total of all active and inactive participants2016-01-019,625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019,625
Number of participants with account balances2016-01-019,625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01338
2015: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019,068
Total number of active participants reported on line 7a of the Form 55002015-01-017,230
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-012,202
Total of all active and inactive participants2015-01-019,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019,434
Number of participants with account balances2015-01-019,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01424
2014: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,652
Total number of active participants reported on line 7a of the Form 55002014-01-017,160
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,908
Total of all active and inactive participants2014-01-019,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019,068
Number of participants with account balances2014-01-019,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01356
2013: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,123
Total number of active participants reported on line 7a of the Form 55002013-01-016,963
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,689
Total of all active and inactive participants2013-01-018,652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018,652
Number of participants with account balances2013-01-018,652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01258
2012: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,672
Total number of active participants reported on line 7a of the Form 55002012-01-016,735
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,388
Total of all active and inactive participants2012-01-018,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018,123
Number of participants with account balances2012-01-017,701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01312
2011: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,199
Total number of active participants reported on line 7a of the Form 55002011-01-015,347
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,233
Total of all active and inactive participants2011-01-016,580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016,580
Number of participants with account balances2011-01-016,580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01396
2009: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,381
Total number of active participants reported on line 7a of the Form 55002009-01-014,287
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-011,377
Total of all active and inactive participants2009-01-015,666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015,666
Number of participants with account balances2009-01-015,666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01443

Financial Data on XEROX BUSINESS SOLUTIONS 401(K) PLAN

Measure Date Value
2021 : XEROX BUSINESS SOLUTIONS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-01-26$0
Total transfer of assets from this plan2021-01-26$565,107,591
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-26$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-26$0
Total income from all sources (including contributions)2021-01-26$12,069,206
Total loss/gain on sale of assets2021-01-26$0
Total of all expenses incurred2021-01-26$32,265,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-26$32,070,906
Expenses. Certain deemed distributions of participant loans2021-01-26$-80
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-26$835,446
Value of total assets at end of year2021-01-26$0
Value of total assets at beginning of year2021-01-26$585,303,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-26$194,661
Total interest from all sources2021-01-26$205,785
Total dividends received (eg from common stock, registered investment company shares)2021-01-26$58
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-26Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-01-26$0
Total dividends received from registered investment company shares (eg mutual funds)2021-01-26$58
Was this plan covered by a fidelity bond2021-01-26Yes
Value of fidelity bond cover2021-01-26$500,000
If this is an individual account plan, was there a blackout period2021-01-26No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-01-26$0
Were there any nonexempt tranactions with any party-in-interest2021-01-26No
Contributions received from participants2021-01-26$674,508
Participant contributions at end of year2021-01-26$0
Participant contributions at beginning of year2021-01-26$137,583
Participant contributions at end of year2021-01-26$0
Participant contributions at beginning of year2021-01-26$379,750
Assets. Other investments not covered elsewhere at end of year2021-01-26$0
Assets. Other investments not covered elsewhere at beginning of year2021-01-26$398,924
Income. Received or receivable in cash from other sources (including rollovers)2021-01-26$74,871
Other income not declared elsewhere2021-01-26$78,221
Administrative expenses (other) incurred2021-01-26$194,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-26No
Value of net income/loss2021-01-26$-20,196,281
Value of net assets at end of year (total assets less liabilities)2021-01-26$0
Value of net assets at beginning of year (total assets less liabilities)2021-01-26$585,303,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-26No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-26No
Were any leases to which the plan was party in default or uncollectible2021-01-26No
Assets. partnership/joint venture interests at end of year2021-01-26$0
Assets. partnership/joint venture interests at beginning of year2021-01-26$2,101
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-26$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-26$231,174,287
Interest on participant loans2021-01-26$1,113
Interest earned on other investments2021-01-26$204,672
Value of interest in common/collective trusts at end of year2021-01-26$0
Value of interest in common/collective trusts at beginning of year2021-01-26$253,831,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-01-26$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-01-26$99,379,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-26$8,229,005
Net investment gain or loss from common/collective trusts2021-01-26$2,720,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-26No
Was there a failure to transmit to the plan any participant contributions2021-01-26No
Has the plan failed to provide any benefit when due under the plan2021-01-26No
Contributions received in cash from employer2021-01-26$86,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-26$32,070,906
Did the plan have assets held for investment2021-01-26Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-26No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-26Yes
Opinion of an independent qualified public accountant for this plan2021-01-26Disclaimer
Accountancy firm name2021-01-26ASSURANCE DIMENSIONS
Accountancy firm EIN2021-01-26263429295
2020 : XEROX BUSINESS SOLUTIONS 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-2,114
Total unrealized appreciation/depreciation of assets2020-12-31$-2,114
Total transfer of assets to this plan2020-12-31$4,841,946
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$108,443,839
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$82,381,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$81,846,842
Expenses. Certain deemed distributions of participant loans2020-12-31$1,097
Value of total corrective distributions2020-12-31$20,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$23,810,205
Value of total assets at end of year2020-12-31$585,303,872
Value of total assets at beginning of year2020-12-31$554,399,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$512,306
Total interest from all sources2020-12-31$2,603,136
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,358,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,358,726
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$22,708,930
Participant contributions at end of year2020-12-31$137,583
Participant contributions at beginning of year2020-12-31$66,683
Participant contributions at end of year2020-12-31$379,750
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$398,924
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$312,643
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$843,245
Other income not declared elsewhere2020-12-31$-62,940
Administrative expenses (other) incurred2020-12-31$512,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$26,062,744
Value of net assets at end of year (total assets less liabilities)2020-12-31$585,303,872
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$554,399,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$2,101
Assets. partnership/joint venture interests at beginning of year2020-12-31$75,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$231,174,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$342,406,714
Interest on participant loans2020-12-31$11,915
Interest earned on other investments2020-12-31$2,591,221
Value of interest in common/collective trusts at end of year2020-12-31$253,831,898
Value of interest in common/collective trusts at beginning of year2020-12-31$123,279,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$99,379,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$79,702,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$31,702,888
Net investment gain or loss from common/collective trusts2020-12-31$48,033,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$258,030
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$8,554,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$81,846,842
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2020-12-31263429295
2019 : XEROX BUSINESS SOLUTIONS 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$744
Total unrealized appreciation/depreciation of assets2019-12-31$744
Total transfer of assets to this plan2019-12-31$114,506
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$143,191,412
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$84,850,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$84,558,978
Expenses. Certain deemed distributions of participant loans2019-12-31$6,182
Value of total corrective distributions2019-12-31$6,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$36,876,738
Value of total assets at end of year2019-12-31$554,399,182
Value of total assets at end of year2019-12-31$554,399,182
Value of total assets at beginning of year2019-12-31$495,943,781
Value of total assets at beginning of year2019-12-31$495,943,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$279,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$279,046
Total interest from all sources2019-12-31$2,341,123
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,734,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,734,718
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,734,718
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$26,856,585
Participant contributions at end of year2019-12-31$66,683
Participant contributions at end of year2019-12-31$66,683
Participant contributions at beginning of year2019-12-31$172,449
Participant contributions at beginning of year2019-12-31$172,449
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$887,134
Participant contributions at beginning of year2019-12-31$887,134
Assets. Other investments not covered elsewhere at end of year2019-12-31$312,643
Assets. Other investments not covered elsewhere at end of year2019-12-31$312,643
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$286,301
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$286,301
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$945,859
Other income not declared elsewhere2019-12-31$40,328
Other income not declared elsewhere2019-12-31$40,328
Administrative expenses (other) incurred2019-12-31$279,046
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$347
Total non interest bearing cash at beginning of year2019-12-31$347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$58,340,895
Value of net assets at end of year (total assets less liabilities)2019-12-31$554,399,182
Value of net assets at end of year (total assets less liabilities)2019-12-31$554,399,182
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$495,943,781
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$495,943,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$75,964
Assets. partnership/joint venture interests at end of year2019-12-31$75,964
Assets. partnership/joint venture interests at beginning of year2019-12-31$45,469
Assets. partnership/joint venture interests at beginning of year2019-12-31$45,469
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$342,406,714
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$342,406,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$308,952,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$308,952,966
Interest on participant loans2019-12-31$5,335
Interest earned on other investments2019-12-31$2,335,788
Value of interest in common/collective trusts at end of year2019-12-31$123,279,617
Value of interest in common/collective trusts at end of year2019-12-31$123,279,617
Value of interest in common/collective trusts at beginning of year2019-12-31$107,211,613
Value of interest in common/collective trusts at beginning of year2019-12-31$107,211,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$79,702,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$79,702,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$77,958,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$77,958,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$65,871,021
Net investment gain or loss from common/collective trusts2019-12-31$32,326,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,074,294
Contributions received in cash from employer2019-12-31$9,074,294
Employer contributions (assets) at end of year2019-12-31$8,554,836
Employer contributions (assets) at end of year2019-12-31$8,554,836
Employer contributions (assets) at beginning of year2019-12-31$429,062
Employer contributions (assets) at beginning of year2019-12-31$429,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$84,558,978
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ASSURANCE DIMENSIONS
Accountancy firm name2019-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2019-12-31263429295
2018 : XEROX BUSINESS SOLUTIONS 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-6,163
Total unrealized appreciation/depreciation of assets2018-12-31$-6,163
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$14,944,050
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$47,924,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$47,721,851
Value of total corrective distributions2018-12-31$27,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$46,546,725
Value of total assets at end of year2018-12-31$495,943,781
Value of total assets at beginning of year2018-12-31$528,924,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$175,864
Total interest from all sources2018-12-31$2,231,163
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,141,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,141,342
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$29,521,071
Participant contributions at end of year2018-12-31$172,449
Participant contributions at beginning of year2018-12-31$373,112
Participant contributions at end of year2018-12-31$887,134
Participant contributions at beginning of year2018-12-31$884,544
Assets. Other investments not covered elsewhere at end of year2018-12-31$286,301
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$273,540
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,959,551
Other income not declared elsewhere2018-12-31$-556,296
Administrative expenses (other) incurred2018-12-31$175,864
Total non interest bearing cash at end of year2018-12-31$347
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-32,980,665
Value of net assets at end of year (total assets less liabilities)2018-12-31$495,943,781
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$528,924,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$45,469
Assets. partnership/joint venture interests at beginning of year2018-12-31$65,355
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$308,952,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$448,520,319
Interest on participant loans2018-12-31$11,144
Interest earned on other investments2018-12-31$2,220,019
Value of interest in common/collective trusts at end of year2018-12-31$107,211,613
Value of interest in common/collective trusts at beginning of year2018-12-31$296,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,065,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,065,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$77,958,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$71,027,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-38,152,153
Net investment gain or loss from common/collective trusts2018-12-31$-1,260,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$14,066,103
Employer contributions (assets) at end of year2018-12-31$429,062
Employer contributions (assets) at beginning of year2018-12-31$418,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$47,721,851
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2018-12-31263429295
2017 : XEROX BUSINESS SOLUTIONS 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$40,261
Total unrealized appreciation/depreciation of assets2017-12-31$40,261
Total transfer of assets to this plan2017-12-31$25,541,398
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$124,685,789
Total loss/gain on sale of assets2017-12-31$12
Total of all expenses incurred2017-12-31$44,392,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$43,911,425
Value of total corrective distributions2017-12-31$98,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$45,334,857
Value of total assets at end of year2017-12-31$528,924,446
Value of total assets at beginning of year2017-12-31$423,089,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$382,837
Total interest from all sources2017-12-31$2,036,560
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,910,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,910,664
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$29,094,384
Participant contributions at end of year2017-12-31$373,112
Participant contributions at beginning of year2017-12-31$129,572
Participant contributions at end of year2017-12-31$884,544
Participant contributions at beginning of year2017-12-31$944,008
Assets. Other investments not covered elsewhere at end of year2017-12-31$273,540
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$236,962
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,917,381
Other income not declared elsewhere2017-12-31$449,887
Administrative expenses (other) incurred2017-12-31$382,837
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$80,293,254
Value of net assets at end of year (total assets less liabilities)2017-12-31$528,924,446
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$423,089,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$65,355
Assets. partnership/joint venture interests at beginning of year2017-12-31$51,721
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$448,520,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$352,001,188
Interest on participant loans2017-12-31$12,919
Interest earned on other investments2017-12-31$1,972,142
Value of interest in common/collective trusts at end of year2017-12-31$296,370
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,065,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,458,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,458,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$51,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$71,027,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$61,813,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$71,913,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$13,323,092
Employer contributions (assets) at end of year2017-12-31$418,269
Employer contributions (assets) at beginning of year2017-12-31$454,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$43,911,425
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$12
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2017-12-31263429295
2016 : XEROX BUSINESS SOLUTIONS 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,695
Total unrealized appreciation/depreciation of assets2016-12-31$1,695
Total transfer of assets to this plan2016-12-31$3,150,506
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$66,531,306
Total loss/gain on sale of assets2016-12-31$-50,026
Total of all expenses incurred2016-12-31$36,409,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$35,939,467
Expenses. Certain deemed distributions of participant loans2016-12-31$865
Value of total corrective distributions2016-12-31$66
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$44,131,125
Value of total assets at end of year2016-12-31$423,089,794
Value of total assets at beginning of year2016-12-31$389,817,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$468,812
Total interest from all sources2016-12-31$1,750,145
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,060,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,060,689
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$28,076,573
Participant contributions at end of year2016-12-31$129,572
Participant contributions at beginning of year2016-12-31$190,203
Participant contributions at end of year2016-12-31$944,008
Participant contributions at beginning of year2016-12-31$1,182,433
Assets. Other investments not covered elsewhere at end of year2016-12-31$236,962
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$220,952
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,076,843
Other income not declared elsewhere2016-12-31$71,707
Administrative expenses (other) incurred2016-12-31$468,812
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$30,122,096
Value of net assets at end of year (total assets less liabilities)2016-12-31$423,089,794
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$389,817,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$51,721
Assets. partnership/joint venture interests at beginning of year2016-12-31$54,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$352,001,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$325,680,064
Interest on participant loans2016-12-31$7,492
Interest earned on other investments2016-12-31$1,729,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,458,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,833,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,833,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$13,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$61,813,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$54,066,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$16,565,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$12,977,709
Employer contributions (assets) at end of year2016-12-31$454,626
Employer contributions (assets) at beginning of year2016-12-31$588,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$35,939,467
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate carrying amount (costs) on sale of assets2016-12-31$50,026
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BARLEY, MCNAMARA, WILD
Accountancy firm EIN2016-12-31273236857
2015 : XEROX BUSINESS SOLUTIONS 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-5,151
Total unrealized appreciation/depreciation of assets2015-12-31$-5,151
Total transfer of assets to this plan2015-12-31$1,293,705
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$48,599,833
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$40,396,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$40,166,804
Value of total corrective distributions2015-12-31$149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$48,495,860
Value of total assets at end of year2015-12-31$389,817,192
Value of total assets at beginning of year2015-12-31$380,319,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$229,312
Total interest from all sources2015-12-31$1,536,848
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,155,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,155,678
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$28,153,004
Participant contributions at end of year2015-12-31$190,203
Participant contributions at beginning of year2015-12-31$188,768
Participant contributions at end of year2015-12-31$1,182,433
Participant contributions at beginning of year2015-12-31$938,636
Assets. Other investments not covered elsewhere at end of year2015-12-31$220,952
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$236,474
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,196,680
Other income not declared elsewhere2015-12-31$419,251
Administrative expenses (other) incurred2015-12-31$229,312
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$8,203,568
Value of net assets at end of year (total assets less liabilities)2015-12-31$389,817,192
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$380,319,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$54,259
Assets. partnership/joint venture interests at beginning of year2015-12-31$55,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$325,680,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$321,212,790
Interest on participant loans2015-12-31$10,850
Interest earned on other investments2015-12-31$1,525,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,833,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,572,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,572,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$54,066,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$48,665,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,002,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$13,146,176
Employer contributions (assets) at end of year2015-12-31$588,797
Employer contributions (assets) at beginning of year2015-12-31$449,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$40,166,804
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BARLEY, MCNAMARA, WILD
Accountancy firm EIN2015-12-31273236857
2014 : XEROX BUSINESS SOLUTIONS 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-412
Total unrealized appreciation/depreciation of assets2014-12-31$-412
Total transfer of assets to this plan2014-12-31$1,487,256
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$62,242,331
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$33,553,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$33,245,252
Expenses. Certain deemed distributions of participant loans2014-12-31$3,515
Value of total corrective distributions2014-12-31$5,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$42,111,030
Value of total assets at end of year2014-12-31$380,319,919
Value of total assets at beginning of year2014-12-31$350,144,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$299,990
Total interest from all sources2014-12-31$1,403,023
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,299,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,299,172
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$27,837,346
Participant contributions at end of year2014-12-31$188,768
Participant contributions at beginning of year2014-12-31$295,496
Participant contributions at end of year2014-12-31$938,636
Participant contributions at beginning of year2014-12-31$959,284
Assets. Other investments not covered elsewhere at end of year2014-12-31$236,474
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$265,750
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,723,062
Other income not declared elsewhere2014-12-31$320,862
Administrative expenses (other) incurred2014-12-31$299,990
Total non interest bearing cash at end of year2014-12-31$382
Total non interest bearing cash at beginning of year2014-12-31$382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$28,688,564
Value of net assets at end of year (total assets less liabilities)2014-12-31$380,319,919
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$350,144,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$55,875
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$321,212,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$294,656,231
Interest on participant loans2014-12-31$10,825
Interest earned on other investments2014-12-31$1,392,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,572,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,044,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,044,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$48,665,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$44,451,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$15,108,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$12,550,622
Employer contributions (assets) at end of year2014-12-31$449,534
Employer contributions (assets) at beginning of year2014-12-31$470,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$33,245,252
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BARLEY, MCNAMARA, WILD
Accountancy firm EIN2014-12-31273236857
2013 : XEROX BUSINESS SOLUTIONS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$7,762,970
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$99,872,189
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$26,787,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$26,499,476
Expenses. Certain deemed distributions of participant loans2013-12-31$14,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$39,059,038
Value of total assets at end of year2013-12-31$350,144,099
Value of total assets at beginning of year2013-12-31$269,295,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$272,848
Total interest from all sources2013-12-31$1,212,182
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,485,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,485,168
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$25,025,954
Participant contributions at end of year2013-12-31$295,496
Participant contributions at beginning of year2013-12-31$193,230
Participant contributions at end of year2013-12-31$959,284
Participant contributions at beginning of year2013-12-31$874,400
Assets. Other investments not covered elsewhere at end of year2013-12-31$265,750
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$254,118
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,759,142
Other income not declared elsewhere2013-12-31$292,086
Administrative expenses (other) incurred2013-12-31$272,848
Total non interest bearing cash at end of year2013-12-31$382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$73,085,162
Value of net assets at end of year (total assets less liabilities)2013-12-31$350,144,099
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$269,295,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$294,656,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$220,336,153
Interest on participant loans2013-12-31$12,082
Interest earned on other investments2013-12-31$1,199,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,044,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$9,498,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$9,498,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$44,451,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$37,727,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$56,823,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,273,942
Employer contributions (assets) at end of year2013-12-31$470,809
Employer contributions (assets) at beginning of year2013-12-31$411,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$26,499,476
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BARLEY, MCNAMARA, WILD
Accountancy firm EIN2013-12-31273236857
2012 : XEROX BUSINESS SOLUTIONS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$17,791,008
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$61,600,482
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$23,261,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$23,051,856
Expenses. Certain deemed distributions of participant loans2012-12-31$373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$32,852,697
Value of total assets at end of year2012-12-31$269,295,967
Value of total assets at beginning of year2012-12-31$213,165,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$208,848
Total interest from all sources2012-12-31$988,467
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,811,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,811,266
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$20,980,628
Participant contributions at end of year2012-12-31$193,230
Participant contributions at beginning of year2012-12-31$211,844
Participant contributions at end of year2012-12-31$874,400
Participant contributions at beginning of year2012-12-31$847,101
Assets. Other investments not covered elsewhere at end of year2012-12-31$254,118
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$206,727
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,208,815
Other income not declared elsewhere2012-12-31$229,778
Administrative expenses (other) incurred2012-12-31$208,848
Total non interest bearing cash at beginning of year2012-12-31$382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$38,339,405
Value of net assets at end of year (total assets less liabilities)2012-12-31$269,295,967
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$213,165,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$220,336,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$171,347,702
Interest on participant loans2012-12-31$10,805
Interest earned on other investments2012-12-31$976,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$9,498,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,409,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,409,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$37,727,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$30,743,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$24,718,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$9,663,254
Employer contributions (assets) at end of year2012-12-31$411,970
Employer contributions (assets) at beginning of year2012-12-31$398,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$23,051,856
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BARLEY, MCNAMARA, WILD, MARTIN
Accountancy firm EIN2012-12-31273236857
2011 : XEROX BUSINESS SOLUTIONS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$7,175,290
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$21,654,984
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$22,258,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$22,111,459
Expenses. Certain deemed distributions of participant loans2011-12-31$2,277
Value of total corrective distributions2011-12-31$15,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$26,691,545
Value of total assets at end of year2011-12-31$213,165,554
Value of total assets at beginning of year2011-12-31$206,594,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$129,674
Total interest from all sources2011-12-31$844,659
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,355,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,355,938
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$17,169,442
Participant contributions at end of year2011-12-31$211,844
Participant contributions at beginning of year2011-12-31$303,832
Participant contributions at end of year2011-12-31$847,101
Participant contributions at beginning of year2011-12-31$569,655
Assets. Other investments not covered elsewhere at end of year2011-12-31$206,727
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$200,854
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,512,326
Other income not declared elsewhere2011-12-31$276,095
Administrative expenses (other) incurred2011-12-31$129,674
Total non interest bearing cash at end of year2011-12-31$382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-603,877
Value of net assets at end of year (total assets less liabilities)2011-12-31$213,165,554
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$206,594,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$171,347,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$168,338,235
Interest on participant loans2011-12-31$15,344
Interest earned on other investments2011-12-31$827,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,409,289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$10,090,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$10,090,195
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$30,743,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$26,809,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-8,513,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$8,009,777
Employer contributions (assets) at end of year2011-12-31$398,636
Employer contributions (assets) at beginning of year2011-12-31$281,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$22,111,459
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BARLEY, MCNAMARA, WILD, MARTIN
Accountancy firm EIN2011-12-31273236857
2010 : XEROX BUSINESS SOLUTIONS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$19,880,196
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$237,240
Total income from all sources (including contributions)2010-12-31$46,048,819
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$18,821,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$18,753,237
Expenses. Certain deemed distributions of participant loans2010-12-31$4,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$26,068,718
Value of total assets at end of year2010-12-31$206,594,141
Value of total assets at beginning of year2010-12-31$159,723,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$63,290
Total interest from all sources2010-12-31$700,219
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,550,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,550,459
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$16,445,867
Participant contributions at end of year2010-12-31$303,832
Participant contributions at beginning of year2010-12-31$122,107
Participant contributions at end of year2010-12-31$569,655
Participant contributions at beginning of year2010-12-31$370,540
Assets. Other investments not covered elsewhere at end of year2010-12-31$200,854
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$161,630
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,032,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$237,240
Other income not declared elsewhere2010-12-31$110,895
Administrative expenses (other) incurred2010-12-31$63,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$27,227,530
Value of net assets at end of year (total assets less liabilities)2010-12-31$206,594,141
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$159,486,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$168,338,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$126,503,750
Interest on participant loans2010-12-31$25,382
Interest earned on other investments2010-12-31$673,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$10,090,195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$10,778,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$10,778,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$26,809,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$21,612,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$17,618,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,590,535
Employer contributions (assets) at end of year2010-12-31$281,751
Employer contributions (assets) at beginning of year2010-12-31$174,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$18,753,237
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BARLEY MCNAMARA WILD MARTIN JACKSON
Accountancy firm EIN2010-12-31273236857
2009 : XEROX BUSINESS SOLUTIONS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for XEROX BUSINESS SOLUTIONS 401(K) PLAN

2021: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: XEROX BUSINESS SOLUTIONS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number105703
Policy instance 1
Insurance contract or identification number105703
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number105703
Policy instance 1
Insurance contract or identification number105703
Number of Individuals Covered7891
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number105703
Policy instance 1
Insurance contract or identification number105703
Number of Individuals Covered9382
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA - 105703
Policy instance 1
Insurance contract or identification numberGA - 105703
Number of Individuals Covered10320
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA - 105703
Policy instance 1
Insurance contract or identification numberGA - 105703
Number of Individuals Covered10064
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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