Logo

AABAKUS, INC. SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameAABAKUS, INC. SAVINGS AND RETIREMENT PLAN
Plan identification number 001

AABAKUS, INC. SAVINGS AND RETIREMENT PLAN Benefits

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

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

Company Name:AABAKUS, INC.
Employer identification number (EIN):621336084
NAIC Classification:541214
NAIC Description:Payroll Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AABAKUS, INC. SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01SUSAN GOYER2018-09-14
0012016-01-01SUSAN G GOYER2017-09-28
0012015-01-01SUSAN G GOYER
0012014-01-01SUSAN G GOYER
0012013-01-01SUSAN G GOYER
0012012-01-01SUSAN G. GOYER SUSAN G. GOYER2013-07-11
0012011-01-01SUSAN G GOYER
0012009-01-01SUSAN G GOYER SUSAN G GOYER2010-07-14
0012009-01-01SUSAN G GOYER SUSAN G GOYER2010-07-14

Plan Statistics for AABAKUS, INC. SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for AABAKUS, INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2015: AABAKUS, INC. SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01111
Total number of active participants reported on line 7a of the Form 55002015-01-0179
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-0195
Total participants2015-01-0195
Number of participants with account balances2015-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: AABAKUS, INC. SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01179
Total number of active participants reported on line 7a of the Form 55002014-01-0198
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01109
Number of participants with account balances2014-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AABAKUS, INC. SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01193
Total number of active participants reported on line 7a of the Form 55002013-01-01154
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0112
Total of all active and inactive participants2013-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01167
Number of participants with account balances2013-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: AABAKUS, INC. SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01176
Total number of active participants reported on line 7a of the Form 55002012-01-01171
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01183
Number of participants with account balances2012-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AABAKUS, INC. SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01163
Total number of active participants reported on line 7a of the Form 55002011-01-01123
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01140
Number of participants with account balances2011-01-0175
2009: AABAKUS, INC. SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01169
Total number of active participants reported on line 7a of the Form 55002009-01-01135
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01163
Number of participants with account balances2009-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on AABAKUS, INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2015 : AABAKUS, INC. SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$132,538
Total of all expenses incurred2015-12-31$420,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$382,425
Value of total corrective distributions2015-12-31$2,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$152,622
Value of total assets at end of year2015-12-31$2,532,573
Value of total assets at beginning of year2015-12-31$2,820,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,135
Total interest from all sources2015-12-31$2,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
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$125,302
Participant contributions at end of year2015-12-31$42,858
Participant contributions at beginning of year2015-12-31$66,044
Other income not declared elsewhere2015-12-31$8,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-287,664
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,532,573
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,820,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,780,353
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,191,269
Interest on participant loans2015-12-31$2,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$709,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$562,924
Net investment gain/loss from pooled separate accounts2015-12-31$-30,990
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$27,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$382,425
Contract administrator fees2015-12-31$35,135
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 name2015-12-31SCOTT SKIBBIE INCORPORATED
Accountancy firm EIN2015-12-31270851321
2014 : AABAKUS, INC. SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$77,132
Total income from all sources (including contributions)2014-12-31$291,192
Total of all expenses incurred2014-12-31$547,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$510,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$160,057
Value of total assets at end of year2014-12-31$2,820,237
Value of total assets at beginning of year2014-12-31$2,998,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$36,190
Total interest from all sources2014-12-31$3,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$135,103
Participant contributions at end of year2014-12-31$66,044
Participant contributions at beginning of year2014-12-31$96,062
Participant contributions at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$7,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-255,828
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,820,237
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,998,933
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
Value of interest in pooled separate accounts at end of year2014-12-31$2,191,269
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,282,636
Interest on participant loans2014-12-31$3,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$562,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$620,235
Net investment gain/loss from pooled separate accounts2014-12-31$119,866
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$24,954
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$510,830
Contract administrator fees2014-12-31$36,190
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 name2014-12-31SCOTT SKIBBIE INCORPORATED
Accountancy firm EIN2014-12-31270851321
2013 : AABAKUS, INC. SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$839,395
Total of all expenses incurred2013-12-31$1,528,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,487,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$219,843
Value of total assets at end of year2013-12-31$2,998,933
Value of total assets at beginning of year2013-12-31$3,687,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,685
Total interest from all sources2013-12-31$3,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$2,500
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
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$160,527
Participant contributions at end of year2013-12-31$96,062
Participant contributions at beginning of year2013-12-31$62,987
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$10,423
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$24,347
Other income not declared elsewhere2013-12-31$10,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-688,789
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,998,933
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,687,722
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 pooled separate accounts at end of year2013-12-31$2,282,636
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,835,647
Interest on participant loans2013-12-31$3,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$620,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$776,156
Net investment gain/loss from pooled separate accounts2013-12-31$605,838
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$34,969
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$2,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,487,499
Contract administrator fees2013-12-31$38,185
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2013-12-31270851321
2012 : AABAKUS, INC. SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$630,410
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$442,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$401,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$230,235
Value of total assets at end of year2012-12-31$3,687,722
Value of total assets at beginning of year2012-12-31$3,499,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$40,539
Total interest from all sources2012-12-31$16,878
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
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$182,371
Participant contributions at end of year2012-12-31$62,987
Participant contributions at beginning of year2012-12-31$67,771
Participant contributions at end of year2012-12-31$10,423
Participant contributions at beginning of year2012-12-31$11,432
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$187,916
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,687,722
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,499,806
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 pooled separate accounts at end of year2012-12-31$2,835,647
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,609,501
Interest on participant loans2012-12-31$2,861
Interest earned on other investments2012-12-31$14,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$776,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$807,710
Net investment gain/loss from pooled separate accounts2012-12-31$383,297
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$47,864
Employer contributions (assets) at end of year2012-12-31$2,509
Employer contributions (assets) at beginning of year2012-12-31$3,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$401,955
Contract administrator fees2012-12-31$40,539
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2012-12-31270851321
2011 : AABAKUS, INC. SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$111,741
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$421,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$376,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$257,178
Value of total assets at end of year2011-12-31$3,499,806
Value of total assets at beginning of year2011-12-31$3,809,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$44,776
Total interest from all sources2011-12-31$2,001
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$44,776
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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$203,404
Participant contributions at end of year2011-12-31$67,771
Participant contributions at beginning of year2011-12-31$40,649
Participant contributions at end of year2011-12-31$11,432
Participant contributions at beginning of year2011-12-31$16,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-309,644
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,499,806
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,809,450
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 pooled separate accounts at end of year2011-12-31$2,609,501
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,600,048
Interest on participant loans2011-12-31$2,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$807,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,146,774
Net investment gain/loss from pooled separate accounts2011-12-31$-147,438
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$53,774
Employer contributions (assets) at end of year2011-12-31$3,392
Employer contributions (assets) at beginning of year2011-12-31$5,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$376,609
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2011-12-31270851321
2010 : AABAKUS, INC. SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$771,084
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$269,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$223,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$378,486
Value of total assets at end of year2010-12-31$3,809,450
Value of total assets at beginning of year2010-12-31$3,307,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$45,146
Total interest from all sources2010-12-31$31,936
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$45,146
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
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$304,561
Participant contributions at end of year2010-12-31$40,649
Participant contributions at beginning of year2010-12-31$20,628
Participant contributions at end of year2010-12-31$16,650
Participant contributions at beginning of year2010-12-31$28,207
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$501,945
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,809,450
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,307,505
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 pooled separate accounts at end of year2010-12-31$2,600,048
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,158,815
Interest on participant loans2010-12-31$1,291
Interest earned on other investments2010-12-31$30,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,146,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,093,024
Net investment gain/loss from pooled separate accounts2010-12-31$360,662
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$73,925
Employer contributions (assets) at end of year2010-12-31$5,329
Employer contributions (assets) at beginning of year2010-12-31$6,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$223,993
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31SCOTT SKIBBIE, INC.
Accountancy firm EIN2010-12-31270851321
2009 : AABAKUS, INC. SAVINGS AND RETIREMENT 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 AABAKUS, INC. SAVINGS AND RETIREMENT PLAN

2015: AABAKUS, INC. SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
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: AABAKUS, INC. SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
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: AABAKUS, INC. SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
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: AABAKUS, INC. SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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: AABAKUS, INC. SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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: AABAKUS, INC. SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedYes
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932056-000
Policy instance 1
Insurance contract or identification number932056-000
Number of Individuals Covered47
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932056-000
Policy instance 1
Insurance contract or identification number932056-000
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932056-000
Policy instance 1
Insurance contract or identification number932056-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932056-000
Policy instance 1
Insurance contract or identification number932056-000
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932056-000
Policy instance 1
Insurance contract or identification number932056-000
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932056-000
Policy instance 1
Insurance contract or identification number932056-000
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1