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COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS PLAN 401k Plan overview

Plan NameCOOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS PLAN
Plan identification number 001

COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COOK SYSTEMS INTERNATIONAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:COOK SYSTEMS INTERNATIONAL, INC.
Employer identification number (EIN):621564079
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Additional information about COOK SYSTEMS INTERNATIONAL, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2000-10-20
Company Identification Number: 0013526406
Legal Registered Office Address: 6000 POPLAR AVE STE 125

MEMPHIS
United States of America (USA)
38119

More information about COOK SYSTEMS INTERNATIONAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHARLES JESSOP2023-08-15 CHARLES JESSOP2023-08-15
0012021-01-01CHRISTINE CARUSO2022-06-27 CHRISTINE CARUSO2022-06-27
0012020-01-01CHRISTINE CARUSO2021-06-11 CHRISTINE CARUSO2021-06-11
0012020-01-01CHRISTINE CARUSO2021-06-11 CHRISTINE CARUSO2021-06-11
0012020-01-01CHRISTINE CARUSO2021-06-11 CHRISTINE CARUSO2021-06-11
0012019-01-01
0012018-01-01BRENT NAIR
0012017-01-01ERIN ADAMS
0012016-01-01ERIN ADAMS
0012015-01-01ERIN ADAMS
0012014-01-01CHRISTINE CARUSO
0012013-01-01CHRISTINE CARUSO2014-06-16
0012012-01-01CHRISTINE CARUSO2013-06-12
0012011-01-01CHRISTINE CARUSO2012-06-19
0012010-01-01CHRISTINE CARUSO2011-06-20

Plan Statistics for COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS PLAN

401k plan membership statisitcs for COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS PLAN

Measure Date Value
2019: COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01107
Total number of active participants reported on line 7a of the Form 55002019-01-0147
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0182
Number of participants with account balances2019-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01132
Total number of active participants reported on line 7a of the Form 55002018-01-0165
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0130
Total of all active and inactive participants2018-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0195
Number of participants with account balances2018-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01162
Total number of active participants reported on line 7a of the Form 55002017-01-0181
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01111
Number of participants with account balances2017-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01180
Total number of active participants reported on line 7a of the Form 55002016-01-01122
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01147
Number of participants with account balances2016-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01153
Total number of active participants reported on line 7a of the Form 55002015-01-01128
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01154
Number of participants with account balances2015-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01144
Total number of active participants reported on line 7a of the Form 55002014-01-01118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01141
Number of participants with account balances2014-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS PLAN

Measure Date Value
2019 : COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$665,592
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$99,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$95,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$138,651
Value of total assets at end of year2019-12-31$2,747,423
Value of total assets at beginning of year2019-12-31$2,181,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,539
Total interest from all sources2019-12-31$783
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
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$138,651
Other income not declared elsewhere2019-12-31$2,894
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$565,794
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,747,423
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,181,629
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
Value of interest in pooled separate accounts at end of year2019-12-31$2,698,037
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,129,989
Interest earned on other investments2019-12-31$783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$49,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$51,640
Net investment gain/loss from pooled separate accounts2019-12-31$523,264
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$95,259
Contract administrator fees2019-12-31$4,539
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 name2019-12-31WATKINS UIBERALL, PLLC
Accountancy firm EIN2019-12-31621804252
2018 : COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$38,723
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$250,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$245,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$162,619
Value of total assets at end of year2018-12-31$2,181,629
Value of total assets at beginning of year2018-12-31$2,393,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,860
Total interest from all sources2018-12-31$1,601
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
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$162,619
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$14,157
Other income not declared elsewhere2018-12-31$2,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-212,133
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,181,629
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,393,762
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
Value of interest in pooled separate accounts at end of year2018-12-31$2,129,989
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,264,453
Interest on participant loans2018-12-31$386
Interest earned on other investments2018-12-31$1,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$51,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$115,152
Net investment gain/loss from pooled separate accounts2018-12-31$-128,197
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$245,996
Contract administrator fees2018-12-31$4,860
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 name2018-12-31WATKINS UIBERALL, PLLC
Accountancy firm EIN2018-12-31621804252
2017 : COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$548,130
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$81,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$71,818
Value of total corrective distributions2017-12-31$5,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$221,395
Value of total assets at end of year2017-12-31$2,393,762
Value of total assets at beginning of year2017-12-31$1,927,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,848
Total interest from all sources2017-12-31$1,962
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$340,000
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$199,711
Participant contributions at end of year2017-12-31$14,157
Participant contributions at beginning of year2017-12-31$1,233
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$21,684
Other income not declared elsewhere2017-12-31$2,923
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$466,277
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,393,762
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,927,485
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
Value of interest in pooled separate accounts at end of year2017-12-31$2,264,453
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,817,751
Interest on participant loans2017-12-31$300
Interest earned on other investments2017-12-31$1,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$115,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$108,501
Net investment gain/loss from pooled separate accounts2017-12-31$321,850
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$71,818
Contract administrator fees2017-12-31$4,848
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
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 name2017-12-31WATKINS UIBERALL, PLLC
Accountancy firm EIN2017-12-31621804252
2016 : COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$330,855
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$540,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$530,059
Value of total corrective distributions2016-12-31$5,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$244,628
Value of total assets at end of year2016-12-31$1,927,485
Value of total assets at beginning of year2016-12-31$2,137,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,027
Total interest from all sources2016-12-31$2,528
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$340,000
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$244,628
Participant contributions at end of year2016-12-31$1,233
Participant contributions at beginning of year2016-12-31$1,441
Other income not declared elsewhere2016-12-31$2,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-210,059
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,927,485
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,137,544
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
Value of interest in pooled separate accounts at end of year2016-12-31$1,817,751
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,960,018
Interest on participant loans2016-12-31$39
Interest earned on other investments2016-12-31$2,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$108,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$176,085
Net investment gain or loss from common/collective trusts2016-12-31$81,022
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$530,059
Contract administrator fees2016-12-31$5,027
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
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 name2016-12-31WATKINS UIBERALL. PLLC
Accountancy firm EIN2016-12-31621804252
2015 : COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$265,407
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$236,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$195,366
Value of total corrective distributions2015-12-31$39,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$258,489
Value of total assets at end of year2015-12-31$2,137,544
Value of total assets at beginning of year2015-12-31$2,108,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,915
Total interest from all sources2015-12-31$2,565
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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 bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
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$257,448
Participant contributions at end of year2015-12-31$1,441
Participant contributions at beginning of year2015-12-31$270
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,041
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$28,944
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,137,544
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,108,600
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$1,960,018
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,948,547
Interest on participant loans2015-12-31$22
Interest earned on other investments2015-12-31$2,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$176,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$159,783
Net investment gain/loss from pooled separate accounts2015-12-31$4,353
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$195,366
Contract administrator fees2015-12-31$1,915
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 name2015-12-31WATKINS UIBERALL. PLLC
Accountancy firm EIN2015-12-31621804252
2014 : COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$373,737
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$381,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$309,945
Value of total corrective distributions2014-12-31$69,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$205,915
Value of total assets at end of year2014-12-31$2,108,600
Value of total assets at beginning of year2014-12-31$2,115,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,780
Total interest from all sources2014-12-31$2,047
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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 bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
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$196,729
Participant contributions at end of year2014-12-31$270
Participant contributions at beginning of year2014-12-31$1,618
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-7,300
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,108,600
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,115,900
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$1,948,547
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,989,984
Interest on participant loans2014-12-31$20
Interest earned on other investments2014-12-31$2,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$159,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$124,298
Net investment gain/loss from pooled separate accounts2014-12-31$165,775
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$309,945
Contract administrator fees2014-12-31$1,780
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 name2014-12-31WATKINS UIBERALL, PLLC
Accountancy firm EIN2014-12-31621804252

Form 5500 Responses for COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS PLAN

2019: COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS 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: COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS 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: COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS 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: COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS 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: COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS 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: COOK SYSTEMS INTERNATIONAL RETIREMENT SALARY SAVINGS 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

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63800100
Policy instance 1
Insurance contract or identification number63800100
Number of Individuals Covered82
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63800100
Policy instance 1
Insurance contract or identification number63800100
Number of Individuals Covered95
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,497
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
Commission paid to Insurance BrokerUSD $3,497
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63800100
Policy instance 1
Insurance contract or identification number63800100
Number of Individuals Covered111
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,644
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
Commission paid to Insurance BrokerUSD $5,096
Insurance broker organization code?3
Insurance broker nameJAMES H SHOEMAKER CLU
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63800100
Policy instance 1
Insurance contract or identification number63800100
Number of Individuals Covered154
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,567
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,567
Insurance broker organization code?3
Insurance broker nameJAMES H SHOEMAKER
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63800100
Policy instance 1
Insurance contract or identification number63800100
Number of Individuals Covered141
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,038
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,038
Insurance broker organization code?3
Insurance broker nameJAMES H SHOEMAKER

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