INFLECTION HR has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INFLECTION HR RETIREMENT TRUST
Measure | Date | Value |
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2012 : INFLECTION HR RETIREMENT TRUST 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $2,912,775 |
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 | $733,753 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $253,948 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $212,078 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $510,379 |
Value of total assets at end of year | 2012-12-31 | $174,662 |
Value of total assets at beginning of year | 2012-12-31 | $2,607,632 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $41,870 |
Total interest from all sources | 2012-12-31 | $5,828 |
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 year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $367,107 |
Participant contributions at end of year | 2012-12-31 | $22,507 |
Participant contributions at beginning of year | 2012-12-31 | $204,258 |
Participant contributions at beginning of year | 2012-12-31 | $2,195 |
Other income not declared elsewhere | 2012-12-31 | $1,780 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $479,805 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $174,662 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,607,632 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $146,425 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,288,858 |
Interest on participant loans | 2012-12-31 | $5,828 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $5,730 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $111,084 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $215,766 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $143,272 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,237 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $212,078 |
Contract administrator fees | 2012-12-31 | $41,870 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | EVERS ROBINSON, LTD |
Accountancy firm EIN | 2012-12-31 | 860715183 |
2011 : INFLECTION HR RETIREMENT TRUST 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $915,568 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $4,196,204 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,137,595 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $850,111 |
Value of total assets at end of year | 2011-12-31 | $2,607,632 |
Value of total assets at beginning of year | 2011-12-31 | $5,888,268 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $58,609 |
Total interest from all sources | 2011-12-31 | $11,102 |
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 year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $596,730 |
Participant contributions at end of year | 2011-12-31 | $204,258 |
Participant contributions at beginning of year | 2011-12-31 | $365,164 |
Participant contributions at end of year | 2011-12-31 | $2,195 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,107 |
Other income not declared elsewhere | 2011-12-31 | $6,772 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-3,280,636 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,607,632 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,888,268 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $2,288,858 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $5,011,868 |
Interest on participant loans | 2011-12-31 | $11,102 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $111,084 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $511,236 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $47,583 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $252,274 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,237 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $4,137,595 |
Contract administrator fees | 2011-12-31 | $58,609 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | EVERS ROBINSON LTD |
Accountancy firm EIN | 2011-12-31 | 860715183 |
2010 : INFLECTION HR RETIREMENT TRUST 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,930,836 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $653,006 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $591,314 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,215,907 |
Value of total assets at end of year | 2010-12-31 | $5,888,268 |
Value of total assets at beginning of year | 2010-12-31 | $4,610,438 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $61,692 |
Total interest from all sources | 2010-12-31 | $15,273 |
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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $61,692 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $778,602 |
Participant contributions at end of year | 2010-12-31 | $365,164 |
Participant contributions at beginning of year | 2010-12-31 | $244,153 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $112,096 |
Other income not declared elsewhere | 2010-12-31 | $16,260 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $16,149 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,277,830 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,888,268 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,610,438 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,350,136 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $5,011,868 |
Interest on participant loans | 2010-12-31 | $15,273 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $511,236 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $683,396 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $325,209 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $591,314 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | EVERS ROBINSON LTD |
Accountancy firm EIN | 2010-12-31 | 860715183 |
2009 : INFLECTION HR RETIREMENT TRUST 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |