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CPI SYSTEMS-THE WOODLANDS, INC.EMPLOYEES' SAVINGS PLAN 401k Plan overview

Plan NameCPI SYSTEMS-THE WOODLANDS, INC.EMPLOYEES' SAVINGS PLAN
Plan identification number 001

CPI SYSTEMS-THE WOODLANDS, INC.EMPLOYEES' SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Life insurance

401k Sponsoring company profile

CPI SYSTEMS-THE WOODLANDS, INC has sponsored the creation of one or more 401k plans.

Company Name:CPI SYSTEMS-THE WOODLANDS, INC
Employer identification number (EIN):760386320
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CPI SYSTEMS-THE WOODLANDS, INC.EMPLOYEES' SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARY REID2023-07-14
0012021-01-01MARY REID2022-07-19
0012020-01-01MARY REID2021-06-30
0012019-01-01MARY REID2020-08-05
0012018-01-01MARY REID2019-07-30
0012017-01-01MARY REID2018-07-31
0012016-01-01MARY REID2017-07-17
0012015-01-01MARY REID2016-07-14
0012014-01-01MARY REID2015-06-22 MARY REID2015-06-22
0012013-01-01MARY REID2014-08-25 MARY REID2014-08-25
0012012-01-01MARY REID2013-09-11
0012011-01-01MARY REID
0012010-01-01MARY REID
0012009-01-01MARY REID

Plan Statistics for CPI SYSTEMS-THE WOODLANDS, INC.EMPLOYEES' SAVINGS PLAN

401k plan membership statisitcs for CPI SYSTEMS-THE WOODLANDS, INC.EMPLOYEES' SAVINGS PLAN

Measure Date Value
2011: CPI SYSTEMS-THE WOODLANDS, INC.EMPLOYEES' SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2010: CPI SYSTEMS-THE WOODLANDS, INC.EMPLOYEES' SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: CPI SYSTEMS-THE WOODLANDS, INC.EMPLOYEES' SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on CPI SYSTEMS-THE WOODLANDS, INC.EMPLOYEES' SAVINGS PLAN

Measure Date Value
2011 : CPI SYSTEMS-THE WOODLANDS, INC.EMPLOYEES' SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$29,349
Expenses. Total of all expenses incurred2011-12-31$44,218
Benefits paid (including direct rollovers)2011-12-31$44,203
Total plan assets at end of year2011-12-31$555,758
Total plan assets at beginning of year2011-12-31$570,627
Expenses. Other expenses not covered elsewhere2011-12-31$15
Other income received2011-12-31$-15,651
Net income (gross income less expenses)2011-12-31$-14,869
Net plan assets at end of year (total assets less liabilities)2011-12-31$555,758
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$570,627
Total contributions received or receivable from employer(s)2011-12-31$45,000
2010 : CPI SYSTEMS-THE WOODLANDS, INC.EMPLOYEES' SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$72,568
Expenses. Total of all expenses incurred2010-12-31$33,148
Benefits paid (including direct rollovers)2010-12-31$33,148
Total plan assets at end of year2010-12-31$570,627
Total plan assets at beginning of year2010-12-31$531,206
Other income received2010-12-31$62,568
Net income (gross income less expenses)2010-12-31$39,420
Net plan assets at end of year (total assets less liabilities)2010-12-31$570,627
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$531,206
Assets. Value of participant loans2010-12-31$29,444
Total contributions received or receivable from employer(s)2010-12-31$10,000

Form 5500 Responses for CPI SYSTEMS-THE WOODLANDS, INC.EMPLOYEES' SAVINGS PLAN

2011: CPI SYSTEMS-THE WOODLANDS, INC.EMPLOYEES' SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CPI SYSTEMS-THE WOODLANDS, INC.EMPLOYEES' SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CPI SYSTEMS-THE WOODLANDS, INC.EMPLOYEES' SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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