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RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameRESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN
Plan identification number 333

RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

RESOURCE MANAGEMENT SYSTEMS, I has sponsored the creation of one or more 401k plans.

Company Name:RESOURCE MANAGEMENT SYSTEMS, I
Employer identification number (EIN):841041477
NAIC Classification:541219
NAIC Description:Other Accounting Services

Additional information about RESOURCE MANAGEMENT SYSTEMS, I

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1988-09-02
Company Identification Number: 19881083494
Legal Registered Office Address: 8101 E Prentice Ave Ste 850

Greenwood Village
United States of America (USA)
80111

More information about RESOURCE MANAGEMENT SYSTEMS, I

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01
3332020-01-01
3332019-01-01
3332018-01-01
3332017-01-01JAMES HOLLIER
3332016-01-01JAMES HOLLIER
3332015-01-01JAMES HOLLIER JAMES HOLLIER2016-10-14
3332014-01-01DONAL K FORD
3332013-01-01DONAL FORD
3332012-01-01KATHLEEN BERBERICK KATHLEEN BERBERICK2013-10-11
3332011-01-01KATHLEEN BERBERICK
3332009-01-01KATHLEEN BERBERICK
3332008-01-01

Plan Statistics for RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN

Measure Date Value
2022: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01798
Total number of active participants reported on line 7a of the Form 55002022-01-01511
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0181
Total of all active and inactive participants2022-01-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01596
Number of participants with account balances2022-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,676
Total number of active participants reported on line 7a of the Form 55002021-01-011,459
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-011,502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,502
Number of participants with account balances2021-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,778
Total number of active participants reported on line 7a of the Form 55002020-01-011,602
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-011,651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,651
Number of participants with account balances2020-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,253
Total number of active participants reported on line 7a of the Form 55002019-01-011,694
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0153
Total of all active and inactive participants2019-01-011,751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,751
Number of participants with account balances2019-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,169
Total number of active participants reported on line 7a of the Form 55002018-01-012,126
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0173
Total of all active and inactive participants2018-01-012,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,200
Number of participants with account balances2018-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,902
Total number of active participants reported on line 7a of the Form 55002017-01-012,048
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0174
Total of all active and inactive participants2017-01-012,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,125
Number of participants with account balances2017-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,256
Total number of active participants reported on line 7a of the Form 55002016-01-011,735
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-011,816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,816
Number of participants with account balances2016-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01891
Total number of active participants reported on line 7a of the Form 55002015-01-01963
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0195
Total of all active and inactive participants2015-01-011,063
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,063
Number of participants with account balances2015-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,017
Total number of active participants reported on line 7a of the Form 55002014-01-01732
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01155
Total of all active and inactive participants2014-01-01891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01891
Number of participants with account balances2014-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01157
2013: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,332
Total number of active participants reported on line 7a of the Form 55002013-01-01933
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01304
Total of all active and inactive participants2013-01-011,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,238
Number of participants with account balances2013-01-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0155
2012: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,321
Total number of active participants reported on line 7a of the Form 55002012-01-011,010
Number of other retired or separated participants entitled to future benefits2012-01-01198
Total of all active and inactive participants2012-01-011,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,209
Number of participants with account balances2012-01-01602
2011: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,388
Total number of active participants reported on line 7a of the Form 55002011-01-011,129
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01183
Total of all active and inactive participants2011-01-011,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,313
Number of participants with account balances2011-01-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2009: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,493
Total number of active participants reported on line 7a of the Form 55002009-01-011,156
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01118
Total of all active and inactive participants2009-01-011,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,274
Number of participants with account balances2009-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$3,921,927
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,428,016
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,256,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,083,860
Expenses. Certain deemed distributions of participant loans2022-12-31$10,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$943,800
Value of total assets at end of year2022-12-31$8,203,410
Value of total assets at beginning of year2022-12-31$14,810,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$162,951
Total interest from all sources2022-12-31$4,337
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$416,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$416,908
Administrative expenses professional fees incurred2022-12-31$16,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$692,574
Participant contributions at end of year2022-12-31$73,095
Participant contributions at beginning of year2022-12-31$141,950
Assets. Other investments not covered elsewhere at end of year2022-12-31$15,100
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$11,720
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,146
Other income not declared elsewhere2022-12-31$41,457
Administrative expenses (other) incurred2022-12-31$5,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,684,970
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,203,410
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,810,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$126,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,115,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,656,637
Interest on participant loans2022-12-31$4,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,834,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$239,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,083,860
Contract administrator fees2022-12-31$15,626
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TEMPLTON & COMPANY
Accountancy firm EIN2022-12-31141918990
2021 : RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,421,119
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,930,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,775,191
Value of total corrective distributions2021-12-31$17,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,877,490
Value of total assets at end of year2021-12-31$14,810,307
Value of total assets at beginning of year2021-12-31$12,320,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$138,385
Total interest from all sources2021-12-31$7,426
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$276,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$276,868
Administrative expenses professional fees incurred2021-12-31$11,248
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$846,250
Participant contributions at end of year2021-12-31$141,950
Participant contributions at beginning of year2021-12-31$154,310
Assets. Other investments not covered elsewhere at end of year2021-12-31$11,720
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$13,100
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,645,626
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,116,956
Other income not declared elsewhere2021-12-31$-1,380
Administrative expenses (other) incurred2021-12-31$847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,490,263
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,810,307
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,320,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$111,766
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,656,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,152,634
Interest on participant loans2021-12-31$7,426
Interest earned on other investments2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,260,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$385,614
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$658,235
Contract administrator fees2021-12-31$14,524
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Qualified
Accountancy firm name2021-12-31TEMPLTON & COMPANY
Accountancy firm EIN2021-12-31141918990
2020 : RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,061,730
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,054,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,880,626
Expenses. Certain deemed distributions of participant loans2020-12-31$20,171
Value of total corrective distributions2020-12-31$49,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,211,170
Value of total assets at end of year2020-12-31$12,320,044
Value of total assets at beginning of year2020-12-31$13,313,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$104,657
Total interest from all sources2020-12-31$8,224
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$462,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$462,676
Administrative expenses professional fees incurred2020-12-31$2,000
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$857,537
Participant contributions at end of year2020-12-31$154,310
Participant contributions at beginning of year2020-12-31$148,703
Assets. Other investments not covered elsewhere at end of year2020-12-31$13,100
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$9,002
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,732
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$2,222,779
Other income not declared elsewhere2020-12-31$4,098
Administrative expenses (other) incurred2020-12-31$229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-993,167
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,320,044
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,313,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$94,472
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,152,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,155,506
Interest on participant loans2020-12-31$8,224
Interest earned on other investments2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,375,562
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$351,901
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,657,847
Contract administrator fees2020-12-31$7,956
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TEMPLETON & COMPANY, LLC
Accountancy firm EIN2020-12-31141918990
2019 : RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT 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$4,074,880
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,808,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,649,943
Expenses. Certain deemed distributions of participant loans2019-12-31$2,728
Value of total corrective distributions2019-12-31$38,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,403,881
Value of total assets at end of year2019-12-31$13,313,211
Value of total assets at beginning of year2019-12-31$13,046,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$117,339
Total interest from all sources2019-12-31$12,837
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$405,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$405,527
Administrative expenses professional fees incurred2019-12-31$6,477
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$995,851
Participant contributions at end of year2019-12-31$148,703
Participant contributions at beginning of year2019-12-31$346,143
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,002
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$11,755
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$25,723
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,731,573
Other income not declared elsewhere2019-12-31$-2,752
Administrative expenses (other) incurred2019-12-31$75
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$266,596
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,313,211
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,046,615
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
Investment advisory and management fees2019-12-31$103,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,155,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,688,717
Interest on participant loans2019-12-31$12,837
Interest earned on other investments2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,255,387
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$382,307
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$918,370
Contract administrator fees2019-12-31$7,218
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 name2019-12-31TEMPLETON & COMPANY, LLC
Accountancy firm EIN2019-12-31141918990
2018 : RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT 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$1,243,182
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,908,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,741,203
Expenses. Certain deemed distributions of participant loans2018-12-31$2,559
Value of total corrective distributions2018-12-31$43,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,955,112
Value of total assets at end of year2018-12-31$13,046,615
Value of total assets at beginning of year2018-12-31$13,711,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$120,549
Total interest from all sources2018-12-31$19,378
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$505,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$505,673
Administrative expenses professional fees incurred2018-12-31$3,000
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,174,291
Participant contributions at end of year2018-12-31$346,143
Participant contributions at beginning of year2018-12-31$327,060
Assets. Other investments not covered elsewhere at end of year2018-12-31$11,755
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$27,976
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$383,868
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$388,509
Other income not declared elsewhere2018-12-31$-16,222
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-664,953
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,046,615
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,711,568
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
Investment advisory and management fees2018-12-31$108,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,688,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,356,532
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$19,378
Interest earned on other investments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,220,759
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$396,953
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,352,694
Contract administrator fees2018-12-31$8,787
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 name2018-12-31TEMPLETON & COMPANY, LLC
Accountancy firm EIN2018-12-31141918990
2017 : RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT 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$4,556,008
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,753,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,605,313
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$26,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,448,532
Value of total assets at end of year2017-12-31$13,711,568
Value of total assets at beginning of year2017-12-31$12,908,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$120,945
Total interest from all sources2017-12-31$16,381
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$374,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$374,537
Administrative expenses professional fees incurred2017-12-31$7,163
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,163,035
Participant contributions at end of year2017-12-31$327,060
Participant contributions at beginning of year2017-12-31$297,882
Assets. Other investments not covered elsewhere at end of year2017-12-31$27,976
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$79,123
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$904,213
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$697,578
Other income not declared elsewhere2017-12-31$7,492
Administrative expenses (other) incurred2017-12-31$842
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$802,806
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,711,568
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,908,762
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
Investment advisory and management fees2017-12-31$103,424
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,356,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,531,757
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$16,381
Interest earned on other investments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,709,066
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$381,284
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,907,735
Contract administrator fees2017-12-31$9,516
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 name2017-12-31TEMPLETON & COMPANY, LLC
Accountancy firm EIN2017-12-31141918990
2016 : RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT 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$2,071,523
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,560,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,414,824
Expenses. Certain deemed distributions of participant loans2016-12-31$1,642
Value of total corrective distributions2016-12-31$20,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,257,538
Value of total assets at end of year2016-12-31$12,908,762
Value of total assets at beginning of year2016-12-31$13,398,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$123,900
Total interest from all sources2016-12-31$13,214
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$331,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$331,169
Administrative expenses professional fees incurred2016-12-31$15,805
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$887,975
Participant contributions at end of year2016-12-31$297,882
Participant contributions at beginning of year2016-12-31$398,462
Assets. Other investments not covered elsewhere at end of year2016-12-31$79,123
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$74,335
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$932,751
Other income not declared elsewhere2016-12-31$-31,321
Administrative expenses (other) incurred2016-12-31$114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-489,425
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,908,762
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,398,187
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
Investment advisory and management fees2016-12-31$94,880
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,531,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,999,725
Interest on participant loans2016-12-31$13,214
Interest earned on other investments2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$500,923
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$295,228
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,482,073
Contract administrator fees2016-12-31$13,101
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31TEMPLETON & COMPANY, LLP
Accountancy firm EIN2016-12-31141918990
2015 : RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$286,689
Total transfer of assets from this plan2015-12-31$1,371,021
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$18,872
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,355
Total income from all sources (including contributions)2015-12-31$1,435,546
Total of all expenses incurred2015-12-31$2,043,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,857,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,457,836
Value of total assets at end of year2015-12-31$13,398,187
Value of total assets at beginning of year2015-12-31$15,075,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$185,863
Total interest from all sources2015-12-31$28,335
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$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,154,965
Participant contributions at end of year2015-12-31$398,462
Participant contributions at beginning of year2015-12-31$598,011
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$46,267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$11,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$18,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-607,882
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,379,315
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,071,529
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
Investment advisory and management fees2015-12-31$185,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,999,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,389,203
Interest on participant loans2015-12-31$28,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-50,625
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
Contributions received in cash from employer2015-12-31$302,871
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$31,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,857,565
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31TEMPLETON & COMPANY, LLP
Accountancy firm EIN2015-12-31141918990
2014 : RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT 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$4,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,121
Total income from all sources (including contributions)2014-12-31$2,228,104
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,715,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,593,293
Expenses. Certain deemed distributions of participant loans2014-12-31$1,531
Value of total corrective distributions2014-12-31$2,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,187,448
Value of total assets at end of year2014-12-31$15,075,884
Value of total assets at beginning of year2014-12-31$15,575,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$117,765
Total interest from all sources2014-12-31$24,960
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$500,000
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$894,718
Participant contributions at end of year2014-12-31$598,011
Participant contributions at beginning of year2014-12-31$662,168
Participant contributions at end of year2014-12-31$46,267
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$872
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$11,084
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$24,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$17,121
Other income not declared elsewhere2014-12-31$4,478
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$104,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-487,250
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,071,529
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,558,779
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
Investment advisory and management fees2014-12-31$117,765
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,389,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,777,594
Interest on participant loans2014-12-31$24,960
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,011,218
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$292,730
Employer contributions (assets) at end of year2014-12-31$31,319
Employer contributions (assets) at beginning of year2014-12-31$7,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,592,421
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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 name2014-12-31TEMPLETON & COMPANY
Accountancy firm EIN2014-12-31141918990
2013 : RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$779,025
Total transfer of assets from this plan2013-12-31$1,767,334
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,121
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,793
Total income from all sources (including contributions)2013-12-31$3,280,057
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,287,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,145,530
Expenses. Certain deemed distributions of participant loans2013-12-31$2,892
Value of total corrective distributions2013-12-31$14,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,451,111
Value of total assets at end of year2013-12-31$15,575,900
Value of total assets at beginning of year2013-12-31$14,570,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$124,573
Total interest from all sources2013-12-31$28,449
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,021,090
Participant contributions at end of year2013-12-31$662,168
Participant contributions at beginning of year2013-12-31$666,595
Participant contributions at beginning of year2013-12-31$19,078
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$108,689
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$310
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$24,408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$17,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,487
Other income not declared elsewhere2013-12-31$289
Total non interest bearing cash at end of year2013-12-31$104,047
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$1,992,976
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,558,779
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,554,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,777,594
Value of interest in pooled separate accounts at end of year2013-12-31$14,777,594
Value of interest in pooled separate accounts at beginning of year2013-12-31$13,777,398
Interest on participant loans2013-12-31$28,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$64,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$64,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$1,800,208
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$321,332
Employer contributions (assets) at end of year2013-12-31$7,683
Employer contributions (assets) at beginning of year2013-12-31$43,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,145,220
Contract administrator fees2013-12-31$124,573
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$12,306
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 name2013-12-31TEMPLETON & COMPANY
Accountancy firm EIN2013-12-31141918990
2012 : RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$765,903
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,206
Total income from all sources (including contributions)2012-12-31$2,894,568
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,477,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,318,671
Expenses. Certain deemed distributions of participant loans2012-12-31$6,603
Value of total corrective distributions2012-12-31$4,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,483,784
Value of total assets at end of year2012-12-31$14,570,905
Value of total assets at beginning of year2012-12-31$12,374,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$147,936
Total interest from all sources2012-12-31$28,891
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$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,118,801
Participant contributions at end of year2012-12-31$666,595
Participant contributions at beginning of year2012-12-31$649,372
Participant contributions at end of year2012-12-31$19,078
Participant contributions at beginning of year2012-12-31$10,612
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,539
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$2,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$248
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,206
Administrative expenses (other) incurred2012-12-31$48,449
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$1,416,998
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,554,112
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,371,211
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$13,777,398
Value of interest in pooled separate accounts at beginning of year2012-12-31$11,620,530
Interest on participant loans2012-12-31$28,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$64,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$54,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$54,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$1,381,893
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$363,444
Employer contributions (assets) at end of year2012-12-31$43,138
Employer contributions (assets) at beginning of year2012-12-31$37,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,316,169
Contract administrator fees2012-12-31$99,487
Liabilities. Value of benefit claims payable at end of year2012-12-31$12,306
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 name2012-12-31GHP HORWATH, PC
Accountancy firm EIN2012-12-31841156277
2011 : RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS 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$3,206
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,190
Total income from all sources (including contributions)2011-12-31$1,152,698
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,297,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,143,902
Expenses. Certain deemed distributions of participant loans2011-12-31$17,857
Value of total corrective distributions2011-12-31$2,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,400,059
Value of total assets at end of year2011-12-31$12,374,417
Value of total assets at beginning of year2011-12-31$12,530,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$133,361
Total interest from all sources2011-12-31$29,909
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,051,440
Participant contributions at end of year2011-12-31$649,372
Participant contributions at beginning of year2011-12-31$618,730
Participant contributions at end of year2011-12-31$10,612
Participant contributions at beginning of year2011-12-31$10,032
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$45,260
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$99
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,339
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$5,608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$14,190
Administrative expenses (other) incurred2011-12-31$23,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-145,205
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,371,211
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,516,416
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$11,620,530
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,674,031
Interest on participant loans2011-12-31$29,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$54,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$51,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$51,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,116,134
Net investment gain/loss from pooled separate accounts2011-12-31$-277,270
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$303,359
Employer contributions (assets) at end of year2011-12-31$37,180
Employer contributions (assets) at beginning of year2011-12-31$54,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,143,803
Contract administrator fees2011-12-31$110,166
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 name2011-12-31GHP HORWATH, PC
Accountancy firm EIN2011-12-31841156277
2010 : RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,142,363
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,190
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$23,233
Total income from all sources (including contributions)2010-12-31$2,496,449
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$696,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$517,040
Expenses. Certain deemed distributions of participant loans2010-12-31$31,242
Value of total corrective distributions2010-12-31$14,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,332,839
Value of total assets at end of year2010-12-31$12,530,606
Value of total assets at beginning of year2010-12-31$9,597,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$134,320
Total interest from all sources2010-12-31$29,489
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,023,145
Participant contributions at end of year2010-12-31$618,730
Participant contributions at beginning of year2010-12-31$520,154
Participant contributions at end of year2010-12-31$10,032
Participant contributions at beginning of year2010-12-31$68,763
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$39,831
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$228
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$5,608
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$32,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$14,190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$23,233
Other income not declared elsewhere2010-12-31$92
Administrative expenses (other) incurred2010-12-31$13,519
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$1,799,657
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,516,416
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,574,396
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$10,674,031
Value of interest in pooled separate accounts at beginning of year2010-12-31$8,874,973
Interest on participant loans2010-12-31$29,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$51,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$64
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,116,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$1,134,029
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$269,863
Employer contributions (assets) at end of year2010-12-31$54,807
Employer contributions (assets) at beginning of year2010-12-31$101,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$516,812
Contract administrator fees2010-12-31$120,801
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 name2010-12-31GHP HORWATH, PC
Accountancy firm EIN2010-12-31841156277

Form 5500 Responses for RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN

2022: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS 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: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS 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: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS 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: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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
2008: RESOURCE MANAGEMENT SYSTEMS, INC RETIREMENT SAVINGS PLAN 2008 form 5500 responses
2008-01-01Type of plan entityMulitple employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61086
Policy instance 1
Insurance contract or identification numberMR 61086
Number of Individuals Covered2200
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61086
Policy instance 1
Insurance contract or identification numberMR 61086
Number of Individuals Covered2125
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61086-1
Policy instance 1
Insurance contract or identification numberMR 61086-1
Number of Individuals Covered963
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61086-1
Policy instance 1
Insurance contract or identification numberMR 61086-1
Number of Individuals Covered732
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932104-0000
Policy instance 1
Insurance contract or identification number932104-0000
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $28,633
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?No
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 $28,633
Insurance broker organization code?3
Insurance broker nameTRUENORTH SECURITIES, INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932104-0000
Policy instance 1
Insurance contract or identification number932104-0000
Number of Individuals Covered602
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $51,573
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?No
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 $51,573
Insurance broker organization code?3
Insurance broker nameTRUENORTH SECURITIES, INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932104-0000
Policy instance 1
Insurance contract or identification number932104-0000
Number of Individuals Covered566
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $52,165
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?No
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932104-0000
Policy instance 1
Insurance contract or identification number932104-0000
Number of Individuals Covered579
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $47,562
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?No
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 $47,562
Insurance broker organization code?3
Insurance broker nameTRUENORTH SECURITIES, INC

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