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SYNERGY SERVICES 401(K) PLAN 401k Plan overview

Plan NameSYNERGY SERVICES 401(K) PLAN
Plan identification number 001

SYNERGY SERVICES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TALENTWAVE has sponsored the creation of one or more 401k plans.

Company Name:TALENTWAVE
Employer identification number (EIN):841596218
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SYNERGY SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01SALINA LAO2022-08-18
0012020-01-01SALINA LAO2021-09-29
0012019-01-01JAMES HANRAHAN2020-09-29
0012018-01-01JAMES HANRAHAN2019-10-02
0012017-01-01
0012016-01-01
0012015-01-01JOE RUSSELL
0012014-01-01TIM MILLER
0012013-01-01TIM MILLER
0012012-01-01TIM MILLER TIM MILLER2013-10-14
0012011-01-01TIM MILLER TIM MILLER2012-09-20
0012009-01-01TIM MILLER

Plan Statistics for SYNERGY SERVICES 401(K) PLAN

401k plan membership statisitcs for SYNERGY SERVICES 401(K) PLAN

Measure Date Value
2021: SYNERGY SERVICES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,097
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SYNERGY SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,876
Total number of active participants reported on line 7a of the Form 55002020-01-012,511
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01461
Total of all active and inactive participants2020-01-012,973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,973
Number of participants with account balances2020-01-01770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SYNERGY SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,493
Total number of active participants reported on line 7a of the Form 55002019-01-012,293
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01467
Total of all active and inactive participants2019-01-012,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,761
Number of participants with account balances2019-01-01760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SYNERGY SERVICES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,076
Total number of active participants reported on line 7a of the Form 55002018-01-013,995
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01361
Total of all active and inactive participants2018-01-014,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014,357
Number of participants with account balances2018-01-01696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SYNERGY SERVICES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,709
Total number of active participants reported on line 7a of the Form 55002017-01-012,526
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01382
Total of all active and inactive participants2017-01-012,909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,909
Number of participants with account balances2017-01-01662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SYNERGY SERVICES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,504
Total number of active participants reported on line 7a of the Form 55002016-01-012,316
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01292
Total of all active and inactive participants2016-01-012,608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,608
Number of participants with account balances2016-01-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SYNERGY SERVICES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,675
Total number of active participants reported on line 7a of the Form 55002015-01-012,199
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01219
Total of all active and inactive participants2015-01-012,418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,418
Number of participants with account balances2015-01-01462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SYNERGY SERVICES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,383
Total number of active participants reported on line 7a of the Form 55002014-01-011,354
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01153
Total of all active and inactive participants2014-01-011,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,507
Number of participants with account balances2014-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SYNERGY SERVICES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,858
Total number of active participants reported on line 7a of the Form 55002013-01-011,128
Number of other retired or separated participants entitled to future benefits2013-01-01152
Total of all active and inactive participants2013-01-011,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,280
Number of participants with account balances2013-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SYNERGY SERVICES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,858
Total number of active participants reported on line 7a of the Form 55002012-01-011,266
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01466
Total of all active and inactive participants2012-01-011,732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,732
Number of participants with account balances2012-01-01637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SYNERGY SERVICES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,529
Total number of active participants reported on line 7a of the Form 55002011-01-011,166
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01433
Total of all active and inactive participants2011-01-011,599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,599
Number of participants with account balances2011-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SYNERGY SERVICES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01558
Total number of active participants reported on line 7a of the Form 55002009-01-01762
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01268
Total of all active and inactive participants2009-01-011,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,030
Number of participants with account balances2009-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SYNERGY SERVICES 401(K) PLAN

Measure Date Value
2021 : SYNERGY SERVICES 401(K) 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$282,801
Total income from all sources (including contributions)2021-12-31$5,549,819
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$28,690,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$28,189,376
Value of total corrective distributions2021-12-31$365,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,578,681
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$23,423,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$135,327
Total interest from all sources2021-12-31$903
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$122,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$122,667
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,251,964
Participant contributions at beginning of year2021-12-31$15,047
Participant contributions at beginning of year2021-12-31$47,024
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$326,717
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$29,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$282,801
Total non interest bearing cash at beginning of year2021-12-31$3,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-23,140,852
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,140,852
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
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,543,343
Interest on participant loans2021-12-31$468
Interest earned on other investments2021-12-31$435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,785,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,847,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$28,189,376
Contract administrator fees2021-12-31$135,327
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 PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : SYNERGY SERVICES 401(K) 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$282,801
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$84,187
Total income from all sources (including contributions)2020-12-31$8,003,006
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,358,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,011,811
Value of total corrective distributions2020-12-31$249,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,158,075
Value of total assets at end of year2020-12-31$23,423,653
Value of total assets at beginning of year2020-12-31$19,580,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$97,179
Total interest from all sources2020-12-31$48,303
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$770,996
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$770,996
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,900,695
Participant contributions at end of year2020-12-31$15,047
Participant contributions at beginning of year2020-12-31$109,047
Participant contributions at end of year2020-12-31$47,024
Participant contributions at beginning of year2020-12-31$61,828
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$254,511
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$29,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$37,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$282,801
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$84,187
Total non interest bearing cash at end of year2020-12-31$3,179
Total non interest bearing cash at beginning of year2020-12-31$6,883
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$3,644,371
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,140,852
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,496,481
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,543,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,537,499
Interest on participant loans2020-12-31$2,715
Interest earned on other investments2020-12-31$45,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,785,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,827,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,025,632
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,011,811
Contract administrator fees2020-12-31$97,179
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : SYNERGY SERVICES 401(K) 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$84,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,383
Total income from all sources (including contributions)2019-12-31$8,129,374
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,085,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,929,390
Value of total corrective distributions2019-12-31$80,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,362,490
Value of total assets at end of year2019-12-31$19,580,668
Value of total assets at beginning of year2019-12-31$15,461,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,051
Total interest from all sources2019-12-31$48,368
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$772,245
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$772,245
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,990,735
Participant contributions at end of year2019-12-31$109,047
Participant contributions at beginning of year2019-12-31$8,449
Participant contributions at end of year2019-12-31$61,828
Participant contributions at beginning of year2019-12-31$44,950
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$371,755
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$37,873
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$22,489
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$84,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$9,383
Total non interest bearing cash at end of year2019-12-31$6,883
Total non interest bearing cash at beginning of year2019-12-31$2,871
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$4,044,276
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,496,481
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,452,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,537,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,750,944
Interest on participant loans2019-12-31$1,867
Interest earned on other investments2019-12-31$46,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,827,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,631,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,946,271
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,929,390
Contract administrator fees2019-12-31$75,051
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 name2019-12-31ACM LLP
Accountancy firm EIN2019-12-31010724563
2018 : SYNERGY SERVICES 401(K) 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$9,383
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$78,025
Total income from all sources (including contributions)2018-12-31$2,619,086
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,011,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,926,011
Value of total corrective distributions2018-12-31$6,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,558,067
Value of total assets at end of year2018-12-31$15,461,588
Value of total assets at beginning of year2018-12-31$16,922,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$78,800
Total interest from all sources2018-12-31$36,772
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$899,127
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$899,127
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,505,763
Participant contributions at end of year2018-12-31$8,449
Participant contributions at beginning of year2018-12-31$85,976
Participant contributions at end of year2018-12-31$44,950
Participant contributions at beginning of year2018-12-31$48,007
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$52,304
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$22,489
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$53,602
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$9,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$78,025
Total non interest bearing cash at end of year2018-12-31$2,871
Total non interest bearing cash at beginning of year2018-12-31$20,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,391,937
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,452,205
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,844,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,750,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,307,282
Interest on participant loans2018-12-31$1,313
Interest earned on other investments2018-12-31$35,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,631,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,407,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,874,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,926,011
Contract administrator fees2018-12-31$78,800
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 name2018-12-31ACM LLP
Accountancy firm EIN2018-12-31010724563
2017 : SYNERGY SERVICES 401(K) 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$78,025
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$139,926
Total income from all sources (including contributions)2017-12-31$6,552,114
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,560,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,480,178
Value of total corrective distributions2017-12-31$2,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,771,521
Value of total assets at end of year2017-12-31$16,922,167
Value of total assets at beginning of year2017-12-31$14,992,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$77,711
Total interest from all sources2017-12-31$37,273
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$687,220
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$687,220
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,401,758
Participant contributions at end of year2017-12-31$85,976
Participant contributions at beginning of year2017-12-31$73,113
Participant contributions at end of year2017-12-31$48,007
Participant contributions at beginning of year2017-12-31$52,047
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$369,763
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$53,602
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$78,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$139,926
Total non interest bearing cash at end of year2017-12-31$20,224
Total non interest bearing cash at beginning of year2017-12-31$8,956
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$1,991,904
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,844,142
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,852,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,307,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,288,852
Interest on participant loans2017-12-31$3,577
Interest earned on other investments2017-12-31$33,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,407,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,569,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,056,100
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,480,178
Contract administrator fees2017-12-31$77,711
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 name2017-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2017-12-31010724563
2016 : SYNERGY SERVICES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$6,186,527
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$139,926
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,697
Total income from all sources (including contributions)2016-12-31$3,871,145
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,142,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,880,805
Value of total corrective distributions2016-12-31$184,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,144,755
Value of total assets at end of year2016-12-31$14,992,164
Value of total assets at beginning of year2016-12-31$8,939,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$76,386
Total interest from all sources2016-12-31$26,414
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$472,042
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$472,042
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,940,345
Participant contributions at end of year2016-12-31$73,113
Participant contributions at beginning of year2016-12-31$37,574
Participant contributions at end of year2016-12-31$52,047
Participant contributions at beginning of year2016-12-31$27,018
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$204,410
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$139
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$139,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,697
Other income not declared elsewhere2016-12-31$4,633
Total non interest bearing cash at end of year2016-12-31$8,956
Total non interest bearing cash at beginning of year2016-12-31$1,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-270,925
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,852,238
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,936,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,288,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,053,195
Interest on participant loans2016-12-31$1,995
Interest earned on other investments2016-12-31$24,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,569,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$811,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$223,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at beginning of year2016-12-31$7,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,880,805
Contract administrator fees2016-12-31$76,386
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2016-12-31010724563
2015 : SYNERGY SERVICES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,697
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,916
Total income from all sources (including contributions)2015-12-31$3,260,548
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,262,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,179,227
Value of total corrective distributions2015-12-31$15,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,274,322
Value of total assets at end of year2015-12-31$8,939,333
Value of total assets at beginning of year2015-12-31$6,940,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$67,892
Total interest from all sources2015-12-31$23,288
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$320,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$320,634
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,733,593
Participant contributions at end of year2015-12-31$37,574
Participant contributions at beginning of year2015-12-31$74,066
Participant contributions at end of year2015-12-31$27,018
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$147,245
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,916
Total non interest bearing cash at end of year2015-12-31$1,230
Total non interest bearing cash at beginning of year2015-12-31$8,836
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$1,998,406
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,936,636
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,938,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,053,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,090,854
Interest on participant loans2015-12-31$6,283
Interest earned on other investments2015-12-31$17,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$811,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$766,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-357,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$393,484
Employer contributions (assets) at end of year2015-12-31$7,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,179,227
Contract administrator fees2015-12-31$67,892
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 name2015-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2015-12-31010724563
2014 : SYNERGY SERVICES 401(K) 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$1,916
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,315
Total income from all sources (including contributions)2014-12-31$2,734,744
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,442,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,371,605
Value of total corrective distributions2014-12-31$5,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,330,166
Value of total assets at end of year2014-12-31$6,940,146
Value of total assets at beginning of year2014-12-31$5,648,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$65,510
Total interest from all sources2014-12-31$21,817
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$264,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$264,888
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,970,833
Participant contributions at end of year2014-12-31$74,066
Participant contributions at beginning of year2014-12-31$78,466
Participant contributions at beginning of year2014-12-31$22,497
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$124,322
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$21,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,315
Total non interest bearing cash at end of year2014-12-31$8,836
Total non interest bearing cash at beginning of year2014-12-31$21,705
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$1,292,546
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,938,230
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,645,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,090,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,593,583
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$2,666
Interest earned on other investments2014-12-31$19,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$766,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$906,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$117,873
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$235,011
Employer contributions (assets) at beginning of year2014-12-31$5,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,371,605
Contract administrator fees2014-12-31$65,510
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 name2014-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2014-12-31010724563
2013 : SYNERGY SERVICES 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,303
Total income from all sources (including contributions)2013-12-31$3,065,081
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,628,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,567,089
Value of total corrective distributions2013-12-31$2,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,246,318
Value of total assets at end of year2013-12-31$5,648,999
Value of total assets at beginning of year2013-12-31$4,216,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$58,898
Total interest from all sources2013-12-31$24,886
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$166,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$166,253
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,442,675
Participant contributions at end of year2013-12-31$78,466
Participant contributions at beginning of year2013-12-31$47,452
Participant contributions at end of year2013-12-31$22,497
Participant contributions at beginning of year2013-12-31$14,374
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$593,207
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$21,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,315
Liabilities. Value of operating payables at beginning of year2013-12-31$7,303
Total non interest bearing cash at end of year2013-12-31$21,705
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$1,436,538
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,645,684
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,209,146
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
Investment advisory and management fees2013-12-31$13,504
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,593,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,077,850
Interest on participant loans2013-12-31$1,882
Interest earned on other investments2013-12-31$23,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$906,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,069,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$470,126
Net investment gain/loss from pooled separate accounts2013-12-31$157,498
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$210,436
Employer contributions (assets) at end of year2013-12-31$5,185
Employer contributions (assets) at beginning of year2013-12-31$6,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,567,089
Contract administrator fees2013-12-31$45,394
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2013-12-31010724563
2012 : SYNERGY SERVICES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,303
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,814,826
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$468,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$421,825
Value of total corrective distributions2012-12-31$4,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,479,203
Value of total assets at end of year2012-12-31$4,216,449
Value of total assets at beginning of year2012-12-31$2,863,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$42,756
Total interest from all sources2012-12-31$19,449
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
Administrative expenses professional fees incurred2012-12-31$13,926
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,192,327
Participant contributions at end of year2012-12-31$47,452
Participant contributions at beginning of year2012-12-31$72,184
Participant contributions at end of year2012-12-31$14,374
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$19,607
Other income not declared elsewhere2012-12-31$924
Liabilities. Value of operating payables at end of year2012-12-31$7,303
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$1,345,871
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,209,146
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,863,275
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
Investment advisory and management fees2012-12-31$28,830
Value of interest in pooled separate accounts at end of year2012-12-31$3,077,850
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,866,837
Interest on participant loans2012-12-31$2,611
Interest earned on other investments2012-12-31$16,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,069,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$924,254
Net investment gain/loss from pooled separate accounts2012-12-31$315,250
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$267,269
Employer contributions (assets) at end of year2012-12-31$6,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$421,825
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 name2012-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2012-12-31010724563
2011 : SYNERGY SERVICES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,262,299
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$611,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$551,840
Value of total corrective distributions2011-12-31$29,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,304,450
Value of total assets at end of year2011-12-31$2,863,275
Value of total assets at beginning of year2011-12-31$2,212,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30,843
Total interest from all sources2011-12-31$1,237
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$16,106
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$985,606
Participant contributions at end of year2011-12-31$72,184
Participant contributions at beginning of year2011-12-31$25,598
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$158,425
Other income not declared elsewhere2011-12-31$18,463
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$650,589
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,863,275
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,212,686
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
Investment advisory and management fees2011-12-31$14,737
Value of interest in pooled separate accounts at end of year2011-12-31$1,866,837
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,560,622
Interest on participant loans2011-12-31$1,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$924,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$626,466
Net investment gain/loss from pooled separate accounts2011-12-31$-61,851
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$160,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$551,840
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 name2011-12-31YANARI WATSON MCGAUGHEY, PC
Accountancy firm EIN2011-12-31840805144
2010 : SYNERGY SERVICES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,320,584
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$657,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$607,361
Value of total corrective distributions2010-12-31$17,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,093,266
Value of total assets at end of year2010-12-31$2,212,686
Value of total assets at beginning of year2010-12-31$1,549,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$32,745
Total interest from all sources2010-12-31$811
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$10,713
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,056,373
Participant contributions at end of year2010-12-31$25,598
Participant contributions at beginning of year2010-12-31$13,592
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$36,893
Other income not declared elsewhere2010-12-31$15,075
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$662,905
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,212,686
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,549,781
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
Investment advisory and management fees2010-12-31$22,032
Value of interest in pooled separate accounts at end of year2010-12-31$1,560,622
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,103,911
Interest on participant loans2010-12-31$811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$626,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$432,278
Net investment gain/loss from pooled separate accounts2010-12-31$211,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$607,361
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 name2010-12-31YANARI WATSON MCGAUGHEY,PC
Accountancy firm EIN2010-12-31840805144
2009 : SYNERGY SERVICES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SYNERGY SERVICES 401(K) PLAN

2021: SYNERGY SERVICES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SYNERGY SERVICES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SYNERGY SERVICES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SYNERGY SERVICES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SYNERGY SERVICES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SYNERGY SERVICES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SYNERGY SERVICES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SYNERGY SERVICES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SYNERGY SERVICES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: SYNERGY SERVICES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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: SYNERGY SERVICES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SYNERGY SERVICES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808477
Policy instance 1
Insurance contract or identification number808477
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808477
Policy instance 1
Insurance contract or identification number808477
Number of Individuals Covered2973
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808477
Policy instance 1
Insurance contract or identification number808477
Number of Individuals Covered2761
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808477
Policy instance 1
Insurance contract or identification number808477
Number of Individuals Covered4357
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808477
Policy instance 1
Insurance contract or identification number808477
Number of Individuals Covered2909
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801302
Policy instance 1
Insurance contract or identification number801302
Number of Individuals Covered2418
Insurance policy start date2015-01-01
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 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 Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801302
Policy instance 1
Insurance contract or identification number801302
Number of Individuals Covered1507
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 Administration1
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996497-000
Policy instance 1
Insurance contract or identification number996497-000
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801302
Policy instance 2
Insurance contract or identification number801302
Number of Individuals Covered1280
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 Administration1
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996497-000
Policy instance 1
Insurance contract or identification number996497-000
Number of Individuals Covered637
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996497-000
Policy instance 1
Insurance contract or identification number996497-000
Number of Individuals Covered601
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,848
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number996497-000
Policy instance 1
Insurance contract or identification number996497-000
Number of Individuals Covered598
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,967
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,967
Insurance broker organization code?3
Insurance broker nameTOM WILLIAM CHICHESTER

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