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COMARCO INC. SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameCOMARCO INC. SAVINGS AND RETIREMENT PLAN
Plan identification number 001

COMARCO INC. SAVINGS AND RETIREMENT 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.

401k Sponsoring company profile

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

Company Name:COMARCO INC.
Employer identification number (EIN):952088894
NAIC Classification:334200

Additional information about COMARCO INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1984-03-29
Company Identification Number: G97504
Legal Registered Office Address: 1699 CORAL WAY

MIAMI

33145

More information about COMARCO INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMARCO INC. SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01THOMAS LANNI2020-10-07
0012019-01-01THOMAS LANNI2020-10-07
0012018-01-01THOMAS LANNI2019-10-15
0012018-01-01THOMAS LANNI2019-10-15
0012017-01-01THOMAS LANNI2018-10-15
0012016-01-01THOMAS LANNI2017-10-16
0012016-01-01THOMAS LANNI2016-10-13
0012015-01-01JANET GUTKIN2016-10-13
0012015-01-01JANET GUTKIN2016-10-11
0012014-01-01JANET GUTKIN JANET GUTKIN2015-10-15
0012014-01-01JANET GUTKIN JANET GUTKIN2015-10-15
0012014-01-01JANET GUTKIN JANET GUTKIN2015-10-15
0012013-01-01TOM LANNI TOM LANNI2014-10-01
0012012-01-01ALISHA CHARLTON ALISHA CHARLTON2013-07-29
0012011-01-01ALISHA CHARLTON
0012009-01-01ALISHA CHARLTON

Plan Statistics for COMARCO INC. SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for COMARCO INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2014: COMARCO INC. SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01100
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0197
Total of all active and inactive participants2014-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0198
Number of participants with account balances2014-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMARCO INC. SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01119
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0197
Total of all active and inactive participants2013-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01102
Number of participants with account balances2013-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COMARCO INC. SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01163
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01103
Total of all active and inactive participants2012-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01119
Number of participants with account balances2012-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: COMARCO INC. SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01194
Total number of active participants reported on line 7a of the Form 55002011-01-0116
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01143
Total of all active and inactive participants2011-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01163
Number of participants with account balances2011-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: COMARCO INC. SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01266
Total number of active participants reported on line 7a of the Form 55002009-01-0126
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01186
Total of all active and inactive participants2009-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01214
Number of participants with account balances2009-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on COMARCO INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2014 : COMARCO INC. SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-634
Total unrealized appreciation/depreciation of assets2014-12-31$-634
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$344,741
Total loss/gain on sale of assets2014-12-31$144
Total of all expenses incurred2014-12-31$1,308,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,239,064
Value of total corrective distributions2014-12-31$10,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,306
Value of total assets at end of year2014-12-31$5,856,987
Value of total assets at beginning of year2014-12-31$6,821,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$58,792
Total interest from all sources2014-12-31$10,624
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$25,918
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$3,214
Participant contributions at end of year2014-12-31$29,128
Participant contributions at beginning of year2014-12-31$85,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-964,059
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,856,987
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,821,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$32,874
Interest on participant loans2014-12-31$1,088
Interest earned on other investments2014-12-31$9,533
Value of interest in common/collective trusts at end of year2014-12-31$4,984,182
Value of interest in common/collective trusts at beginning of year2014-12-31$5,581,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$6,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$829,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,130,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$38,440
Net investment gain or loss from common/collective trusts2014-12-31$292,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$7,582
Assets. Invements in employer securities at beginning of year2014-12-31$15,069
Contributions received in cash from employer2014-12-31$92
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,239,064
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
Aggregate proceeds on sale of assets2014-12-31$869
Aggregate carrying amount (costs) on sale of assets2014-12-31$725
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SQUAR MILNER PETERSON MIRANDA
Accountancy firm EIN2014-12-31330835986
2013 : COMARCO INC. SAVINGS AND RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,116,197
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$571,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$528,014
Value of total corrective distributions2013-12-31$7,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$38,156
Value of total assets at end of year2013-12-31$6,821,046
Value of total assets at beginning of year2013-12-31$6,276,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$36,395
Total interest from all sources2013-12-31$3,259
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$3,265
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$37,811
Participant contributions at end of year2013-12-31$85,887
Participant contributions at beginning of year2013-12-31$89,237
Administrative expenses (other) incurred2013-12-31$556
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$544,228
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,821,046
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,276,818
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$32,574
Interest on participant loans2013-12-31$3,257
Value of interest in common/collective trusts at end of year2013-12-31$5,581,587
Value of interest in common/collective trusts at beginning of year2013-12-31$6,069,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,130,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$100,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$44,418
Net investment gain or loss from common/collective trusts2013-12-31$1,030,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$15,069
Assets. Invements in employer securities at beginning of year2013-12-31$15,008
Contributions received in cash from employer2013-12-31$345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$528,014
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SQUAR, MILNER, PETERSON, MIRANDA &
Accountancy firm EIN2013-12-31330835986
2012 : COMARCO INC. SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$766,113
Total unrealized appreciation/depreciation of assets2012-12-31$766,113
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$872,563
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,757,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,713,353
Value of total corrective distributions2012-12-31$16,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$77,381
Value of total assets at end of year2012-12-31$6,276,818
Value of total assets at beginning of year2012-12-31$8,161,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,090
Total interest from all sources2012-12-31$3,409
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,484
Administrative expenses professional fees incurred2012-12-31$13,313
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$55,378
Participant contributions at end of year2012-12-31$89,237
Participant contributions at beginning of year2012-12-31$97,667
Administrative expenses (other) incurred2012-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,884,715
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,276,818
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,161,533
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$13,752
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,548,433
Interest on participant loans2012-12-31$3,409
Value of interest in common/collective trusts at end of year2012-12-31$6,069,958
Value of interest in common/collective trusts at beginning of year2012-12-31$1,491,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$100,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$22,176
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
Assets. Invements in employer securities at end of year2012-12-31$15,008
Assets. Invements in employer securities at beginning of year2012-12-31$22,090
Contributions received in cash from employer2012-12-31$22,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,713,353
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SQUAR, MILNER, PETERSON, MIRANDA &
Accountancy firm EIN2012-12-31330835986
2011 : COMARCO INC. SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-22,517
Total unrealized appreciation/depreciation of assets2011-12-31$-22,517
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$-156,568
Total loss/gain on sale of assets2011-12-31$-2,385
Total of all expenses incurred2011-12-31$1,877,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,769,136
Expenses. Certain deemed distributions of participant loans2011-12-31$63,799
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$192,701
Value of total assets at end of year2011-12-31$8,161,533
Value of total assets at beginning of year2011-12-31$10,195,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$44,447
Total interest from all sources2011-12-31$6,248
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$233,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$233,979
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
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$125,282
Participant contributions at end of year2011-12-31$97,667
Participant contributions at beginning of year2011-12-31$173,145
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$8,085
Administrative expenses (other) incurred2011-12-31$44,447
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-2,033,950
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,161,533
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,195,483
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,548,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,983,910
Interest on participant loans2011-12-31$6,245
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$1,491,538
Value of interest in common/collective trusts at beginning of year2011-12-31$1,985,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-601,884
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$29,205
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
Assets. Invements in employer securities at end of year2011-12-31$22,090
Assets. Invements in employer securities at beginning of year2011-12-31$49,630
Contributions received in cash from employer2011-12-31$67,419
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,769,136
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$3,759
Aggregate carrying amount (costs) on sale of assets2011-12-31$6,144
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SQUAR, MILNER, PETERSON, MIRANDA &
Accountancy firm EIN2011-12-31330835986
2010 : COMARCO INC. SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-269,509
Total unrealized appreciation/depreciation of assets2010-12-31$-269,509
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,497,746
Total loss/gain on sale of assets2010-12-31$-32,694
Total of all expenses incurred2010-12-31$1,918,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,788,848
Expenses. Certain deemed distributions of participant loans2010-12-31$25,643
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$388,888
Value of total assets at end of year2010-12-31$10,195,483
Value of total assets at beginning of year2010-12-31$10,616,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$104,247
Total interest from all sources2010-12-31$6,720
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$127,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$127,182
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
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$210,892
Participant contributions at end of year2010-12-31$173,145
Participant contributions at beginning of year2010-12-31$91,287
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$50,540
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$2,245
Administrative expenses (other) incurred2010-12-31$104,247
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$-420,992
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,195,483
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,616,475
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,983,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,286,156
Interest on participant loans2010-12-31$6,717
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$1,985,520
Value of interest in common/collective trusts at beginning of year2010-12-31$2,761,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$-10,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$-10,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,032,807
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$242,107
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
Assets. Invements in employer securities at end of year2010-12-31$49,630
Assets. Invements in employer securities at beginning of year2010-12-31$488,224
Contributions received in cash from employer2010-12-31$127,456
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,788,848
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$45,588
Aggregate carrying amount (costs) on sale of assets2010-12-31$78,282
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SQUAR, MILNER, PETERSON, MIRANDA &
Accountancy firm EIN2010-12-31330835986
2009 : COMARCO INC. SAVINGS AND RETIREMENT 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 COMARCO INC. SAVINGS AND RETIREMENT PLAN

2014: COMARCO INC. SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 - TrustYes
2013: COMARCO INC. SAVINGS AND RETIREMENT 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 - TrustYes
2012: COMARCO INC. SAVINGS AND RETIREMENT 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 - TrustYes
2011: COMARCO INC. SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: COMARCO INC. SAVINGS AND RETIREMENT 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00036
Policy instance 1
Insurance contract or identification numberK00036
Number of Individuals Covered98
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00036
Policy instance 1
Insurance contract or identification numberK00036
Number of Individuals Covered100
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00036
Policy instance 1
Insurance contract or identification numberK00036
Number of Individuals Covered112
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

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