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ASPECT RATIO 401K PS PLAN 401k Plan overview

Plan NameASPECT RATIO 401K PS PLAN
Plan identification number 001

ASPECT RATIO 401K PS 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:ASPECT RATIO INC.
Employer identification number (EIN):953646052
NAIC Classification:512100
NAIC Description: Motion Picture and Video Industries

Additional information about ASPECT RATIO INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2012-06-12
Company Identification Number: P12000053433
Legal Registered Office Address: 7775 SW 86TH STREET

MIAMI

33143

More information about ASPECT RATIO INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASPECT RATIO 401K PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JOHN INOUYE2019-07-26
0012017-01-01JOHN INOUYE2018-07-24
0012016-01-01JOHN INOUYE2017-07-24
0012015-01-01JOHN INOUYE2016-07-22
0012014-01-01JOHN INOUYE
0012013-01-01JOHN INOUYE
0012012-01-01JOHN INOUYE
0012011-01-01JOHN INOUYE JOHN INOUYE2012-10-11
0012009-01-01JOHN INOUYE JOHN INOUYE2010-09-21

Plan Statistics for ASPECT RATIO 401K PS PLAN

401k plan membership statisitcs for ASPECT RATIO 401K PS PLAN

Measure Date Value
2022: ASPECT RATIO 401K PS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01105
Total number of active participants reported on line 7a of the Form 55002022-01-01110
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0128
Total of all active and inactive participants2022-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01138
Number of participants with account balances2022-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: ASPECT RATIO 401K PS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01105
Total number of active participants reported on line 7a of the Form 55002021-01-0178
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0127
Total of all active and inactive participants2021-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01105
Number of participants with account balances2021-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: ASPECT RATIO 401K PS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01108
Total number of active participants reported on line 7a of the Form 55002020-01-0182
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01105
Number of participants with account balances2020-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: ASPECT RATIO 401K PS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0191
Total number of active participants reported on line 7a of the Form 55002019-01-0170
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0194
Number of participants with account balances2019-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2014: ASPECT RATIO 401K PS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0169
Total number of active participants reported on line 7a of the Form 55002014-01-0148
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0171
Number of participants with account balances2014-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: ASPECT RATIO 401K PS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0180
Total number of active participants reported on line 7a of the Form 55002013-01-0143
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0169
Number of participants with account balances2013-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: ASPECT RATIO 401K PS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01104
Total number of active participants reported on line 7a of the Form 55002012-01-0149
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0178
Number of participants with account balances2012-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: ASPECT RATIO 401K PS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01118
Total number of active participants reported on line 7a of the Form 55002011-01-0167
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01102
Number of participants with account balances2011-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ASPECT RATIO 401K PS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01135
Total number of active participants reported on line 7a of the Form 55002009-01-0176
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01122
Number of participants with account balances2009-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ASPECT RATIO 401K PS PLAN

Measure Date Value
2022 : ASPECT RATIO 401K PS PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-702,375
Expenses. Total of all expenses incurred2022-12-31$176,740
Benefits paid (including direct rollovers)2022-12-31$114,744
Total plan assets at end of year2022-12-31$9,175,934
Total plan assets at beginning of year2022-12-31$10,055,049
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$817,650
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$99,261
Other income received2022-12-31$-1,619,365
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-879,115
Net plan assets at end of year (total assets less liabilities)2022-12-31$9,175,934
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$10,055,049
Assets. Value of participant loans2022-12-31$59,501
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$79
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$45,910
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$16,086
2021 : ASPECT RATIO 401K PS PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,907,266
Expenses. Total of all expenses incurred2021-12-31$1,130,499
Benefits paid (including direct rollovers)2021-12-31$1,114,845
Total plan assets at end of year2021-12-31$10,055,049
Total plan assets at beginning of year2021-12-31$9,278,282
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$590,752
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$58,424
Other income received2021-12-31$1,258,090
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$776,767
Net plan assets at end of year (total assets less liabilities)2021-12-31$10,055,049
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$9,278,282
Assets. Value of participant loans2021-12-31$50,844
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$15,654
2020 : ASPECT RATIO 401K PS PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,745,218
Expenses. Total of all expenses incurred2020-12-31$539,784
Benefits paid (including direct rollovers)2020-12-31$527,391
Total plan assets at end of year2020-12-31$9,278,282
Total plan assets at beginning of year2020-12-31$8,072,848
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$488,260
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$135,284
Other income received2020-12-31$1,121,674
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,205,434
Net plan assets at end of year (total assets less liabilities)2020-12-31$9,278,282
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,072,848
Assets. Value of participant loans2020-12-31$77,459
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$12,393
2019 : ASPECT RATIO 401K PS PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,949,565
Expenses. Total of all expenses incurred2019-12-31$351,350
Benefits paid (including direct rollovers)2019-12-31$348,140
Total plan assets at end of year2019-12-31$8,072,848
Total plan assets at beginning of year2019-12-31$6,474,633
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$580,438
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,364,508
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,598,215
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,072,848
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,474,633
Assets. Value of participant loans2019-12-31$50,776
Total contributions received or receivable from employer(s)2019-12-31$4,619
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,210
2014 : ASPECT RATIO 401K PS PLAN 2014 401k financial data
Total income from all sources2014-12-31$711,074
Expenses. Total of all expenses incurred2014-12-31$528,101
Benefits paid (including direct rollovers)2014-12-31$527,796
Total plan assets at end of year2014-12-31$5,935,623
Total plan assets at beginning of year2014-12-31$5,752,650
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$368,328
Contributions received from other sources (not participants or employers)2014-12-31$12,058
Other income received2014-12-31$330,688
Net income (gross income less expenses)2014-12-31$182,973
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,935,623
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,752,650
Assets. Value of participant loans2014-12-31$34,493
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$305
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ASPECT RATIO 401K PS PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,234,156
Expenses. Total of all expenses incurred2013-12-31$381,913
Benefits paid (including direct rollovers)2013-12-31$381,358
Total plan assets at end of year2013-12-31$5,752,650
Total plan assets at beginning of year2013-12-31$4,900,407
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$321,469
Expenses. Other expenses not covered elsewhere2013-12-31$256
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$912,687
Net income (gross income less expenses)2013-12-31$852,243
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,752,650
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,900,407
Assets. Value of participant loans2013-12-31$32,934
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$299
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : ASPECT RATIO 401K PS 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$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$918,168
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,138,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,114,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$381,915
Value of total assets at end of year2012-12-31$4,900,407
Value of total assets at beginning of year2012-12-31$5,121,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,593
Total interest from all sources2012-12-31$17,969
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$356,618
Participant contributions at end of year2012-12-31$86,228
Participant contributions at beginning of year2012-12-31$78,155
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,889
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,093
Other income not declared elsewhere2012-12-31$2,397
Total non interest bearing cash at beginning of year2012-12-31$5,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-220,721
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,900,407
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,121,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,020,752
Value of interest in pooled separate accounts at end of year2012-12-31$3,881,607
Interest on participant loans2012-12-31$4,619
Interest earned on other investments2012-12-31$13,350
Value of interest in common/collective trusts at beginning of year2012-12-31$1,014,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$932,572
Net investment gain/loss from pooled separate accounts2012-12-31$515,887
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$20,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,114,296
Contract administrator fees2012-12-31$24,593
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 name2012-12-31WHITE, NELSON, DIEHL, EVANS, LLP
Accountancy firm EIN2012-12-31330686301
2011 : ASPECT RATIO 401K PS 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$291,193
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$492,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$465,648
Value of total corrective distributions2011-12-31$207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$435,145
Value of total assets at end of year2011-12-31$5,121,128
Value of total assets at beginning of year2011-12-31$5,322,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,972
Total interest from all sources2011-12-31$2,313
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$60,799
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$60,799
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$375,264
Participant contributions at end of year2011-12-31$78,155
Participant contributions at beginning of year2011-12-31$55,277
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,934
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,093
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,330
Administrative expenses (other) incurred2011-12-31$601
Total non interest bearing cash at end of year2011-12-31$5,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-201,634
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,121,128
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,322,762
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$26,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,020,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,563,170
Interest on participant loans2011-12-31$2,313
Value of interest in common/collective trusts at end of year2011-12-31$1,014,921
Value of interest in common/collective trusts at beginning of year2011-12-31$701,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-201,893
Net investment gain or loss from common/collective trusts2011-12-31$-5,171
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$47,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$465,648
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 name2011-12-31WHITE, NELSON, DIEHL, EVANS LLP
Accountancy firm EIN2011-12-31330686301
2010 : ASPECT RATIO 401K PS 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$1,126,793
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,101,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,075,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$439,219
Value of total assets at end of year2010-12-31$5,322,762
Value of total assets at beginning of year2010-12-31$5,297,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,449
Total interest from all sources2010-12-31$1,578
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$64,421
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$64,421
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$401,503
Participant contributions at end of year2010-12-31$55,277
Participant contributions at beginning of year2010-12-31$23,348
Participant contributions at beginning of year2010-12-31$5,488
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,330
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,155
Administrative expenses (other) incurred2010-12-31$770
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$24,905
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,322,762
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,297,857
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$25,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,563,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,566,397
Interest on participant loans2010-12-31$1,578
Value of interest in common/collective trusts at end of year2010-12-31$701,985
Value of interest in common/collective trusts at beginning of year2010-12-31$698,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$602,715
Net investment gain or loss from common/collective trusts2010-12-31$18,860
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
Contributions received in cash from employer2010-12-31$37,716
Employer contributions (assets) at beginning of year2010-12-31$833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,075,439
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 name2010-12-31WHITE, NELSON & CO, LLP
Accountancy firm EIN2010-12-31330686301
2009 : ASPECT RATIO 401K PS 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 ASPECT RATIO 401K PS PLAN

2022: ASPECT RATIO 401K PS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ASPECT RATIO 401K PS 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 filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
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: ASPECT RATIO 401K PS 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 planYes
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: ASPECT RATIO 401K PS 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 planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2014: ASPECT RATIO 401K PS 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
2013: ASPECT RATIO 401K PS 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
2012: ASPECT RATIO 401K PS 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: ASPECT RATIO 401K PS 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: ASPECT RATIO 401K PS 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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896000 087
Policy instance 1
Insurance contract or identification number896000 087
Number of Individuals Covered8
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896000 087
Policy instance 1
Insurance contract or identification number896000 087
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896000 087
Policy instance 1
Insurance contract or identification number896000 087
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896000 087
Policy instance 1
Insurance contract or identification number896000 087
Number of Individuals Covered1
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 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-831016
Policy instance 1
Insurance contract or identification numberGA-831016
Number of Individuals Covered57
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,244
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 $11,244
Insurance broker organization code?3
Insurance broker nameBANCWEST INVESTMENT SERVICES INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-831016
Policy instance 1
Insurance contract or identification numberGA-831016
Number of Individuals Covered59
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,684
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?Yes
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 $3,684
Insurance broker organization code?3
Insurance broker nameBANCWEST INVSTMNT SRVCS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-831016
Policy instance 1
Insurance contract or identification numberGA-831016
Number of Individuals Covered66
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $24,304
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?Yes
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 $24,304
Insurance broker organization code?3
Insurance broker nameBANCWEST INVSTMNT SRVCS INC

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