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WIDEX USA INC. 401(K) PLAN 401k Plan overview

Plan NameWIDEX USA INC. 401(K) PLAN
Plan identification number 001

WIDEX USA INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

WIDEX USA, INC. has sponsored the creation of one or more 401k plans.

Company Name:WIDEX USA, INC.
Employer identification number (EIN):990361726
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about WIDEX USA, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2011-03-21
Company Identification Number: 0801400476
Legal Registered Office Address: 185 COMMERCE DR C/O FRANCESCA DI NOTA

HAUPPAUGE
United States of America (USA)
11788

More information about WIDEX USA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WIDEX USA INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KOSTAS PANAGOS
0012016-01-01KOSTAS PANAGOS
0012015-01-01KOSTAS PANAGOS
0012014-01-01FRANCESCA DINOTA
0012013-01-01FRANCESCA DINOTA
0012012-01-01FRANCESCA DINOTA
0012011-01-01FRANCESCA DINOTA
0012010-01-01FRANCESCA DINOTA

Plan Statistics for WIDEX USA INC. 401(K) PLAN

401k plan membership statisitcs for WIDEX USA INC. 401(K) PLAN

Measure Date Value
2020: WIDEX USA INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01368
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: WIDEX USA INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01365
Total number of active participants reported on line 7a of the Form 55002019-01-01281
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01365
Number of participants with account balances2019-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0130
2018: WIDEX USA INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01361
Total number of active participants reported on line 7a of the Form 55002018-01-01279
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0174
Total of all active and inactive participants2018-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01355
Number of participants with account balances2018-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: WIDEX USA INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01422
Total number of active participants reported on line 7a of the Form 55002017-01-01271
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0175
Total of all active and inactive participants2017-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01348
Number of participants with account balances2017-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: WIDEX USA INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01404
Total number of active participants reported on line 7a of the Form 55002016-01-01278
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01140
Total of all active and inactive participants2016-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01419
Number of participants with account balances2016-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: WIDEX USA INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01352
Total number of active participants reported on line 7a of the Form 55002015-01-01260
Number of other retired or separated participants entitled to future benefits2015-01-01141
Total of all active and inactive participants2015-01-01401
Total participants2015-01-01401
Number of participants with account balances2015-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: WIDEX USA INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01365
Total number of active participants reported on line 7a of the Form 55002014-01-01238
Number of other retired or separated participants entitled to future benefits2014-01-01107
Total of all active and inactive participants2014-01-01345
Total participants2014-01-01345
Number of participants with account balances2014-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: WIDEX USA INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01378
Total number of active participants reported on line 7a of the Form 55002013-01-01271
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0190
Total of all active and inactive participants2013-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01364
Number of participants with account balances2013-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: WIDEX USA INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01367
Total number of active participants reported on line 7a of the Form 55002012-01-01292
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0181
Total of all active and inactive participants2012-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01373
Number of participants with account balances2012-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: WIDEX USA INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01268
Total number of active participants reported on line 7a of the Form 55002011-01-01299
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0152
Total of all active and inactive participants2011-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01351
Number of participants with account balances2011-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: WIDEX USA INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01288
Total number of active participants reported on line 7a of the Form 55002010-01-01219
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0145
Total of all active and inactive participants2010-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01264
Number of participants with account balances2010-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110

Financial Data on WIDEX USA INC. 401(K) PLAN

Measure Date Value
2020 : WIDEX USA INC. 401(K) PLAN 2020 401k financial data
Total transfer of assets from this plan2020-10-07$19,016,468
Total income from all sources (including contributions)2020-10-07$2,504,981
Total of all expenses incurred2020-10-07$1,908,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-07$1,769,738
Value of total corrective distributions2020-10-07$83,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-07$1,387,188
Value of total assets at end of year2020-10-07$0
Value of total assets at beginning of year2020-10-07$18,419,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-07$54,912
Total interest from all sources2020-10-07$34,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-07Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-10-07$0
Was this plan covered by a fidelity bond2020-10-07Yes
Value of fidelity bond cover2020-10-07$500,000
If this is an individual account plan, was there a blackout period2020-10-07Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-10-07$0
Were there any nonexempt tranactions with any party-in-interest2020-10-07No
Contributions received from participants2020-10-07$1,190,618
Participant contributions at end of year2020-10-07$0
Participant contributions at beginning of year2020-10-07$466,533
Income. Received or receivable in cash from other sources (including rollovers)2020-10-07$5,731
Administrative expenses (other) incurred2020-10-07$2,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-07No
Value of net income/loss2020-10-07$596,471
Value of net assets at end of year (total assets less liabilities)2020-10-07$0
Value of net assets at beginning of year (total assets less liabilities)2020-10-07$18,419,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-07No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-07No
Were any leases to which the plan was party in default or uncollectible2020-10-07No
Investment advisory and management fees2020-10-07$52,224
Value of interest in pooled separate accounts at end of year2020-10-07$0
Value of interest in pooled separate accounts at beginning of year2020-10-07$16,668,617
Interest on participant loans2020-10-07$18,070
Interest earned on other investments2020-10-07$16,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-10-07$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-10-07$1,284,847
Net investment gain/loss from pooled separate accounts2020-10-07$1,083,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-07No
Was there a failure to transmit to the plan any participant contributions2020-10-07No
Has the plan failed to provide any benefit when due under the plan2020-10-07No
Contributions received in cash from employer2020-10-07$190,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-07$1,769,738
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-10-07Yes
Did the plan have assets held for investment2020-10-07No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-07No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-07Yes
Opinion of an independent qualified public accountant for this plan2020-10-07Unqualified
Accountancy firm name2020-10-07COHNREZNICK LLP
Accountancy firm EIN2020-10-07221478099
2019 : WIDEX USA INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$5,998,336
Total of all expenses incurred2019-12-31$994,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$922,532
Value of total corrective distributions2019-12-31$20,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,799,708
Value of total assets at end of year2019-12-31$18,419,997
Value of total assets at beginning of year2019-12-31$13,416,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$52,115
Total interest from all sources2019-12-31$34,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,623,115
Participant contributions at end of year2019-12-31$466,533
Participant contributions at beginning of year2019-12-31$498,451
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$569,495
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$6,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,003,657
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,419,997
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,416,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$45,465
Value of interest in pooled separate accounts at end of year2019-12-31$16,668,617
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,894,296
Interest on participant loans2019-12-31$25,362
Interest earned on other investments2019-12-31$9,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,284,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,023,593
Net investment gain/loss from pooled separate accounts2019-12-31$3,164,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$607,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$922,532
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
2018 : WIDEX USA INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,066,627
Total of all expenses incurred2018-12-31$1,655,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,622,242
Expenses. Certain deemed distributions of participant loans2018-12-31$-15,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,818,627
Value of total assets at end of year2018-12-31$13,416,340
Value of total assets at beginning of year2018-12-31$14,005,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,185
Total interest from all sources2018-12-31$35,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,441,333
Participant contributions at end of year2018-12-31$498,451
Participant contributions at beginning of year2018-12-31$420,048
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$51,110
Administrative expenses (other) incurred2018-12-31$7,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-588,826
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,416,340
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,005,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$42,169
Value of interest in pooled separate accounts at end of year2018-12-31$11,894,296
Value of interest in pooled separate accounts at beginning of year2018-12-31$12,434,257
Interest on participant loans2018-12-31$23,768
Interest earned on other investments2018-12-31$11,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,023,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,150,861
Net investment gain/loss from pooled separate accounts2018-12-31$-787,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$326,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,622,242
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : WIDEX USA INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$4,390,862
Total of all expenses incurred2017-12-31$2,261,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,214,575
Expenses. Certain deemed distributions of participant loans2017-12-31$499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,322,572
Value of total assets at end of year2017-12-31$14,005,166
Value of total assets at beginning of year2017-12-31$11,875,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$46,091
Total interest from all sources2017-12-31$25,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,172,026
Participant contributions at end of year2017-12-31$420,048
Participant contributions at beginning of year2017-12-31$306,219
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$701,462
Administrative expenses (other) incurred2017-12-31$9,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,129,697
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,005,166
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,875,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$37,005
Value of interest in pooled separate accounts at end of year2017-12-31$12,434,257
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,346,235
Interest on participant loans2017-12-31$16,970
Interest earned on other investments2017-12-31$8,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,150,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,223,015
Net investment gain/loss from pooled separate accounts2017-12-31$2,042,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$449,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,214,575
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : WIDEX USA INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,189,608
Total of all expenses incurred2016-12-31$1,269,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,166,699
Expenses. Certain deemed distributions of participant loans2016-12-31$23,632
Value of total corrective distributions2016-12-31$41,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,591,932
Value of total assets at end of year2016-12-31$11,875,469
Value of total assets at beginning of year2016-12-31$10,955,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$38,018
Total interest from all sources2016-12-31$21,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,082,244
Participant contributions at end of year2016-12-31$306,219
Participant contributions at beginning of year2016-12-31$288,768
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$102,368
Administrative expenses (other) incurred2016-12-31$5,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$919,698
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,875,469
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,955,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$32,608
Value of interest in pooled separate accounts at end of year2016-12-31$10,346,235
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,521,238
Interest on participant loans2016-12-31$12,661
Interest earned on other investments2016-12-31$8,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,223,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,145,765
Net investment gain/loss from pooled separate accounts2016-12-31$576,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$407,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,166,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : WIDEX USA INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,763,003
Total of all expenses incurred2015-12-31$1,112,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,061,008
Value of total corrective distributions2015-12-31$14,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,634,140
Value of total assets at end of year2015-12-31$10,955,771
Value of total assets at beginning of year2015-12-31$10,305,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,771
Total interest from all sources2015-12-31$10,925
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$987,591
Participant contributions at end of year2015-12-31$288,768
Participant contributions at beginning of year2015-12-31$247,224
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$278,476
Other income not declared elsewhere2015-12-31$46,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$650,723
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,955,771
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,305,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$31,231
Value of interest in pooled separate accounts at end of year2015-12-31$9,521,238
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,057,824
Interest on participant loans2015-12-31$10,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,145,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$71,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$368,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,061,008
Contract administrator fees2015-12-31$5,540
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHNREZNCIK LLP
Accountancy firm EIN2015-12-31221478099
2014 : WIDEX USA INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,205,491
Total of all expenses incurred2014-12-31$1,773,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,773,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,539,597
Value of total assets at end of year2014-12-31$10,305,048
Value of total assets at beginning of year2014-12-31$9,873,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$10,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$929,914
Participant contributions at end of year2014-12-31$247,224
Participant contributions at beginning of year2014-12-31$299,388
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$315,553
Other income not declared elsewhere2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$431,977
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,305,048
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,873,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$10,057,824
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,530,637
Interest on participant loans2014-12-31$10,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$654,936
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
Contributions received in cash from employer2014-12-31$294,130
Employer contributions (assets) at beginning of year2014-12-31$43,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,773,514
Contract administrator fees2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COHNREZNCIK LLP
Accountancy firm EIN2014-12-31221478099
2013 : WIDEX USA INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,145,876
Total of all expenses incurred2013-12-31$1,692,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,692,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,581,789
Value of total assets at end of year2013-12-31$9,873,071
Value of total assets at beginning of year2013-12-31$8,419,430
Total interest from all sources2013-12-31$12,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$962,687
Participant contributions at end of year2013-12-31$299,388
Participant contributions at beginning of year2013-12-31$364,269
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$264,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,453,641
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,873,071
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,419,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$9,530,637
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,015,101
Interest on participant loans2013-12-31$12,965
Net investment gain/loss from pooled separate accounts2013-12-31$1,551,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$354,261
Employer contributions (assets) at end of year2013-12-31$43,046
Employer contributions (assets) at beginning of year2013-12-31$40,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,692,235
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COHN REZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : WIDEX USA INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$988
Total income from all sources (including contributions)2012-12-31$2,311,755
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$893,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$881,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,432,992
Value of total assets at end of year2012-12-31$8,419,430
Value of total assets at beginning of year2012-12-31$7,002,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,784
Total interest from all sources2012-12-31$10,246
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
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$986,154
Participant contributions at end of year2012-12-31$364,269
Participant contributions at beginning of year2012-12-31$401,586
Participant contributions at beginning of year2012-12-31$43,541
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$68,257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$13,587
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$988
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$1,418,149
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,419,430
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,001,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$6,502,033
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,540,763
Interest on participant loans2012-12-31$10,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,513,068
Net investment gain or loss from common/collective trusts2012-12-31$868,517
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$378,581
Employer contributions (assets) at end of year2012-12-31$40,060
Employer contributions (assets) at beginning of year2012-12-31$2,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$881,822
Contract administrator fees2012-12-31$11,784
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31COHN REZNICK
Accountancy firm EIN2012-12-31221478099
2011 : WIDEX USA INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$988
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,702
Total income from all sources (including contributions)2011-12-31$806,590
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,073,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,063,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$934,846
Value of total assets at end of year2011-12-31$7,002,269
Value of total assets at beginning of year2011-12-31$7,270,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,750
Total interest from all sources2011-12-31$24,730
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$668,678
Participant contributions at end of year2011-12-31$401,586
Participant contributions at beginning of year2011-12-31$379,212
Participant contributions at end of year2011-12-31$43,541
Participant contributions at beginning of year2011-12-31$36,370
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$13,587
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,702
Other income not declared elsewhere2011-12-31$13,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-267,300
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,001,281
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,268,581
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$10,750
Value of interest in pooled separate accounts at end of year2011-12-31$6,540,763
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,837,087
Income. Interest from loans (other than to participants)2011-12-31$24,590
Interest earned on other investments2011-12-31$140
Net investment gain/loss from pooled separate accounts2011-12-31$-166,573
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$266,168
Employer contributions (assets) at end of year2011-12-31$2,792
Employer contributions (assets) at beginning of year2011-12-31$17,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,063,140
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31COHNREZNICK LLP
Accountancy firm EIN2011-12-31221478099
2010 : WIDEX USA INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$597,965
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,702
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$863
Total income from all sources (including contributions)2010-12-31$1,478,785
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,672,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,660,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$857,508
Value of total assets at end of year2010-12-31$7,270,283
Value of total assets at beginning of year2010-12-31$8,061,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,505
Total interest from all sources2010-12-31$19,764
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$607,266
Participant contributions at end of year2010-12-31$379,212
Participant contributions at beginning of year2010-12-31$463,371
Participant contributions at end of year2010-12-31$36,370
Participant contributions at beginning of year2010-12-31$44,555
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,197
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,702
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-193,984
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,268,581
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,060,530
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$12,505
Value of interest in pooled separate accounts at end of year2010-12-31$6,837,087
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,532,030
Income. Interest from loans (other than to participants)2010-12-31$19,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$601,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$249,045
Employer contributions (assets) at end of year2010-12-31$17,614
Employer contributions (assets) at beginning of year2010-12-31$21,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,660,264
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31J.H. COHN, LLP
Accountancy firm EIN2010-12-31221478099

Form 5500 Responses for WIDEX USA INC. 401(K) PLAN

2020: WIDEX USA INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: WIDEX USA INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WIDEX USA INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WIDEX USA INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WIDEX USA INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WIDEX USA INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WIDEX USA INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WIDEX USA INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WIDEX USA INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WIDEX USA INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WIDEX USA INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342148
Policy instance 1
Insurance contract or identification number342148
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-10-07
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342148
Policy instance 1
Insurance contract or identification number342148
Number of Individuals Covered355
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342148
Policy instance 1
Insurance contract or identification number342148
Number of Individuals Covered289
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342148
Policy instance 1
Insurance contract or identification number342148
Number of Individuals Covered271
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342148000
Policy instance 1
Insurance contract or identification number342148000
Number of Individuals Covered316
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342148000
Policy instance 1
Insurance contract or identification number342148000
Number of Individuals Covered298
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342148000
Policy instance 1
Insurance contract or identification number342148000
Number of Individuals Covered364
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342148000
Policy instance 1
Insurance contract or identification number342148000
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-64-Z179
Policy instance 1
Insurance contract or identification numberGAP-64-Z179
Number of Individuals Covered274
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $40,141
Total amount of fees paid to insurance companyUSD $9,735
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-64-Z179
Policy instance 1
Insurance contract or identification numberGAP-64-Z179
Number of Individuals Covered230
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $46,082
Total amount of fees paid to insurance companyUSD $11,221
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

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