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BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 401k Plan overview

Plan NameBAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN
Plan identification number 001

BAE SYSTEMS APPLIED INTELLIGENCE 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.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BAE SYSTEMS APPLIED INTELLIGENCE, INC. has sponsored the creation of one or more 401k plans.

Company Name:BAE SYSTEMS APPLIED INTELLIGENCE, INC.
Employer identification number (EIN):043501360
NAIC Classification:511210
NAIC Description:Software Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JESSICA CONNER JESSICA CONNER2018-10-15
0012016-01-01DIANE CATINO
0012015-01-01
0012015-01-01DIANE CATINO2016-10-17
0012014-01-01
0012014-01-01
0012013-01-01
0012012-01-01SUSAN WARD
0012011-01-01DENA UPTON2012-07-09 JOPSEPH FRISCIA2012-07-09
0012010-01-01DENA UPTON2011-07-20 JOPSEPH FRISCIA2011-07-20
0012007-01-01BLANAID OREGAN JOE FRISCIA2010-04-15

Plan Statistics for BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN

401k plan membership statisitcs for BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN

Measure Date Value
2021: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01318
Total number of active participants reported on line 7a of the Form 55002021-01-0150
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01259
Total of all active and inactive participants2021-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01309
Number of participants with account balances2021-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01482
Total number of active participants reported on line 7a of the Form 55002020-01-01157
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01280
Total of all active and inactive participants2020-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01439
Number of participants with account balances2020-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01618
Total number of active participants reported on line 7a of the Form 55002019-01-01208
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01272
Total of all active and inactive participants2019-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01482
Number of participants with account balances2019-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01527
Total number of active participants reported on line 7a of the Form 55002018-01-01320
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01297
Total of all active and inactive participants2018-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01618
Number of participants with account balances2018-01-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01557
Total number of active participants reported on line 7a of the Form 55002017-01-01292
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01235
Total of all active and inactive participants2017-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01527
Number of participants with account balances2017-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01305
Total number of active participants reported on line 7a of the Form 55002016-01-01397
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01160
Total of all active and inactive participants2016-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01557
Number of participants with account balances2016-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01246
Total number of active participants reported on line 7a of the Form 55002015-01-01196
Number of retired or separated participants receiving benefits2015-01-0129
Number of other retired or separated participants entitled to future benefits2015-01-0180
Total of all active and inactive participants2015-01-01305
Total participants2015-01-01305
Number of participants with account balances2015-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01193
Total number of active participants reported on line 7a of the Form 55002014-01-01133
Number of other retired or separated participants entitled to future benefits2014-01-01111
Total of all active and inactive participants2014-01-01244
Total participants2014-01-01244
Number of participants with account balances2014-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01150
Total number of active participants reported on line 7a of the Form 55002013-01-01132
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0160
Total of all active and inactive participants2013-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01192
Number of participants with account balances2013-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01124
Total number of active participants reported on line 7a of the Form 55002012-01-01101
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01150
Number of participants with account balances2012-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2007: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0129
Total number of active participants reported on line 7a of the Form 55002007-01-0133
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-017
Total of all active and inactive participants2007-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0140
Number of participants with account balances2007-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-012

Financial Data on BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN

Measure Date Value
2021 : BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$13,001,544
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$25,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$25,399
Total income from all sources (including contributions)2021-12-31$5,633,963
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,417,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,372,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$774,941
Value of total assets at end of year2021-12-31$28,520,318
Value of total assets at beginning of year2021-12-31$41,305,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$44,569
Total interest from all sources2021-12-31$5,353
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,830,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$532,505
Participant contributions at end of year2021-12-31$41,817
Participant contributions at beginning of year2021-12-31$272,880
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$25,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$25,399
Other income not declared elsewhere2021-12-31$191
Administrative expenses (other) incurred2021-12-31$475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$216,853
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,494,919
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$41,279,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$39,149,794
Value of interest in pooled separate accounts at end of year2021-12-31$28,426,719
Interest on participant loans2021-12-31$5,353
Interest earned on other investments2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$1,830,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,639,649
Net investment gain/loss from pooled separate accounts2021-12-31$2,159,495
Net investment gain or loss from common/collective trusts2021-12-31$54,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$242,436
Employer contributions (assets) at end of year2021-12-31$51,782
Employer contributions (assets) at beginning of year2021-12-31$51,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,372,541
Contract administrator fees2021-12-31$44,094
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TAWNEY PLLC
Accountancy firm EIN2021-12-31464585449
2020 : BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$25,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$28,005
Total income from all sources (including contributions)2020-12-31$8,787,841
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,882,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,879,395
Value of total corrective distributions2020-12-31$249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,569,605
Value of total assets at end of year2020-12-31$41,305,009
Value of total assets at beginning of year2020-12-31$36,402,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,650
Total interest from all sources2020-12-31$16,676
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,041,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,041,534
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,762,118
Participant contributions at end of year2020-12-31$272,880
Participant contributions at beginning of year2020-12-31$278,697
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$26,945
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$25,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$25,399
Other income not declared elsewhere2020-12-31$939
Administrative expenses (other) incurred2020-12-31$2,650
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$2,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,905,547
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,279,610
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$36,374,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$39,149,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,347,651
Interest on participant loans2020-12-31$16,676
Value of interest in common/collective trusts at end of year2020-12-31$1,830,553
Value of interest in common/collective trusts at beginning of year2020-12-31$1,673,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,114,899
Net investment gain or loss from common/collective trusts2020-12-31$44,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$796,908
Employer contributions (assets) at end of year2020-12-31$51,782
Employer contributions (assets) at beginning of year2020-12-31$75,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,879,395
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31TAWNEY PLLC
Accountancy firm EIN2020-12-31464585449
2019 : BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$28,005
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$28,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$25,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$25,399
Total income from all sources (including contributions)2019-12-31$9,742,002
Total income from all sources (including contributions)2019-12-31$9,742,002
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,351,417
Total of all expenses incurred2019-12-31$2,351,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,350,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,350,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,874,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,874,963
Value of total assets at end of year2019-12-31$36,402,068
Value of total assets at end of year2019-12-31$36,402,068
Value of total assets at beginning of year2019-12-31$29,008,877
Value of total assets at beginning of year2019-12-31$29,008,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$550
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$550
Total interest from all sources2019-12-31$18,926
Total interest from all sources2019-12-31$18,926
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,181,869
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,181,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,181,869
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,181,869
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,860,843
Contributions received from participants2019-12-31$1,860,843
Participant contributions at end of year2019-12-31$278,697
Participant contributions at beginning of year2019-12-31$423,895
Participant contributions at beginning of year2019-12-31$423,895
Participant contributions at end of year2019-12-31$26,945
Participant contributions at beginning of year2019-12-31$70,513
Participant contributions at beginning of year2019-12-31$70,513
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$159,543
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$159,543
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$25,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$25,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$25,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$25,399
Other income not declared elsewhere2019-12-31$1,731
Other income not declared elsewhere2019-12-31$1,731
Administrative expenses (other) incurred2019-12-31$550
Administrative expenses (other) incurred2019-12-31$550
Liabilities. Value of operating payables at end of year2019-12-31$2,606
Liabilities. Value of operating payables at end of year2019-12-31$2,606
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$7,390,585
Value of net income/loss2019-12-31$7,390,585
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,374,063
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,374,063
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,983,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,347,651
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,347,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,178,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,178,501
Interest on participant loans2019-12-31$18,926
Interest on participant loans2019-12-31$18,926
Value of interest in common/collective trusts at end of year2019-12-31$1,673,124
Value of interest in common/collective trusts at end of year2019-12-31$1,673,124
Value of interest in common/collective trusts at beginning of year2019-12-31$1,143,263
Value of interest in common/collective trusts at beginning of year2019-12-31$1,143,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,664,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,664,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$854,577
Contributions received in cash from employer2019-12-31$854,577
Employer contributions (assets) at end of year2019-12-31$75,651
Employer contributions (assets) at end of year2019-12-31$75,651
Employer contributions (assets) at beginning of year2019-12-31$192,705
Employer contributions (assets) at beginning of year2019-12-31$192,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,350,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,350,309
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TAWNEY, PLLC
Accountancy firm name2019-12-31TAWNEY, PLLC
Accountancy firm EIN2019-12-31464585449
Accountancy firm EIN2019-12-31464585449
2018 : BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$25,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$25,399
Total income from all sources (including contributions)2018-12-31$2,074,728
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,931,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,930,261
Value of total corrective distributions2018-12-31$718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,424,920
Value of total assets at end of year2018-12-31$29,008,877
Value of total assets at beginning of year2018-12-31$31,865,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$325
Total interest from all sources2018-12-31$15,306
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,238,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,238,511
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,033,228
Participant contributions at end of year2018-12-31$423,895
Participant contributions at beginning of year2018-12-31$348,218
Participant contributions at end of year2018-12-31$70,513
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$400,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$25,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$25,399
Other income not declared elsewhere2018-12-31$7,872
Administrative expenses (other) incurred2018-12-31$325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,856,576
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,983,478
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,840,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$27,178,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,853,318
Interest on participant loans2018-12-31$15,306
Value of interest in common/collective trusts at end of year2018-12-31$1,143,263
Value of interest in common/collective trusts at beginning of year2018-12-31$1,504,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,643,297
Net investment gain or loss from common/collective trusts2018-12-31$31,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$990,830
Employer contributions (assets) at end of year2018-12-31$192,705
Employer contributions (assets) at beginning of year2018-12-31$159,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,930,261
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 name2018-12-31TAWNY, PLLC
Accountancy firm EIN2018-12-31464585449
2017 : BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$25,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$25,399
Total income from all sources (including contributions)2017-12-31$9,270,888
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,538,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,537,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,310,966
Value of total assets at end of year2017-12-31$31,865,453
Value of total assets at beginning of year2017-12-31$26,132,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$400
Total interest from all sources2017-12-31$13,401
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,160,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,160,124
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,838,704
Participant contributions at end of year2017-12-31$348,218
Participant contributions at beginning of year2017-12-31$315,619
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$81,300
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$57,277
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$25,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$25,399
Other income not declared elsewhere2017-12-31$22,797
Administrative expenses (other) incurred2017-12-31$400
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$5,732,617
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,840,054
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,107,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,853,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,197,369
Interest on participant loans2017-12-31$13,401
Value of interest in common/collective trusts at end of year2017-12-31$1,504,032
Value of interest in common/collective trusts at beginning of year2017-12-31$1,343,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,735,059
Net investment gain or loss from common/collective trusts2017-12-31$28,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,414,985
Employer contributions (assets) at end of year2017-12-31$159,885
Employer contributions (assets) at beginning of year2017-12-31$194,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,537,871
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 name2017-12-31TAWNY, PLLC
Accountancy firm EIN2017-12-31464585449
2016 : BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$8,888,143
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$25,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$25,399
Total income from all sources (including contributions)2016-12-31$8,270,808
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,106,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,048,866
Value of total corrective distributions2016-12-31$57,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,366,996
Value of total assets at end of year2016-12-31$26,132,836
Value of total assets at beginning of year2016-12-31$11,080,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$12,372
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$647,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$647,706
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,262,508
Participant contributions at end of year2016-12-31$315,619
Participant contributions at beginning of year2016-12-31$172,722
Participant contributions at end of year2016-12-31$81,300
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$425,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$25,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$25,399
Other income not declared elsewhere2016-12-31$4,928
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$6,164,689
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,107,437
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,054,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,197,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,392,622
Interest on participant loans2016-12-31$12,372
Value of interest in common/collective trusts at end of year2016-12-31$1,343,585
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$400,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,238,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,679,373
Employer contributions (assets) at end of year2016-12-31$194,963
Employer contributions (assets) at beginning of year2016-12-31$113,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,048,866
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31TAWNEY, PLLC
Accountancy firm EIN2016-12-31464585449
2015 : BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$25,399
Total income from all sources (including contributions)2015-12-31$2,607,831
Total of all expenses incurred2015-12-31$2,115,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,111,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,620,206
Value of total assets at end of year2015-12-31$10,996,451
Value of total assets at beginning of year2015-12-31$10,504,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,700
Total interest from all sources2015-12-31$15,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,588,338
Participant contributions at end of year2015-12-31$173,354
Participant contributions at beginning of year2015-12-31$77,220
Participant contributions at end of year2015-12-31$6,990
Participant contributions at beginning of year2015-12-31$6,990
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$244,535
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$14,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$25,399
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$492,291
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,996,451
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,504,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$10,392,622
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,045,304
Interest on participant loans2015-12-31$4,253
Income. Interest from loans (other than to participants)2015-12-31$4,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$11,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$400,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$350,562
Net investment gain/loss from pooled separate accounts2015-12-31$-27,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$787,333
Employer contributions (assets) at end of year2015-12-31$22,740
Employer contributions (assets) at beginning of year2015-12-31$24,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,111,840
Contract administrator fees2015-12-31$3,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31TAWNEY & ASSOCIATES, PLLC
Accountancy firm EIN2015-12-31464585449
2014 : BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$1,033,987
Total income from all sources (including contributions)2014-12-31$3,252,822
Total of all expenses incurred2014-12-31$646,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$645,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,717,284
Value of total assets at end of year2014-12-31$10,504,160
Value of total assets at beginning of year2014-12-31$7,897,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,100
Total interest from all sources2014-12-31$12,013
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$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,085,213
Participant contributions at end of year2014-12-31$77,220
Participant contributions at beginning of year2014-12-31$100,532
Participant contributions at end of year2014-12-31$6,990
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,054,501
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$14,541
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$253,791
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$2,606,677
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,504,160
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,897,483
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$10,045,304
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,242,200
Income. Interest from loans (other than to participants)2014-12-31$2,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$9,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$350,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$300,960
Net investment gain/loss from pooled separate accounts2014-12-31$523,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$577,570
Employer contributions (assets) at end of year2014-12-31$24,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$645,045
Contract administrator fees2014-12-31$1,100
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 name2014-12-31TAWNEY & ASSOCIATES, PLLC
Accountancy firm EIN2014-12-31464585449
2013 : BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,922,051
Total of all expenses incurred2013-12-31$853,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$841,106
Expenses. Certain deemed distributions of participant loans2013-12-31$10,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,546,341
Value of total assets at end of year2013-12-31$7,897,483
Value of total assets at beginning of year2013-12-31$5,828,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,450
Total interest from all sources2013-12-31$13,460
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$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$850,061
Participant contributions at end of year2013-12-31$100,532
Participant contributions at beginning of year2013-12-31$70,323
Participant contributions at beginning of year2013-12-31$53,202
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$16,682
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$253,791
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$2,068,524
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,897,483
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,828,959
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$7,242,200
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,207,765
Interest on participant loans2013-12-31$2,648
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$10,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$300,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$466,372
Net investment gain/loss from pooled separate accounts2013-12-31$1,362,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$679,598
Employer contributions (assets) at beginning of year2013-12-31$31,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$841,106
Contract administrator fees2013-12-31$1,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31TAWNEY & ASSOCIATES, PLLC
Accountancy firm EIN2013-12-31464585449
2012 : BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,993,271
Total of all expenses incurred2012-12-31$520,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$519,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,351,690
Value of total assets at end of year2012-12-31$5,828,959
Value of total assets at beginning of year2012-12-31$4,355,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$575
Total interest from all sources2012-12-31$12,436
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$150,000
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$702,371
Participant contributions at end of year2012-12-31$70,323
Participant contributions at beginning of year2012-12-31$11,570
Participant contributions at end of year2012-12-31$53,202
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$285,804
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$1,473,053
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,828,959
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,355,906
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$5,207,765
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,918,863
Interest on participant loans2012-12-31$393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$12,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$466,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$425,473
Net investment gain/loss from pooled separate accounts2012-12-31$629,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$363,515
Employer contributions (assets) at end of year2012-12-31$31,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$519,643
Contract administrator fees2012-12-31$575
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 name2012-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2012-12-31010494526

Form 5500 Responses for BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN

2021: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BAE SYSTEMS APPLIED INTELLIGENCE 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 - TrustYes
2012: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2007: BAE SYSTEMS APPLIED INTELLIGENCE INC. 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01First time form 5500 has been submittedYes
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number086229
Policy instance 1
Insurance contract or identification number086229
Number of Individuals Covered309
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number
Policy instance 1
Total amount of commissions paid to insurance brokerUSD $27,205
Total amount of fees paid to insurance companyUSD $5,378
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number
Policy instance 1
Number of Individuals Covered243
Total amount of commissions paid to insurance brokerUSD $21,454
Total amount of fees paid to insurance companyUSD $4,065
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $21,454
Insurance broker organization code?3
Amount paid for insurance broker fees4065
Insurance broker nameAFC PENSIONS INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number
Policy instance 1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,089
Total amount of fees paid to insurance companyUSD $3,061
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY CONTRACTS
Commission paid to Insurance BrokerUSD $16,089
Insurance broker organization code?3
Amount paid for insurance broker fees3061
Insurance broker nameAMERICAN FIDUCIARY CORPORATION
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number
Policy instance 1
Number of Individuals Covered147
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,380
Total amount of fees paid to insurance companyUSD $2,392
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY CONTRACT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,380
Insurance broker organization code?3
Amount paid for insurance broker fees2392
Insurance broker nameAMERICAN FIDUCIARY CORPORATION

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