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VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameVALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:VALUE MANAGEMENT INC.
Employer identification number (EIN):232639318
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about VALUE MANAGEMENT INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1988-12-14
Company Identification Number: K51147
Legal Registered Office Address: 9200 S. DADELAND BLVD

MIAMI

33156

More information about VALUE MANAGEMENT INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01EDWARD WILUSZ
0012015-01-01EDWARD WILUSZ
0012014-01-01EDWARD WILUSZ
0012013-01-01EDWARD WILUSZ
0012012-01-01EDWARD A. WILUSZ2013-03-11 EDWARD A. WILUSZ2013-03-11
0012011-01-01EDWARD A. WILUSZ2012-05-21 EDWARD A. WILUSZ2012-05-21
0012010-01-01EDWARD A. WILUSZ2011-03-01 EDWARD A. WILUSZ2011-03-01

Plan Statistics for VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-019
Total participants2016-01-019
Number of participants with account balances2016-01-019
2015: VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011

Financial Data on VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$362,779
Expenses. Total of all expenses incurred2016-12-31$24
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$2,689,006
Total plan assets at beginning of year2016-12-31$2,326,251
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$126,605
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$212,094
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$362,755
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,689,006
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,326,251
Total contributions received or receivable from employer(s)2016-12-31$24,080
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$24
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$161,956
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$2,326,251
Total plan assets at beginning of year2015-12-31$2,164,295
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$78,226
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$5,990
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$161,956
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,326,251
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,164,295
Total contributions received or receivable from employer(s)2015-12-31$77,740
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$310,255
Expenses. Total of all expenses incurred2014-12-31$3,426
Benefits paid (including direct rollovers)2014-12-31$3,420
Total plan assets at end of year2014-12-31$2,164,295
Total plan assets at beginning of year2014-12-31$1,857,466
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$75,126
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$163,609
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$306,829
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,164,295
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,857,466
Total contributions received or receivable from employer(s)2014-12-31$71,520
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6
2013 : VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$413,244
Expenses. Total of all expenses incurred2013-12-31$42,630
Benefits paid (including direct rollovers)2013-12-31$42,629
Total plan assets at end of year2013-12-31$1,857,466
Total plan assets at beginning of year2013-12-31$1,486,852
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$47,134
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$366,110
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$370,614
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,857,466
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,486,852
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1

Form 5500 Responses for VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN

2016: VALUE MANAGEMENT INC. 401(K) PROFIT SHARING 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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