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ACCESS GROUP 403(B) PLAN 401k Plan overview

Plan NameACCESS GROUP 403(B) PLAN
Plan identification number 002

ACCESS GROUP 403(B) 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

ACCESSLEX INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:ACCESSLEX INSTITUTE
Employer identification number (EIN):232719985
NAIC Classification:611000

Additional information about ACCESSLEX INSTITUTE

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1985-05-24
Company Identification Number: H58969
Legal Registered Office Address: 750 SOUTH DIXIE HIGHWAY

BOCA RATON

33432

More information about ACCESSLEX INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCESS GROUP 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01SAMUEL GREENHALGH
0022017-01-01CHARLES ALBANO
0022016-01-01CHARLES ALBANO
0022015-01-01CHARLES ALBANO
0022014-01-01CHARLES ALBANO
0022013-01-01CHARLES ALBANO
0022012-01-01RICHARD SULTZER
0022011-01-01HEATHER DROMGOOLE RICHARD SULTZER2012-06-15
0022009-01-01HEATHER DROMGOOLE JENNIFER BROWN2010-10-14

Plan Statistics for ACCESS GROUP 403(B) PLAN

401k plan membership statisitcs for ACCESS GROUP 403(B) PLAN

Measure Date Value
2022: ACCESS GROUP 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01189
Total number of active participants reported on line 7a of the Form 55002022-01-01118
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0177
Total of all active and inactive participants2022-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01195
Number of participants with account balances2022-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ACCESS GROUP 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01189
Total number of active participants reported on line 7a of the Form 55002021-01-01106
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0182
Total of all active and inactive participants2021-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01188
Number of participants with account balances2021-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ACCESS GROUP 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01184
Total number of active participants reported on line 7a of the Form 55002020-01-0195
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0191
Total of all active and inactive participants2020-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01188
Number of participants with account balances2020-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ACCESS GROUP 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01172
Total number of active participants reported on line 7a of the Form 55002019-01-0188
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0195
Total of all active and inactive participants2019-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01184
Number of participants with account balances2019-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ACCESS GROUP 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01182
Total number of active participants reported on line 7a of the Form 55002018-01-0188
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0184
Total of all active and inactive participants2018-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01172
Number of participants with account balances2018-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ACCESS GROUP 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01186
Total number of active participants reported on line 7a of the Form 55002017-01-0182
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0198
Total of all active and inactive participants2017-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01182
Number of participants with account balances2017-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ACCESS GROUP 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01186
Total number of active participants reported on line 7a of the Form 55002016-01-0174
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01110
Total of all active and inactive participants2016-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01186
Number of participants with account balances2016-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ACCESS GROUP 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01199
Total number of active participants reported on line 7a of the Form 55002015-01-0174
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01109
Total of all active and inactive participants2015-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01183
Number of participants with account balances2015-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ACCESS GROUP 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01220
Total number of active participants reported on line 7a of the Form 55002014-01-0179
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01120
Total of all active and inactive participants2014-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01199
Number of participants with account balances2014-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ACCESS GROUP 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01259
Total number of active participants reported on line 7a of the Form 55002013-01-0155
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01165
Total of all active and inactive participants2013-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01220
Number of participants with account balances2013-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ACCESS GROUP 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01369
Total number of active participants reported on line 7a of the Form 55002012-01-0157
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01202
Total of all active and inactive participants2012-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01259
Number of participants with account balances2012-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ACCESS GROUP 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01398
Total number of active participants reported on line 7a of the Form 55002011-01-01193
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01176
Total of all active and inactive participants2011-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01369
Number of participants with account balances2011-01-01367
2009: ACCESS GROUP 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01325
Total number of active participants reported on line 7a of the Form 55002009-01-01365
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0157
Total of all active and inactive participants2009-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01422
Number of participants with account balances2009-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ACCESS GROUP 403(B) PLAN

Measure Date Value
2022 : ACCESS GROUP 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,525,272
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,461,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,454,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,814,818
Value of total assets at end of year2022-12-31$17,232,802
Value of total assets at beginning of year2022-12-31$20,219,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,837
Total interest from all sources2022-12-31$1,660
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$633,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$633,707
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,004,122
Participant contributions at end of year2022-12-31$37,637
Participant contributions at beginning of year2022-12-31$30,149
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$44,022
Total non interest bearing cash at end of year2022-12-31$16
Total non interest bearing cash at beginning of year2022-12-31$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,986,917
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,232,802
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,219,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,195,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,189,555
Interest on participant loans2022-12-31$1,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,975,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$766,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,454,808
Contract administrator fees2022-12-31$6,837
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.A.
Accountancy firm EIN2022-12-31135381590
2021 : ACCESS GROUP 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,208,019
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,212,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,204,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,666,804
Value of total assets at end of year2021-12-31$20,219,719
Value of total assets at beginning of year2021-12-31$18,223,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,544
Total interest from all sources2021-12-31$2,177
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,297,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,297,154
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$887,901
Participant contributions at end of year2021-12-31$30,149
Participant contributions at beginning of year2021-12-31$48,586
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$88,601
Total non interest bearing cash at end of year2021-12-31$15
Total non interest bearing cash at beginning of year2021-12-31$14
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$1,995,903
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,219,719
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,223,816
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 end of year2021-12-31$20,189,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,175,216
Interest on participant loans2021-12-31$2,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$241,884
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$690,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,204,572
Contract administrator fees2021-12-31$7,544
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 name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : ACCESS GROUP 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,723,377
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$917,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$910,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,336,723
Value of total assets at end of year2020-12-31$18,223,816
Value of total assets at beginning of year2020-12-31$15,417,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,301
Total interest from all sources2020-12-31$3,542
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$591,271
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$591,271
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$680,190
Participant contributions at end of year2020-12-31$48,586
Participant contributions at beginning of year2020-12-31$53,203
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$107,483
Total non interest bearing cash at end of year2020-12-31$14
Total non interest bearing cash at beginning of year2020-12-31$329
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$2,806,045
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,223,816
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,417,771
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$18,175,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,363,872
Interest on participant loans2020-12-31$3,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,791,841
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$549,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$910,031
Contract administrator fees2020-12-31$7,301
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 name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : ACCESS GROUP 403(B) PLAN 2019 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,126,160
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,092,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,085,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,329,371
Value of total assets at end of year2019-12-31$15,417,771
Value of total assets at beginning of year2019-12-31$12,384,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,700
Total interest from all sources2019-12-31$3,966
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$519,961
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$519,961
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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$560,866
Participant contributions at end of year2019-12-31$53,203
Participant contributions at beginning of year2019-12-31$116,861
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$265,068
Total non interest bearing cash at end of year2019-12-31$329
Total non interest bearing cash 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
Value of net income/loss2019-12-31$3,033,392
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,417,771
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,384,379
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,363,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,775,663
Interest on participant loans2019-12-31$3,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$491,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$491,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,272,862
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$503,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,085,068
Contract administrator fees2019-12-31$7,700
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 name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : ACCESS GROUP 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$239,978
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,317,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,309,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,008,845
Value of total assets at end of year2018-12-31$12,384,379
Value of total assets at beginning of year2018-12-31$13,461,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,884
Total interest from all sources2018-12-31$5,800
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$642,882
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$642,882
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$505,766
Participant contributions at end of year2018-12-31$116,861
Participant contributions at beginning of year2018-12-31$153,500
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$33,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,077,101
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,384,379
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,461,480
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$11,775,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,788,874
Interest on participant loans2018-12-31$5,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$491,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$519,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$519,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,417,549
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$469,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,309,195
Contract administrator fees2018-12-31$7,884
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : ACCESS GROUP 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,894,474
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,694,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,685,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$855,687
Value of total assets at end of year2017-12-31$13,461,480
Value of total assets at beginning of year2017-12-31$12,261,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,433
Total interest from all sources2017-12-31$7,580
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$501,795
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$501,795
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$446,535
Participant contributions at end of year2017-12-31$153,500
Participant contributions at beginning of year2017-12-31$188,838
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$71
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$1,200,461
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,461,480
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,261,019
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$12,788,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,512,698
Interest on participant loans2017-12-31$7,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$519,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$559,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$559,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,529,412
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$409,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,685,580
Contract administrator fees2017-12-31$8,433
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : ACCESS GROUP 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,686,335
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$792,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$784,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$931,803
Value of total assets at end of year2016-12-31$12,261,019
Value of total assets at beginning of year2016-12-31$11,367,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,868
Total interest from all sources2016-12-31$4,200
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$418,560
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$418,560
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$370,415
Participant contributions at end of year2016-12-31$188,838
Participant contributions at beginning of year2016-12-31$49,548
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$172,303
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$893,452
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,261,019
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,367,567
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$11,512,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,065,203
Interest on participant loans2016-12-31$3,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$559,483
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$252,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$252,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$331,772
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$389,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$784,015
Contract administrator fees2016-12-31$8,868
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : ACCESS GROUP 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$695,477
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$981,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$971,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$868,382
Value of total assets at end of year2015-12-31$11,367,567
Value of total assets at beginning of year2015-12-31$11,653,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,716
Total interest from all sources2015-12-31$545
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$524,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$524,187
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$385,542
Participant contributions at end of year2015-12-31$49,548
Participant contributions at beginning of year2015-12-31$15,357
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$101,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-285,642
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,367,567
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,653,209
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$11,065,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,361,904
Interest on participant loans2015-12-31$545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$252,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$275,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$275,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-697,637
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$381,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$971,403
Contract administrator fees2015-12-31$9,716
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : ACCESS GROUP 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$14,261
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,374,313
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,836,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,816,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$648,360
Value of total assets at end of year2014-12-31$11,653,209
Value of total assets at beginning of year2014-12-31$12,101,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$19,573
Total interest from all sources2014-12-31$1,179
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$382,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$382,599
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$316,712
Participant contributions at end of year2014-12-31$15,357
Participant contributions at beginning of year2014-12-31$26,286
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$24,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-462,053
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,653,209
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,101,001
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$11,361,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,711,194
Interest on participant loans2014-12-31$1,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$275,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$363,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$363,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$36
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$342,175
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$307,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,816,793
Contract administrator fees2014-12-31$19,573
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 name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : ACCESS GROUP 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$177,925
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,756,379
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,688,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,666,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$686,841
Value of total assets at end of year2013-12-31$12,101,001
Value of total assets at beginning of year2013-12-31$10,854,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,470
Total interest from all sources2013-12-31$808
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$310,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$310,591
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$344,912
Participant contributions at end of year2013-12-31$26,286
Participant contributions at beginning of year2013-12-31$40,415
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,885
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$1,068,271
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,101,001
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,854,805
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$11,711,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,418,343
Interest on participant loans2013-12-31$766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$363,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$396,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$396,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$42
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,758,139
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$329,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,666,638
Contract administrator fees2013-12-31$21,470
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 name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : ACCESS GROUP 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$119,255
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,665,651
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,670,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,643,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,100,853
Value of total assets at end of year2012-12-31$10,854,805
Value of total assets at beginning of year2012-12-31$12,740,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,187
Total interest from all sources2012-12-31$2,073
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$291,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$291,304
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$514,718
Participant contributions at end of year2012-12-31$40,415
Participant contributions at beginning of year2012-12-31$103,481
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$45,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,004,574
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,854,805
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,740,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,418,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,332,545
Interest on participant loans2012-12-31$2,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$396,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$258,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$258,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,271,421
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$586,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,643,038
Contract administrator fees2012-12-31$27,187
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 name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : ACCESS GROUP 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$452,019
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,136,642
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$877,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$821,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,466,073
Value of total assets at end of year2011-12-31$12,740,124
Value of total assets at beginning of year2011-12-31$11,029,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$56,120
Total interest from all sources2011-12-31$4,108
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$327,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$327,422
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$1,061,183
Participant contributions at end of year2011-12-31$103,481
Participant contributions at beginning of year2011-12-31$121,555
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$110,759
Administrative expenses (other) incurred2011-12-31$117
Total non interest bearing cash at end of year2011-12-31$45,106
Total non interest bearing cash at beginning of year2011-12-31$14
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$1,258,930
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,740,124
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,029,175
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$21,716
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,332,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,755,289
Interest on participant loans2011-12-31$4,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$258,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$152,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$152,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$45
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-660,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,294,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$821,592
Contract administrator fees2011-12-31$34,287
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 name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : ACCESS GROUP 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$909,126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,189,756
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$816,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$763,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,990,092
Value of total assets at end of year2010-12-31$11,029,175
Value of total assets at beginning of year2010-12-31$6,746,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$52,739
Total interest from all sources2010-12-31$3,656
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$261,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$261,413
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,176,006
Participant contributions at end of year2010-12-31$121,555
Participant contributions at beginning of year2010-12-31$56,645
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$438,136
Total non interest bearing cash at end of year2010-12-31$14
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$3,373,672
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,029,175
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,746,377
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$17,242
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,755,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,459,987
Interest on participant loans2010-12-31$3,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$152,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$229,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$229,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$934,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,375,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$763,345
Contract administrator fees2010-12-31$35,497
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 name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590

Form 5500 Responses for ACCESS GROUP 403(B) PLAN

2022: ACCESS GROUP 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ACCESS GROUP 403(B) 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ACCESS GROUP 403(B) 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: ACCESS GROUP 403(B) 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: ACCESS GROUP 403(B) 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: ACCESS GROUP 403(B) 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: ACCESS GROUP 403(B) 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: ACCESS GROUP 403(B) 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: ACCESS GROUP 403(B) 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: ACCESS GROUP 403(B) 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
2012: ACCESS GROUP 403(B) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ACCESS GROUP 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ACCESS GROUP 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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