?>
Logo

CFSC SHARED SERVICES LLC 401(K) PLAN 401k Plan overview

Plan NameCFSC SHARED SERVICES LLC 401(K) PLAN
Plan identification number 001

CFSC SHARED SERVICES LLC 401(K) PLAN Benefits

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

401k Sponsoring company profile

CFSC SHARED SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:CFSC SHARED SERVICES, LLC
Employer identification number (EIN):263701552
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about CFSC SHARED SERVICES, LLC

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 1065025

More information about CFSC SHARED SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CFSC SHARED SERVICES LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SHELLEY WHITE2023-09-14
0012021-01-01SHELLEY WHITE2022-09-19
0012020-01-01SHELLEY WHITE2021-09-28
0012019-01-01SHELLEY WHITE2020-09-13
0012018-01-01SHELLEY WHITE2019-09-29
0012017-01-01
0012016-01-01DANA FEIST
0012015-01-01SHELLEY WHITE
0012014-01-01SUZANNE SHONKWILER
0012013-07-01SUZANNE SHONKWILER
0012012-07-01SUZANNE SHONKWILER
0012011-07-01SUZANNE SHONKWILER
0012009-08-01SUZANNE SHONKWILER

Plan Statistics for CFSC SHARED SERVICES LLC 401(K) PLAN

401k plan membership statisitcs for CFSC SHARED SERVICES LLC 401(K) PLAN

Measure Date Value
2022: CFSC SHARED SERVICES LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01537
Total number of active participants reported on line 7a of the Form 55002022-01-01301
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01200
Total of all active and inactive participants2022-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01501
Number of participants with account balances2022-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0162
2021: CFSC SHARED SERVICES LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01462
Total number of active participants reported on line 7a of the Form 55002021-01-01313
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01187
Total of all active and inactive participants2021-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01500
Number of participants with account balances2021-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0146
2020: CFSC SHARED SERVICES LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01454
Total number of active participants reported on line 7a of the Form 55002020-01-01275
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01163
Total of all active and inactive participants2020-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01439
Number of participants with account balances2020-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0139
2019: CFSC SHARED SERVICES LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01419
Total number of active participants reported on line 7a of the Form 55002019-01-01278
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01154
Total of all active and inactive participants2019-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01433
Number of participants with account balances2019-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0136
2018: CFSC SHARED SERVICES LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01373
Total number of active participants reported on line 7a of the Form 55002018-01-01256
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01161
Total of all active and inactive participants2018-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01419
Number of participants with account balances2018-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0132
2017: CFSC SHARED SERVICES LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01351
Total number of active participants reported on line 7a of the Form 55002017-01-01215
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01140
Total of all active and inactive participants2017-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01355
Number of participants with account balances2017-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0128
2016: CFSC SHARED SERVICES LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01336
Total number of active participants reported on line 7a of the Form 55002016-01-01201
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01121
Total of all active and inactive participants2016-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01322
Number of participants with account balances2016-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: CFSC SHARED SERVICES LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01340
Total number of active participants reported on line 7a of the Form 55002015-01-01197
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01116
Total of all active and inactive participants2015-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01313
Number of participants with account balances2015-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: CFSC SHARED SERVICES LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01323
Total number of active participants reported on line 7a of the Form 55002014-01-01224
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01107
Total of all active and inactive participants2014-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01331
Number of participants with account balances2014-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0126
2013: CFSC SHARED SERVICES LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01311
Total number of active participants reported on line 7a of the Form 55002013-07-01225
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0198
Total of all active and inactive participants2013-07-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01323
Number of participants with account balances2013-07-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: CFSC SHARED SERVICES LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01239
Total number of active participants reported on line 7a of the Form 55002012-07-01200
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0189
Total of all active and inactive participants2012-07-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01289
Number of participants with account balances2012-07-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: CFSC SHARED SERVICES LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01357
Total number of active participants reported on line 7a of the Form 55002011-07-01157
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0182
Total of all active and inactive participants2011-07-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01239
Number of participants with account balances2011-07-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0111
2009: CFSC SHARED SERVICES LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-01338
Total number of active participants reported on line 7a of the Form 55002009-08-01303
Number of retired or separated participants receiving benefits2009-08-010
Number of other retired or separated participants entitled to future benefits2009-08-0154
Total of all active and inactive participants2009-08-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-010
Total participants2009-08-01357
Number of participants with account balances2009-08-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-010

Financial Data on CFSC SHARED SERVICES LLC 401(K) PLAN

Measure Date Value
2022 : CFSC SHARED SERVICES LLC 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-386,456
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,247,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,187,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,276,179
Value of total assets at end of year2022-12-31$8,850,790
Value of total assets at beginning of year2022-12-31$10,484,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$60,214
Total interest from all sources2022-12-31$5,607
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$951,213
Participant contributions at end of year2022-12-31$141,912
Participant contributions at beginning of year2022-12-31$127,638
Participant contributions at end of year2022-12-31$36,926
Participant contributions at beginning of year2022-12-31$32,105
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,634,073
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,850,790
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,484,863
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$7,787,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,406,720
Interest on participant loans2022-12-31$5,607
Value of interest in common/collective trusts at end of year2022-12-31$868,369
Value of interest in common/collective trusts at beginning of year2022-12-31$903,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,590,551
Net investment gain or loss from common/collective trusts2022-12-31$-77,691
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$324,966
Employer contributions (assets) at end of year2022-12-31$15,953
Employer contributions (assets) at beginning of year2022-12-31$14,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,187,403
Contract administrator fees2022-12-31$60,214
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 name2022-12-31CLIFTON LARSON LLP
Accountancy firm EIN2022-12-31410746749
2021 : CFSC SHARED SERVICES LLC 401(K) 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$1,519
Total income from all sources (including contributions)2021-12-31$2,687,982
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$839,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$781,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,181,533
Value of total assets at end of year2021-12-31$10,484,863
Value of total assets at beginning of year2021-12-31$8,638,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$58,336
Total interest from all sources2021-12-31$7,215
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$848,357
Participant contributions at end of year2021-12-31$127,638
Participant contributions at beginning of year2021-12-31$112,716
Participant contributions at end of year2021-12-31$32,105
Participant contributions at beginning of year2021-12-31$30,416
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$24,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,519
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$1,521
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$1,848,243
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,484,863
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,636,620
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$9,406,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,703,964
Interest on participant loans2021-12-31$7,215
Value of interest in common/collective trusts at end of year2021-12-31$903,953
Value of interest in common/collective trusts at beginning of year2021-12-31$775,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,434,945
Net investment gain or loss from common/collective trusts2021-12-31$64,289
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$308,478
Employer contributions (assets) at end of year2021-12-31$14,447
Employer contributions (assets) at beginning of year2021-12-31$13,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$781,403
Contract administrator fees2021-12-31$58,336
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : CFSC SHARED SERVICES LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$168,099
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,487
Total income from all sources (including contributions)2020-12-31$2,235,104
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$592,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$538,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,214,742
Value of total assets at end of year2020-12-31$8,638,139
Value of total assets at beginning of year2020-12-31$7,163,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,625
Total interest from all sources2020-12-31$6,827
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$775,167
Participant contributions at end of year2020-12-31$112,716
Participant contributions at beginning of year2020-12-31$146,828
Participant contributions at end of year2020-12-31$30,416
Participant contributions at beginning of year2020-12-31$26,550
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$121,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,487
Total non interest bearing cash at end of year2020-12-31$1,521
Total non interest bearing cash at beginning of year2020-12-31$2,923
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$1,642,991
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,636,620
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,161,728
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$7,703,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,367,384
Interest on participant loans2020-12-31$6,827
Value of interest in common/collective trusts at end of year2020-12-31$775,915
Value of interest in common/collective trusts at beginning of year2020-12-31$607,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$950,128
Net investment gain or loss from common/collective trusts2020-12-31$63,407
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$317,745
Employer contributions (assets) at end of year2020-12-31$13,607
Employer contributions (assets) at beginning of year2020-12-31$12,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$538,488
Contract administrator fees2020-12-31$53,625
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : CFSC SHARED SERVICES LLC 401(K) 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$1,487
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,487
Total income from all sources (including contributions)2019-12-31$2,544,990
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$690,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$642,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,276,133
Value of total assets at end of year2019-12-31$7,163,215
Value of total assets at beginning of year2019-12-31$5,308,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,611
Total interest from all sources2019-12-31$6,855
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$749,913
Participant contributions at end of year2019-12-31$146,828
Participant contributions at beginning of year2019-12-31$103,568
Participant contributions at end of year2019-12-31$26,550
Participant contributions at beginning of year2019-12-31$26,107
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$241,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,487
Total non interest bearing cash at end of year2019-12-31$2,923
Total non interest bearing cash at beginning of year2019-12-31$1,489
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$1,854,480
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,161,728
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,307,248
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$6,367,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,679,134
Interest on participant loans2019-12-31$6,855
Value of interest in common/collective trusts at end of year2019-12-31$607,384
Value of interest in common/collective trusts at beginning of year2019-12-31$488,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,201,906
Net investment gain or loss from common/collective trusts2019-12-31$60,096
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$284,837
Employer contributions (assets) at end of year2019-12-31$12,146
Employer contributions (assets) at beginning of year2019-12-31$10,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$642,899
Contract administrator fees2019-12-31$47,611
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 name2019-12-31CLIFTONLARSONALEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : CFSC SHARED SERVICES LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,487
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$937
Total income from all sources (including contributions)2018-12-31$675,091
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$593,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$549,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$923,728
Value of total assets at end of year2018-12-31$5,308,735
Value of total assets at beginning of year2018-12-31$5,226,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$43,832
Total interest from all sources2018-12-31$3,745
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$403,620
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$403,620
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$668,248
Participant contributions at end of year2018-12-31$103,568
Participant contributions at beginning of year2018-12-31$77,170
Participant contributions at end of year2018-12-31$26,107
Participant contributions at beginning of year2018-12-31$22,248
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$17,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$937
Total non interest bearing cash at end of year2018-12-31$1,489
Total non interest bearing cash at beginning of year2018-12-31$937
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$81,436
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,307,248
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,225,812
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$4,679,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,696,090
Interest on participant loans2018-12-31$3,745
Value of interest in common/collective trusts at end of year2018-12-31$488,261
Value of interest in common/collective trusts at beginning of year2018-12-31$420,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-649,955
Net investment gain or loss from common/collective trusts2018-12-31$-6,047
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$238,332
Employer contributions (assets) at end of year2018-12-31$10,176
Employer contributions (assets) at beginning of year2018-12-31$9,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$549,823
Contract administrator fees2018-12-31$43,832
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : CFSC SHARED SERVICES LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$937
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,094
Total income from all sources (including contributions)2017-12-31$1,561,216
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$595,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$555,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$823,756
Value of total assets at end of year2017-12-31$5,226,749
Value of total assets at beginning of year2017-12-31$4,261,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$40,296
Total interest from all sources2017-12-31$3,268
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$292,821
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$292,821
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$546,312
Participant contributions at end of year2017-12-31$77,170
Participant contributions at beginning of year2017-12-31$73,705
Participant contributions at end of year2017-12-31$22,248
Participant contributions at beginning of year2017-12-31$18,910
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$43,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$937
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,094
Total non interest bearing cash at end of year2017-12-31$937
Total non interest bearing cash at beginning of year2017-12-31$1,094
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$965,601
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,225,812
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,260,211
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$4,696,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,772,392
Interest on participant loans2017-12-31$3,268
Value of interest in common/collective trusts at end of year2017-12-31$420,420
Value of interest in common/collective trusts at beginning of year2017-12-31$386,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$403,874
Net investment gain or loss from common/collective trusts2017-12-31$37,497
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$234,061
Employer contributions (assets) at end of year2017-12-31$9,884
Employer contributions (assets) at beginning of year2017-12-31$8,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$555,319
Contract administrator fees2017-12-31$40,296
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : CFSC SHARED SERVICES LLC 401(K) 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$1,094
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,535
Total income from all sources (including contributions)2016-12-31$936,066
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$734,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$696,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$635,704
Value of total assets at end of year2016-12-31$4,261,305
Value of total assets at beginning of year2016-12-31$4,060,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$38,373
Total interest from all sources2016-12-31$3,291
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$162,936
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$162,936
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$444,711
Participant contributions at end of year2016-12-31$73,705
Participant contributions at beginning of year2016-12-31$93,465
Participant contributions at end of year2016-12-31$18,910
Participant contributions at beginning of year2016-12-31$16,970
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,535
Total non interest bearing cash at end of year2016-12-31$1,094
Total non interest bearing cash at beginning of year2016-12-31$1,535
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$201,428
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,260,211
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,058,783
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$3,772,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,564,732
Interest on participant loans2016-12-31$3,291
Value of interest in common/collective trusts at end of year2016-12-31$386,945
Value of interest in common/collective trusts at beginning of year2016-12-31$376,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$115,656
Net investment gain or loss from common/collective trusts2016-12-31$18,479
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$186,017
Employer contributions (assets) at end of year2016-12-31$8,259
Employer contributions (assets) at beginning of year2016-12-31$7,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$696,265
Contract administrator fees2016-12-31$38,373
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 name2016-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2016-12-31410746749
2015 : CFSC SHARED SERVICES LLC 401(K) 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$1,535
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,385
Total income from all sources (including contributions)2015-12-31$672,358
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$867,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$826,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$659,892
Value of total assets at end of year2015-12-31$4,073,895
Value of total assets at beginning of year2015-12-31$4,269,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,634
Total interest from all sources2015-12-31$3,817
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$234,351
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$234,351
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$450,000
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$466,002
Participant contributions at end of year2015-12-31$93,465
Participant contributions at beginning of year2015-12-31$93,733
Participant contributions at end of year2015-12-31$16,970
Participant contributions at beginning of year2015-12-31$18,391
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,385
Other income not declared elsewhere2015-12-31$7,238
Total non interest bearing cash at end of year2015-12-31$1,535
Total non interest bearing cash at beginning of year2015-12-31$1,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-195,378
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,072,360
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,267,738
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$3,564,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,909,311
Interest on participant loans2015-12-31$3,817
Value of interest in common/collective trusts at end of year2015-12-31$389,734
Value of interest in common/collective trusts at beginning of year2015-12-31$240,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-234,101
Net investment gain or loss from common/collective trusts2015-12-31$1,161
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$184,499
Employer contributions (assets) at end of year2015-12-31$7,459
Employer contributions (assets) at beginning of year2015-12-31$5,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$826,102
Contract administrator fees2015-12-31$41,634
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 name2015-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2015-12-31410746749
2014 : CFSC SHARED SERVICES LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,385
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$629
Total income from all sources (including contributions)2014-12-31$1,035,954
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$885,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$825,502
Expenses. Certain deemed distributions of participant loans2014-12-31$20,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$732,366
Value of total assets at end of year2014-12-31$4,269,123
Value of total assets at beginning of year2014-12-31$4,117,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,078
Total interest from all sources2014-12-31$3,070
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$241,348
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$241,348
Administrative expenses professional fees incurred2014-12-31$39,078
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$450,000
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$520,011
Participant contributions at end of year2014-12-31$93,733
Participant contributions at beginning of year2014-12-31$83,883
Participant contributions at end of year2014-12-31$18,391
Participant contributions at beginning of year2014-12-31$22,327
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,385
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$629
Total non interest bearing cash at end of year2014-12-31$1,385
Total non interest bearing cash at beginning of year2014-12-31$629
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$150,505
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,267,738
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,117,233
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$3,909,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,525,107
Interest on participant loans2014-12-31$3,070
Value of interest in common/collective trusts at end of year2014-12-31$240,685
Value of interest in common/collective trusts at beginning of year2014-12-31$477,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$41,026
Net investment gain or loss from common/collective trusts2014-12-31$18,144
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$201,627
Employer contributions (assets) at end of year2014-12-31$5,618
Employer contributions (assets) at beginning of year2014-12-31$8,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$825,502
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 name2014-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2014-12-31410746749
2013 : CFSC SHARED SERVICES LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$28,997
Total income from all sources (including contributions)2013-12-31$830,107
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$232,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$210,188
Expenses. Certain deemed distributions of participant loans2013-12-31$3,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$383,562
Value of total assets at end of year2013-12-31$4,117,862
Value of total assets at beginning of year2013-12-31$3,548,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,180
Total interest from all sources2013-12-31$1,326
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$138,705
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$138,705
Administrative expenses professional fees incurred2013-12-31$18,180
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$263,182
Participant contributions at end of year2013-12-31$83,883
Participant contributions at beginning of year2013-12-31$55,367
Participant contributions at end of year2013-12-31$22,327
Participant contributions at beginning of year2013-12-31$19,014
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$22,831
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$813
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$28,997
Total non interest bearing cash at end of year2013-12-31$629
Total non interest bearing cash at beginning of year2013-12-31$2,121
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$597,934
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,117,233
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,519,299
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$3,525,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,988,267
Interest on participant loans2013-12-31$1,326
Value of interest in common/collective trusts at end of year2013-12-31$477,588
Value of interest in common/collective trusts at beginning of year2013-12-31$475,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$282,734
Net investment gain or loss from common/collective trusts2013-12-31$23,780
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$97,549
Employer contributions (assets) at end of year2013-12-31$8,328
Employer contributions (assets) at beginning of year2013-12-31$7,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$210,188
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2013-12-31410746749
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$283,396
Total unrealized appreciation/depreciation of assets2013-06-30$283,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$28,997
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$27,102
Total income from all sources (including contributions)2013-06-30$1,093,496
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$299,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$260,391
Expenses. Certain deemed distributions of participant loans2013-06-30$10,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$680,346
Value of total assets at end of year2013-06-30$3,548,296
Value of total assets at beginning of year2013-06-30$2,752,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$28,642
Total interest from all sources2013-06-30$2,065
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$91,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$91,160
Administrative expenses professional fees incurred2013-06-30$28,642
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$492,746
Participant contributions at end of year2013-06-30$55,367
Participant contributions at beginning of year2013-06-30$50,977
Participant contributions at end of year2013-06-30$19,014
Participant contributions at beginning of year2013-06-30$20,025
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$9,914
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$813
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$1,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$28,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$27,102
Other income not declared elsewhere2013-06-30$-142
Total non interest bearing cash at end of year2013-06-30$2,121
Total non interest bearing cash at beginning of year2013-06-30$2,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$793,788
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,519,299
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,725,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,988,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,248,170
Interest on participant loans2013-06-30$2,065
Value of interest in common/collective trusts at end of year2013-06-30$475,666
Value of interest in common/collective trusts at beginning of year2013-06-30$422,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$33,694
Net investment gain or loss from common/collective trusts2013-06-30$2,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$177,686
Employer contributions (assets) at end of year2013-06-30$7,048
Employer contributions (assets) at beginning of year2013-06-30$6,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$260,391
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CLIFTON LARSON ALLEN
Accountancy firm EIN2013-06-30410746749
2012 : CFSC SHARED SERVICES LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$27,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$828
Total income from all sources (including contributions)2012-06-30$700,042
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$151,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$126,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$656,210
Value of total assets at end of year2012-06-30$2,752,613
Value of total assets at beginning of year2012-06-30$2,177,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$25,249
Total interest from all sources2012-06-30$1,427
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$50,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$50,591
Administrative expenses professional fees incurred2012-06-30$25,249
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$478,143
Participant contributions at end of year2012-06-30$50,977
Participant contributions at beginning of year2012-06-30$20,768
Participant contributions at end of year2012-06-30$20,025
Participant contributions at beginning of year2012-06-30$20,454
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$3,448
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$1,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$27,102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$828
Total non interest bearing cash at end of year2012-06-30$2,039
Total non interest bearing cash at beginning of year2012-06-30$1,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$548,345
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,725,511
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,177,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,248,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,774,794
Interest on participant loans2012-06-30$1,427
Value of interest in common/collective trusts at end of year2012-06-30$422,827
Value of interest in common/collective trusts at beginning of year2012-06-30$352,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-17,807
Net investment gain or loss from common/collective trusts2012-06-30$9,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$174,619
Employer contributions (assets) at end of year2012-06-30$6,911
Employer contributions (assets) at beginning of year2012-06-30$7,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$126,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CLIFTON LARSEN ALLEN
Accountancy firm EIN2012-06-30410746749
2011 : CFSC SHARED SERVICES LLC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$525
Total income from all sources (including contributions)2011-06-30$995,434
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$512,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$472,649
Expenses. Certain deemed distributions of participant loans2011-06-30$13,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$634,536
Value of total assets at end of year2011-06-30$2,177,994
Value of total assets at beginning of year2011-06-30$1,694,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$26,070
Total interest from all sources2011-06-30$769
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$50,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$26,070
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$445,577
Participant contributions at end of year2011-06-30$20,768
Participant contributions at beginning of year2011-06-30$24,628
Participant contributions at end of year2011-06-30$20,454
Participant contributions at beginning of year2011-06-30$19,553
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$9,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$828
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$525
Total non interest bearing cash at end of year2011-06-30$1,760
Total non interest bearing cash at beginning of year2011-06-30$513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$482,858
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,177,166
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,694,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,774,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,470,235
Interest on participant loans2011-06-30$769
Value of interest in common/collective trusts at end of year2011-06-30$352,450
Value of interest in common/collective trusts at beginning of year2011-06-30$171,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$278,756
Net investment gain or loss from common/collective trusts2011-06-30$30,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$179,809
Employer contributions (assets) at end of year2011-06-30$7,768
Employer contributions (assets) at beginning of year2011-06-30$7,973
Income. Dividends from common stock2011-06-30$50,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$472,649
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30LARSON ALLEN, LLP
Accountancy firm EIN2011-06-30410746749
2010 : CFSC SHARED SERVICES LLC 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for CFSC SHARED SERVICES LLC 401(K) PLAN

2022: CFSC SHARED SERVICES LLC 401(K) 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: CFSC SHARED SERVICES LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CFSC SHARED SERVICES LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CFSC SHARED SERVICES LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CFSC SHARED SERVICES LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CFSC SHARED SERVICES LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CFSC SHARED SERVICES LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CFSC SHARED SERVICES LLC 401(K) 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: CFSC SHARED SERVICES LLC 401(K) 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: CFSC SHARED SERVICES LLC 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CFSC SHARED SERVICES LLC 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CFSC SHARED SERVICES LLC 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: CFSC SHARED SERVICES LLC 401(K) PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3