BSI AMERICA PROFESSIONAL SERVICES INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BSI PROFESSIONAL SERVICES 401K SAVINGS PLAN
Measure | Date | Value |
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2021 : BSI PROFESSIONAL SERVICES 401K SAVINGS PLAN 2021 401k financial data |
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Total transfer of assets to this plan | 2021-12-31 | $26,276 |
Total transfer of assets from this plan | 2021-12-31 | $46,075,008 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $28,471 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $23,379 |
Total income from all sources (including contributions) | 2021-12-31 | $11,892,164 |
Total of all expenses incurred | 2021-12-31 | $6,114,484 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,964,815 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,412,268 |
Value of total assets at end of year | 2021-12-31 | $28,471 |
Value of total assets at beginning of year | 2021-12-31 | $40,294,431 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $149,669 |
Total interest from all sources | 2021-12-31 | $16,693 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2 |
Was this plan covered by a fidelity bond | 2021-12-31 | No |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $3,297,606 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $326,852 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $73,882 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $214,714 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $28,471 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $28,471 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $23,379 |
Administrative expenses (other) incurred | 2021-12-31 | $46,604 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $5,777,680 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $40,271,052 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $103,065 |
Interest on participant loans | 2021-12-31 | $16,693 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $39,697,406 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $31,645 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $31,645 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $6,463,201 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,899,948 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $164,646 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,964,815 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : BSI PROFESSIONAL SERVICES 401K SAVINGS PLAN 2020 401k financial data |
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Total transfer of assets to this plan | 2020-12-31 | $2,936,208 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $23,379 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $18,769 |
Total income from all sources (including contributions) | 2020-12-31 | $9,943,844 |
Total of all expenses incurred | 2020-12-31 | $3,955,229 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,832,478 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,156,975 |
Value of total assets at end of year | 2020-12-31 | $40,294,431 |
Value of total assets at beginning of year | 2020-12-31 | $31,364,998 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $122,751 |
Total interest from all sources | 2020-12-31 | $17,602 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $513 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $513 |
Was this plan covered by a fidelity bond | 2020-12-31 | No |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,002,949 |
Participant contributions at end of year | 2020-12-31 | $326,852 |
Participant contributions at beginning of year | 2020-12-31 | $310,827 |
Participant contributions at end of year | 2020-12-31 | $73,882 |
Participant contributions at beginning of year | 2020-12-31 | $33,503 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $600,329 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $23,379 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $18,769 |
Administrative expenses (other) incurred | 2020-12-31 | $38,498 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $5,988,615 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $40,271,052 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $31,346,229 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $84,253 |
Interest on participant loans | 2020-12-31 | $17,602 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $39,697,406 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $30,962,943 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $31,645 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $18,769 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $18,769 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $4,768,754 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,553,697 |
Employer contributions (assets) at end of year | 2020-12-31 | $164,646 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $38,956 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,832,478 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : BSI PROFESSIONAL SERVICES 401K SAVINGS PLAN 2019 401k financial data |
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Total transfer of assets to this plan | 2019-12-31 | $407,833 |
Total transfer of assets from this plan | 2019-12-31 | $432,521 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $18,769 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $17,612 |
Total income from all sources (including contributions) | 2019-12-31 | $10,007,455 |
Total of all expenses incurred | 2019-12-31 | $4,828,921 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,715,786 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $3,705 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,386,855 |
Value of total assets at end of year | 2019-12-31 | $31,364,998 |
Value of total assets at beginning of year | 2019-12-31 | $26,209,995 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $109,430 |
Total interest from all sources | 2019-12-31 | $16,619 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $26 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $26 |
Administrative expenses professional fees incurred | 2019-12-31 | $1,570 |
Was this plan covered by a fidelity bond | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,833,357 |
Participant contributions at end of year | 2019-12-31 | $310,827 |
Participant contributions at beginning of year | 2019-12-31 | $265,734 |
Participant contributions at end of year | 2019-12-31 | $33,503 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $196,795 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $18,769 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $17,612 |
Administrative expenses (other) incurred | 2019-12-31 | $35,379 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $5,178,534 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $31,346,229 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $26,192,383 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $72,481 |
Interest on participant loans | 2019-12-31 | $16,619 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $30,962,943 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $25,926,152 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $18,769 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $18,109 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $18,109 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $5,603,955 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,356,703 |
Employer contributions (assets) at end of year | 2019-12-31 | $38,956 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,715,786 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : BSI PROFESSIONAL SERVICES 401K SAVINGS PLAN 2018 401k financial data |
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Total transfer of assets to this plan | 2018-12-31 | $27,284,641 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $17,612 |
Total income from all sources (including contributions) | 2018-12-31 | $2,381,051 |
Total of all expenses incurred | 2018-12-31 | $3,473,309 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,354,393 |
Value of total corrective distributions | 2018-12-31 | $6,939 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,894,823 |
Value of total assets at end of year | 2018-12-31 | $26,209,995 |
Value of total assets at beginning of year | 2018-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $111,977 |
Total interest from all sources | 2018-12-31 | $7,906 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $6,568 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $6,568 |
Was this plan covered by a fidelity bond | 2018-12-31 | No |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,722,379 |
Participant contributions at end of year | 2018-12-31 | $265,734 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $953,436 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $17,612 |
Administrative expenses (other) incurred | 2018-12-31 | $43,467 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,092,258 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $26,192,383 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $68,510 |
Interest on participant loans | 2018-12-31 | $7,906 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $25,926,152 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $18,109 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-2,528,246 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,219,008 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,354,393 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |