401k Plan data: NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN plan

NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 401k Plan overview

Plan Name	NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN
Plan identification number	001

NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

NEW ENGLAND OFFICE SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name: NEW ENGLAND OFFICE SYSTEMS, INC.

Employer identification number (EIN): 274036270

NAIC Classification: 561900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 WESLEY WALKER
001 2023-01-01
001 2023-01-01 WESLEY WALKER
001 2022-01-01
001 2022-01-01 WESLEY WALKER
001 2021-01-01
001 2021-01-01 WESLEY WALKER
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 WESLEY WALKER
001 2016-01-01 WESLEY WALKER WESLEY WALKER 2017-10-11
001 2015-01-01 WESLEY WALKER WESLEY WALKER 2016-10-14
001 2014-01-01 WESLEY WALKER WESLEY WALKER 2015-08-06
001 2013-01-01 WESLEY WALKER WESLEY WALKER 2014-07-28
001 2012-01-01 WESLEY WALKER WESLEY WALKER 2013-07-16
001 2011-01-01 WESLEY WALKER WESLEY WALKER 2012-10-14
001 2010-11-24 WESLEY WALKER WESLEY WALKER 2011-07-21

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	WESLEY WALKER
001	2023-01-01
001	2023-01-01	WESLEY WALKER
001	2022-01-01
001	2022-01-01	WESLEY WALKER
001	2021-01-01
001	2021-01-01	WESLEY WALKER
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	WESLEY WALKER
001	2016-01-01	WESLEY WALKER	WESLEY WALKER	2017-10-11
001	2015-01-01	WESLEY WALKER	WESLEY WALKER	2016-10-14
001	2014-01-01	WESLEY WALKER	WESLEY WALKER	2015-08-06
001	2013-01-01	WESLEY WALKER	WESLEY WALKER	2014-07-28
001	2012-01-01	WESLEY WALKER	WESLEY WALKER	2013-07-16
001	2011-01-01	WESLEY WALKER	WESLEY WALKER	2012-10-14
001	2010-11-24	WESLEY WALKER	WESLEY WALKER	2011-07-21

Financial Data on NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN

Measure	Date	Value
2023 : NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$1
Total plan liabilities at beginning of year	2023-12-31	$1
Total income from all sources	2023-12-31	$30,000
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$350,798
Total plan assets at beginning of year	2023-12-31	$320,798
Value of fidelity bond covering the plan	2023-12-31	$400,000
Other income received	2023-12-31	$30,000
Net income (gross income less expenses)	2023-12-31	$30,000
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$350,797
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$320,797
Assets. Value of employer securities	2023-12-31	$350,000
2022 : NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$1
Total plan liabilities at beginning of year	2022-12-31	$1
Total income from all sources	2022-12-31	$30,000
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$320,798
Total plan assets at beginning of year	2022-12-31	$290,798
Value of fidelity bond covering the plan	2022-12-31	$400,000
Other income received	2022-12-31	$30,000
Net income (gross income less expenses)	2022-12-31	$30,000
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$320,797
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$290,797
Assets. Value of employer securities	2022-12-31	$320,000
2021 : NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$1
Total plan liabilities at beginning of year	2021-12-31	$1
Total income from all sources	2021-12-31	$15,000
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$290,798
Total plan assets at beginning of year	2021-12-31	$275,798
Value of fidelity bond covering the plan	2021-12-31	$400,000
Other income received	2021-12-31	$15,000
Net income (gross income less expenses)	2021-12-31	$15,000
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$290,797
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$275,797
Assets. Value of employer securities	2021-12-31	$290,000
2020 : NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$1
Total plan liabilities at beginning of year	2020-12-31	$1
Total income from all sources	2020-12-31	$-49,999
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$275,798
Total plan assets at beginning of year	2020-12-31	$325,797
Other income received	2020-12-31	$-49,999
Net income (gross income less expenses)	2020-12-31	$-49,999
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$275,797
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$325,796
Assets. Value of employer securities	2020-12-31	$275,000
2019 : NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$1
Total plan liabilities at beginning of year	2019-12-31	$1
Total income from all sources	2019-12-31	$25,000
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$325,797
Total plan assets at beginning of year	2019-12-31	$300,797
Other income received	2019-12-31	$25,000
Net income (gross income less expenses)	2019-12-31	$25,000
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$325,796
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$300,796
Assets. Value of employer securities	2019-12-31	$325,000
2018 : NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$1
Total plan liabilities at beginning of year	2018-12-31	$1
Total income from all sources	2018-12-31	$-5,797
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$300,797
Total plan assets at beginning of year	2018-12-31	$306,594
Other income received	2018-12-31	$-5,797
Net income (gross income less expenses)	2018-12-31	$-5,797
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$300,796
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$306,593
Assets. Value of employer securities	2018-12-31	$300,000
2017 : NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$1
Total plan liabilities at beginning of year	2017-12-31	$1
Total income from all sources	2017-12-31	$20,297
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$306,594
Total plan assets at beginning of year	2017-12-31	$286,297
Other income received	2017-12-31	$20,297
Net income (gross income less expenses)	2017-12-31	$20,297
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$306,593
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$286,296
Assets. Value of employer securities	2017-12-31	$305,797
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$1
Total income from all sources	2016-12-31	$14,501
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$286,297
Total plan assets at beginning of year	2016-12-31	$271,795
Other income received	2016-12-31	$14,501
Net income (gross income less expenses)	2016-12-31	$14,501
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$286,296
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$271,795
Assets. Value of employer securities	2016-12-31	$285,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$11,000
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$271,795
Total plan assets at beginning of year	2015-12-31	$260,795
Other income received	2015-12-31	$11,000
Net income (gross income less expenses)	2015-12-31	$11,000
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$271,795
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$260,795
Assets. Value of employer securities	2015-12-31	$271,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$14,001
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$260,795
Total plan assets at beginning of year	2014-12-31	$246,794
Other income received	2014-12-31	$14,001
Net income (gross income less expenses)	2014-12-31	$14,001
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$260,795
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$246,794
Assets. Value of employer securities	2014-12-31	$260,000
2013 : NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$10,000
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$246,794
Total plan assets at beginning of year	2013-12-31	$236,794
Other income received	2013-12-31	$10,000
Net income (gross income less expenses)	2013-12-31	$10,000
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$246,794
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$236,794
Assets. Value of employer securities	2013-12-31	$246,000
2012 : NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$127
Total income from all sources	2012-12-31	$131,106
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$236,794
Total plan assets at beginning of year	2012-12-31	$105,815
Contributions received from other sources (not participants or employers)	2012-12-31	$318,102
Other income received	2012-12-31	$-186,996
Net income (gross income less expenses)	2012-12-31	$131,106
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$236,794
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$105,688
Assets. Value of employer securities	2012-12-31	$236,000
2011 : NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$127
Total income from all sources	2011-12-31	$-42,000
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$105,815
Total plan assets at beginning of year	2011-12-31	$147,688
Other income received	2011-12-31	$-42,000
Net income (gross income less expenses)	2011-12-31	$-42,000
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$105,688
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$147,688
Assets. Value of employer securities	2011-12-31	$105,000
2010 : NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$147,688
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$147,688
Contributions received from other sources (not participants or employers)	2010-12-31	$147,688
Net income (gross income less expenses)	2010-12-31	$147,688
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$147,688
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$147,000

Form 5500 Responses for NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN

2023: NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: NEW ENGLAND OFFICE SYSTEMS RETIREMENT PLAN 2010 form 5500 responses
2010-11-24	Type of plan entity	Single employer plan
2010-11-24	First time form 5500 has been submitted	Yes
2010-11-24	Submission has been amended	No
2010-11-24	This submission is the final filing	No
2010-11-24	This return/report is a short plan year return/report (less than 12 months)	Yes
2010-11-24	Plan is a collectively bargained plan	No
2010-11-24	Plan funding arrangement – Trust	Yes
2010-11-24	Plan benefit arrangement - Trust	Yes

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Company Name:	NEW ENGLAND OFFICE SYSTEMS, INC.
Employer identification number (EIN):	274036270
NAIC Classification:	561900