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XEROX BUSINESS SERVICES SAVINGS PLAN 401k Plan overview

Plan NameXEROX BUSINESS SERVICES SAVINGS PLAN
Plan identification number 333

XEROX BUSINESS SERVICES SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CONDUENT BUSINESS SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:CONDUENT BUSINESS SERVICES, LLC
Employer identification number (EIN):320293031
NAIC Classification:561110
NAIC Description:Office Administrative Services

Additional information about CONDUENT BUSINESS SERVICES, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date: 2012-02-09
Company Identification Number: 4587044
Legal Registered Office Address: 2900 Sw Wanamaker Drive Suite 204

Topeka
United States of America (USA)
66614

More information about CONDUENT BUSINESS SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan XEROX BUSINESS SERVICES SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01CHRISTOPHER KUJAWA2023-09-26
3332021-01-01
3332020-01-01
3332019-01-01
3332018-01-01
3332017-01-01JEFFREY FRIEDEL
3332016-01-01JEFFREY FRIEDEL
3332015-01-01PETER DOWD
3332014-01-01ANN F. VEZINA
3332013-01-01ANN F. VEZINA
3332012-01-01ANN VEZINA
3332011-01-01LORA VILLARREAL

Plan Statistics for XEROX BUSINESS SERVICES SAVINGS PLAN

401k plan membership statisitcs for XEROX BUSINESS SERVICES SAVINGS PLAN

Measure Date Value
2022: XEROX BUSINESS SERVICES SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0134,405
Total number of active participants reported on line 7a of the Form 55002022-01-0122,816
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0111,543
Total of all active and inactive participants2022-01-0134,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01115
Total participants2022-01-0134,475
Number of participants with account balances2022-01-0121,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01397
2021: XEROX BUSINESS SERVICES SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0138,350
Total number of active participants reported on line 7a of the Form 55002021-01-0122,932
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0111,368
Total of all active and inactive participants2021-01-0134,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01104
Total participants2021-01-0134,405
Number of participants with account balances2021-01-0122,291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01133
2020: XEROX BUSINESS SERVICES SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0139,261
Total number of active participants reported on line 7a of the Form 55002020-01-0127,218
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0111,018
Total of all active and inactive participants2020-01-0138,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01113
Total participants2020-01-0138,350
Number of participants with account balances2020-01-0122,127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01241
2019: XEROX BUSINESS SERVICES SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0137,474
Total number of active participants reported on line 7a of the Form 55002019-01-0128,296
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0110,881
Total of all active and inactive participants2019-01-0139,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0183
Total participants2019-01-0139,261
Number of participants with account balances2019-01-0122,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01445
2018: XEROX BUSINESS SERVICES SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0152,137
Total number of active participants reported on line 7a of the Form 55002018-01-0126,731
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0110,656
Total of all active and inactive participants2018-01-0137,389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0185
Total participants2018-01-0137,474
Number of participants with account balances2018-01-0122,907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01484
2017: XEROX BUSINESS SERVICES SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0152,244
Total number of active participants reported on line 7a of the Form 55002017-01-0141,624
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0110,438
Total of all active and inactive participants2017-01-0152,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0173
Total participants2017-01-0152,137
Number of participants with account balances2017-01-0124,897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01814
2016: XEROX BUSINESS SERVICES SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0159,961
Total number of active participants reported on line 7a of the Form 55002016-01-0142,554
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019,624
Total of all active and inactive participants2016-01-0152,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0166
Total participants2016-01-0152,244
Number of participants with account balances2016-01-0125,093
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011,235
2015: XEROX BUSINESS SERVICES SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0158,534
Total number of active participants reported on line 7a of the Form 55002015-01-0149,739
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110,132
Total of all active and inactive participants2015-01-0159,871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0190
Total participants2015-01-0159,961
Number of participants with account balances2015-01-0127,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01954
2014: XEROX BUSINESS SERVICES SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0158,763
Total number of active participants reported on line 7a of the Form 55002014-01-0149,715
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018,739
Total of all active and inactive participants2014-01-0158,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0180
Total participants2014-01-0158,534
Number of participants with account balances2014-01-0126,578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01934
2013: XEROX BUSINESS SERVICES SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0163,627
Total number of active participants reported on line 7a of the Form 55002013-01-0150,590
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018,104
Total of all active and inactive participants2013-01-0158,694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0169
Total participants2013-01-0158,763
Number of participants with account balances2013-01-0125,928
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01764
2012: XEROX BUSINESS SERVICES SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0159,556
Total number of active participants reported on line 7a of the Form 55002012-01-0156,526
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017,047
Total of all active and inactive participants2012-01-0163,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0154
Total participants2012-01-0163,627
Number of participants with account balances2012-01-0122,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: XEROX BUSINESS SERVICES SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0156,712
Total number of active participants reported on line 7a of the Form 55002011-01-0153,085
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016,422
Total of all active and inactive participants2011-01-0159,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0149
Total participants2011-01-0159,556
Number of participants with account balances2011-01-0120,841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013

Financial Data on XEROX BUSINESS SERVICES SAVINGS PLAN

Measure Date Value
2022 : XEROX BUSINESS SERVICES SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-9,167,570
Total unrealized appreciation/depreciation of assets2022-12-31$-9,167,570
Total transfer of assets to this plan2022-12-31$170,771
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$654,426
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$325,220
Total income from all sources (including contributions)2022-12-31$-66,602,772
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$117,842,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$116,762,435
Expenses. Certain deemed distributions of participant loans2022-12-31$129,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$56,207,306
Value of total assets at end of year2022-12-31$982,609,478
Value of total assets at beginning of year2022-12-31$1,166,554,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$950,748
Total interest from all sources2022-12-31$1,553,203
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
Administrative expenses professional fees incurred2022-12-31$840,082
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$18,675
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$28,284
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
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$47,409,932
Participant contributions at end of year2022-12-31$13,825,201
Participant contributions at beginning of year2022-12-31$15,209,146
Participant contributions at end of year2022-12-31$375,180
Participant contributions at beginning of year2022-12-31$402,362
Assets. Other investments not covered elsewhere at end of year2022-12-31$165,751
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$136,361
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,245,176
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,329,272
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$67,570
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$461,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$177,909
Administrative expenses (other) incurred2022-12-31$110,666
Liabilities. Value of operating payables at end of year2022-12-31$192,744
Liabilities. Value of operating payables at beginning of year2022-12-31$147,311
Total non interest bearing cash at end of year2022-12-31$2,301
Total non interest bearing cash at beginning of year2022-12-31$2,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-184,444,975
Value of net assets at end of year (total assets less liabilities)2022-12-31$981,955,052
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,166,229,256
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
Assets. partnership/joint venture interests at end of year2022-12-31$2,008
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$79,947,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$96,146,220
Interest on participant loans2022-12-31$648,366
Value of interest in common/collective trusts at end of year2022-12-31$875,306,689
Value of interest in common/collective trusts at beginning of year2022-12-31$1,031,368,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$401,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$196,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$196,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$904,837
Asset value of US Government securities at end of year2022-12-31$8,021
Asset value of US Government securities at beginning of year2022-12-31$11,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-80,342,988
Net investment gain or loss from common/collective trusts2022-12-31$-34,852,723
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$5,552,198
Employer contributions (assets) at end of year2022-12-31$5,544,563
Employer contributions (assets) at beginning of year2022-12-31$16,548,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$116,762,435
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$4,682,960
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$6,436,046
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 name2022-12-31HEXT & ASSOCIATES
Accountancy firm EIN2022-12-31752053526
2021 : XEROX BUSINESS SERVICES SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$766,702
Total unrealized appreciation/depreciation of assets2021-12-31$766,702
Total transfer of assets to this plan2021-12-31$74,664
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$325,220
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$118,689
Total income from all sources (including contributions)2021-12-31$205,500,903
Total loss/gain on sale of assets2021-12-31$568,697
Total of all expenses incurred2021-12-31$121,505,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$119,028,061
Expenses. Certain deemed distributions of participant loans2021-12-31$1,922,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$75,526,987
Value of total assets at end of year2021-12-31$1,166,554,476
Value of total assets at beginning of year2021-12-31$1,082,278,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$554,746
Total interest from all sources2021-12-31$775,672
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,265,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,225,838
Administrative expenses professional fees incurred2021-12-31$60,537
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$28,284
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
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$51,690,555
Participant contributions at end of year2021-12-31$15,209,146
Participant contributions at beginning of year2021-12-31$16,667,568
Participant contributions at end of year2021-12-31$402,362
Participant contributions at beginning of year2021-12-31$370,332
Assets. Other investments not covered elsewhere at end of year2021-12-31$136,361
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$35,895
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,287,884
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$67,570
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$66,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$177,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$58,281
Other income not declared elsewhere2021-12-31$32
Administrative expenses (other) incurred2021-12-31$429,313
Liabilities. Value of operating payables at end of year2021-12-31$147,311
Liabilities. Value of operating payables at beginning of year2021-12-31$60,408
Total non interest bearing cash at end of year2021-12-31$2,330
Total non interest bearing cash at beginning of year2021-12-31$32
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$83,995,127
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,166,229,256
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,082,159,465
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$1,534
Investment advisory and management fees2021-12-31$64,896
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$96,146,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$112,026,427
Interest on participant loans2021-12-31$770,179
Value of interest in common/collective trusts at end of year2021-12-31$1,031,368,978
Value of interest in common/collective trusts at beginning of year2021-12-31$943,794,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$196,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$387,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$387,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5,493
Asset value of US Government securities at end of year2021-12-31$11,993
Asset value of US Government securities at beginning of year2021-12-31$21,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,520,741
Net investment gain or loss from common/collective trusts2021-12-31$113,076,508
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$16,548,548
Employer contributions (assets) at end of year2021-12-31$16,548,942
Employer contributions (assets) at beginning of year2021-12-31$2,987,787
Income. Dividends from common stock2021-12-31$39,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$119,028,061
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$6,436,046
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$5,918,724
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
Aggregate proceeds on sale of assets2021-12-31$12,483,931
Aggregate carrying amount (costs) on sale of assets2021-12-31$11,915,234
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HEXT & ASSOCIATES
Accountancy firm EIN2021-12-31752053526
2020 : XEROX BUSINESS SERVICES SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,033,916
Total unrealized appreciation/depreciation of assets2020-12-31$1,033,916
Total transfer of assets to this plan2020-12-31$151,741
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$118,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$651,426
Total income from all sources (including contributions)2020-12-31$174,150,767
Total loss/gain on sale of assets2020-12-31$780,547
Total of all expenses incurred2020-12-31$133,506,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$132,699,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$52,708,476
Value of total assets at end of year2020-12-31$1,082,278,154
Value of total assets at beginning of year2020-12-31$1,042,015,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$807,281
Total interest from all sources2020-12-31$945,344
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,028,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$982,655
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$47,045,293
Participant contributions at end of year2020-12-31$16,667,568
Participant contributions at beginning of year2020-12-31$18,731,333
Participant contributions at end of year2020-12-31$370,332
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$35,895
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$99,212
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,625,396
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$66,424
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$96,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$58,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$584,643
Other income not declared elsewhere2020-12-31$48
Administrative expenses (other) incurred2020-12-31$807,281
Liabilities. Value of operating payables at end of year2020-12-31$60,408
Liabilities. Value of operating payables at beginning of year2020-12-31$66,783
Total non interest bearing cash at end of year2020-12-31$32
Total non interest bearing cash at beginning of year2020-12-31$130,696
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$40,643,894
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,082,159,465
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,041,363,830
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
Assets. partnership/joint venture interests at end of year2020-12-31$1,534
Assets. partnership/joint venture interests at beginning of year2020-12-31$2,504
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$112,026,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$66,644,311
Interest on participant loans2020-12-31$936,612
Value of interest in common/collective trusts at end of year2020-12-31$943,794,856
Value of interest in common/collective trusts at beginning of year2020-12-31$944,820,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$387,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,640,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,640,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$8,732
Asset value of US Government securities at end of year2020-12-31$21,039
Asset value of US Government securities at beginning of year2020-12-31$27,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$25,450,848
Net investment gain or loss from common/collective trusts2020-12-31$92,202,916
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$6
Contributions received in cash from employer2020-12-31$3,037,787
Employer contributions (assets) at end of year2020-12-31$2,987,787
Employer contributions (assets) at beginning of year2020-12-31$4,601,500
Income. Dividends from common stock2020-12-31$46,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$132,699,592
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$5,918,724
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$3,220,597
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
Aggregate proceeds on sale of assets2020-12-31$23,728,376
Aggregate carrying amount (costs) on sale of assets2020-12-31$22,947,829
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CHAPMAN HEXT & CO. P.C.
Accountancy firm EIN2020-12-31752053526
2019 : XEROX BUSINESS SERVICES SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$533,466
Total unrealized appreciation/depreciation of assets2019-12-31$533,466
Total transfer of assets to this plan2019-12-31$96,475
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$651,426
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$400,695
Total income from all sources (including contributions)2019-12-31$248,537,683
Total loss/gain on sale of assets2019-12-31$103,879
Total of all expenses incurred2019-12-31$162,288,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$161,234,124
Expenses. Certain deemed distributions of participant loans2019-12-31$16,495
Value of total corrective distributions2019-12-31$19,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$59,826,576
Value of total assets at end of year2019-12-31$1,042,015,256
Value of total assets at beginning of year2019-12-31$955,419,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,018,304
Total interest from all sources2019-12-31$940,364
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,302,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,260,648
Administrative expenses professional fees incurred2019-12-31$937,270
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
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$50,268,677
Participant contributions at end of year2019-12-31$18,731,333
Participant contributions at beginning of year2019-12-31$18,331,270
Assets. Other investments not covered elsewhere at end of year2019-12-31$99,212
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$194,497
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,915,773
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$96,687
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$25,893
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$584,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$314,003
Other income not declared elsewhere2019-12-31$70,405
Administrative expenses (other) incurred2019-12-31$319
Liabilities. Value of operating payables at end of year2019-12-31$66,783
Liabilities. Value of operating payables at beginning of year2019-12-31$86,692
Total non interest bearing cash at end of year2019-12-31$130,696
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$86,248,963
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,041,363,830
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$955,018,392
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
Assets. partnership/joint venture interests at end of year2019-12-31$2,504
Assets. partnership/joint venture interests at beginning of year2019-12-31$1,642
Investment advisory and management fees2019-12-31$80,715
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$66,644,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$213,969,279
Interest on participant loans2019-12-31$930,666
Value of interest in common/collective trusts at end of year2019-12-31$944,820,457
Value of interest in common/collective trusts at beginning of year2019-12-31$698,938,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,640,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,375,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,375,228
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,698
Asset value of US Government securities at end of year2019-12-31$27,560
Asset value of US Government securities at beginning of year2019-12-31$15,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$26,696,177
Net investment gain or loss from common/collective trusts2019-12-31$159,064,731
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
Assets. Invements in employer securities at end of year2019-12-31$6
Assets. Invements in employer securities at beginning of year2019-12-31$10
Contributions received in cash from employer2019-12-31$4,642,126
Employer contributions (assets) at end of year2019-12-31$4,601,500
Employer contributions (assets) at beginning of year2019-12-31$18,859,437
Income. Dividends from common stock2019-12-31$41,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$161,234,124
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$3,220,597
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,707,480
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
Aggregate proceeds on sale of assets2019-12-31$5,123,794
Aggregate carrying amount (costs) on sale of assets2019-12-31$5,019,915
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CHAPMAN HEXT & CO. P.C.
Accountancy firm EIN2019-12-31752053526
2018 : XEROX BUSINESS SERVICES SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-616,913
Total unrealized appreciation/depreciation of assets2018-12-31$-616,913
Total transfer of assets to this plan2018-12-31$43,865
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$400,695
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$403,305
Total income from all sources (including contributions)2018-12-31$-3,718,910
Total loss/gain on sale of assets2018-12-31$-40,768,331
Total of all expenses incurred2018-12-31$220,888,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$219,744,186
Expenses. Certain deemed distributions of participant loans2018-12-31$21,721
Value of total corrective distributions2018-12-31$97,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$84,174,768
Value of total assets at end of year2018-12-31$955,419,087
Value of total assets at beginning of year2018-12-31$1,179,985,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,025,039
Total interest from all sources2018-12-31$1,019,218
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,959,655
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$5,916,055
Administrative expenses professional fees incurred2018-12-31$997,461
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
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$58,514,040
Participant contributions at end of year2018-12-31$18,331,270
Participant contributions at beginning of year2018-12-31$24,069,448
Assets. Other investments not covered elsewhere at end of year2018-12-31$194,497
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$187,836
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,917,368
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$25,893
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$49,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$314,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$297,200
Other income not declared elsewhere2018-12-31$81,683
Administrative expenses (other) incurred2018-12-31$27,578
Liabilities. Value of operating payables at end of year2018-12-31$86,692
Liabilities. Value of operating payables at beginning of year2018-12-31$106,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-224,607,230
Value of net assets at end of year (total assets less liabilities)2018-12-31$955,018,392
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,179,581,757
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
Assets. partnership/joint venture interests at end of year2018-12-31$1,642
Assets. partnership/joint venture interests at beginning of year2018-12-31$19,890
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$213,969,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$256,725,770
Interest on participant loans2018-12-31$-1,241,175
Interest earned on other investments2018-12-31$2,253,716
Value of interest in common/collective trusts at end of year2018-12-31$698,938,665
Value of interest in common/collective trusts at beginning of year2018-12-31$876,649,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,375,228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,007,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,007,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,677
Asset value of US Government securities at end of year2018-12-31$15,686
Asset value of US Government securities at beginning of year2018-12-31$20,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-19,995,160
Net investment gain or loss from common/collective trusts2018-12-31$-33,573,830
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
Assets. Invements in employer securities at end of year2018-12-31$10
Assets. Invements in employer securities at beginning of year2018-12-31$16
Contributions received in cash from employer2018-12-31$20,743,360
Employer contributions (assets) at end of year2018-12-31$18,859,437
Employer contributions (assets) at beginning of year2018-12-31$16,802,969
Income. Dividends from common stock2018-12-31$43,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$219,744,186
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$2,707,480
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$3,451,719
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$-31,962,775
Aggregate carrying amount (costs) on sale of assets2018-12-31$8,805,556
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 name2018-12-31CHAPMAN HEXT & CO. P.C.
Accountancy firm EIN2018-12-31752053526
2017 : XEROX BUSINESS SERVICES SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,604,267
Total unrealized appreciation/depreciation of assets2017-12-31$1,604,267
Total transfer of assets to this plan2017-12-31$189,049,614
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$403,305
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$124,234
Total income from all sources (including contributions)2017-12-31$251,860,847
Total loss/gain on sale of assets2017-12-31$274,607
Total of all expenses incurred2017-12-31$155,320,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$153,967,239
Expenses. Certain deemed distributions of participant loans2017-12-31$74,146
Value of total corrective distributions2017-12-31$52,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$102,417,551
Value of total assets at end of year2017-12-31$1,179,985,062
Value of total assets at beginning of year2017-12-31$894,115,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,226,552
Total interest from all sources2017-12-31$1,814,707
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,505,814
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$5,447,470
Administrative expenses professional fees incurred2017-12-31$1,090,593
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
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$61,233,463
Participant contributions at end of year2017-12-31$24,069,448
Participant contributions at beginning of year2017-12-31$21,280,015
Assets. Other investments not covered elsewhere at end of year2017-12-31$187,836
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$17,841,638
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$49,509
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$38,394
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$297,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$51,463
Other income not declared elsewhere2017-12-31$45,672
Administrative expenses (other) incurred2017-12-31$27,388
Liabilities. Value of operating payables at end of year2017-12-31$106,105
Liabilities. Value of operating payables at beginning of year2017-12-31$72,771
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$-287
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$96,540,417
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,179,581,757
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$893,991,726
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
Assets. partnership/joint venture interests at end of year2017-12-31$19,890
Assets. partnership/joint venture interests at beginning of year2017-12-31$44,201
Investment advisory and management fees2017-12-31$108,571
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$256,725,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$186,666,778
Interest on participant loans2017-12-31$1,812,209
Interest earned on other investments2017-12-31$-2,122
Value of interest in common/collective trusts at end of year2017-12-31$876,649,947
Value of interest in common/collective trusts at beginning of year2017-12-31$677,882,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,007,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,288,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,288,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,620
Asset value of US Government securities at end of year2017-12-31$20,285
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$25,344,658
Net investment gain or loss from common/collective trusts2017-12-31$114,853,571
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
Assets. Invements in employer securities at end of year2017-12-31$16
Assets. Invements in employer securities at beginning of year2017-12-31$45
Contributions received in cash from employer2017-12-31$23,342,450
Employer contributions (assets) at end of year2017-12-31$16,802,969
Employer contributions (assets) at beginning of year2017-12-31$5,253,105
Income. Dividends from common stock2017-12-31$58,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$153,967,239
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$3,451,719
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,662,930
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
Aggregate proceeds on sale of assets2017-12-31$4,824,283
Aggregate carrying amount (costs) on sale of assets2017-12-31$4,549,676
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 name2017-12-31CHAPMAN HEXT & CO. P.C.
Accountancy firm EIN2017-12-31752053526
2016 : XEROX BUSINESS SERVICES SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$200,127
Total unrealized appreciation/depreciation of assets2016-12-31$200,127
Total transfer of assets to this plan2016-12-31$2,015,950
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$124,234
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$653,257
Total income from all sources (including contributions)2016-12-31$158,009,544
Total loss/gain on sale of assets2016-12-31$-706,993
Total of all expenses incurred2016-12-31$133,675,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$132,382,345
Expenses. Certain deemed distributions of participant loans2016-12-31$9,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$86,648,259
Value of total assets at end of year2016-12-31$894,115,960
Value of total assets at beginning of year2016-12-31$868,295,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,283,972
Total interest from all sources2016-12-31$872,621
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,632,764
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$4,100,253
Administrative expenses professional fees incurred2016-12-31$1,090,425
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
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$59,545,901
Participant contributions at end of year2016-12-31$21,280,015
Participant contributions at beginning of year2016-12-31$20,372,642
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,720,568
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$38,394
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$476,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$51,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$279,825
Other income not declared elsewhere2016-12-31$66,745
Administrative expenses (other) incurred2016-12-31$56,866
Liabilities. Value of operating payables at end of year2016-12-31$72,771
Liabilities. Value of operating payables at beginning of year2016-12-31$373,432
Total non interest bearing cash at end of year2016-12-31$-287
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$24,333,692
Value of net assets at end of year (total assets less liabilities)2016-12-31$893,991,726
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$867,642,084
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
Assets. partnership/joint venture interests at end of year2016-12-31$44,201
Assets. partnership/joint venture interests at beginning of year2016-12-31$16,628
Investment advisory and management fees2016-12-31$136,681
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$186,666,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$153,590,757
Interest on participant loans2016-12-31$873,900
Value of interest in common/collective trusts at end of year2016-12-31$677,882,147
Value of interest in common/collective trusts at beginning of year2016-12-31$658,001,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,288,632
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,122,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,122,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-1,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,448,461
Net investment gain or loss from common/collective trusts2016-12-31$54,847,560
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
Assets. Invements in employer securities at end of year2016-12-31$45
Assets. Invements in employer securities at beginning of year2016-12-31$21,246,925
Contributions received in cash from employer2016-12-31$23,381,790
Employer contributions (assets) at end of year2016-12-31$5,253,105
Employer contributions (assets) at beginning of year2016-12-31$6,063,595
Income. Dividends from common stock2016-12-31$532,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$132,382,345
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,662,930
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$7,404,969
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
Aggregate proceeds on sale of assets2016-12-31$31,104,608
Aggregate carrying amount (costs) on sale of assets2016-12-31$31,811,601
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CHAPMAN HEXT & CO. P.C.
Accountancy firm EIN2016-12-31752053526
2015 : XEROX BUSINESS SERVICES SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-5,374,477
Total unrealized appreciation/depreciation of assets2015-12-31$-5,374,477
Total transfer of assets to this plan2015-12-31$39,848,668
Total transfer of assets from this plan2015-12-31$38,184,460
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$653,257
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$203,738
Total income from all sources (including contributions)2015-12-31$87,319,980
Total loss/gain on sale of assets2015-12-31$-4,788,668
Total of all expenses incurred2015-12-31$172,141,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$170,412,509
Expenses. Certain deemed distributions of participant loans2015-12-31$43,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$101,838,594
Value of total assets at end of year2015-12-31$868,295,341
Value of total assets at beginning of year2015-12-31$951,002,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,685,132
Total interest from all sources2015-12-31$963,695
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,526,124
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$3,563,093
Administrative expenses professional fees incurred2015-12-31$1,515,080
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$68,575,592
Participant contributions at end of year2015-12-31$20,372,642
Participant contributions at beginning of year2015-12-31$23,974,085
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,537
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,007,696
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$476,398
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$279,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$34
Administrative expenses (other) incurred2015-12-31$337
Liabilities. Value of operating payables at end of year2015-12-31$373,432
Liabilities. Value of operating payables at beginning of year2015-12-31$203,738
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$2,888,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-84,821,178
Value of net assets at end of year (total assets less liabilities)2015-12-31$867,642,084
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$950,799,054
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
Assets. partnership/joint venture interests at end of year2015-12-31$16,628
Assets. partnership/joint venture interests at beginning of year2015-12-31$4,160
Investment advisory and management fees2015-12-31$169,715
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$153,590,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$138,655,662
Interest on participant loans2015-12-31$964,029
Value of interest in common/collective trusts at end of year2015-12-31$658,001,065
Value of interest in common/collective trusts at beginning of year2015-12-31$723,961,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,122,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,027,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,027,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,262,023
Net investment gain or loss from common/collective trusts2015-12-31$-2,583,299
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
Assets. Invements in employer securities at end of year2015-12-31$21,246,925
Assets. Invements in employer securities at beginning of year2015-12-31$45,448,560
Contributions received in cash from employer2015-12-31$27,255,306
Employer contributions (assets) at end of year2015-12-31$6,063,595
Employer contributions (assets) at beginning of year2015-12-31$7,009,537
Income. Dividends from common stock2015-12-31$963,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$170,412,509
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$7,404,969
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$8,031,287
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
Aggregate proceeds on sale of assets2015-12-31$30,395,321
Aggregate carrying amount (costs) on sale of assets2015-12-31$35,183,989
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CHAPMAN HEXT & CO. P.C.
Accountancy firm EIN2015-12-31752053526
2014 : XEROX BUSINESS SERVICES SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$6,635,983
Total unrealized appreciation/depreciation of assets2014-12-31$6,635,983
Total transfer of assets to this plan2014-12-31$1,390,868
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$203,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$436,877
Total income from all sources (including contributions)2014-12-31$168,651,435
Total loss/gain on sale of assets2014-12-31$570,689
Total of all expenses incurred2014-12-31$115,092,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$113,706,000
Expenses. Certain deemed distributions of participant loans2014-12-31$47,552
Value of total corrective distributions2014-12-31$31,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$102,661,734
Value of total assets at end of year2014-12-31$951,002,792
Value of total assets at beginning of year2014-12-31$896,286,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,307,457
Total interest from all sources2014-12-31$938,944
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,960,074
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$3,950,273
Administrative expenses professional fees incurred2014-12-31$1,066,666
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$3,544
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$68,768,616
Participant contributions at end of year2014-12-31$23,974,085
Participant contributions at beginning of year2014-12-31$24,164,902
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$2,367,250
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,537
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,760
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,712,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$203,738
Liabilities. Value of operating payables at beginning of year2014-12-31$436,877
Total non interest bearing cash at end of year2014-12-31$2,888,721
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$53,558,651
Value of net assets at end of year (total assets less liabilities)2014-12-31$950,799,054
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$895,849,535
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
Assets. partnership/joint venture interests at end of year2014-12-31$4,160
Assets. partnership/joint venture interests at beginning of year2014-12-31$17,736
Investment advisory and management fees2014-12-31$240,791
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$138,655,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$471,285,441
Interest on participant loans2014-12-31$938,998
Value of interest in common/collective trusts at end of year2014-12-31$723,961,946
Value of interest in common/collective trusts at beginning of year2014-12-31$343,968,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,027,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$844,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$844,548
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-54
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$9,957,623
Net investment gain or loss from common/collective trusts2014-12-31$42,926,388
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
Assets. Invements in employer securities at end of year2014-12-31$45,448,560
Assets. Invements in employer securities at beginning of year2014-12-31$40,277,977
Contributions received in cash from employer2014-12-31$28,180,619
Employer contributions (assets) at end of year2014-12-31$7,009,537
Employer contributions (assets) at beginning of year2014-12-31$6,822,721
Income. Dividends from preferred stock2014-12-31$229
Income. Dividends from common stock2014-12-31$1,009,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$113,706,000
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$8,031,287
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$6,531,729
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
Aggregate proceeds on sale of assets2014-12-31$20,736,498
Aggregate carrying amount (costs) on sale of assets2014-12-31$20,165,809
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CHAPMAN HEXT & CO. P.C.
Accountancy firm EIN2014-12-31752053526
2013 : XEROX BUSINESS SERVICES SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$18,643,877
Total unrealized appreciation/depreciation of assets2013-12-31$18,643,877
Total transfer of assets to this plan2013-12-31$4,232,997
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$436,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$634,065
Total income from all sources (including contributions)2013-12-31$254,550,615
Total loss/gain on sale of assets2013-12-31$1,753,674
Total of all expenses incurred2013-12-31$109,774,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$108,454,795
Expenses. Certain deemed distributions of participant loans2013-12-31$91,026
Value of total corrective distributions2013-12-31$66,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$102,868,759
Value of total assets at end of year2013-12-31$896,286,412
Value of total assets at beginning of year2013-12-31$747,474,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,162,562
Total interest from all sources2013-12-31$870,658
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,725,217
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$6,784,512
Administrative expenses professional fees incurred2013-12-31$1,019,703
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$3,544
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$67,510,233
Participant contributions at end of year2013-12-31$24,164,902
Participant contributions at beginning of year2013-12-31$23,840,832
Participant contributions at end of year2013-12-31$2,367,250
Participant contributions at beginning of year2013-12-31$2,195,618
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,760
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,768,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$294,282
Other income not declared elsewhere2013-12-31$-234,686
Liabilities. Value of operating payables at end of year2013-12-31$436,877
Liabilities. Value of operating payables at beginning of year2013-12-31$339,783
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$744
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$144,775,772
Value of net assets at end of year (total assets less liabilities)2013-12-31$895,849,535
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$746,840,766
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
Assets. partnership/joint venture interests at end of year2013-12-31$17,736
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$142,859
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$471,285,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$563,848,378
Interest on participant loans2013-12-31$870,684
Value of interest in common/collective trusts at end of year2013-12-31$343,968,804
Value of interest in common/collective trusts at beginning of year2013-12-31$124,915,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$844,548
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,979,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,979,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-26
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$77,305,773
Net investment gain or loss from common/collective trusts2013-12-31$45,617,343
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
Assets. Invements in employer securities at end of year2013-12-31$40,277,977
Assets. Invements in employer securities at beginning of year2013-12-31$24,955,527
Contributions received in cash from employer2013-12-31$27,590,414
Employer contributions (assets) at end of year2013-12-31$6,822,721
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$305
Income. Dividends from common stock2013-12-31$940,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$108,454,795
Contract administrator fees2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$6,531,729
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$4,738,296
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
Aggregate proceeds on sale of assets2013-12-31$8,604,033
Aggregate carrying amount (costs) on sale of assets2013-12-31$6,850,359
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CHAPMAN HEXT & CO. P.C.
Accountancy firm EIN2013-12-31752053526
2012 : XEROX BUSINESS SERVICES SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-853
Total unrealized appreciation/depreciation of assets2012-12-31$-853
Total transfer of assets to this plan2012-12-31$2,730,095
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$634,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$237,467
Total income from all sources (including contributions)2012-12-31$146,522,538
Total loss/gain on sale of assets2012-12-31$16,509
Total of all expenses incurred2012-12-31$77,779,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$74,356,323
Expenses. Certain deemed distributions of participant loans2012-12-31$2,204,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$69,956,950
Value of total assets at end of year2012-12-31$747,474,831
Value of total assets at beginning of year2012-12-31$675,604,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,217,876
Total interest from all sources2012-12-31$969,333
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,696,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,675,950
Administrative expenses professional fees incurred2012-12-31$1,217,876
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$59,396,194
Participant contributions at end of year2012-12-31$23,840,832
Participant contributions at beginning of year2012-12-31$22,650,353
Participant contributions at end of year2012-12-31$2,195,618
Participant contributions at beginning of year2012-12-31$1,919,525
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,408,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$294,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$339,783
Liabilities. Value of operating payables at beginning of year2012-12-31$237,467
Total non interest bearing cash at end of year2012-12-31$744
Total non interest bearing cash at beginning of year2012-12-31$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$68,743,352
Value of net assets at end of year (total assets less liabilities)2012-12-31$746,840,766
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$675,367,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$563,848,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$498,768,757
Interest on participant loans2012-12-31$969,333
Value of interest in common/collective trusts at end of year2012-12-31$124,915,954
Value of interest in common/collective trusts at beginning of year2012-12-31$117,610,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,979,482
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,911,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,911,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$50,079,291
Net investment gain or loss from common/collective trusts2012-12-31$20,804,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$24,955,527
Assets. Invements in employer securities at beginning of year2012-12-31$28,474,231
Contributions received in cash from employer2012-12-31$2,152,562
Income. Dividends from preferred stock2012-12-31$153
Income. Dividends from common stock2012-12-31$20,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$74,356,323
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$4,738,296
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$4,270,127
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,296,974
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,280,465
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CHAPMAN HEXT & CO. P.C.
Accountancy firm EIN2012-12-31752053526
2011 : XEROX BUSINESS SERVICES SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-149,055
Total unrealized appreciation/depreciation of assets2011-12-31$-149,055
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$237,467
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$32,559
Total income from all sources (including contributions)2011-12-31$54,528,905
Total loss/gain on sale of assets2011-12-31$-42,666
Total of all expenses incurred2011-12-31$81,370,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$76,753,983
Expenses. Certain deemed distributions of participant loans2011-12-31$2,868,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$65,762,924
Value of total assets at end of year2011-12-31$675,604,786
Value of total assets at beginning of year2011-12-31$702,241,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,747,651
Total interest from all sources2011-12-31$993,306
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,842,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,824,989
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$56,182,619
Participant contributions at end of year2011-12-31$22,650,353
Participant contributions at beginning of year2011-12-31$23,165,626
Participant contributions at end of year2011-12-31$1,919,525
Participant contributions at beginning of year2011-12-31$1,928,095
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,101,692
Administrative expenses (other) incurred2011-12-31$148,479
Liabilities. Value of operating payables at end of year2011-12-31$237,467
Liabilities. Value of operating payables at beginning of year2011-12-31$32,559
Total non interest bearing cash at end of year2011-12-31$60
Total non interest bearing cash at beginning of year2011-12-31$131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-26,841,357
Value of net assets at end of year (total assets less liabilities)2011-12-31$675,367,319
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$702,208,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$126,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$498,768,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$531,903,544
Income. Interest from loans (other than to participants)2011-12-31$993,306
Value of interest in common/collective trusts at end of year2011-12-31$117,610,336
Value of interest in common/collective trusts at beginning of year2011-12-31$98,232,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,911,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,964,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,964,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-23,723,524
Net investment gain or loss from common/collective trusts2011-12-31$7,845,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$28,474,231
Assets. Invements in employer securities at beginning of year2011-12-31$40,785,302
Contributions received in cash from employer2011-12-31$2,478,613
Income. Dividends from common stock2011-12-31$17,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$76,753,983
Contract administrator fees2011-12-31$1,473,022
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$4,270,127
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$4,262,069
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$3,755,314
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,797,980
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CHAPMAN HEXT & CO. P.C.
Accountancy firm EIN2011-12-31752053526

Form 5500 Responses for XEROX BUSINESS SERVICES SAVINGS PLAN

2022: XEROX BUSINESS SERVICES SAVINGS 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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: XEROX BUSINESS SERVICES SAVINGS 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: XEROX BUSINESS SERVICES SAVINGS 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: XEROX BUSINESS SERVICES SAVINGS 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: XEROX BUSINESS SERVICES SAVINGS 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: XEROX BUSINESS SERVICES SAVINGS 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: XEROX BUSINESS SERVICES SAVINGS 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: XEROX BUSINESS SERVICES SAVINGS 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: XEROX BUSINESS SERVICES SAVINGS 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: XEROX BUSINESS SERVICES SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: XEROX BUSINESS SERVICES SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: XEROX BUSINESS SERVICES SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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