401k Plan data: VALUE MANAGEMENT STRATEGIES INC plan

VALUE MANAGEMENT STRATEGIES INC 401k Plan overview

Plan Name	VALUE MANAGEMENT STRATEGIES INC
Plan identification number	001

VALUE MANAGEMENT STRATEGIES INC Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

VALUE MANAGEMENT STRATEGIES INC has sponsored the creation of one or more 401k plans.

Company Name: VALUE MANAGEMENT STRATEGIES INC

Employer identification number (EIN): 330437168

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Additional information about VALUE MANAGEMENT STRATEGIES INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 1407276

More information about VALUE MANAGEMENT STRATEGIES INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALUE MANAGEMENT STRATEGIES INC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 CHERYL KRAMER 2019-07-31
001 2017-01-01 CHERYL KRAMER 2018-07-17
001 2016-01-01 CHERYL KRAMER 2017-07-10
001 2015-01-01 CHERYL KRAMER 2016-07-13
001 2014-01-01 CHERYL KRAMER 2015-07-31
001 2013-01-01 CHERYL KRAMER 2014-07-22
001 2012-01-01 CHERYL KRAMER 2013-07-16
001 2011-01-01 CHERYL KRAMER 2012-07-19
001 2010-01-01 CHERYL M KRAMER 2011-07-11 CHERYL M KRAMER 2011-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	CHERYL KRAMER	2019-07-31
001	2017-01-01	CHERYL KRAMER	2018-07-17
001	2016-01-01	CHERYL KRAMER	2017-07-10
001	2015-01-01	CHERYL KRAMER	2016-07-13
001	2014-01-01	CHERYL KRAMER	2015-07-31
001	2013-01-01	CHERYL KRAMER	2014-07-22
001	2012-01-01	CHERYL KRAMER	2013-07-16
001	2011-01-01	CHERYL KRAMER	2012-07-19
001	2010-01-01	CHERYL M KRAMER	2011-07-11	CHERYL M KRAMER	2011-07-11

Plan Statistics for VALUE MANAGEMENT STRATEGIES INC

401k plan membership statisitcs for VALUE MANAGEMENT STRATEGIES INC

Measure Date Value
2023: VALUE MANAGEMENT STRATEGIES INC 2023 401k membership
Total participants, beginning-of-year 2023-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 29
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 13
Total of all active and inactive participants 2023-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 42
Number of participants with account balances 2023-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: VALUE MANAGEMENT STRATEGIES INC 2022 401k membership
Total participants, beginning-of-year 2022-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 28
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 15
Total of all active and inactive participants 2022-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 43
Number of participants with account balances 2022-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: VALUE MANAGEMENT STRATEGIES INC 2021 401k membership
Total participants, beginning-of-year 2021-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 34
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 41
Number of participants with account balances 2021-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: VALUE MANAGEMENT STRATEGIES INC 2020 401k membership
Total participants, beginning-of-year 2020-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 31
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 35
Number of participants with account balances 2020-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: VALUE MANAGEMENT STRATEGIES INC 2019 401k membership
Total participants, beginning-of-year 2019-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 35
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 36
Number of participants with account balances 2019-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6

Measure	Date	Value
2023: VALUE MANAGEMENT STRATEGIES INC 2023 401k membership
Total participants, beginning-of-year	2023-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	29
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	13
Total of all active and inactive participants	2023-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	42
Number of participants with account balances	2023-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: VALUE MANAGEMENT STRATEGIES INC 2022 401k membership
Total participants, beginning-of-year	2022-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	28
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	15
Total of all active and inactive participants	2022-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	43
Number of participants with account balances	2022-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: VALUE MANAGEMENT STRATEGIES INC 2021 401k membership
Total participants, beginning-of-year	2021-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	34
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	41
Number of participants with account balances	2021-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: VALUE MANAGEMENT STRATEGIES INC 2020 401k membership
Total participants, beginning-of-year	2020-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	31
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	35
Number of participants with account balances	2020-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: VALUE MANAGEMENT STRATEGIES INC 2019 401k membership
Total participants, beginning-of-year	2019-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	35
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	36
Number of participants with account balances	2019-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6

Financial Data on VALUE MANAGEMENT STRATEGIES INC

Measure	Date	Value
2023 : VALUE MANAGEMENT STRATEGIES INC 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,402,915
Expenses. Total of all expenses incurred	2023-12-31	$556,388
Benefits paid (including direct rollovers)	2023-12-31	$549,130
Total plan assets at end of year	2023-12-31	$8,472,165
Total plan assets at beginning of year	2023-12-31	$7,625,638
Value of fidelity bond covering the plan	2023-12-31	$550,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$292,308
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$25,589
Other income received	2023-12-31	$974,372
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$846,527
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$8,472,165
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$7,625,638
Assets. Value of participant loans	2023-12-31	$19,685
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$110,646
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$813
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$6,445
2022 : VALUE MANAGEMENT STRATEGIES INC 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-415,595
Expenses. Total of all expenses incurred	2022-12-31	$904,446
Benefits paid (including direct rollovers)	2022-12-31	$890,052
Total plan assets at end of year	2022-12-31	$7,625,638
Total plan assets at beginning of year	2022-12-31	$8,945,679
Value of fidelity bond covering the plan	2022-12-31	$550,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$370,106
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,221,078
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,320,041
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,625,638
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,945,679
Assets. Value of participant loans	2022-12-31	$32,698
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$435,377
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$7,683
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$6,711
2021 : VALUE MANAGEMENT STRATEGIES INC 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,615,814
Expenses. Total of all expenses incurred	2021-12-31	$73,763
Benefits paid (including direct rollovers)	2021-12-31	$67,647
Total plan assets at end of year	2021-12-31	$8,945,679
Total plan assets at beginning of year	2021-12-31	$7,403,628
Value of fidelity bond covering the plan	2021-12-31	$550,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$376,442
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$205,796
Other income received	2021-12-31	$683,691
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,542,051
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,945,679
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,403,628
Assets. Value of participant loans	2021-12-31	$38,562
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$349,885
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$6,116
2020 : VALUE MANAGEMENT STRATEGIES INC 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$885,713
Expenses. Total of all expenses incurred	2020-12-31	$54,792
Benefits paid (including direct rollovers)	2020-12-31	$47,767
Total plan assets at end of year	2020-12-31	$7,403,628
Total plan assets at beginning of year	2020-12-31	$6,572,707
Value of fidelity bond covering the plan	2020-12-31	$550,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$311,356
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$387,449
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$830,921
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,403,628
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,572,707
Assets. Value of participant loans	2020-12-31	$37,058
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$186,908
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$1,792
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$5,233
2019 : VALUE MANAGEMENT STRATEGIES INC 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,578,126
Expenses. Total of all expenses incurred	2019-12-31	$85,323
Benefits paid (including direct rollovers)	2019-12-31	$81,579
Total plan assets at end of year	2019-12-31	$6,572,707
Total plan assets at beginning of year	2019-12-31	$5,079,904
Value of fidelity bond covering the plan	2019-12-31	$550,000
Total contributions received or receivable from participants	2019-12-31	$325,440
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$75,257
Other income received	2019-12-31	$863,950
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,492,803
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,572,707
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,079,904
Assets. Value of participant loans	2019-12-31	$12,679
Total contributions received or receivable from employer(s)	2019-12-31	$313,479
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,744

Form 5500 Responses for VALUE MANAGEMENT STRATEGIES INC

2023: VALUE MANAGEMENT STRATEGIES INC 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: VALUE MANAGEMENT STRATEGIES INC 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: VALUE MANAGEMENT STRATEGIES INC 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: VALUE MANAGEMENT STRATEGIES INC 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: VALUE MANAGEMENT STRATEGIES INC 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	VALUE MANAGEMENT STRATEGIES INC
Employer identification number (EIN):	330437168
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	1407276