401k Plan data: BUSINESS MICROVAR RETIREMENT PLAN AND TRUST plan

BUSINESS MICROVAR RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	BUSINESS MICROVAR RETIREMENT PLAN AND TRUST
Plan identification number	001

BUSINESS MICROVAR RETIREMENT PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

BUSINESS MICROVAR INC DBA INTERDYN BMI has sponsored the creation of one or more 401k plans.

Company Name: BUSINESS MICROVAR INC DBA INTERDYN BMI

Employer identification number (EIN): 411518807

NAIC Classification: 541519
NAIC Description: Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUSINESS MICROVAR RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JEANNE BERGERSON JEANNE BERGERSON 2017-10-11
001 2015-01-01 CAROL HENDRICKSON
001 2014-01-01 CAROL HENDRICKSON 2015-06-25
001 2013-01-01 CAROL HENDRICKSON 2014-06-25
001 2012-01-01 CAROL HENDRICKSON 2013-07-02
001 2011-01-01 CAROL HENDRICKSON 2012-05-22
001 2010-01-01 CAROL HENDRICKSON
001 2009-01-01 CAROL HENDRICKSON
001 2009-01-01 CAROL HENDRICKSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	JEANNE BERGERSON		JEANNE BERGERSON	2017-10-11
001	2015-01-01	CAROL HENDRICKSON
001	2014-01-01	CAROL HENDRICKSON	2015-06-25
001	2013-01-01	CAROL HENDRICKSON	2014-06-25
001	2012-01-01	CAROL HENDRICKSON	2013-07-02
001	2011-01-01	CAROL HENDRICKSON	2012-05-22
001	2010-01-01	CAROL HENDRICKSON
001	2009-01-01	CAROL HENDRICKSON
001	2009-01-01	CAROL HENDRICKSON

Plan Statistics for BUSINESS MICROVAR RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for BUSINESS MICROVAR RETIREMENT PLAN AND TRUST

Measure Date Value
2016: BUSINESS MICROVAR RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 149
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 19
Total of all active and inactive participants 2016-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 168
Number of participants with account balances 2016-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BUSINESS MICROVAR RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 155
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 14
Total of all active and inactive participants 2015-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 169
Number of participants with account balances 2015-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2010: BUSINESS MICROVAR RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 52
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 11
Total of all active and inactive participants 2010-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 63
Number of participants with account balances 2010-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BUSINESS MICROVAR RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 54
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 64
Number of participants with account balances 2009-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: BUSINESS MICROVAR RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	149
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	19
Total of all active and inactive participants	2016-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	168
Number of participants with account balances	2016-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BUSINESS MICROVAR RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	155
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	14
Total of all active and inactive participants	2015-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	169
Number of participants with account balances	2015-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2010: BUSINESS MICROVAR RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	52
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	11
Total of all active and inactive participants	2010-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	63
Number of participants with account balances	2010-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BUSINESS MICROVAR RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	54
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	64
Number of participants with account balances	2009-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BUSINESS MICROVAR RETIREMENT PLAN AND TRUST

Measure	Date	Value
2016 : BUSINESS MICROVAR RETIREMENT PLAN AND TRUST 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,964,325
Total of all expenses incurred	2016-12-31	$655,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$652,634
Value of total corrective distributions	2016-12-31	$1,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,169,352
Value of total assets at end of year	2016-12-31	$10,292,243
Value of total assets at beginning of year	2016-12-31	$8,983,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,429
Total interest from all sources	2016-12-31	$8,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,043,791
Participant contributions at end of year	2016-12-31	$139,825
Participant contributions at beginning of year	2016-12-31	$129,596
Participant contributions at beginning of year	2016-12-31	$40,214
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$42,058
Other income not declared elsewhere	2016-12-31	$-308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,308,575
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,292,243
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,983,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,938,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,633,296
Interest on participant loans	2016-12-31	$8,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,213,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,177,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$786,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$83,503
Employer contributions (assets) at beginning of year	2016-12-31	$3,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$652,634
Contract administrator fees	2016-12-31	$1,429
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BOYUM & BARENSCHEER PLLP
Accountancy firm EIN	2016-12-31	416192096
2015 : BUSINESS MICROVAR RETIREMENT PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,330,948
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$397,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$395,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,535,179
Value of total assets at end of year	2015-12-31	$8,983,668
Value of total assets at beginning of year	2015-12-31	$8,050,234
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,222
Total interest from all sources	2015-12-31	$4,339
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,024,178
Participant contributions at end of year	2015-12-31	$129,596
Participant contributions at beginning of year	2015-12-31	$70,291
Participant contributions at end of year	2015-12-31	$40,214
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$429,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$933,434
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,983,668
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,050,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,633,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,216,572
Interest on participant loans	2015-12-31	$4,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,177,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$763,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-208,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$81,934
Employer contributions (assets) at end of year	2015-12-31	$3,102
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$395,292
Contract administrator fees	2015-12-31	$2,222
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WILKERSON GUTHMANN
Accountancy firm EIN	2015-12-31	410996210
2010 : BUSINESS MICROVAR RETIREMENT PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$736,038
Expenses. Total of all expenses incurred	2010-12-31	$64,411
Benefits paid (including direct rollovers)	2010-12-31	$64,411
Total plan assets at end of year	2010-12-31	$4,402,320
Total plan assets at beginning of year	2010-12-31	$3,730,693
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$301,515
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$434,523
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$671,627
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,402,320
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,730,693
Assets. Value of participant loans	2010-12-31	$118,493
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BUSINESS MICROVAR RETIREMENT PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BUSINESS MICROVAR RETIREMENT PLAN AND TRUST

2016: BUSINESS MICROVAR RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BUSINESS MICROVAR RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2010: BUSINESS MICROVAR RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BUSINESS MICROVAR RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-710777
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-710777
Policy instance	1

Potentially related plans

BUSINESS MICROVAR RETIREMENT PLAN AND TRUST [EIN = 522103704]

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Company Name:	BUSINESS MICROVAR INC DBA INTERDYN BMI
Employer identification number (EIN):	411518807
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services