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A STEP ABOVE - PROFESSIONAL HOME SERVICES, INC. RETIREMENT PLAN 401k Plan overview

Plan NameA STEP ABOVE - PROFESSIONAL HOME SERVICES, INC. RETIREMENT PLAN
Plan identification number 001

A STEP ABOVE - PROFESSIONAL HOME SERVICES, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

A STEP ABOVE - PROFESSIONAL HOME SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:A STEP ABOVE - PROFESSIONAL HOME SERVICES, INC.
Employer identification number (EIN):453123229
NAIC Classification:561720
NAIC Description:Janitorial Services

Additional information about A STEP ABOVE - PROFESSIONAL HOME SERVICES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2011-09-06
Company Identification Number: 0801475604
Legal Registered Office Address: 1101 LUNA LN. GARLAND


United States of America (USA)
75044

More information about A STEP ABOVE - PROFESSIONAL HOME SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A STEP ABOVE - PROFESSIONAL HOME SERVICES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-04-01ROBERT H. WATKINS
0012011-09-07ROBERT H. WATKINS

Plan Statistics for A STEP ABOVE - PROFESSIONAL HOME SERVICES, INC. RETIREMENT PLAN

401k plan membership statisitcs for A STEP ABOVE - PROFESSIONAL HOME SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2012: A STEP ABOVE - PROFESSIONAL HOME SERVICES, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-012
Total number of active participants reported on line 7a of the Form 55002012-04-012
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-010
Total of all active and inactive participants2012-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-012
Number of participants with account balances2012-04-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: A STEP ABOVE - PROFESSIONAL HOME SERVICES, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-072
Total number of active participants reported on line 7a of the Form 55002011-09-072
Number of retired or separated participants receiving benefits2011-09-070
Number of other retired or separated participants entitled to future benefits2011-09-070
Total of all active and inactive participants2011-09-072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-070
Total participants2011-09-072
Number of participants with account balances2011-09-072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-070

Financial Data on A STEP ABOVE - PROFESSIONAL HOME SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2013 : A STEP ABOVE - PROFESSIONAL HOME SERVICES, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-03-31$-85,000
Expenses. Total of all expenses incurred2013-03-31$0
Benefits paid (including direct rollovers)2013-03-31$0
Total plan assets at end of year2013-03-31$105,000
Total plan assets at beginning of year2013-03-31$190,000
Value of fidelity bond covering the plan2013-03-31$20,000
Total contributions received or receivable from participants2013-03-31$0
Contributions received from other sources (not participants or employers)2013-03-31$0
Other income received2013-03-31$-85,000
Net income (gross income less expenses)2013-03-31$-85,000
Net plan assets at end of year (total assets less liabilities)2013-03-31$105,000
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$190,000
Assets. Value of employer securities2013-03-31$105,000
Total contributions received or receivable from employer(s)2013-03-31$0
Value of certain deemed distributions of participant loans2013-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$0
2012 : A STEP ABOVE - PROFESSIONAL HOME SERVICES, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-03-31$190,025
Expenses. Total of all expenses incurred2012-03-31$25
Benefits paid (including direct rollovers)2012-03-31$0
Total plan assets at end of year2012-03-31$190,000
Value of fidelity bond covering the plan2012-03-31$20,000
Total contributions received or receivable from participants2012-03-31$0
Contributions received from other sources (not participants or employers)2012-03-31$190,487
Other income received2012-03-31$-462
Net income (gross income less expenses)2012-03-31$190,000
Net plan assets at end of year (total assets less liabilities)2012-03-31$190,000
Assets. Value of employer securities2012-03-31$190,000
Total contributions received or receivable from employer(s)2012-03-31$0
Value of certain deemed distributions of participant loans2012-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$25

Form 5500 Responses for A STEP ABOVE - PROFESSIONAL HOME SERVICES, INC. RETIREMENT PLAN

2012: A STEP ABOVE - PROFESSIONAL HOME SERVICES, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: A STEP ABOVE - PROFESSIONAL HOME SERVICES, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-09-07Type of plan entitySingle employer plan
2011-09-07First time form 5500 has been submittedYes
2011-09-07This return/report is a short plan year return/report (less than 12 months)Yes
2011-09-07Plan funding arrangement – TrustYes
2011-09-07Plan benefit arrangement - TrustYes

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