?>
Logo

SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameSYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST
Plan identification number 002

SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SYSTEMS PLANNING AND ANALYSIS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SYSTEMS PLANNING AND ANALYSIS, INC.
Employer identification number (EIN):520956951
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about SYSTEMS PLANNING AND ANALYSIS, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1974-07-19
Company Identification Number: F028304
Legal Registered Office Address: 3190 FAIRVIEW PARK DRIVE
SUITE 800
FALLS CHURCH
United States of America (USA)
22042

More information about SYSTEMS PLANNING AND ANALYSIS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01VICTORIA HARDING
0022023-01-01
0022023-01-01AMY SECOR
0022022-01-01AMY SECOR2023-10-12
0022021-01-01JOHN QUIGLEY2022-10-17
0022020-01-01DARLA MOON, CFO2021-10-13
0022019-01-01DARLA MOON, CFO2020-10-15
0022018-01-01DARLA MOON, CFO2019-10-14
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01PHILLIP LANTZ
0022011-01-01PHILLIP LANTZ
0022009-01-01PHILLIP LANTZ

Plan Statistics for SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST

Measure Date Value
2023: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-011,428
Total number of active participants reported on line 7a of the Form 55002023-01-011,542
Number of retired or separated participants receiving benefits2023-01-016
Number of other retired or separated participants entitled to future benefits2023-01-01909
Total of all active and inactive participants2023-01-012,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012,457
Number of participants with account balances2023-01-012,453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01244
2022: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-011,202
Total number of active participants reported on line 7a of the Form 55002022-01-01878
Number of other retired or separated participants entitled to future benefits2022-01-01606
Total of all active and inactive participants2022-01-011,484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-011,489
Number of participants with account balances2022-01-011,489
2021: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-011,083
Total number of active participants reported on line 7a of the Form 55002021-01-01657
Number of other retired or separated participants entitled to future benefits2021-01-01539
Total of all active and inactive participants2021-01-011,196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-011,202
Number of participants with account balances2021-01-011,202
2020: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01979
Total number of active participants reported on line 7a of the Form 55002020-01-01737
Number of other retired or separated participants entitled to future benefits2020-01-01346
Total of all active and inactive participants2020-01-011,083
Total participants2020-01-011,083
Number of participants with account balances2020-01-011,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0173
2019: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01852
Total number of active participants reported on line 7a of the Form 55002019-01-01655
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01320
Total of all active and inactive participants2019-01-01979
Total participants2019-01-01979
Number of participants with account balances2019-01-01970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0159
2018: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01734
Total number of active participants reported on line 7a of the Form 55002018-01-01539
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01310
Total of all active and inactive participants2018-01-01852
Total participants2018-01-01852
Number of participants with account balances2018-01-01839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0147
2017: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01721
Total number of active participants reported on line 7a of the Form 55002017-01-01450
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01281
Total of all active and inactive participants2017-01-01734
Total participants2017-01-01734
Number of participants with account balances2017-01-01726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01697
Total number of active participants reported on line 7a of the Form 55002016-01-01433
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01285
Total of all active and inactive participants2016-01-01721
Total participants2016-01-01721
Number of participants with account balances2016-01-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0131
2015: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01707
Total number of active participants reported on line 7a of the Form 55002015-01-01430
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01274
Total of all active and inactive participants2015-01-01707
Total participants2015-01-01707
Number of participants with account balances2015-01-01697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0147
2014: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01707
Total number of active participants reported on line 7a of the Form 55002014-01-01459
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01245
Total of all active and inactive participants2014-01-01707
Total participants2014-01-01707
Number of participants with account balances2014-01-01697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01741
Total number of active participants reported on line 7a of the Form 55002013-01-01459
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01246
Total of all active and inactive participants2013-01-01707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01707
Number of participants with account balances2013-01-01700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0124
2012: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01739
Total number of active participants reported on line 7a of the Form 55002012-01-01499
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01234
Total of all active and inactive participants2012-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01741
Number of participants with account balances2012-01-01737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01737
Total number of active participants reported on line 7a of the Form 55002011-01-01514
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01218
Total of all active and inactive participants2011-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-01739
Number of participants with account balances2011-01-01737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0125
2009: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01703
Total number of active participants reported on line 7a of the Form 55002009-01-01496
Number of retired or separated participants receiving benefits2009-01-01220
Total of all active and inactive participants2009-01-01716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01718
Number of participants with account balances2009-01-01718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01155

Financial Data on SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST

Measure Date Value
2023 : SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$7,735
Total unrealized appreciation/depreciation of assets2023-12-31$7,735
Total transfer of assets to this plan2023-12-31$60,805,229
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$94,321,639
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$27,722,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$27,534,355
Expenses. Certain deemed distributions of participant loans2023-12-31$50,231
Value of total corrective distributions2023-12-31$244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$34,502,749
Value of total assets at end of year2023-12-31$340,993,410
Value of total assets at beginning of year2023-12-31$213,588,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$137,322
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$104,356
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$6,929,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$6,929,564
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$16,994,036
Participant contributions at end of year2023-12-31$1,346,647
Participant contributions at beginning of year2023-12-31$600,593
Participant contributions at end of year2023-12-31$943,580
Participant contributions at beginning of year2023-12-31$809,395
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$6,092,633
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$131,000
Administrative expenses (other) incurred2023-12-31$0
Liabilities. Value of operating payables at end of year2023-12-31$246
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$66,599,487
Value of net assets at end of year (total assets less liabilities)2023-12-31$340,993,164
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$213,588,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$110,606
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$204,742,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$211,680,940
Value of interest in pooled separate accounts at end of year2023-12-31$10,256,818
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$76,550
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$0
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$122,762,463
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$250,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$27,806
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$45,021,137
Net investment gain/loss from pooled separate accounts2023-12-31$342,171
Net investment gain or loss from common/collective trusts2023-12-31$7,282,927
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$11,416,080
Employer contributions (assets) at end of year2023-12-31$579,285
Employer contributions (assets) at beginning of year2023-12-31$497,520
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$27,534,355
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$112,181
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2023-12-31521743645
Unrealized appreciation/depreciation of real estate assets2023-01-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$7,735
Total unrealized appreciation/depreciation of assets2023-01-01$7,735
Total transfer of assets to this plan2023-01-01$60,805,229
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$94,321,639
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$27,722,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$27,534,355
Expenses. Certain deemed distributions of participant loans2023-01-01$50,231
Value of total corrective distributions2023-01-01$244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$34,502,749
Value of total assets at end of year2023-01-01$340,993,410
Value of total assets at beginning of year2023-01-01$213,588,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$137,322
Total income from rents2023-01-01$0
Total interest from all sources2023-01-01$104,356
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$6,929,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$6,929,564
Assets. Real estate other than employer real property at end of year2023-01-01$0
Assets. Real estate other than employer real property at beginning of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-01-01$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$16,994,036
Participant contributions at end of year2023-01-01$1,346,647
Participant contributions at beginning of year2023-01-01$600,593
Participant contributions at end of year2023-01-01$943,580
Participant contributions at beginning of year2023-01-01$809,395
Assets. Other investments not covered elsewhere at end of year2023-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$6,092,633
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$0
Assets. Loans (other than to participants) at end of year2023-01-01$0
Assets. Loans (other than to participants) at beginning of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$0
Other income not declared elsewhere2023-01-01$131,000
Administrative expenses (other) incurred2023-01-01$0
Liabilities. Value of operating payables at end of year2023-01-01$246
Liabilities. Value of operating payables at beginning of year2023-01-01$0
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Income. Non cash contributions2023-01-01$0
Value of net income/loss2023-01-01$66,599,487
Value of net assets at end of year (total assets less liabilities)2023-01-01$340,993,164
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$213,588,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$0
Assets. partnership/joint venture interests at beginning of year2023-01-01$0
Investment advisory and management fees2023-01-01$110,606
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$204,742,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$211,680,940
Value of interest in pooled separate accounts at end of year2023-01-01$10,256,818
Value of interest in pooled separate accounts at beginning of year2023-01-01$0
Interest on participant loans2023-01-01$76,550
Income. Interest from loans (other than to participants)2023-01-01$0
Interest earned on other investments2023-01-01$0
Income. Interest from US Government securities2023-01-01$0
Income. Interest from corporate debt instruments2023-01-01$0
Value of interest in master investment trust accounts at end of year2023-01-01$0
Value of interest in master investment trust accounts at beginning of year2023-01-01$0
Value of interest in common/collective trusts at end of year2023-01-01$122,762,463
Value of interest in common/collective trusts at beginning of year2023-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$250,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$27,806
Assets. Value of investments in 103.12 investment entities at end of year2023-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$0
Asset value of US Government securities at end of year2023-01-01$0
Asset value of US Government securities at beginning of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$45,021,137
Net investment gain/loss from pooled separate accounts2023-01-01$342,171
Net investment gain or loss from common/collective trusts2023-01-01$7,282,927
Net gain/loss from 103.12 investment entities2023-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Assets. Invements in employer securities at end of year2023-01-01$0
Assets. Invements in employer securities at beginning of year2023-01-01$0
Assets. Value of employer real property at end of year2023-01-01$0
Assets. Value of employer real property at beginning of year2023-01-01$0
Contributions received in cash from employer2023-01-01$11,416,080
Employer contributions (assets) at end of year2023-01-01$579,285
Employer contributions (assets) at beginning of year2023-01-01$497,520
Income. Dividends from preferred stock2023-01-01$0
Income. Dividends from common stock2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$27,534,355
Asset. Corporate debt instrument preferred debt at end of year2023-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2023-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-01$0
Contract administrator fees2023-01-01$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-01No
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$112,181
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$0
Liabilities. Value of benefit claims payable at end of year2023-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-01-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-01-01$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$0
Aggregate carrying amount (costs) on sale of assets2023-01-01$0
Liabilities. Value of acquisition indebtedness at end of year2023-01-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-01-01$0
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2023-01-01521743645
2022 : SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-32,301,227
Total of all expenses incurred2022-12-31$13,122,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,033,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$20,421,763
Value of total assets at end of year2022-12-31$213,588,448
Value of total assets at beginning of year2022-12-31$259,012,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$88,755
Total interest from all sources2022-12-31$38,520
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$13,476,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$13,476,151
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$10,552,979
Participant contributions at end of year2022-12-31$600,593
Participant contributions at beginning of year2022-12-31$487,530
Participant contributions at end of year2022-12-31$809,395
Participant contributions at beginning of year2022-12-31$529,533
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,715,238
Other income not declared elsewhere2022-12-31$163,750
Administrative expenses (other) incurred2022-12-31$88,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-45,423,695
Value of net assets at end of year (total assets less liabilities)2022-12-31$213,588,448
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$259,012,143
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$211,680,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$257,703,390
Interest on participant loans2022-12-31$38,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-66,401,411
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$6,153,546
Employer contributions (assets) at end of year2022-12-31$497,520
Employer contributions (assets) at beginning of year2022-12-31$291,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,033,713
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2022-12-31470900880
Total income from all sources (including contributions)2022-01-01$-32,301,227
Total of all expenses incurred2022-01-01$13,122,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$13,033,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$20,421,763
Value of total assets at end of year2022-01-01$213,588,448
Value of total assets at beginning of year2022-01-01$259,012,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$88,755
Total interest from all sources2022-01-01$38,520
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$13,476,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$13,476,151
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$10,552,979
Participant contributions at end of year2022-01-01$600,593
Participant contributions at beginning of year2022-01-01$487,530
Participant contributions at end of year2022-01-01$809,395
Participant contributions at beginning of year2022-01-01$529,533
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$3,715,238
Other income not declared elsewhere2022-01-01$163,750
Administrative expenses (other) incurred2022-01-01$88,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-45,423,695
Value of net assets at end of year (total assets less liabilities)2022-01-01$213,588,448
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$259,012,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$211,680,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$257,703,390
Interest on participant loans2022-01-01$38,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-66,401,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$6,153,546
Employer contributions (assets) at end of year2022-01-01$497,520
Employer contributions (assets) at beginning of year2022-01-01$291,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$13,033,713
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01No
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CALIBRE CPA GROUP PLLC
Accountancy firm EIN2022-01-01470900880
2021 : SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$54,420,212
Total of all expenses incurred2021-12-31$21,650,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,589,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$16,736,601
Value of total assets at end of year2021-12-31$259,012,143
Value of total assets at beginning of year2021-12-31$226,242,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,661
Total interest from all sources2021-12-31$48,444
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$20,721,891
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$20,721,891
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,711,731
Participant contributions at end of year2021-12-31$487,530
Participant contributions at beginning of year2021-12-31$662,787
Participant contributions at end of year2021-12-31$529,533
Participant contributions at beginning of year2021-12-31$446,343
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,344,435
Other income not declared elsewhere2021-12-31$66,750
Administrative expenses (other) incurred2021-12-31$60,661
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$32,770,031
Value of net assets at end of year (total assets less liabilities)2021-12-31$259,012,143
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$226,242,112
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$257,703,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$224,880,104
Interest on participant loans2021-12-31$48,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$16,846,526
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$5,680,435
Employer contributions (assets) at end of year2021-12-31$291,690
Employer contributions (assets) at beginning of year2021-12-31$252,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$21,589,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2021-12-31470900880
2020 : SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$57,855,000
Total of all expenses incurred2020-12-31$22,470,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$22,367,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,492,602
Value of total assets at end of year2020-12-31$226,242,112
Value of total assets at beginning of year2020-12-31$190,857,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$102,787
Total interest from all sources2020-12-31$45,392
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,897,085
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$10,897,085
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,780,107
Participant contributions at end of year2020-12-31$662,787
Participant contributions at beginning of year2020-12-31$652,026
Participant contributions at end of year2020-12-31$446,343
Participant contributions at beginning of year2020-12-31$368,266
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,838,870
Other income not declared elsewhere2020-12-31$89,000
Administrative expenses (other) incurred2020-12-31$102,787
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$35,384,276
Value of net assets at end of year (total assets less liabilities)2020-12-31$226,242,112
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$190,857,836
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$224,880,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$189,630,621
Interest on participant loans2020-12-31$45,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$31,330,921
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
Contributions received in cash from employer2020-12-31$4,873,625
Employer contributions (assets) at end of year2020-12-31$252,878
Employer contributions (assets) at beginning of year2020-12-31$206,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$22,367,937
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2020-12-31470900880
2019 : SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$54,616,516
Total income from all sources (including contributions)2019-12-31$54,616,516
Total of all expenses incurred2019-12-31$14,999,134
Total of all expenses incurred2019-12-31$14,999,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,913,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,913,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,639,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,639,465
Value of total assets at end of year2019-12-31$190,857,836
Value of total assets at end of year2019-12-31$190,857,836
Value of total assets at beginning of year2019-12-31$151,240,454
Value of total assets at beginning of year2019-12-31$151,240,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$85,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$85,872
Total interest from all sources2019-12-31$48,677
Total interest from all sources2019-12-31$48,677
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,601,086
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,601,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$8,601,086
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,601,086
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,177,439
Contributions received from participants2019-12-31$6,177,439
Participant contributions at end of year2019-12-31$652,026
Participant contributions at end of year2019-12-31$652,026
Participant contributions at beginning of year2019-12-31$592,866
Participant contributions at beginning of year2019-12-31$592,866
Participant contributions at end of year2019-12-31$368,266
Participant contributions at end of year2019-12-31$368,266
Participant contributions at beginning of year2019-12-31$293,864
Participant contributions at beginning of year2019-12-31$293,864
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,314,652
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,314,652
Other income not declared elsewhere2019-12-31$120,250
Other income not declared elsewhere2019-12-31$120,250
Administrative expenses (other) incurred2019-12-31$85,872
Administrative expenses (other) incurred2019-12-31$85,872
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
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$39,617,382
Value of net income/loss2019-12-31$39,617,382
Value of net assets at end of year (total assets less liabilities)2019-12-31$190,857,836
Value of net assets at end of year (total assets less liabilities)2019-12-31$190,857,836
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$151,240,454
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$151,240,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$189,630,621
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$189,630,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$150,186,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$150,186,026
Interest on participant loans2019-12-31$48,677
Interest on participant loans2019-12-31$48,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$30,207,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$30,207,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,147,374
Contributions received in cash from employer2019-12-31$4,147,374
Employer contributions (assets) at end of year2019-12-31$206,923
Employer contributions (assets) at end of year2019-12-31$206,923
Employer contributions (assets) at beginning of year2019-12-31$167,698
Employer contributions (assets) at beginning of year2019-12-31$167,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,913,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,913,262
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm name2019-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2019-12-31470900880
Accountancy firm EIN2019-12-31470900880
2018 : SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-1,565,209
Total of all expenses incurred2018-12-31$7,595,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,523,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,058,755
Value of total assets at end of year2018-12-31$151,240,454
Value of total assets at beginning of year2018-12-31$160,401,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$71,903
Total interest from all sources2018-12-31$45,167
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$11,121,921
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$11,121,921
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,050,400
Participant contributions at end of year2018-12-31$592,866
Participant contributions at beginning of year2018-12-31$601,304
Participant contributions at end of year2018-12-31$293,864
Participant contributions at beginning of year2018-12-31$239,872
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$319,309
Other income not declared elsewhere2018-12-31$281,500
Administrative expenses (other) incurred2018-12-31$71,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,160,603
Value of net assets at end of year (total assets less liabilities)2018-12-31$151,240,454
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$160,401,057
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$150,186,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$159,424,396
Interest on participant loans2018-12-31$45,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-21,072,552
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
Contributions received in cash from employer2018-12-31$2,689,046
Employer contributions (assets) at end of year2018-12-31$167,698
Employer contributions (assets) at beginning of year2018-12-31$135,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,523,491
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2018-12-31470900880
2017 : SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$35,125,123
Total of all expenses incurred2017-12-31$8,581,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,580,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,987,564
Value of total assets at end of year2017-12-31$160,401,057
Value of total assets at beginning of year2017-12-31$133,857,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,348
Total interest from all sources2017-12-31$40,023
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,975,215
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$9,975,215
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,489,502
Participant contributions at end of year2017-12-31$601,304
Participant contributions at beginning of year2017-12-31$454,740
Participant contributions at end of year2017-12-31$239,872
Participant contributions at beginning of year2017-12-31$210,573
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,033,010
Other income not declared elsewhere2017-12-31$42,600
Administrative expenses (other) incurred2017-12-31$1,348
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$26,543,337
Value of net assets at end of year (total assets less liabilities)2017-12-31$160,401,057
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$133,857,720
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$159,424,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$132,983,952
Interest on participant loans2017-12-31$40,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,079,721
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
Contributions received in cash from employer2017-12-31$2,465,052
Employer contributions (assets) at end of year2017-12-31$135,485
Employer contributions (assets) at beginning of year2017-12-31$208,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,580,438
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2017-12-31470900880
2016 : SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$17,762,928
Total of all expenses incurred2016-12-31$14,727,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,727,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,055,929
Value of total assets at end of year2016-12-31$133,857,720
Value of total assets at beginning of year2016-12-31$130,822,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$436
Total interest from all sources2016-12-31$40,234
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,557,645
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$4,557,645
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,917,549
Participant contributions at end of year2016-12-31$454,740
Participant contributions at beginning of year2016-12-31$537,318
Participant contributions at end of year2016-12-31$210,573
Participant contributions at beginning of year2016-12-31$177,059
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$68,602
Other income not declared elsewhere2016-12-31$120,750
Administrative expenses (other) incurred2016-12-31$436
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$3,035,259
Value of net assets at end of year (total assets less liabilities)2016-12-31$133,857,720
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$130,822,461
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$132,983,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$129,930,425
Interest on participant loans2016-12-31$40,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,988,370
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
Contributions received in cash from employer2016-12-31$4,069,778
Employer contributions (assets) at end of year2016-12-31$208,455
Employer contributions (assets) at beginning of year2016-12-31$177,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,727,233
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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
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 name2016-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2016-12-31470900880
2015 : SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$9,298,254
Total of all expenses incurred2015-12-31$11,049,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,047,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,146,623
Value of total assets at end of year2015-12-31$130,822,461
Value of total assets at beginning of year2015-12-31$132,573,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,855
Total interest from all sources2015-12-31$36,871
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,718,578
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$7,718,578
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,113,192
Participant contributions at end of year2015-12-31$537,318
Participant contributions at beginning of year2015-12-31$481,529
Participant contributions at end of year2015-12-31$177,059
Participant contributions at beginning of year2015-12-31$172,963
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$173,720
Other income not declared elsewhere2015-12-31$85,700
Administrative expenses (other) incurred2015-12-31$1,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,750,959
Value of net assets at end of year (total assets less liabilities)2015-12-31$130,822,461
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$132,573,420
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$129,930,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$131,750,347
Interest on participant loans2015-12-31$36,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,689,518
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
Contributions received in cash from employer2015-12-31$3,859,711
Employer contributions (assets) at end of year2015-12-31$177,659
Employer contributions (assets) at beginning of year2015-12-31$168,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,047,358
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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
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 name2015-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2015-12-31470900880
2014 : SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$17,370,654
Total of all expenses incurred2014-12-31$11,319,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,317,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,311,993
Value of total assets at end of year2014-12-31$132,573,420
Value of total assets at beginning of year2014-12-31$126,522,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,587
Total interest from all sources2014-12-31$47,161
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$11,366,193
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$11,366,193
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,941,448
Participant contributions at end of year2014-12-31$481,529
Participant contributions at beginning of year2014-12-31$725,420
Participant contributions at end of year2014-12-31$172,963
Participant contributions at beginning of year2014-12-31$141,542
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$226,011
Other income not declared elsewhere2014-12-31$96,250
Administrative expenses (other) incurred2014-12-31$2,587
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$6,050,655
Value of net assets at end of year (total assets less liabilities)2014-12-31$132,573,420
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$126,522,765
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$131,750,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$125,508,078
Interest on participant loans2014-12-31$47,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,450,943
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
Contributions received in cash from employer2014-12-31$4,144,534
Employer contributions (assets) at end of year2014-12-31$168,581
Employer contributions (assets) at beginning of year2014-12-31$147,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,317,412
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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
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 name2014-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2014-12-31470900880
2013 : SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$34,065,454
Total of all expenses incurred2013-12-31$12,142,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,128,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,479,944
Value of total assets at end of year2013-12-31$126,522,765
Value of total assets at beginning of year2013-12-31$104,599,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,839
Total interest from all sources2013-12-31$68,513
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,173,052
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$7,173,052
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,988,700
Participant contributions at end of year2013-12-31$725,420
Participant contributions at beginning of year2013-12-31$890,418
Participant contributions at end of year2013-12-31$141,542
Participant contributions at beginning of year2013-12-31$246,062
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$184,987
Other income not declared elsewhere2013-12-31$70,000
Administrative expenses (other) incurred2013-12-31$13,839
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$21,923,439
Value of net assets at end of year (total assets less liabilities)2013-12-31$126,522,765
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$104,599,326
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$125,508,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$103,123,859
Interest on participant loans2013-12-31$68,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$18,273,945
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
Contributions received in cash from employer2013-12-31$4,306,257
Employer contributions (assets) at end of year2013-12-31$147,725
Employer contributions (assets) at beginning of year2013-12-31$338,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,128,176
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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
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 name2013-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2013-12-31470900880
2012 : SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$21,922,130
Total of all expenses incurred2012-12-31$5,610,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,626,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,508,894
Value of total assets at end of year2012-12-31$104,599,326
Value of total assets at beginning of year2012-12-31$88,287,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$-15,997
Total interest from all sources2012-12-31$61,987
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,649,846
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$2,649,846
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,232,572
Participant contributions at end of year2012-12-31$890,418
Participant contributions at beginning of year2012-12-31$737,363
Participant contributions at end of year2012-12-31$246,062
Participant contributions at beginning of year2012-12-31$217,679
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$459,806
Administrative expenses (other) incurred2012-12-31$-15,997
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$16,311,629
Value of net assets at end of year (total assets less liabilities)2012-12-31$104,599,326
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$88,287,697
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$103,123,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$86,998,349
Interest on participant loans2012-12-31$61,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,701,403
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
Contributions received in cash from employer2012-12-31$4,816,516
Employer contributions (assets) at end of year2012-12-31$338,987
Employer contributions (assets) at beginning of year2012-12-31$334,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,626,498
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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
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 name2012-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2012-12-31470900880
2011 : SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$7,118,812
Total of all expenses incurred2011-12-31$6,582,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,580,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,679,290
Value of total assets at end of year2011-12-31$88,287,697
Value of total assets at beginning of year2011-12-31$87,751,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,434
Total interest from all sources2011-12-31$64,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$4,364,396
Participant contributions at end of year2011-12-31$737,363
Participant contributions at beginning of year2011-12-31$810,600
Participant contributions at end of year2011-12-31$217,679
Participant contributions at beginning of year2011-12-31$227,780
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$174,603
Administrative expenses (other) incurred2011-12-31$2,434
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
Value of net income/loss2011-12-31$536,166
Value of net assets at end of year (total assets less liabilities)2011-12-31$88,287,697
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$87,751,531
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$86,998,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$86,369,560
Interest on participant loans2011-12-31$64,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,624,894
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
Contributions received in cash from employer2011-12-31$5,140,291
Employer contributions (assets) at end of year2011-12-31$334,306
Employer contributions (assets) at beginning of year2011-12-31$343,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,580,212
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
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 name2011-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2011-12-31470900880
2010 : SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$21,620,915
Total of all expenses incurred2010-12-31$3,449,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,442,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,179,447
Value of total assets at end of year2010-12-31$87,751,531
Value of total assets at beginning of year2010-12-31$69,580,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,488
Total interest from all sources2010-12-31$60,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,377,512
Participant contributions at end of year2010-12-31$810,600
Participant contributions at beginning of year2010-12-31$614,649
Participant contributions at end of year2010-12-31$227,780
Participant contributions at beginning of year2010-12-31$187,414
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$366,398
Administrative expenses (other) incurred2010-12-31$7,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$18,171,072
Value of net assets at end of year (total assets less liabilities)2010-12-31$87,751,531
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$69,580,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$86,369,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$68,464,584
Interest on participant loans2010-12-31$60,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$11,381,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,435,537
Employer contributions (assets) at end of year2010-12-31$343,591
Employer contributions (assets) at beginning of year2010-12-31$313,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,442,355
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2010-12-31470900880

Form 5500 Responses for SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST

2023: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32030
Policy instance 1
Insurance contract or identification numberGA32030
Number of Individuals Covered185
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3