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Plan Name | CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | CIRCLE SOLUTIONS, INC. |
Employer identification number (EIN): | 541152800 |
NAIC Classification: | 541600 |
Additional information about CIRCLE SOLUTIONS, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1980-10-03 |
Company Identification Number: | 0210295 |
Legal Registered Office Address: |
2823 CHERRY ST FALLS CHURCH United States of America (USA) 22042 |
More information about CIRCLE SOLUTIONS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2018-10-01 | ||||
002 | 2017-10-01 | KRISTINA M. LEWIS | 2019-05-20 | ||
002 | 2016-10-01 | ||||
002 | 2015-10-01 | ||||
002 | 2014-10-01 | ||||
002 | 2014-10-01 | ||||
002 | 2013-10-01 | ||||
002 | 2009-10-01 | LOUIS CARTWRIGHT | |||
002 | 2009-10-01 | SUSAN ASPENGREN | |||
002 | 2008-10-01 | ||||
002 | 2008-10-01 |
Measure | Date | Value |
---|---|---|
2018: CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-10-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 0 |
Total of all active and inactive participants | 2018-10-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
Total participants | 2018-10-01 | 0 |
Number of participants with account balances | 2018-10-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 0 |
2017: CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-10-01 | 89 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 25 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 62 |
Total of all active and inactive participants | 2017-10-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
Total participants | 2017-10-01 | 92 |
Number of participants with account balances | 2017-10-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
2016: CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-10-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 53 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 39 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 0 |
Total of all active and inactive participants | 2016-10-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
Total participants | 2016-10-01 | 92 |
Number of participants with account balances | 2016-10-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
2015: CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-10-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 53 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 39 |
Total of all active and inactive participants | 2015-10-01 | 92 |
Total participants | 2015-10-01 | 92 |
Number of participants with account balances | 2015-10-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 0 |
2014: CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-10-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 53 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 39 |
Total of all active and inactive participants | 2014-10-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
Total participants | 2014-10-01 | 92 |
Number of participants with account balances | 2014-10-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
2013: CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-10-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 87 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 21 |
Total of all active and inactive participants | 2013-10-01 | 110 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 110 |
Number of participants with account balances | 2013-10-01 | 110 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 9 |
2009: CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-10-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 113 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 0 |
Total of all active and inactive participants | 2009-10-01 | 119 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 119 |
Number of participants with account balances | 2009-10-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 6 |
Measure | Date | Value |
---|---|---|
2019 : CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Total income from all sources | 2019-02-28 | $526,186 |
Expenses. Total of all expenses incurred | 2019-02-28 | $540,941 |
Benefits paid (including direct rollovers) | 2019-02-28 | $540,941 |
Total plan assets at end of year | 2019-02-28 | $0 |
Total plan assets at beginning of year | 2019-02-28 | $14,755 |
Other income received | 2019-02-28 | $526,186 |
Net income (gross income less expenses) | 2019-02-28 | $-14,755 |
Net plan assets at end of year (total assets less liabilities) | 2019-02-28 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-02-28 | $14,755 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-02-28 | $0 |
2018 : CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
2017 : CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-09-30 | $0 |
Total plan liabilities at beginning of year | 2017-09-30 | $0 |
Total income from all sources | 2017-09-30 | $2,596 |
Expenses. Total of all expenses incurred | 2017-09-30 | $0 |
Total plan assets at end of year | 2017-09-30 | $14,755 |
Total plan assets at beginning of year | 2017-09-30 | $12,159 |
Value of fidelity bond covering the plan | 2017-09-30 | $1,000,000 |
Other income received | 2017-09-30 | $2,596 |
Net income (gross income less expenses) | 2017-09-30 | $2,596 |
Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $14,755 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $12,159 |
Assets. Value of employer securities | 2017-09-30 | $0 |
2016 : CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Total income from all sources | 2016-09-30 | $0 |
Expenses. Total of all expenses incurred | 2016-09-30 | $0 |
Benefits paid (including direct rollovers) | 2016-09-30 | $0 |
Total plan assets at end of year | 2016-09-30 | $12,159 |
Total plan assets at beginning of year | 2016-09-30 | $12,159 |
Net income (gross income less expenses) | 2016-09-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $12,159 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $12,159 |
Assets. Value of employer securities | 2016-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2016-09-30 | $0 |
2015 : CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-09-30 | $-802,448 |
Total unrealized appreciation/depreciation of assets | 2015-09-30 | $-802,448 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $3,010 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $206,656 |
Total income from all sources (including contributions) | 2015-09-30 | $-800,617 |
Total of all expenses incurred | 2015-09-30 | $8,253 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $8,253 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $1,831 |
Value of total assets at end of year | 2015-09-30 | $12,159 |
Value of total assets at beginning of year | 2015-09-30 | $1,024,675 |
Total plan liabilities at end of year | 2015-09-30 | $3,010 |
Total plan liabilities at beginning of year | 2015-09-30 | $206,656 |
Total income from all sources | 2015-09-30 | $-9,309 |
Expenses. Total of all expenses incurred | 2015-09-30 | $8,253 |
Benefits paid (including direct rollovers) | 2015-09-30 | $8,253 |
Total plan assets at end of year | 2015-09-30 | $12,159 |
Total plan assets at beginning of year | 2015-09-30 | $233,367 |
Other income received | 2015-09-30 | $-9,309 |
Net income (gross income less expenses) | 2015-09-30 | $-17,562 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $9,149 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $26,711 |
Assets. Value of employer securities | 2015-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
Value of fidelity bond cover | 2015-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-09-30 | $1,040 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-09-30 | $14,894 |
Total non interest bearing cash at end of year | 2015-09-30 | $12,159 |
Total non interest bearing cash at beginning of year | 2015-09-30 | $222,227 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Value of net income/loss | 2015-09-30 | $-808,870 |
Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $9,149 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $818,019 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
Assets. Invements in employer securities at end of year | 2015-09-30 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-09-30 | $802,448 |
Contributions received in cash from employer | 2015-09-30 | $1,831 |
Employer contributions (assets) at beginning of year | 2015-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $8,253 |
Liabilities. Value of benefit claims payable at end of year | 2015-09-30 | $1,970 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-09-30 | $191,762 |
Did the plan have assets held for investment | 2015-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Unqualified |
Accountancy firm name | 2015-09-30 | ARONSON LLC |
Accountancy firm EIN | 2015-09-30 | 371611326 |
2014 : CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-09-30 | $-791,308 |
Total unrealized appreciation/depreciation of assets | 2014-09-30 | $-791,308 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $206,656 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $35,667 |
Total income from all sources (including contributions) | 2014-09-30 | $-588,426 |
Total loss/gain on sale of assets | 2014-09-30 | $0 |
Total of all expenses incurred | 2014-09-30 | $204,829 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $204,829 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $202,882 |
Value of total assets at end of year | 2014-09-30 | $233,367 |
Value of total assets at beginning of year | 2014-09-30 | $855,633 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $0 |
Total interest from all sources | 2014-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
Value of fidelity bond cover | 2014-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-09-30 | $14,894 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-09-30 | $13,761 |
Total non interest bearing cash at end of year | 2014-09-30 | $222,227 |
Total non interest bearing cash at beginning of year | 2014-09-30 | $26,306 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Value of net income/loss | 2014-09-30 | $-793,255 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $26,711 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $819,966 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Assets. Invements in employer securities at end of year | 2014-09-30 | $11,140 |
Assets. Invements in employer securities at beginning of year | 2014-09-30 | $802,448 |
Contributions received in cash from employer | 2014-09-30 | $202,882 |
Employer contributions (assets) at end of year | 2014-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2014-09-30 | $26,879 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $204,829 |
Liabilities. Value of benefit claims payable at end of year | 2014-09-30 | $191,762 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-09-30 | $21,906 |
Did the plan have assets held for investment | 2014-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Unqualified |
Accountancy firm name | 2014-09-30 | ARONSON LLC |
Accountancy firm EIN | 2014-09-30 | 371611326 |
2013 : CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $2,372 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $28,274 |
Total income from all sources (including contributions) | 2013-09-30 | $72,899 |
Total loss/gain on sale of assets | 2013-09-30 | $0 |
Total of all expenses incurred | 2013-09-30 | $62,314 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $62,314 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $72,898 |
Value of total assets at end of year | 2013-09-30 | $889,319 |
Value of total assets at beginning of year | 2013-09-30 | $904,636 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $0 |
Total interest from all sources | 2013-09-30 | $1 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
Value of fidelity bond cover | 2013-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
Total non interest bearing cash at end of year | 2013-09-30 | $26,306 |
Total non interest bearing cash at beginning of year | 2013-09-30 | $41,623 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Value of net income/loss | 2013-09-30 | $10,585 |
Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $886,947 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $876,362 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
Interest earned on other investments | 2013-09-30 | $1 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
Assets. Invements in employer securities at end of year | 2013-09-30 | $863,013 |
Assets. Invements in employer securities at beginning of year | 2013-09-30 | $863,013 |
Contributions received in cash from employer | 2013-09-30 | $72,898 |
Employer contributions (assets) at end of year | 2013-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2013-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $62,314 |
Liabilities. Value of benefit claims payable at end of year | 2013-09-30 | $2,372 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-09-30 | $28,274 |
Did the plan have assets held for investment | 2013-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Unqualified |
Accountancy firm name | 2013-09-30 | ARONSON LLC |
Accountancy firm EIN | 2013-09-30 | 371611326 |
2012 : CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $28,274 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $24,623 |
Total income from all sources (including contributions) | 2012-09-30 | $76,327 |
Total loss/gain on sale of assets | 2012-09-30 | $0 |
Total of all expenses incurred | 2012-09-30 | $66,880 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $66,880 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $76,327 |
Value of total assets at end of year | 2012-09-30 | $991,663 |
Value of total assets at beginning of year | 2012-09-30 | $978,565 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $0 |
Total interest from all sources | 2012-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
Value of fidelity bond cover | 2012-09-30 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
Total non interest bearing cash at end of year | 2012-09-30 | $41,623 |
Total non interest bearing cash at beginning of year | 2012-09-30 | $20,830 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Value of net income/loss | 2012-09-30 | $9,447 |
Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $963,389 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $953,942 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
Assets. Invements in employer securities at end of year | 2012-09-30 | $950,040 |
Assets. Invements in employer securities at beginning of year | 2012-09-30 | $950,040 |
Contributions received in cash from employer | 2012-09-30 | $76,327 |
Employer contributions (assets) at end of year | 2012-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2012-09-30 | $7,695 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $66,880 |
Liabilities. Value of benefit claims payable at end of year | 2012-09-30 | $28,274 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-09-30 | $24,623 |
Did the plan have assets held for investment | 2012-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Unqualified |
2011 : CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-09-30 | $24,623 |
Total plan liabilities at beginning of year | 2011-09-30 | $61,000 |
Total income from all sources | 2011-09-30 | $7,695 |
Expenses. Total of all expenses incurred | 2011-09-30 | $7,695 |
Benefits paid (including direct rollovers) | 2011-09-30 | $7,695 |
Total plan assets at end of year | 2011-09-30 | $1,031,345 |
Total plan assets at beginning of year | 2011-09-30 | $1,067,722 |
Value of fidelity bond covering the plan | 2011-09-30 | $1,000,000 |
Other income received | 2011-09-30 | $0 |
Net income (gross income less expenses) | 2011-09-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $1,006,722 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $1,006,722 |
Assets. Value of employer securities | 2011-09-30 | $1,002,820 |
Total contributions received or receivable from employer(s) | 2011-09-30 | $7,695 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
2010 : CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
2018: CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
---|---|---|
2018-10-01 | Type of plan entity | Single employer plan |
2018-10-01 | Submission has been amended | No |
2018-10-01 | This submission is the final filing | Yes |
2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2018-10-01 | Plan is a collectively bargained plan | No |
2018-10-01 | Plan funding arrangement – Trust | Yes |
2018-10-01 | Plan benefit arrangement - Trust | Yes |
2017: CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-10-01 | Type of plan entity | Single employer plan |
2017-10-01 | Submission has been amended | No |
2017-10-01 | This submission is the final filing | No |
2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-10-01 | Plan is a collectively bargained plan | No |
2017-10-01 | Plan funding arrangement – Trust | Yes |
2017-10-01 | Plan benefit arrangement - Trust | Yes |
2016: CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-10-01 | Type of plan entity | Single employer plan |
2016-10-01 | Submission has been amended | No |
2016-10-01 | This submission is the final filing | No |
2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-10-01 | Plan is a collectively bargained plan | No |
2016-10-01 | Plan funding arrangement – Trust | Yes |
2016-10-01 | Plan benefit arrangement - Trust | Yes |
2015: CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Submission has been amended | No |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | No |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | Yes |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | Yes |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2009: CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | Yes |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan is a collectively bargained plan | No |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |
2008: CIRCLE SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses | ||
2008-10-01 | Type of plan entity | Single employer plan |
2008-10-01 | Submission has been amended | Yes |
2008-10-01 | This submission is the final filing | No |
2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-10-01 | Plan is a collectively bargained plan | No |