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PEROT SYSTEMS GOVERNMENT SERVICES FRINGE BENEFIT TRUST 401k Plan overview

Plan NamePEROT SYSTEMS GOVERNMENT SERVICES FRINGE BENEFIT TRUST
Plan identification number 504

PEROT SYSTEMS GOVERNMENT SERVICES FRINGE BENEFIT TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

PEROT SYSTEMS GOVERNMENT SERVICES has sponsored the creation of one or more 401k plans.

Company Name:PEROT SYSTEMS GOVERNMENT SERVICES
Employer identification number (EIN):541168756
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEROT SYSTEMS GOVERNMENT SERVICES FRINGE BENEFIT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042009-01-01THOMAS KELLY KEVIN BLACK2010-09-20
5042009-01-01THOMAS KELLY KEVIN BLACK2010-09-17
5042009-01-01THOMAS KELLY KEVIN BLACK2010-09-20
5042008-01-01

Financial Data on PEROT SYSTEMS GOVERNMENT SERVICES FRINGE BENEFIT TRUST

Measure Date Value
2010 : PEROT SYSTEMS GOVERNMENT SERVICES FRINGE BENEFIT TRUST 2010 401k financial data
Total transfer of assets from this plan2010-12-31$113,174
Total income from all sources (including contributions)2010-12-31$2,765,067
Total of all expenses incurred2010-12-31$3,018,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,727,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,764,871
Value of total assets at beginning of year2010-12-31$366,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$291,707
Total interest from all sources2010-12-31$196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2010-12-31$113,174
Administrative expenses professional fees incurred2010-12-31$12,007
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$182,051
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$500,017
Administrative expenses (other) incurred2010-12-31$442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-253,736
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$366,910
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
Investment advisory and management fees2010-12-31$27,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$364,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$364,910
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$196
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,227,079
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$2,582,820
Contract administrator fees2010-12-31$251,921
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31Yes
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 name2010-12-31FRYE & WOLCOTT, PC
Accountancy firm EIN2010-12-31542042172
2007 : PEROT SYSTEMS GOVERNMENT SERVICES FRINGE BENEFIT TRUST 2007 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$377,270
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$379,453
Total income from all sources (including contributions)2007-12-31$2,253,804
Total of all expenses incurred2007-12-31$2,506,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-12-31$2,331,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$2,222,881
Value of total assets at end of year2007-12-31$658,041
Value of total assets at beginning of year2007-12-31$913,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$175,250
Total interest from all sources2007-12-31$30,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31No
Administrative expenses professional fees incurred2007-12-31$6,200
Was this plan covered by a fidelity bond2007-12-31Yes
Value of fidelity bond cover2007-12-31$150,000
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Contributions received from participants2007-12-31$202,856
Income. Received or receivable in cash from other sources (including rollovers)2007-12-31$8,714
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2007-12-31$364,860
Administrative expenses (other) incurred2007-12-31$421
Liabilities. Value of operating payables at end of year2007-12-31$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Value of net income/loss2007-12-31$-252,936
Value of net assets at end of year (total assets less liabilities)2007-12-31$280,771
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$533,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Investment advisory and management fees2007-12-31$14,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2007-12-31$658,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2007-12-31$913,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2007-12-31$913,160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2007-12-31$30,923
Expenses. Payments to insurance carriers foe the provision of benefits2007-12-31$1,966,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31No
Was there a failure to transmit to the plan any participant contributions2007-12-31No
Contributions received in cash from employer2007-12-31$2,011,311
Contract administrator fees2007-12-31$154,067
Liabilities. Value of benefit claims payable at end of year2007-12-31$376,070
Liabilities. Value of benefit claims payable at beginning of year2007-12-31$379,453
Did the plan have assets held for investment2007-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-12-31No
Opinion of an independent qualified public accountant for this plan2007-12-31Unqualified
Accountancy firm name2007-12-31FRYE & WOLCOTT, PC
Accountancy firm EIN2007-12-31542042172
2006 : PEROT SYSTEMS GOVERNMENT SERVICES FRINGE BENEFIT TRUST 2006 401k financial data
Total unrealized appreciation/depreciation of assets2006-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-12-31$379,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2006-12-31$368,714
Total income from all sources (including contributions)2006-12-31$2,414,759
Total loss/gain on sale of assets2006-12-31$0
Total of all expenses incurred2006-12-31$2,292,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2006-12-31$2,092,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2006-12-31$2,388,001
Value of total assets at end of year2006-12-31$913,160
Value of total assets at beginning of year2006-12-31$780,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2006-12-31$199,815
Total interest from all sources2006-12-31$26,758
Total dividends received (eg from common stock, registered investment company shares)2006-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2006-12-31No
Administrative expenses professional fees incurred2006-12-31$7,538
Was this plan covered by a fidelity bond2006-12-31Yes
Value of fidelity bond cover2006-12-31$150,000
Were there any nonexempt tranactions with any party-in-interest2006-12-31No
Contributions received from participants2006-12-31$21,550
Participant contributions at end of year2006-12-31$0
Participant contributions at beginning of year2006-12-31$13,541
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2006-12-31$379,065
Administrative expenses (other) incurred2006-12-31$406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2006-12-31No
Value of net income/loss2006-12-31$122,009
Value of net assets at end of year (total assets less liabilities)2006-12-31$533,707
Value of net assets at beginning of year (total assets less liabilities)2006-12-31$411,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2006-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2006-12-31No
Were any leases to which the plan was party in default or uncollectible2006-12-31No
Investment advisory and management fees2006-12-31$17,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2006-12-31$913,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2006-12-31$571,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2006-12-31$571,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2006-12-31$26,758
Expenses. Payments to insurance carriers foe the provision of benefits2006-12-31$1,713,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2006-12-31No
Was there a failure to transmit to the plan any participant contributions2006-12-31No
Contributions received in cash from employer2006-12-31$2,366,451
Employer contributions (assets) at end of year2006-12-31$0
Employer contributions (assets) at beginning of year2006-12-31$195,586
Contract administrator fees2006-12-31$174,273
Liabilities. Value of benefit claims payable at end of year2006-12-31$379,453
Liabilities. Value of benefit claims payable at beginning of year2006-12-31$368,714
Did the plan have assets held for investment2006-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2006-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2006-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2006-12-31No
Opinion of an independent qualified public accountant for this plan2006-12-31Unqualified
Accountancy firm name2006-12-31FRYE & WOLCOTT, PC
Accountancy firm EIN2006-12-31542042172
2005 : PEROT SYSTEMS GOVERNMENT SERVICES FRINGE BENEFIT TRUST 2005 401k financial data
Total unrealized appreciation/depreciation of assets2005-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2005-12-31$368,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2005-12-31$328,228
Total income from all sources (including contributions)2005-12-31$2,350,327
Total loss/gain on sale of assets2005-12-31$0
Total of all expenses incurred2005-12-31$2,041,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2005-12-31$1,852,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2005-12-31$2,344,417
Value of total assets at end of year2005-12-31$780,412
Value of total assets at beginning of year2005-12-31$431,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2005-12-31$188,995
Total interest from all sources2005-12-31$5,910
Total dividends received (eg from common stock, registered investment company shares)2005-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2005-12-31No
Administrative expenses professional fees incurred2005-12-31$15,700
Was this plan covered by a fidelity bond2005-12-31Yes
Value of fidelity bond cover2005-12-31$150,000
Were there any nonexempt tranactions with any party-in-interest2005-12-31No
Contributions received from participants2005-12-31$154,053
Participant contributions at end of year2005-12-31$13,541
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2005-12-31$259,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2005-12-31No
Value of net income/loss2005-12-31$308,654
Value of net assets at end of year (total assets less liabilities)2005-12-31$411,698
Value of net assets at beginning of year (total assets less liabilities)2005-12-31$103,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2005-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2005-12-31No
Were any leases to which the plan was party in default or uncollectible2005-12-31No
Investment advisory and management fees2005-12-31$425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2005-12-31$571,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2005-12-31$431,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2005-12-31$431,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2005-12-31$5,910
Expenses. Payments to insurance carriers foe the provision of benefits2005-12-31$1,593,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2005-12-31No
Was there a failure to transmit to the plan any participant contributions2005-12-31No
Contributions received in cash from employer2005-12-31$2,190,364
Employer contributions (assets) at end of year2005-12-31$195,586
Contract administrator fees2005-12-31$172,870
Liabilities. Value of benefit claims payable at end of year2005-12-31$368,714
Liabilities. Value of benefit claims payable at beginning of year2005-12-31$328,228
Did the plan have assets held for investment2005-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2005-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2005-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2005-12-31No
Opinion of an independent qualified public accountant for this plan2005-12-31Unqualified
Accountancy firm name2005-12-31FRYE & WOLCOTT, PC
Accountancy firm EIN2005-12-31542042172

Form 5500 Responses for PEROT SYSTEMS GOVERNMENT SERVICES FRINGE BENEFIT TRUST

2009: PEROT SYSTEMS GOVERNMENT SERVICES FRINGE BENEFIT TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: PEROT SYSTEMS GOVERNMENT SERVICES FRINGE BENEFIT TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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