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STANDARD OFFICE SYSTEMS 401(K) PLAN 401k Plan overview

Plan NameSTANDARD OFFICE SYSTEMS 401(K) PLAN
Plan identification number 002

STANDARD OFFICE SYSTEMS 401(K) PLAN 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

STANDARD OFFICE SYSTEMS has sponsored the creation of one or more 401k plans.

Company Name:STANDARD OFFICE SYSTEMS
Employer identification number (EIN):580944948
NAIC Classification:454390
NAIC Description:Other Direct Selling Establishments

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STANDARD OFFICE SYSTEMS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022022-01-01KATHERINE MANCARELLA
0022021-01-01
0022021-01-01ROSE GRANDE
0022020-01-01
0022019-01-01JULIA MARASI2020-07-07 JULIA MARASI2020-07-07
0022018-01-01JULIA MARASI2019-07-12 JULIA MARASI2019-07-12
0022018-01-01
0022018-01-01DEBBIE COOK
0022017-01-01JULIA MARASI2018-04-30 JULIA MARASI2018-04-30
0022017-01-01
0022017-01-01JULIA MARASI
0022016-01-01JULIA MARASI2017-05-12 JULIA MARASI2017-05-12
0022015-01-01ANDREW KOEHLER2016-07-20 ANDREW KOEHLER2016-07-20
0022014-01-01ANDREW KOEHLER2016-07-20 ANDREW KOEHLER2016-07-20
0022013-01-01ANDREW KOEHLER2016-07-20 ANDREW KOEHLER2016-07-20
0022012-01-01ANDREW KOEHLER ANDREW KOEHLER2013-07-19
0022011-01-01ANDREW KOEHLER ANDREW KOEHLER2012-08-01
0022010-01-01ANDREW KOEHLER ANDREW KOEHLER2011-07-13
0022009-01-01ANDREW KOEHLER ANDREW KOEHLER2010-06-10

Plan Statistics for STANDARD OFFICE SYSTEMS 401(K) PLAN

401k plan membership statisitcs for STANDARD OFFICE SYSTEMS 401(K) PLAN

Measure Date Value
2022: STANDARD OFFICE SYSTEMS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01126
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STANDARD OFFICE SYSTEMS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01126
Total number of active participants reported on line 7a of the Form 55002021-01-0189
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01121
Number of participants with account balances2021-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: STANDARD OFFICE SYSTEMS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01121
Total number of active participants reported on line 7a of the Form 55002020-01-0198
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01126
Number of participants with account balances2020-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2018: STANDARD OFFICE SYSTEMS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01117
Total number of active participants reported on line 7a of the Form 55002018-01-0186
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01108
Number of participants with account balances2018-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: STANDARD OFFICE SYSTEMS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01114
Total number of active participants reported on line 7a of the Form 55002017-01-0187
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01111
Number of participants with account balances2017-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2012: STANDARD OFFICE SYSTEMS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01104
Total number of active participants reported on line 7a of the Form 55002012-01-0180
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0194
Number of participants with account balances2012-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: STANDARD OFFICE SYSTEMS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01107
Total number of active participants reported on line 7a of the Form 55002011-01-0184
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01102
Number of participants with account balances2011-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: STANDARD OFFICE SYSTEMS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01110
Total number of active participants reported on line 7a of the Form 55002010-01-0190
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01106
Number of participants with account balances2010-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: STANDARD OFFICE SYSTEMS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01109
Total number of active participants reported on line 7a of the Form 55002009-01-0187
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01115
Number of participants with account balances2009-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on STANDARD OFFICE SYSTEMS 401(K) PLAN

Measure Date Value
2022 : STANDARD OFFICE SYSTEMS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-30$0
Total transfer of assets from this plan2022-12-30$13,121,925
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-30$0
Total income from all sources (including contributions)2022-12-30$-1,397,470
Total loss/gain on sale of assets2022-12-30$0
Total of all expenses incurred2022-12-30$1,438,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-30$1,378,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-30$944,239
Value of total assets at end of year2022-12-30$0
Value of total assets at beginning of year2022-12-30$15,958,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-30$60,511
Total interest from all sources2022-12-30$12,397
Total dividends received (eg from common stock, registered investment company shares)2022-12-30$648,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-30$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-30$648,180
Was this plan covered by a fidelity bond2022-12-30Yes
Value of fidelity bond cover2022-12-30$750,000
If this is an individual account plan, was there a blackout period2022-12-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-30No
Contributions received from participants2022-12-30$676,346
Participant contributions at end of year2022-12-30$0
Participant contributions at beginning of year2022-12-30$210,662
Administrative expenses (other) incurred2022-12-30$60,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-30No
Value of net income/loss2022-12-30$-2,836,116
Value of net assets at end of year (total assets less liabilities)2022-12-30$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-30$15,958,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-30No
Were any leases to which the plan was party in default or uncollectible2022-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-30$15,747,379
Interest on participant loans2022-12-30$12,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-30$-3,002,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-30No
Was there a failure to transmit to the plan any participant contributions2022-12-30No
Has the plan failed to provide any benefit when due under the plan2022-12-30No
Contributions received in cash from employer2022-12-30$267,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-30$1,378,135
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-30Yes
Did the plan have assets held for investment2022-12-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-30Yes
Opinion of an independent qualified public accountant for this plan2022-12-30Unqualified
Accountancy firm name2022-12-30SMITH & HOWARD
Accountancy firm EIN2022-12-30581250486
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets from this plan2022-01-01$13,121,925
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,397,470
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,438,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,378,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$944,239
Value of total assets at end of year2022-01-01$0
Value of total assets at beginning of year2022-01-01$15,958,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$60,511
Total interest from all sources2022-01-01$12,397
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$648,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-01-01$0
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$648,180
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$750,000
If this is an individual account plan, was there a blackout period2022-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$676,346
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$210,662
Administrative expenses (other) incurred2022-01-01$60,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,836,116
Value of net assets at end of year (total assets less liabilities)2022-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$15,958,041
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$15,747,379
Interest on participant loans2022-01-01$12,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-3,002,286
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$267,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,378,135
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01Yes
Did the plan have assets held for investment2022-01-01No
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 PBGC2022-01-01Yes
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01SMITH & HOWARD
Accountancy firm EIN2022-01-01581250486
2021 : STANDARD OFFICE SYSTEMS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,059,757
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,487,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,437,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$883,575
Value of total assets at end of year2021-12-31$15,958,041
Value of total assets at beginning of year2021-12-31$15,385,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,535
Total interest from all sources2021-12-31$11,387
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$852,466
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$852,466
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$750,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$586,175
Participant contributions at end of year2021-12-31$210,662
Participant contributions at beginning of year2021-12-31$259,812
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$68,988
Other income not declared elsewhere2021-12-31$-5,338
Administrative expenses (other) incurred2021-12-31$49,535
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$572,507
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,958,041
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,385,534
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$15,747,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,125,722
Interest on participant loans2021-12-31$11,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,317,667
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$228,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,437,715
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31SMITH & HOWARD
Accountancy firm EIN2021-12-31581250486
2020 : STANDARD OFFICE SYSTEMS 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,330,808
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$766,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$704,708
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$817,603
Value of total assets at end of year2020-12-31$15,385,534
Value of total assets at beginning of year2020-12-31$13,821,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$61,923
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$14,247
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$204,246
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$204,246
Administrative expenses professional fees incurred2020-12-31$44,378
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$750,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$589,594
Participant contributions at end of year2020-12-31$259,812
Participant contributions at beginning of year2020-12-31$216,264
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,845
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,564,177
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,385,534
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,821,357
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$17,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,125,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,276,471
Interest on participant loans2020-12-31$14,247
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$2,328,622
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,293,097
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$1,615
Net gain/loss from 103.12 investment entities2020-12-31$0
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$225,164
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$704,708
Contract administrator fees2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SMITH & HOWARD
Accountancy firm EIN2020-12-31581250486
2018 : STANDARD OFFICE SYSTEMS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$341,557
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$949,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$899,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$924,343
Value of total assets at end of year2018-12-31$11,507,773
Value of total assets at beginning of year2018-12-31$12,115,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,300
Total interest from all sources2018-12-31$48,241
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$188,737
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$188,737
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$750,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$642,716
Participant contributions at end of year2018-12-31$192,388
Participant contributions at beginning of year2018-12-31$202,706
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$38,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-607,493
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,507,773
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,115,266
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
Investment advisory and management fees2018-12-31$13,159
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,072,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,579,288
Interest on participant loans2018-12-31$11,536
Interest earned on other investments2018-12-31$36,705
Value of interest in common/collective trusts at end of year2018-12-31$107,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,135,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,333,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-818,629
Net investment gain or loss from common/collective trusts2018-12-31$-1,135
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$242,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$899,750
Contract administrator fees2018-12-31$36,141
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
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SMITH & HOWARD
Accountancy firm EIN2018-12-31581250488
2017 : STANDARD OFFICE SYSTEMS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,614,088
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,085,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,033,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,073,820
Value of total assets at end of year2017-12-31$12,115,266
Value of total assets at beginning of year2017-12-31$10,586,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$51,220
Total interest from all sources2017-12-31$48,435
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$159,128
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$159,128
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$750,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$622,767
Participant contributions at end of year2017-12-31$202,706
Participant contributions at beginning of year2017-12-31$315,407
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$209,587
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$1,528,970
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,115,266
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,586,296
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
Investment advisory and management fees2017-12-31$17,714
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,579,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,369,551
Interest on participant loans2017-12-31$13,519
Interest earned on other investments2017-12-31$34,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,333,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,901,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,332,705
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$241,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,033,898
Contract administrator fees2017-12-31$33,506
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
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SMITH & HOWARD
Accountancy firm EIN2017-12-31581250488
2012 : STANDARD OFFICE SYSTEMS 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,242,179
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$283,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$252,600
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$512,964
Value of total assets at end of year2012-12-31$6,933,303
Value of total assets at beginning of year2012-12-31$5,974,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,063
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$27,795
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$101,636
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$101,636
Administrative expenses professional fees incurred2012-12-31$13,749
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$750,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$362,427
Participant contributions at end of year2012-12-31$240,942
Participant contributions at beginning of year2012-12-31$191,842
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$480
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$958,516
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,933,303
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,974,787
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$14,958
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,823,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,898,104
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$11,636
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$16,159
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$869,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$884,841
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$599,784
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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$150,537
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$252,600
Contract administrator fees2012-12-31$1,876
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SMITH AND HOWARD PC
Accountancy firm EIN2012-12-31581250486
2011 : STANDARD OFFICE SYSTEMS 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$512,622
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,389,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,337,814
Expenses. Certain deemed distributions of participant loans2011-12-31$15,811
Value of total corrective distributions2011-12-31$3,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$526,996
Value of total assets at end of year2011-12-31$5,974,787
Value of total assets at beginning of year2011-12-31$6,851,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$32,800
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$27,050
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$88,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$88,284
Administrative expenses professional fees incurred2011-12-31$9,749
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$750,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$376,351
Participant contributions at end of year2011-12-31$191,842
Participant contributions at beginning of year2011-12-31$198,625
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$885
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-876,823
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,974,787
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,851,610
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$14,884
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,898,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,573,858
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$9,006
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$18,044
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$884,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,079,127
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-130,386
Net investment gain/loss from pooled separate accounts2011-12-31$-207
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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$150,645
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,337,814
Contract administrator fees2011-12-31$8,167
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SMITH AND HOWARD PC
Accountancy firm EIN2011-12-31581250486
2010 : STANDARD OFFICE SYSTEMS 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,214,456
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$481,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$436,893
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$22,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$462,332
Value of total assets at end of year2010-12-31$6,851,610
Value of total assets at beginning of year2010-12-31$6,118,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,272
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$21,595
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$57,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$57,858
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$750,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$329,219
Participant contributions at end of year2010-12-31$198,625
Participant contributions at beginning of year2010-12-31$173,900
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$2,697
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$732,863
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,851,610
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,118,747
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$5,803
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,573,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,122,426
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,486,081
Interest on participant loans2010-12-31$11,640
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$9,955
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,079,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$336,340
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$-2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$210,798
Net investment gain/loss from pooled separate accounts2010-12-31$459,176
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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$133,113
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$436,895
Contract administrator fees2010-12-31$16,469
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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 appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SMITH AND HOWARD PC
Accountancy firm EIN2010-12-31581250486

Form 5500 Responses for STANDARD OFFICE SYSTEMS 401(K) PLAN

2022: STANDARD OFFICE SYSTEMS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STANDARD OFFICE SYSTEMS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STANDARD OFFICE SYSTEMS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2018: STANDARD OFFICE SYSTEMS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STANDARD OFFICE SYSTEMS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2012: STANDARD OFFICE SYSTEMS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STANDARD OFFICE SYSTEMS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STANDARD OFFICE SYSTEMS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STANDARD OFFICE SYSTEMS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number432522
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number432522
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number432522
Policy instance 2

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