401k Plan data: CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN plan

CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

CAMBRIDGE MANAGEMENT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: CAMBRIDGE MANAGEMENT SERVICES, INC.

Employer identification number (EIN): 581909058

NAIC Classification: 541600

Additional information about CAMBRIDGE MANAGEMENT SERVICES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1989-02-22

Company Identification Number: K67412

Legal Registered Office Address: 650 S. NORTHLAKE BLVD, SUITE 450

ALTAMONTE SPRINGS

32701

More information about CAMBRIDGE MANAGEMENT SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ROBERT M. PIEZON 2023-06-12
001 2021-01-01 ROBERT M. PIEZON 2022-04-06
001 2020-01-01 ROBERT M. PIEZON 2021-09-14
001 2019-01-01 ROBERT M. PIEZON 2020-09-22
001 2018-01-01 ROBERT M. PIEZON 2019-09-24
001 2017-01-01 ROBERT M. PIEZON 2018-07-24
001 2016-01-01 ROBERT M. PIEZON 2018-01-29
001 2015-01-01 ROBERT M. PIEZON
001 2014-01-01 ROBERT M. PIEZON
001 2013-01-01 ROBERT M. PIEZON
001 2012-01-01 ROBERT M. PIEZON
001 2011-01-01 ROBERT PIEZON
001 2010-01-01 ROBERT PIEZON 2011-10-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ROBERT M. PIEZON	2023-06-12
001	2021-01-01	ROBERT M. PIEZON	2022-04-06
001	2020-01-01	ROBERT M. PIEZON	2021-09-14
001	2019-01-01	ROBERT M. PIEZON	2020-09-22
001	2018-01-01	ROBERT M. PIEZON	2019-09-24
001	2017-01-01	ROBERT M. PIEZON	2018-07-24
001	2016-01-01	ROBERT M. PIEZON	2018-01-29
001	2015-01-01	ROBERT M. PIEZON
001	2014-01-01	ROBERT M. PIEZON
001	2013-01-01	ROBERT M. PIEZON
001	2012-01-01	ROBERT M. PIEZON
001	2011-01-01	ROBERT PIEZON
001	2010-01-01	ROBERT PIEZON	2011-10-04

Plan Statistics for CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 78
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 21
Total of all active and inactive participants 2015-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 100
Number of participants with account balances 2015-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 78
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 20
Total of all active and inactive participants 2014-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 98
Number of participants with account balances 2014-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 100
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 17
Total of all active and inactive participants 2013-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 118
Number of participants with account balances 2013-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 130
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 20
Total of all active and inactive participants 2012-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 150
Number of participants with account balances 2012-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 125
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 15
Total of all active and inactive participants 2011-01-01 143
Total participants 2011-01-01 143
Number of participants with account balances 2011-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2015: CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	78
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	21
Total of all active and inactive participants	2015-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	100
Number of participants with account balances	2015-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	78
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	20
Total of all active and inactive participants	2014-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	98
Number of participants with account balances	2014-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	100
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	17
Total of all active and inactive participants	2013-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	118
Number of participants with account balances	2013-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	130
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	20
Total of all active and inactive participants	2012-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	150
Number of participants with account balances	2012-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	125
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	15
Total of all active and inactive participants	2011-01-01	143
Total participants	2011-01-01	143
Number of participants with account balances	2011-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$125,960
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$217,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$203,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$182,512
Value of total assets at end of year	2015-12-31	$1,339,279
Value of total assets at beginning of year	2015-12-31	$1,430,667
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$13,997
Total interest from all sources	2015-12-31	$486
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$1,000
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$116,573
Participant contributions at end of year	2015-12-31	$11,022
Participant contributions at beginning of year	2015-12-31	$14,289
Participant contributions at end of year	2015-12-31	$5,290
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$39,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-91,388
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,339,279
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,430,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$12,889
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,294,189
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,392,255
Income. Interest from loans (other than to participants)	2015-12-31	$484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$2,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$294
Net investment gain or loss from common/collective trusts	2015-12-31	$-57,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$25,944
Employer contributions (assets) at end of year	2015-12-31	$25,944
Employer contributions (assets) at beginning of year	2015-12-31	$23,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$203,351
Contract administrator fees	2015-12-31	$108
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MARTIN & ASSOCIATES, PL
Accountancy firm EIN	2015-12-31	820553529
2014 : CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$190,562
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$48,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$32,126
Value of total corrective distributions	2014-12-31	$1,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$127,023
Value of total assets at end of year	2014-12-31	$1,430,667
Value of total assets at beginning of year	2014-12-31	$1,288,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$15,183
Total interest from all sources	2014-12-31	$656
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$300
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$400,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$103,194
Participant contributions at end of year	2014-12-31	$14,289
Participant contributions at beginning of year	2014-12-31	$22,084
Administrative expenses (other) incurred	2014-12-31	$1,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$141,735
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,430,667
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,288,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$13,591
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,392,255
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,235,632
Interest on participant loans	2014-12-31	$762
Interest earned on other investments	2014-12-31	$-115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$10,742
Net investment gain/loss from pooled separate accounts	2014-12-31	$62,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$23,829
Employer contributions (assets) at end of year	2014-12-31	$23,829
Employer contributions (assets) at beginning of year	2014-12-31	$19,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$32,126
Contract administrator fees	2014-12-31	$96
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MARTIN & ASSOCIATES, PL
Accountancy firm EIN	2014-12-31	820553529
2013 : CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$311,177
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$106,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$93,591
Value of total corrective distributions	2013-12-31	$303
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$111,028
Value of total assets at end of year	2013-12-31	$1,288,932
Value of total assets at beginning of year	2013-12-31	$1,084,381
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$12,732
Total interest from all sources	2013-12-31	$940
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$900
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$400,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$91,750
Participant contributions at end of year	2013-12-31	$22,084
Participant contributions at beginning of year	2013-12-31	$25,713
Administrative expenses (other) incurred	2013-12-31	$74
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$204,551
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,288,932
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,084,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$11,758
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,235,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,023,389
Interest on participant loans	2013-12-31	$945
Interest earned on other investments	2013-12-31	$-34
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$762
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$29
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$10,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$12,029
Net investment gain/loss from pooled separate accounts	2013-12-31	$199,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$19,278
Employer contributions (assets) at end of year	2013-12-31	$19,278
Employer contributions (assets) at beginning of year	2013-12-31	$22,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$93,591
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MARTIN & ASSOCIATES, PL
Accountancy firm EIN	2013-12-31	820553529
2012 : CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$248,960
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$170,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$153,307
Value of total corrective distributions	2012-12-31	$1,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$124,846
Value of total assets at end of year	2012-12-31	$1,084,381
Value of total assets at beginning of year	2012-12-31	$1,006,399
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$16,217
Total interest from all sources	2012-12-31	$1,209
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$600
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$400,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$102,912
Participant contributions at end of year	2012-12-31	$25,713
Participant contributions at beginning of year	2012-12-31	$51,348
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$3,765
Administrative expenses (other) incurred	2012-12-31	$1,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$77,982
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,084,381
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,006,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$10,029
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,023,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$920,537
Interest on participant loans	2012-12-31	$1,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$762
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$12,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$6,986
Net investment gain/loss from pooled separate accounts	2012-12-31	$122,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$21,934
Employer contributions (assets) at end of year	2012-12-31	$22,488
Employer contributions (assets) at beginning of year	2012-12-31	$22,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$153,307
Contract administrator fees	2012-12-31	$4,174
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MARTIN & ASSOCIATES, PL
Accountancy firm EIN	2012-12-31	820553529
2011 : CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$103,022
Total of all expenses incurred	2011-12-31	$62,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$47,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$131,054
Value of total assets at end of year	2011-12-31	$1,006,399
Value of total assets at beginning of year	2011-12-31	$965,465
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$14,772
Total interest from all sources	2011-12-31	$1,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$700
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$400,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$108,705
Participant contributions at end of year	2011-12-31	$51,348
Participant contributions at beginning of year	2011-12-31	$0
Participant contributions at end of year	2011-12-31	$3,765
Administrative expenses (other) incurred	2011-12-31	$41
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$40,934
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,006,399
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$965,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$9,862
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$920,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$932,241
Value of interest in pooled separate accounts at end of year	2011-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$1,014
Interest earned on other investments	2011-12-31	$81
Value of interest in master investment trust accounts at end of year	2011-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,414
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$6,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$12,582
Net investment gain/loss from pooled separate accounts	2011-12-31	$-29,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$22,349
Employer contributions (assets) at end of year	2011-12-31	$22,349
Employer contributions (assets) at beginning of year	2011-12-31	$19,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$47,316
Contract administrator fees	2011-12-31	$4,169
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MARTIN & ASSOCIATES, PL
Accountancy firm EIN	2011-12-31	820553529

Form 5500 Responses for CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN

2015: CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CAMBRIDGE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

73759

Policy instance

Insurance contract or identification number	73759
Number of Individuals Covered	53
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $13,542
Total amount of fees paid to insurance company	USD $1,000
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,889
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4
Insurance broker name	DAVID G LEONARD & ASSOCIATES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

73759

Policy instance

Insurance contract or identification number	73759
Number of Individuals Covered	57
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $13,591
Total amount of fees paid to insurance company	USD $977
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,591
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4
Insurance broker name	DAVID G LEONARD & ASSOCIATES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

73759

Policy instance

Insurance contract or identification number	73759
Number of Individuals Covered	44
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $11,758
Total amount of fees paid to insurance company	USD $1,483
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,705
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	4
Insurance broker name	CALTON & ASSOCIATES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

73759

Policy instance

Insurance contract or identification number	73759
Number of Individuals Covered	47
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $10,029
Total amount of fees paid to insurance company	USD $1,187
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,029
Insurance broker organization code?	4
Amount paid for insurance broker fees	1187
Additional information about fees paid to insurance broker	ADMINISTRATIVE
Insurance broker name	DAVID G LEONARD & ASSOCIATES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

73759

Policy instance

Insurance contract or identification number	73759
Number of Individuals Covered	46
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $9,863
Total amount of fees paid to insurance company	USD $1,189
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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Company Name:	CAMBRIDGE MANAGEMENT SERVICES, INC.
Employer identification number (EIN):	581909058
NAIC Classification:	541600

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1989-02-22
Company Identification Number:	K67412
Legal Registered Office Address:	650 S. NORTHLAKE BLVD, SUITE 450 ALTAMONTE SPRINGS 32701