401k Plan data: ISLAND GLOBAL YACHTING 401(K) PLAN plan

ISLAND GLOBAL YACHTING 401(K) PLAN 401k Plan overview

Plan Name	ISLAND GLOBAL YACHTING 401(K) PLAN
Plan identification number	002

ISLAND GLOBAL YACHTING 401(K) 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

APPLIED TECHNOLOGY & MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: APPLIED TECHNOLOGY & MANAGEMENT, INC.

Employer identification number (EIN): 592413268

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ISLAND GLOBAL YACHTING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01
002 2018-01-01
002 2017-01-01 JANICE COLE JANICE COLE 2018-10-25
002 2017-01-01 JANICE COLE JANICE COLE 2018-10-26
002 2017-01-01 JANICE COLE JANICE COLE 2018-10-10
002 2016-01-01 JANICE COLE JANICE COLE 2017-12-10
002 2015-01-01 JANICE COLE JANICE COLE 2016-10-10
002 2014-01-01 JAN COLE
002 2013-01-01 JANICE COLE
002 2012-01-01 JAN COLE
002 2011-01-01 CATHY MESSERSMITH
002 2010-01-01 DAWN G. PETRELLA
002 2009-01-01 DAWN G PETRELLA
002 2009-01-01 DAWN G. PETRELLA

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01
002	2018-01-01
002	2017-01-01	JANICE COLE	JANICE COLE	2018-10-25
002	2017-01-01	JANICE COLE	JANICE COLE	2018-10-26
002	2017-01-01	JANICE COLE	JANICE COLE	2018-10-10
002	2016-01-01	JANICE COLE	JANICE COLE	2017-12-10
002	2015-01-01	JANICE COLE	JANICE COLE	2016-10-10
002	2014-01-01	JAN COLE
002	2013-01-01	JANICE COLE
002	2012-01-01	JAN COLE
002	2011-01-01	CATHY MESSERSMITH
002	2010-01-01	DAWN G. PETRELLA
002	2009-01-01	DAWN G PETRELLA
002	2009-01-01	DAWN G. PETRELLA

Plan Statistics for ISLAND GLOBAL YACHTING 401(K) PLAN

401k plan membership statisitcs for ISLAND GLOBAL YACHTING 401(K) PLAN

Measure Date Value
2019: ISLAND GLOBAL YACHTING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 92
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 44
Total of all active and inactive participants 2019-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 136
Number of participants with account balances 2019-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ISLAND GLOBAL YACHTING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 102
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 45
Total of all active and inactive participants 2018-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 147
Number of participants with account balances 2018-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: ISLAND GLOBAL YACHTING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 107
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 40
Total of all active and inactive participants 2017-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 147
Number of participants with account balances 2017-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: ISLAND GLOBAL YACHTING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 104
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 44
Total of all active and inactive participants 2016-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 148
Number of participants with account balances 2016-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: ISLAND GLOBAL YACHTING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 96
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 50
Total of all active and inactive participants 2015-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 146
Number of participants with account balances 2015-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: ISLAND GLOBAL YACHTING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 79
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 51
Total of all active and inactive participants 2014-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 130
Number of participants with account balances 2014-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: ISLAND GLOBAL YACHTING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 138
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 60
Total of all active and inactive participants 2013-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 198
Number of participants with account balances 2013-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: ISLAND GLOBAL YACHTING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 138
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 49
Total of all active and inactive participants 2012-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 187
Number of participants with account balances 2012-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ISLAND GLOBAL YACHTING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 195
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 41
Total of all active and inactive participants 2011-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 236
Number of participants with account balances 2011-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: ISLAND GLOBAL YACHTING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 98
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 69
Total of all active and inactive participants 2010-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 167
Number of participants with account balances 2010-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 116
2009: ISLAND GLOBAL YACHTING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 101
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 79
Total of all active and inactive participants 2009-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 180
Number of participants with account balances 2009-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 161

Measure	Date	Value
2019: ISLAND GLOBAL YACHTING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	92
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	44
Total of all active and inactive participants	2019-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	136
Number of participants with account balances	2019-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ISLAND GLOBAL YACHTING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	102
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	45
Total of all active and inactive participants	2018-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	147
Number of participants with account balances	2018-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: ISLAND GLOBAL YACHTING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	107
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	40
Total of all active and inactive participants	2017-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	147
Number of participants with account balances	2017-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: ISLAND GLOBAL YACHTING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	104
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	44
Total of all active and inactive participants	2016-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	148
Number of participants with account balances	2016-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: ISLAND GLOBAL YACHTING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	96
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	50
Total of all active and inactive participants	2015-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	146
Number of participants with account balances	2015-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: ISLAND GLOBAL YACHTING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	79
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	51
Total of all active and inactive participants	2014-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	130
Number of participants with account balances	2014-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: ISLAND GLOBAL YACHTING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	138
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	60
Total of all active and inactive participants	2013-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	198
Number of participants with account balances	2013-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: ISLAND GLOBAL YACHTING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	138
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	49
Total of all active and inactive participants	2012-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	187
Number of participants with account balances	2012-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ISLAND GLOBAL YACHTING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	195
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	41
Total of all active and inactive participants	2011-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	236
Number of participants with account balances	2011-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: ISLAND GLOBAL YACHTING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	98
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	69
Total of all active and inactive participants	2010-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	167
Number of participants with account balances	2010-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	116
2009: ISLAND GLOBAL YACHTING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	101
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	79
Total of all active and inactive participants	2009-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	180
Number of participants with account balances	2009-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	161

Financial Data on ISLAND GLOBAL YACHTING 401(K) PLAN

Measure	Date	Value
2019 : ISLAND GLOBAL YACHTING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,097,514
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,366,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,340,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$748,112
Value of total assets at end of year	2019-12-31	$12,013,058
Value of total assets at beginning of year	2019-12-31	$10,281,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,774
Total interest from all sources	2019-12-31	$6,479
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$156,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$156,904
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$496,690
Participant contributions at end of year	2019-12-31	$115,295
Participant contributions at beginning of year	2019-12-31	$136,979
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$463
Administrative expenses (other) incurred	2019-12-31	$25,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,731,114
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,013,058
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,281,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,585,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,326,333
Interest on participant loans	2019-12-31	$6,420
Value of interest in common/collective trusts at end of year	2019-12-31	$1,311,765
Value of interest in common/collective trusts at beginning of year	2019-12-31	$818,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$59
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,150,208
Net investment gain or loss from common/collective trusts	2019-12-31	$35,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$251,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,340,626
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PURVIS, GRAY & COMPANY
Accountancy firm EIN	2019-12-31	590548468
2018 : ISLAND GLOBAL YACHTING 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$39,527
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$365,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$336,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$698,003
Value of total assets at end of year	2018-12-31	$10,281,944
Value of total assets at beginning of year	2018-12-31	$10,607,955
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$29,061
Total interest from all sources	2018-12-31	$6,992
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$153,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$153,567
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$496,901
Participant contributions at end of year	2018-12-31	$136,979
Participant contributions at beginning of year	2018-12-31	$195,115
Other income not declared elsewhere	2018-12-31	$138
Administrative expenses (other) incurred	2018-12-31	$29,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-326,011
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,281,944
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,607,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,326,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,012,782
Interest on participant loans	2018-12-31	$6,992
Value of interest in common/collective trusts at end of year	2018-12-31	$818,632
Value of interest in common/collective trusts at beginning of year	2018-12-31	$400,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-831,887
Net investment gain or loss from common/collective trusts	2018-12-31	$12,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$201,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$336,477
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PURVIS, GRAY & COMPANY
Accountancy firm EIN	2018-12-31	590548468
2017 : ISLAND GLOBAL YACHTING 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$2,354,068
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$670,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$543,057
Value of total corrective distributions	2017-12-31	$64,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$767,429
Value of total assets at end of year	2017-12-31	$10,607,955
Value of total assets at beginning of year	2017-12-31	$8,924,034
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$62,829
Total interest from all sources	2017-12-31	$7,708
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$130,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$130,316
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$465,813
Participant contributions at end of year	2017-12-31	$195,115
Participant contributions at beginning of year	2017-12-31	$136,128
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$118,101
Other income not declared elsewhere	2017-12-31	$1,742
Administrative expenses (other) incurred	2017-12-31	$62,829
Total non interest bearing cash at beginning of year	2017-12-31	$-1,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,683,921
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,607,955
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,924,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,012,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,360,301
Interest on participant loans	2017-12-31	$7,708
Value of interest in common/collective trusts at end of year	2017-12-31	$400,058
Value of interest in common/collective trusts at beginning of year	2017-12-31	$428,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,439,157
Net investment gain or loss from common/collective trusts	2017-12-31	$7,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$183,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$543,057
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PURVIS, GRAY & COMPANY
Accountancy firm EIN	2017-12-31	590548468
2016 : ISLAND GLOBAL YACHTING 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,093,248
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$457,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$355,641
Value of total corrective distributions	2016-12-31	$62,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$462,734
Value of total assets at end of year	2016-12-31	$8,924,034
Value of total assets at beginning of year	2016-12-31	$8,287,787
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$39,295
Total interest from all sources	2016-12-31	$5,779
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$122,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$122,093
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$414,404
Participant contributions at end of year	2016-12-31	$136,128
Participant contributions at beginning of year	2016-12-31	$160,009
Other income not declared elsewhere	2016-12-31	$142
Administrative expenses (other) incurred	2016-12-31	$39,295
Total non interest bearing cash at end of year	2016-12-31	$-1,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$636,247
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,924,034
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,287,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,360,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,527,724
Interest on participant loans	2016-12-31	$5,779
Value of interest in common/collective trusts at end of year	2016-12-31	$428,777
Value of interest in common/collective trusts at beginning of year	2016-12-31	$600,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$494,545
Net investment gain or loss from common/collective trusts	2016-12-31	$7,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$48,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$355,641
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PURVIS, GRAY & COMPANY
Accountancy firm EIN	2016-12-31	590548468
2015 : ISLAND GLOBAL YACHTING 401(K) 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	$531,383
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$656,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$579,117
Value of total corrective distributions	2015-12-31	$42,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$548,958
Value of total assets at end of year	2015-12-31	$8,287,787
Value of total assets at beginning of year	2015-12-31	$8,412,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$34,651
Total interest from all sources	2015-12-31	$4,630
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$115,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$115,734
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$412,128
Participant contributions at end of year	2015-12-31	$160,009
Participant contributions at beginning of year	2015-12-31	$74,154
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$29,468
Other income not declared elsewhere	2015-12-31	$163
Administrative expenses (other) incurred	2015-12-31	$34,651
Total non interest bearing cash at beginning of year	2015-12-31	$508
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	$-124,948
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,287,787
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,412,735
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$7,527,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,786,315
Interest on participant loans	2015-12-31	$4,630
Value of interest in common/collective trusts at end of year	2015-12-31	$600,054
Value of interest in common/collective trusts at beginning of year	2015-12-31	$551,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-147,278
Net investment gain or loss from common/collective trusts	2015-12-31	$9,176
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	Yes
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	$107,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$579,117
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	PURVIS, GRAY & COMPANY
Accountancy firm EIN	2015-12-31	590548468
2014 : ISLAND GLOBAL YACHTING 401(K) 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	$995,390
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$423,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$342,148
Value of total corrective distributions	2014-12-31	$45,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$535,884
Value of total assets at end of year	2014-12-31	$8,412,735
Value of total assets at beginning of year	2014-12-31	$7,840,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$35,854
Total interest from all sources	2014-12-31	$3,999
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$368,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$368,046
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$427,104
Participant contributions at end of year	2014-12-31	$74,154
Participant contributions at beginning of year	2014-12-31	$124,331
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$5,750
Other income not declared elsewhere	2014-12-31	$9
Administrative expenses (other) incurred	2014-12-31	$35,854
Total non interest bearing cash at end of year	2014-12-31	$508
Total non interest bearing cash at beginning of year	2014-12-31	$397
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	$572,287
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,412,735
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,840,448
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,786,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,961,493
Interest on participant loans	2014-12-31	$3,999
Value of interest in common/collective trusts at end of year	2014-12-31	$551,758
Value of interest in common/collective trusts at beginning of year	2014-12-31	$754,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$82,344
Net investment gain or loss from common/collective trusts	2014-12-31	$5,108
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	$103,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$342,148
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	PURVIS, GRAY & COMPANY
Accountancy firm EIN	2014-12-31	590548468
2013 : ISLAND GLOBAL YACHTING 401(K) 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	$1,946,422
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,274,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,217,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$514,767
Value of total assets at end of year	2013-12-31	$7,840,448
Value of total assets at beginning of year	2013-12-31	$7,168,574
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$56,565
Total interest from all sources	2013-12-31	$5,381
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$212,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$212,810
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$403,712
Participant contributions at end of year	2013-12-31	$124,331
Participant contributions at beginning of year	2013-12-31	$138,551
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$7,645
Other income not declared elsewhere	2013-12-31	$18
Administrative expenses (other) incurred	2013-12-31	$56,565
Total non interest bearing cash at end of year	2013-12-31	$397
Total non interest bearing cash at beginning of year	2013-12-31	$878
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	$671,874
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,840,448
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,168,574
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$6,961,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,450,982
Interest on participant loans	2013-12-31	$5,381
Value of interest in common/collective trusts at end of year	2013-12-31	$754,227
Value of interest in common/collective trusts at beginning of year	2013-12-31	$578,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,207,014
Net investment gain or loss from common/collective trusts	2013-12-31	$6,432
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	$103,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,217,983
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	PURVIS, GRAY & COMPANY
Accountancy firm EIN	2013-12-31	590548468
2012 : ISLAND GLOBAL YACHTING 401(K) 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	$1,271,975
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$542,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$530,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$482,919
Value of total assets at end of year	2012-12-31	$7,168,574
Value of total assets at beginning of year	2012-12-31	$6,439,098
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$12,046
Total interest from all sources	2012-12-31	$5,351
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$169,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$169,806
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$343,200
Participant contributions at end of year	2012-12-31	$138,551
Participant contributions at beginning of year	2012-12-31	$106,154
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$139,719
Other income not declared elsewhere	2012-12-31	$1,121
Administrative expenses (other) incurred	2012-12-31	$12,046
Total non interest bearing cash at end of year	2012-12-31	$878
Total non interest bearing cash at beginning of year	2012-12-31	$172
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	$729,476
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,168,574
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,439,098
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,450,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,453,840
Interest on participant loans	2012-12-31	$5,351
Value of interest in common/collective trusts at end of year	2012-12-31	$578,163
Value of interest in common/collective trusts at beginning of year	2012-12-31	$495,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$383,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$605,129
Net investment gain or loss from common/collective trusts	2012-12-31	$7,649
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$530,453
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	PURVIS, GRAY & COMPANY
Accountancy firm EIN	2012-12-31	590548468
2011 : ISLAND GLOBAL YACHTING 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$30,916
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	$282,604
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$732,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$730,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$410,664
Value of total assets at end of year	2011-12-31	$6,439,098
Value of total assets at beginning of year	2011-12-31	$6,919,583
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,651
Total interest from all sources	2011-12-31	$4,129
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$60,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$60,968
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$408,087
Participant contributions at end of year	2011-12-31	$106,154
Participant contributions at beginning of year	2011-12-31	$98,840
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$2,577
Other income not declared elsewhere	2011-12-31	$1,569
Administrative expenses (other) incurred	2011-12-31	$1,651
Total non interest bearing cash at end of year	2011-12-31	$172
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	$-449,569
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,439,098
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,919,583
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,453,840
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$6,067,760
Interest on participant loans	2011-12-31	$4,129
Value of interest in common/collective trusts at end of year	2011-12-31	$495,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$383,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$752,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-198,688
Net investment gain or loss from common/collective trusts	2011-12-31	$3,962
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	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$730,522
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	PURVIS GRAY & COMPANY
Accountancy firm EIN	2011-12-31	590548468
2010 : ISLAND GLOBAL YACHTING 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$1,162,179
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$650,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$647,123
Expenses. Certain deemed distributions of participant loans	2010-12-31	$835
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$406,516
Value of total assets at end of year	2010-12-31	$6,919,583
Value of total assets at beginning of year	2010-12-31	$6,407,523
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,161
Total interest from all sources	2010-12-31	$19,826
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$2,161
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$329,087
Participant contributions at end of year	2010-12-31	$98,840
Participant contributions at beginning of year	2010-12-31	$28,113
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$77,429
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$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	2010-12-31	No
Value of net income/loss	2010-12-31	$512,060
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,919,583
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,407,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$6,067,760
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$5,870,026
Interest on participant loans	2010-12-31	$3,216
Interest earned on other investments	2010-12-31	$16,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$752,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$509,384
Net investment gain/loss from pooled separate accounts	2010-12-31	$735,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$647,123
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PURVIS GRAY & COMPANY
Accountancy firm EIN	2010-12-31	590548468
2009 : ISLAND GLOBAL YACHTING 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ISLAND GLOBAL YACHTING 401(K) PLAN

2019: ISLAND GLOBAL YACHTING 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ISLAND GLOBAL YACHTING 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ISLAND GLOBAL YACHTING 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ISLAND GLOBAL YACHTING 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ISLAND GLOBAL YACHTING 401(K) 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ISLAND GLOBAL YACHTING 401(K) 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ISLAND GLOBAL YACHTING 401(K) 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ISLAND GLOBAL YACHTING 401(K) 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 benefit arrangement – Insurance	Yes
2011: ISLAND GLOBAL YACHTING 401(K) 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 benefit arrangement – Insurance	Yes
2010: ISLAND GLOBAL YACHTING 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: ISLAND GLOBAL YACHTING 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

932105-01

Policy instance

Insurance contract or identification number	932105-01
Number of Individuals Covered	34
Insurance policy start date	2012-01-01
Insurance policy end date	2012-04-27
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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
Insurance broker organization code?	3
Insurance broker name	STEVEN EPPS

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

932105-01

Policy instance

Insurance contract or identification number	932105-01
Number of Individuals Covered	34
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $6,240
Total amount of fees paid to insurance company	USD $0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

932105-01

Policy instance

Insurance contract or identification number	932105-01
Number of Individuals Covered	141
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $15,526
Total amount of fees paid to insurance company	USD $0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

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Company Name:	APPLIED TECHNOLOGY & MANAGEMENT, INC.
Employer identification number (EIN):	592413268
NAIC Classification:	541219
NAIC Description:	Other Accounting Services