401k Plan data: WORKPLACE SYSTEMS, INC. 401(K) PLAN & TRUST plan

WORKPLACE SYSTEMS, INC. 401(K) PLAN & TRUST 401k Plan overview

Plan Name	WORKPLACE SYSTEMS, INC. 401(K) PLAN & TRUST
Plan identification number	001

WORKPLACE SYSTEMS, INC. 401(K) PLAN & TRUST 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

WORKPLACE SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name: WORKPLACE SYSTEMS, INC.

Employer identification number (EIN): 020219499

NAIC Classification: 332900

Additional information about WORKPLACE SYSTEMS, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1990-01-24

Company Identification Number: 601226944

Legal Registered Office Address: 9757 JUANITA DR NE

KIRKLAND
United States of America (USA)
98034

More information about WORKPLACE SYSTEMS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORKPLACE SYSTEMS, INC. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 ANNE O'REILLY 2014-04-30
001 2012-01-01 ANNE O'REILLY 2013-08-09
001 2011-01-01 ANNE O'REILLY
001 2009-01-01 ANNE O'REILLY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2013-01-01	ANNE O'REILLY	2014-04-30
001	2012-01-01	ANNE O'REILLY	2013-08-09
001	2011-01-01	ANNE O'REILLY
001	2009-01-01	ANNE O'REILLY

Plan Statistics for WORKPLACE SYSTEMS, INC. 401(K) PLAN & TRUST

401k plan membership statisitcs for WORKPLACE SYSTEMS, INC. 401(K) PLAN & TRUST

Measure Date Value
2011: WORKPLACE SYSTEMS, INC. 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 33
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 39
Total participants 2011-01-01 39
Number of participants with account balances 2011-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: WORKPLACE SYSTEMS, INC. 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 41
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 45
Total participants 2009-01-01 45
Number of participants with account balances 2009-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: WORKPLACE SYSTEMS, INC. 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	33
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	39
Total participants	2011-01-01	39
Number of participants with account balances	2011-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: WORKPLACE SYSTEMS, INC. 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	41
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	45
Total participants	2009-01-01	45
Number of participants with account balances	2009-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WORKPLACE SYSTEMS, INC. 401(K) PLAN & TRUST

Measure	Date	Value
2011 : WORKPLACE SYSTEMS, INC. 401(K) PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$117,330
Expenses. Total of all expenses incurred	2011-12-31	$73,219
Benefits paid (including direct rollovers)	2011-12-31	$73,219
Total plan assets at end of year	2011-12-31	$2,435,396
Total plan assets at beginning of year	2011-12-31	$2,391,285
Value of fidelity bond covering the plan	2011-12-31	$350,000
Total contributions received or receivable from participants	2011-12-31	$156,868
Contributions received from other sources (not participants or employers)	2011-12-31	$18
Other income received	2011-12-31	$-86,975
Net income (gross income less expenses)	2011-12-31	$44,111
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,435,396
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,391,285
Assets. Value of participant loans	2011-12-31	$6,120
Total contributions received or receivable from employer(s)	2011-12-31	$47,419
2010 : WORKPLACE SYSTEMS, INC. 401(K) PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$685,876
Expenses. Total of all expenses incurred	2010-12-31	$361,226
Benefits paid (including direct rollovers)	2010-12-31	$361,226
Total plan assets at end of year	2010-12-31	$2,391,285
Total plan assets at beginning of year	2010-12-31	$2,066,635
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$159,664
Contributions received from other sources (not participants or employers)	2010-12-31	$225,953
Other income received	2010-12-31	$254,066
Net income (gross income less expenses)	2010-12-31	$324,650
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,391,285
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,066,635
Assets. Value of participant loans	2010-12-31	$8,769
Total contributions received or receivable from employer(s)	2010-12-31	$46,193

Form 5500 Responses for WORKPLACE SYSTEMS, INC. 401(K) PLAN & TRUST

2011: WORKPLACE SYSTEMS, INC. 401(K) PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WORKPLACE SYSTEMS, INC. 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WORKPLACE SYSTEMS, INC.
Employer identification number (EIN):	020219499
NAIC Classification:	332900

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1990-01-24
Company Identification Number:	601226944
Legal Registered Office Address:	9757 JUANITA DR NE KIRKLAND United States of America (USA) 98034