?>
Logo

C SQUARED SYSTEMS, LLC 401(K) PLAN 401k Plan overview

Plan NameC SQUARED SYSTEMS, LLC 401(K) PLAN
Plan identification number 001

C SQUARED SYSTEMS, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

C SQUARED SYSTEMS LLC has sponsored the creation of one or more 401k plans.

Company Name:C SQUARED SYSTEMS LLC
Employer identification number (EIN):020516622
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C SQUARED SYSTEMS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JENNIFER CARON2023-09-28 JENNIFER CARON2023-09-28
0012021-01-01JENNIFER CARON2022-09-22 JENNIFER CARON2022-09-22
0012020-01-01JENNIFER CARON2021-10-14 JENNIFER CARON2021-10-14
0012019-01-01JENNIFER CARON2020-10-15 JENNIFER CARON2020-10-15
0012018-01-01JENNIFER CARON2019-10-15 JENNIFER CARON2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ANTHONY WELLS2013-10-15 ANTHONY WELLS2013-10-15
0012011-01-01ANTHONY WELLS2012-10-15 ANTHONY WELLS2012-10-15
0012010-01-01ANTHONY WELLS2011-09-20 ANTHONY WELLS2011-09-20

Plan Statistics for C SQUARED SYSTEMS, LLC 401(K) PLAN

401k plan membership statisitcs for C SQUARED SYSTEMS, LLC 401(K) PLAN

Measure Date Value
2022: C SQUARED SYSTEMS, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01209
Total number of active participants reported on line 7a of the Form 55002022-01-01149
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0171
Total of all active and inactive participants2022-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01224
Number of participants with account balances2022-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0136
2021: C SQUARED SYSTEMS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01211
Total number of active participants reported on line 7a of the Form 55002021-01-01146
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0158
Total of all active and inactive participants2021-01-01204
Total participants2021-01-01204
Number of participants with account balances2021-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0130
2020: C SQUARED SYSTEMS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01215
Total number of active participants reported on line 7a of the Form 55002020-01-01165
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0141
Total of all active and inactive participants2020-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01206
Number of participants with account balances2020-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: C SQUARED SYSTEMS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01204
Total number of active participants reported on line 7a of the Form 55002019-01-01179
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01210
Number of participants with account balances2019-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: C SQUARED SYSTEMS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01201
Total number of active participants reported on line 7a of the Form 55002018-01-01182
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01201
Number of participants with account balances2018-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0120
2017: C SQUARED SYSTEMS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01189
Total number of active participants reported on line 7a of the Form 55002017-01-01182
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01195
Number of participants with account balances2017-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: C SQUARED SYSTEMS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01195
Total number of active participants reported on line 7a of the Form 55002016-01-01174
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01189
Number of participants with account balances2016-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: C SQUARED SYSTEMS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01142
Total number of active participants reported on line 7a of the Form 55002015-01-01185
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01195
Number of participants with account balances2015-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017

Financial Data on C SQUARED SYSTEMS, LLC 401(K) PLAN

Measure Date Value
2022 : C SQUARED SYSTEMS, LLC 401(K) PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-82,188
Total of all expenses incurred2022-12-31$990,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$938,689
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,274,445
Value of total assets at end of year2022-12-31$6,524,549
Value of total assets at beginning of year2022-12-31$7,597,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$52,040
Total interest from all sources2022-12-31$2,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$2,250
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$925,601
Participant contributions at end of year2022-12-31$39,212
Participant contributions at beginning of year2022-12-31$57,745
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$167,585
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$240
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,072,917
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,524,549
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,597,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$26,010
Value of interest in pooled separate accounts at end of year2022-12-31$6,389,375
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,488,380
Interest on participant loans2022-12-31$2,328
Value of interest in common/collective trusts at end of year2022-12-31$95,722
Value of interest in common/collective trusts at beginning of year2022-12-31$51,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,358,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$181,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$938,689
Contract administrator fees2022-12-31$23,780
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ANSTISS & CO., P.C.
Accountancy firm EIN2022-12-31042917204
2021 : C SQUARED SYSTEMS, LLC 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$34,203
Total income from all sources (including contributions)2021-12-31$1,923,880
Total of all expenses incurred2021-12-31$311,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$257,067
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$878,429
Value of total assets at end of year2021-12-31$7,597,466
Value of total assets at beginning of year2021-12-31$6,019,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$54,915
Total interest from all sources2021-12-31$1,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$783,783
Participant contributions at end of year2021-12-31$57,745
Participant contributions at beginning of year2021-12-31$20,409
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$4,825
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$34,203
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$1,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,611,898
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,597,466
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,985,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$54,915
Value of interest in pooled separate accounts at end of year2021-12-31$7,488,380
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,946,724
Interest on participant loans2021-12-31$1,697
Value of interest in common/collective trusts at end of year2021-12-31$51,341
Value of interest in common/collective trusts at beginning of year2021-12-31$46,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,043,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$82,467
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$257,067
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ANSTISS & CO., P.C.
Accountancy firm EIN2021-12-31042917204
2020 : C SQUARED SYSTEMS, LLC 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$34,203
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$59,351
Total income from all sources (including contributions)2020-12-31$1,715,998
Total of all expenses incurred2020-12-31$287,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$241,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$788,979
Value of total assets at end of year2020-12-31$6,019,771
Value of total assets at beginning of year2020-12-31$4,616,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,633
Total interest from all sources2020-12-31$1,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$665,932
Participant contributions at end of year2020-12-31$20,409
Participant contributions at beginning of year2020-12-31$31,883
Participant contributions at end of year2020-12-31$4,825
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$40,746
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$34,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$59,351
Total non interest bearing cash at end of year2020-12-31$1,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,428,223
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,985,568
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,557,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$5,946,724
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,556,397
Interest on participant loans2020-12-31$1,582
Value of interest in common/collective trusts at end of year2020-12-31$46,603
Value of interest in common/collective trusts at beginning of year2020-12-31$28,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$925,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$82,301
Employer contributions (assets) at end of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$241,142
Contract administrator fees2020-12-31$46,633
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ANSTISS & CO., P.C.
Accountancy firm EIN2020-12-31042917204
2019 : C SQUARED SYSTEMS, LLC 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$59,351
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$59,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$48,072
Total income from all sources (including contributions)2019-12-31$1,599,176
Total income from all sources (including contributions)2019-12-31$1,599,176
Total of all expenses incurred2019-12-31$344,396
Total of all expenses incurred2019-12-31$344,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$307,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$307,324
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$779,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$779,698
Value of total assets at end of year2019-12-31$4,616,696
Value of total assets at beginning of year2019-12-31$3,350,637
Value of total assets at beginning of year2019-12-31$3,350,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,072
Total interest from all sources2019-12-31$1,837
Total interest from all sources2019-12-31$1,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$37,072
Administrative expenses professional fees incurred2019-12-31$37,072
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$581,446
Contributions received from participants2019-12-31$581,446
Participant contributions at end of year2019-12-31$31,883
Participant contributions at beginning of year2019-12-31$34,084
Participant contributions at beginning of year2019-12-31$34,084
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$131,810
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$131,810
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$59,351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$59,351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$48,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$48,072
Total non interest bearing cash at beginning of year2019-12-31$6,478
Total non interest bearing cash at beginning of year2019-12-31$6,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,254,780
Value of net income/loss2019-12-31$1,254,780
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,557,345
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,557,345
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,302,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$4,556,397
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,287,590
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,287,590
Interest on participant loans2019-12-31$1,837
Interest on participant loans2019-12-31$1,837
Value of interest in common/collective trusts at end of year2019-12-31$28,416
Value of interest in common/collective trusts at end of year2019-12-31$28,416
Value of interest in common/collective trusts at beginning of year2019-12-31$22,485
Value of interest in common/collective trusts at beginning of year2019-12-31$22,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$817,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$817,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$66,442
Contributions received in cash from employer2019-12-31$66,442
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$307,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$307,324
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ANSTISS & CO., P.C.
Accountancy firm EIN2019-12-31042917204
Accountancy firm EIN2019-12-31042917204
2018 : C SQUARED SYSTEMS, LLC 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$48,072
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,009
Total income from all sources (including contributions)2018-12-31$468,675
Total of all expenses incurred2018-12-31$439,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$390,270
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$647,809
Value of total assets at end of year2018-12-31$3,350,637
Value of total assets at beginning of year2018-12-31$3,293,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$48,904
Total interest from all sources2018-12-31$1,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$48,904
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$579,084
Participant contributions at end of year2018-12-31$34,084
Participant contributions at beginning of year2018-12-31$45,536
Participant contributions at beginning of year2018-12-31$16,073
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,938
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$48,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$20,009
Administrative expenses (other) incurred2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$6,478
Total non interest bearing cash at beginning of year2018-12-31$19,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$29,501
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,302,565
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,273,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$3,287,590
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,193,937
Interest on participant loans2018-12-31$1,867
Value of interest in common/collective trusts at end of year2018-12-31$22,485
Value of interest in common/collective trusts at beginning of year2018-12-31$15,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-181,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$55,787
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$2,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$390,270
Contract administrator fees2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ANSTISS & CO., P.C.
Accountancy firm EIN2018-12-31042917204
2017 : C SQUARED SYSTEMS, LLC 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,009
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$1,114,073
Total of all expenses incurred2017-12-31$152,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$141,369
Value of total corrective distributions2017-12-31$9,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$650,601
Value of total assets at end of year2017-12-31$3,293,073
Value of total assets at beginning of year2017-12-31$2,311,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,484
Total interest from all sources2017-12-31$1,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,484
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$548,444
Participant contributions at end of year2017-12-31$45,536
Participant contributions at beginning of year2017-12-31$32,205
Participant contributions at end of year2017-12-31$16,073
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$27,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$20,009
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$19,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$961,950
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,273,064
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,311,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$3,193,937
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,177,758
Interest on participant loans2017-12-31$1,385
Value of interest in common/collective trusts at end of year2017-12-31$15,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$101,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$462,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$74,762
Employer contributions (assets) at end of year2017-12-31$2,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$141,369
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ANSTISS & CO., P.C.
Accountancy firm EIN2017-12-31042917204
2016 : C SQUARED SYSTEMS, LLC 401(K) PLAN 2016 401k financial data
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$328
Total income from all sources (including contributions)2016-12-31$703,430
Total of all expenses incurred2016-12-31$186,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$174,476
Value of total corrective distributions2016-12-31$9,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$541,371
Value of total assets at end of year2016-12-31$2,311,114
Value of total assets at beginning of year2016-12-31$1,794,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,500
Total interest from all sources2016-12-31$2,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$2,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$179,430
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$452,211
Participant contributions at end of year2016-12-31$32,205
Participant contributions at beginning of year2016-12-31$60,690
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$20,334
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$516,808
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,311,114
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,794,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,065,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,556,336
Interest on participant loans2016-12-31$2,125
Interest earned on other investments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$112,627
Value of interest in common/collective trusts at beginning of year2016-12-31$103,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$101,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$74,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$159,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$68,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$174,476
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MELANSON HEATH
Accountancy firm EIN2016-12-31020354851
2015 : C SQUARED SYSTEMS, LLC 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$328
Total income from all sources (including contributions)2015-12-31$434,674
Total of all expenses incurred2015-12-31$81,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$80,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$447,596
Value of total assets at end of year2015-12-31$1,794,634
Value of total assets at beginning of year2015-12-31$1,440,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$650
Total interest from all sources2015-12-31$-12,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$650
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$179,431
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$397,648
Participant contributions at end of year2015-12-31$60,690
Participant contributions at beginning of year2015-12-31$2,856
Liabilities. Value of operating payables at end of year2015-12-31$328
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$353,554
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,794,306
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,440,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,556,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,295,045
Interest on participant loans2015-12-31$246
Interest earned on other investments2015-12-31$-13,168
Value of interest in common/collective trusts at end of year2015-12-31$103,244
Value of interest in common/collective trusts at beginning of year2015-12-31$86,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$74,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$56,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$49,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$80,470
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LAPOINTE, TORRISI, STANLEY & CO.PPC
Accountancy firm EIN2015-12-31042958048

Form 5500 Responses for C SQUARED SYSTEMS, LLC 401(K) PLAN

2022: C SQUARED SYSTEMS, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: C SQUARED SYSTEMS, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: C SQUARED SYSTEMS, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: C SQUARED SYSTEMS, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: C SQUARED SYSTEMS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: C SQUARED SYSTEMS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: C SQUARED SYSTEMS, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: C SQUARED SYSTEMS, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131984
Policy instance 1
Insurance contract or identification number131984
Number of Individuals Covered199
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,328
Total amount of fees paid to insurance companyUSD $2,250
Commission paid to Insurance BrokerUSD $3,328
Amount paid for insurance broker fees2250
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131984
Policy instance 1
Insurance contract or identification number131984
Number of Individuals Covered183
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,070
Amount paid for insurance broker fees5070
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131984
Policy instance 1
Insurance contract or identification number131984
Number of Individuals Covered160
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,295
Amount paid for insurance broker fees4295
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131984
Policy instance 1
Insurance contract or identification number131984
Number of Individuals Covered146
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,960
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1960
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131984
Policy instance 1
Insurance contract or identification number131984
Number of Individuals Covered112
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,442
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14442
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-024021
Policy instance 1
Insurance contract or identification numberGA-024021
Number of Individuals Covered116
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,991
Total amount of fees paid to insurance companyUSD $1,275
Commission paid to Insurance BrokerUSD $9,343
Insurance broker organization code?3
Amount paid for insurance broker fees1275
Insurance broker nameLPL FINANCIAL CORPORATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number131984
Policy instance 2
Insurance contract or identification number131984
Number of Individuals Covered104
Insurance policy start date2017-12-21
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-024021
Policy instance 1
Insurance contract or identification numberGA-024021
Number of Individuals Covered96
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,368
Total amount of fees paid to insurance companyUSD $763
Commission paid to Insurance BrokerUSD $5,989
Insurance broker organization code?3
Amount paid for insurance broker fees763
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameDOWNEAST PENSION SERVICES, INC.

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3