FLATRATE MOVERS, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FLATRATE MOVING 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2019 : FLATRATE MOVING 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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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 | $103,161 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $512,444 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $502,048 |
Value of total corrective distributions | 2019-12-31 | $1,053 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $19,581 |
Value of total assets at end of year | 2019-12-31 | $213,826 |
Value of total assets at beginning of year | 2019-12-31 | $623,109 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $9,343 |
Total interest from all sources | 2019-12-31 | $81 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-12-31 | $0 |
Administrative expenses professional fees incurred | 2019-12-31 | $5,443 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $199,000 |
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 | $17,826 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $11,037 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $3,900 |
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 | $-409,283 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $213,826 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $623,109 |
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 pooled separate accounts at end of year | 2019-12-31 | $213,826 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $612,072 |
Interest on participant loans | 2019-12-31 | $81 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $83,499 |
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 | $1,755 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $502,048 |
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 | CPA TBA |
Accountancy firm EIN | 2019-12-31 | 139999999 |
2018 : FLATRATE MOVING 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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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 | $55,701 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $11,206 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $9,268 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $113,441 |
Value of total assets at end of year | 2018-12-31 | $623,109 |
Value of total assets at beginning of year | 2018-12-31 | $578,614 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,938 |
Total interest from all sources | 2018-12-31 | $582 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $1,238 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $199,000 |
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 | $113,441 |
Participant contributions at end of year | 2018-12-31 | $11,037 |
Participant contributions at beginning of year | 2018-12-31 | $20,686 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $5,850 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $882 |
Other income not declared elsewhere | 2018-12-31 | $210 |
Administrative expenses (other) incurred | 2018-12-31 | $700 |
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 | $44,495 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $623,109 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $578,614 |
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 pooled separate accounts at end of year | 2018-12-31 | $612,072 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $551,196 |
Interest on participant loans | 2018-12-31 | $582 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-58,532 |
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 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $9,268 |
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 | CPA TBA |
Accountancy firm EIN | 2018-12-31 | 139999999 |
2017 : FLATRATE MOVING 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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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 | $170,146 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $172,158 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $169,144 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $118,013 |
Value of total assets at end of year | 2017-12-31 | $578,614 |
Value of total assets at beginning of year | 2017-12-31 | $580,626 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,014 |
Total interest from all sources | 2017-12-31 | $1,076 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $1,214 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $199,000 |
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 | $105,626 |
Participant contributions at end of year | 2017-12-31 | $20,686 |
Participant contributions at beginning of year | 2017-12-31 | $26,120 |
Participant contributions at end of year | 2017-12-31 | $5,850 |
Participant contributions at beginning of year | 2017-12-31 | $19,171 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $12,387 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $882 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $1,800 |
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 | $-2,012 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $578,614 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $580,626 |
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 pooled separate accounts at end of year | 2017-12-31 | $551,196 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $530,335 |
Interest on participant loans | 2017-12-31 | $1,076 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $51,057 |
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 | $-3,246 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $5,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $169,144 |
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 | CPA TBA |
Accountancy firm EIN | 2017-12-31 | 139999999 |
2016 : FLATRATE MOVING 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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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 | $157,794 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $94,371 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $74,439 |
Value of total corrective distributions | 2016-12-31 | $17,873 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $121,927 |
Value of total assets at end of year | 2016-12-31 | $563,411 |
Value of total assets at beginning of year | 2016-12-31 | $499,988 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,059 |
Total interest from all sources | 2016-12-31 | $1,044 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $1,059 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $199,000 |
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 | $121,927 |
Participant contributions at end of year | 2016-12-31 | $26,120 |
Participant contributions at beginning of year | 2016-12-31 | $28,756 |
Participant contributions at end of year | 2016-12-31 | $6,209 |
Participant contributions at beginning of year | 2016-12-31 | $3,399 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $747 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $-212 |
Administrative expenses (other) incurred | 2016-12-31 | $1,000 |
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 | $63,423 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $563,411 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $499,988 |
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 pooled separate accounts at end of year | 2016-12-31 | $530,335 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $430,333 |
Interest on participant loans | 2016-12-31 | $1,044 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $35,035 |
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 | $5,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $37,500 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $74,439 |
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 | O'CONNOR DAVIES, LLP |
Accountancy firm EIN | 2016-12-31 | 271728945 |
2015 : FLATRATE MOVING 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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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 | $117,118 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $63,633 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $44,340 |
Value of total corrective distributions | 2015-12-31 | $17,876 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $127,786 |
Value of total assets at end of year | 2015-12-31 | $500,518 |
Value of total assets at beginning of year | 2015-12-31 | $447,033 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,417 |
Total interest from all sources | 2015-12-31 | $1,772 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $617 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $199,000 |
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 | $90,286 |
Participant contributions at end of year | 2015-12-31 | $28,756 |
Participant contributions at beginning of year | 2015-12-31 | $57,113 |
Participant contributions at end of year | 2015-12-31 | $3,929 |
Participant contributions at beginning of year | 2015-12-31 | $2,791 |
Other income not declared elsewhere | 2015-12-31 | $109 |
Administrative expenses (other) incurred | 2015-12-31 | $800 |
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 | $53,485 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $500,518 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $447,033 |
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 pooled separate accounts at end of year | 2015-12-31 | $430,333 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $353,129 |
Interest on participant loans | 2015-12-31 | $1,772 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-12,549 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $37,500 |
Employer contributions (assets) at end of year | 2015-12-31 | $37,500 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $34,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $44,340 |
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 | O'CONNOR DAVIES, LLP |
Accountancy firm EIN | 2015-12-31 | 271728945 |
2014 : FLATRATE MOVING 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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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 | $185,072 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $60,628 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $24,686 |
Value of total corrective distributions | 2014-12-31 | $35,942 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $175,666 |
Value of total assets at end of year | 2014-12-31 | $447,033 |
Value of total assets at beginning of year | 2014-12-31 | $322,589 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $429 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $199,000 |
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 | $73,122 |
Participant contributions at end of year | 2014-12-31 | $57,113 |
Participant contributions at beginning of year | 2014-12-31 | $3,216 |
Participant contributions at end of year | 2014-12-31 | $2,791 |
Participant contributions at beginning of year | 2014-12-31 | $6,051 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $68,544 |
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 |
Income. Non cash contributions | 2014-12-31 | $0 |
Value of net income/loss | 2014-12-31 | $124,444 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $447,033 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $322,589 |
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 pooled separate accounts at end of year | 2014-12-31 | $353,129 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $290,072 |
Interest on participant loans | 2014-12-31 | $429 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $8,977 |
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 | $34,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $34,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $23,250 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $24,686 |
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 | O'CONNOR DAVIES, LLP |
Accountancy firm EIN | 2014-12-31 | 271728945 |
2013 : FLATRATE MOVING 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $129,371 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,270 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,270 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $93,717 |
Value of total assets at end of year | 2013-12-31 | $322,589 |
Value of total assets at beginning of year | 2013-12-31 | $196,488 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $118 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $199,000 |
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 | $70,467 |
Participant contributions at end of year | 2013-12-31 | $3,216 |
Participant contributions at beginning of year | 2013-12-31 | $1,440 |
Participant contributions at end of year | 2013-12-31 | $6,051 |
Participant contributions at beginning of year | 2013-12-31 | $2,160 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $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 | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $0 |
Value of net income/loss | 2013-12-31 | $126,101 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $322,589 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $196,488 |
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 pooled separate accounts at end of year | 2013-12-31 | $290,072 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $173,488 |
Interest on participant loans | 2013-12-31 | $118 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $35,536 |
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 | $23,250 |
Employer contributions (assets) at end of year | 2013-12-31 | $23,250 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $19,400 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,270 |
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 | MASTAKOURIS & COMPANY CPAS, PC |
Accountancy firm EIN | 2013-12-31 | 113480406 |
2012 : FLATRATE MOVING 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $89,871 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $4,744 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $4,744 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $77,093 |
Value of total assets at end of year | 2012-12-31 | $196,488 |
Value of total assets at beginning of year | 2012-12-31 | $111,361 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $6 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $199,000 |
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 | $57,693 |
Participant contributions at end of year | 2012-12-31 | $1,440 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Participant contributions at end of year | 2012-12-31 | $2,160 |
Participant contributions at beginning of year | 2012-12-31 | $762 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $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 | 2012-12-31 | No |
Income. Non cash contributions | 2012-12-31 | $0 |
Value of net income/loss | 2012-12-31 | $85,127 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $196,488 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $111,361 |
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 pooled separate accounts at end of year | 2012-12-31 | $173,488 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $91,699 |
Interest on participant loans | 2012-12-31 | $6 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $12,772 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $19,400 |
Employer contributions (assets) at end of year | 2012-12-31 | $19,400 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $18,900 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $4,744 |
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 | MASTAKOURIS & COMPANY CPAS, PC |
Accountancy firm EIN | 2012-12-31 | 113480406 |
2011 : FLATRATE MOVING 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $70,223 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,536 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $225 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $71,961 |
Value of total assets at end of year | 2011-12-31 | $111,361 |
Value of total assets at beginning of year | 2011-12-31 | $42,674 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,311 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $199,000 |
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 | $53,031 |
Participant contributions at end of year | 2011-12-31 | $762 |
Participant contributions at beginning of year | 2011-12-31 | $1,880 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $30 |
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 | $68,687 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $111,361 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $42,674 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $1,311 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $91,699 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $32,944 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-1,738 |
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 |
Contributions received in cash from employer | 2011-12-31 | $18,900 |
Employer contributions (assets) at end of year | 2011-12-31 | $18,900 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $7,850 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $225 |
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 | MASTAKOURIS & COMPANY CPAS, PC |
Accountancy firm EIN | 2011-12-31 | 113480406 |
2010 : FLATRATE MOVING 401(K) PROFIT SHARING 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 | $45,769 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $3,095 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,859 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $43,457 |
Value of total assets at end of year | 2010-12-31 | $42,674 |
Value of total assets at beginning of year | 2010-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,236 |
Total interest from all sources | 2010-12-31 | $0 |
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 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $199,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $35,607 |
Participant contributions at end of year | 2010-12-31 | $1,880 |
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 | $42,674 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $42,674 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
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 |
Investment advisory and management fees | 2010-12-31 | $1,236 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $32,944 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $2,312 |
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 |
Contributions received in cash from employer | 2010-12-31 | $7,850 |
Employer contributions (assets) at end of year | 2010-12-31 | $7,850 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,859 |
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 | MASTAKOURIS & COMPANY CPAS, PC |
Accountancy firm EIN | 2010-12-31 | 113480406 |