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OPENDNS 401(K) PLAN 401k Plan overview

Plan NameOPENDNS 401(K) PLAN
Plan identification number 001

OPENDNS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OPENDNS has sponsored the creation of one or more 401k plans.

Company Name:OPENDNS
Employer identification number (EIN):134314113
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPENDNS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01DAVID ULEVITCH
0012016-01-01DAVID ULEVITCH
0012015-01-01DAVID ULEVITCH
0012014-01-01DAVID ULEVITCH
0012013-01-01JEFF BALAGURAS2014-10-13
0012012-01-01JEFF BALAGURAS2013-10-11
0012011-01-01JEFF BALAGURAS2012-10-02
0012010-01-01JEFF BALAGURAS2011-09-14

Plan Statistics for OPENDNS 401(K) PLAN

401k plan membership statisitcs for OPENDNS 401(K) PLAN

Measure Date Value
2017: OPENDNS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01148
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OPENDNS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01263
Total number of active participants reported on line 7a of the Form 55002016-01-01120
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01148
Number of participants with account balances2016-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OPENDNS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01200
Total number of active participants reported on line 7a of the Form 55002015-01-01236
Number of retired or separated participants receiving benefits2015-01-0127
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01263
Number of participants with account balances2015-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OPENDNS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01126
Total number of active participants reported on line 7a of the Form 55002014-01-01177
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01200
Number of participants with account balances2014-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on OPENDNS 401(K) PLAN

Measure Date Value
2017 : OPENDNS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-11-06$0
Total transfer of assets from this plan2017-11-06$3,551,667
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-06$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-06$0
Total income from all sources (including contributions)2017-11-06$610,887
Total loss/gain on sale of assets2017-11-06$0
Total of all expenses incurred2017-11-06$348,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-11-06$347,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-11-06$0
Value of total assets at end of year2017-11-06$0
Value of total assets at beginning of year2017-11-06$3,288,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-11-06$650
Total interest from all sources2017-11-06$1,095
Total dividends received (eg from common stock, registered investment company shares)2017-11-06$3,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-11-06Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-11-06$0
Total dividends received from registered investment company shares (eg mutual funds)2017-11-06$3,962
Was this plan covered by a fidelity bond2017-11-06Yes
Value of fidelity bond cover2017-11-06$328,881
If this is an individual account plan, was there a blackout period2017-11-06No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-11-06$0
Were there any nonexempt tranactions with any party-in-interest2017-11-06No
Contributions received from participants2017-11-06$0
Participant contributions at end of year2017-11-06$0
Participant contributions at beginning of year2017-11-06$32,274
Income. Received or receivable in cash from other sources (including rollovers)2017-11-06$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-06No
Value of net income/loss2017-11-06$262,866
Value of net assets at end of year (total assets less liabilities)2017-11-06$0
Value of net assets at beginning of year (total assets less liabilities)2017-11-06$3,288,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-11-06No
Were any loans by the plan or fixed income obligations due to the plan in default2017-11-06No
Were any leases to which the plan was party in default or uncollectible2017-11-06No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-11-06$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-11-06$3,256,527
Interest on participant loans2017-11-06$1,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-11-06$605,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-11-06No
Was there a failure to transmit to the plan any participant contributions2017-11-06No
Has the plan failed to provide any benefit when due under the plan2017-11-06No
Contributions received in cash from employer2017-11-06$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-11-06$347,371
Contract administrator fees2017-11-06$650
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-11-06No
Did the plan have assets held for investment2017-11-06No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-06No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-11-06Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-11-06No
Opinion of an independent qualified public accountant for this plan2017-11-06Unqualified
Accountancy firm name2017-11-06ARMANINO LLP
Accountancy firm EIN2017-11-06946214841
2016 : OPENDNS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$260,010
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$74,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$73,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$24,337
Value of total assets at end of year2016-12-31$3,288,801
Value of total assets at beginning of year2016-12-31$3,102,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$275
Total interest from all sources2016-12-31$1,539
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$131,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$131,498
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$310,292
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
Participant contributions at end of year2016-12-31$32,274
Participant contributions at beginning of year2016-12-31$42,746
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$185,888
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,288,801
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,102,913
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$3,256,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,060,167
Interest on participant loans2016-12-31$1,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$102,636
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$24,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$73,847
Contract administrator fees2016-12-31$275
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ARMANINO LLP
Accountancy firm EIN2016-12-31946214841
2015 : OPENDNS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,067,859
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$120,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$119,597
Expenses. Certain deemed distributions of participant loans2015-12-31$785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,086,240
Value of total assets at end of year2015-12-31$3,102,913
Value of total assets at beginning of year2015-12-31$2,156,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$600
Total interest from all sources2015-12-31$1,531
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$167,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$167,686
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$223,378
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$727,250
Participant contributions at end of year2015-12-31$42,746
Participant contributions at beginning of year2015-12-31$785
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$259,167
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$946,877
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,102,913
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,156,036
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$3,060,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,155,251
Interest on participant loans2015-12-31$1,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-187,598
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$99,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$119,597
Contract administrator fees2015-12-31$600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ARMANINO LLP
Accountancy firm EIN2015-12-31946214841
2014 : OPENDNS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$837,327
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$259,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$258,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$728,318
Value of total assets at end of year2014-12-31$2,156,036
Value of total assets at beginning of year2014-12-31$1,578,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$700
Total interest from all sources2014-12-31$10
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$72,249
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$72,249
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$157,839
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$633,837
Participant contributions at end of year2014-12-31$785
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$94,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$577,655
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,156,036
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,578,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,155,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,578,381
Income. Interest from loans (other than to participants)2014-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$36,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$258,972
Contract administrator fees2014-12-31$700
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ARMANINO LLP
Accountancy firm EIN2014-12-31946214841

Form 5500 Responses for OPENDNS 401(K) PLAN

2017: OPENDNS 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 filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OPENDNS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OPENDNS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OPENDNS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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