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ABACUS SERVICE CORPORATION 401(K) PLAN 401k Plan overview

Plan NameABACUS SERVICE CORPORATION 401(K) PLAN
Plan identification number 001

ABACUS SERVICE CORPORATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ABACUS SERVICE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:ABACUS SERVICE CORPORATION
Employer identification number (EIN):202060203
NAIC Classification:561300

Additional information about ABACUS SERVICE CORPORATION

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 31754D
Legal Registered Office Address: W 12 MILE RD STE 215 FARMINGTON HILLS 48331


United States of America (USA)
35055

More information about ABACUS SERVICE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ABACUS SERVICE CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SIRISHA AKUNURI SIRISHA AKUNURI2018-10-04
0012016-01-01SIRISHA AKUNURI SIRISHA AKUNURI2017-10-04
0012015-01-01SIRISHA AKUNURI SIRISHA AKUNURI2016-09-23
0012014-01-01SIRISHA AKUNURI SIRISHA AKUNURI2015-10-12
0012013-01-01SIRISHA AKUNURI SIRISHA AKUNURI2014-10-07
0012012-01-01SIRISHA AKUNURI SIRISHA AKUNURI2013-10-11
0012011-01-01SIRISHA AKUNURI SIRISHA AKUNURI2012-10-02
0012010-01-01SIRISHA AKUNURI SIRISHA AKUNURI2011-10-11
0012009-01-01SIRISHA AKUNURI SIRISHA AKUNURI2010-09-16

Plan Statistics for ABACUS SERVICE CORPORATION 401(K) PLAN

401k plan membership statisitcs for ABACUS SERVICE CORPORATION 401(K) PLAN

Measure Date Value
2022: ABACUS SERVICE CORPORATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01303
Total number of active participants reported on line 7a of the Form 55002022-01-01229
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0135
Total of all active and inactive participants2022-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01264
Number of participants with account balances2022-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: ABACUS SERVICE CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01249
Total number of active participants reported on line 7a of the Form 55002021-01-01231
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01263
Number of participants with account balances2021-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: ABACUS SERVICE CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01278
Total number of active participants reported on line 7a of the Form 55002020-01-01182
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01216
Number of participants with account balances2020-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ABACUS SERVICE CORPORATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01267
Total number of active participants reported on line 7a of the Form 55002019-01-01214
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01249
Number of participants with account balances2019-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: ABACUS SERVICE CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01244
Total number of active participants reported on line 7a of the Form 55002018-01-01230
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01261
Number of participants with account balances2018-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ABACUS SERVICE CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01230
Total number of active participants reported on line 7a of the Form 55002017-01-01184
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01207
Number of participants with account balances2017-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ABACUS SERVICE CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01249
Total number of active participants reported on line 7a of the Form 55002016-01-01199
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01219
Number of participants with account balances2016-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ABACUS SERVICE CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01339
Total number of active participants reported on line 7a of the Form 55002015-01-01209
Number of retired or separated participants receiving benefits2015-01-0117
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01226
Number of participants with account balances2015-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ABACUS SERVICE CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01271
Total number of active participants reported on line 7a of the Form 55002014-01-01288
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01302
Number of participants with account balances2014-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ABACUS SERVICE CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01265
Total number of active participants reported on line 7a of the Form 55002013-01-01344
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01355
Number of participants with account balances2013-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ABACUS SERVICE CORPORATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01277
Total number of active participants reported on line 7a of the Form 55002012-01-01244
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01251
Number of participants with account balances2012-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ABACUS SERVICE CORPORATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01187
Total number of active participants reported on line 7a of the Form 55002011-01-01372
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01377
Number of participants with account balances2011-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ABACUS SERVICE CORPORATION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01144
Total number of active participants reported on line 7a of the Form 55002010-01-01167
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01171
Number of participants with account balances2010-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ABACUS SERVICE CORPORATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01218
Total number of active participants reported on line 7a of the Form 55002009-01-01115
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01119
Number of participants with account balances2009-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ABACUS SERVICE CORPORATION 401(K) PLAN

Measure Date Value
2022 : ABACUS SERVICE CORPORATION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-84,657
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$154,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$151,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$263,945
Value of total assets at end of year2022-12-31$1,551,176
Value of total assets at beginning of year2022-12-31$1,788,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,655
Total interest from all sources2022-12-31$1,151
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$200,000
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$254,175
Participant contributions at end of year2022-12-31$11,232
Participant contributions at beginning of year2022-12-31$20,606
Participant contributions at end of year2022-12-31$2,170
Participant contributions at beginning of year2022-12-31$6,570
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$628
Total non interest bearing cash at end of year2022-12-31$1,210
Total non interest bearing cash at beginning of year2022-12-31$581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-238,866
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,549,364
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,788,230
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$655
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,536,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,760,090
Interest on participant loans2022-12-31$1,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-350,381
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$9,770
Employer contributions (assets) at end of year2022-12-31$68
Employer contributions (assets) at beginning of year2022-12-31$383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$151,554
Contract administrator fees2022-12-31$2,000
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 name2022-12-31GORDON ADVISORS, PC
Accountancy firm EIN2022-12-31382656556
2021 : ABACUS SERVICE CORPORATION 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$626
Total income from all sources (including contributions)2021-12-31$496,768
Total of all expenses incurred2021-12-31$83,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$81,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$290,043
Value of total assets at end of year2021-12-31$1,788,230
Value of total assets at beginning of year2021-12-31$1,375,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,948
Total interest from all sources2021-12-31$1,596
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$200,000
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$280,020
Participant contributions at end of year2021-12-31$20,606
Participant contributions at beginning of year2021-12-31$23,875
Participant contributions at end of year2021-12-31$6,570
Participant contributions at beginning of year2021-12-31$3,317
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$373
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$3,462
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$626
Other income not declared elsewhere2021-12-31$288
Total non interest bearing cash at end of year2021-12-31$581
Total non interest bearing cash at beginning of year2021-12-31$581
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$412,956
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,788,230
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,375,274
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$573
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,760,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,347,961
Interest on participant loans2021-12-31$1,596
Net investment gain/loss from pooled separate accounts2021-12-31$204,841
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$9,650
Employer contributions (assets) at end of year2021-12-31$383
Employer contributions (assets) at beginning of year2021-12-31$166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$78,402
Contract administrator fees2021-12-31$1,375
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 name2021-12-31GORDON ADVISORS, PC
Accountancy firm EIN2021-12-31382656556
2020 : ABACUS SERVICE CORPORATION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$626
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$897
Total income from all sources (including contributions)2020-12-31$507,075
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$402,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$399,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$246,508
Value of total assets at end of year2020-12-31$1,375,900
Value of total assets at beginning of year2020-12-31$1,271,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,591
Total interest from all sources2020-12-31$1,972
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$200,000
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$229,381
Participant contributions at end of year2020-12-31$23,875
Participant contributions at beginning of year2020-12-31$31,105
Participant contributions at end of year2020-12-31$3,317
Participant contributions at beginning of year2020-12-31$4,364
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,329
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$43,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$626
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$897
Other income not declared elsewhere2020-12-31$24,851
Total non interest bearing cash at end of year2020-12-31$581
Total non interest bearing cash at beginning of year2020-12-31$581
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$104,578
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,375,274
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,270,696
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
Investment advisory and management fees2020-12-31$466
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,347,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,235,488
Interest on participant loans2020-12-31$1,972
Net investment gain/loss from pooled separate accounts2020-12-31$233,744
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$8,798
Employer contributions (assets) at end of year2020-12-31$166
Employer contributions (assets) at beginning of year2020-12-31$55
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$355,928
Contract administrator fees2020-12-31$2,125
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GORDON ADVISORS, PC
Accountancy firm EIN2020-12-31382656556
2019 : ABACUS SERVICE CORPORATION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$897
Total income from all sources (including contributions)2019-12-31$423,969
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$177,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$175,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$198,426
Value of total assets at end of year2019-12-31$1,271,593
Value of total assets at beginning of year2019-12-31$1,024,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,123
Total interest from all sources2019-12-31$1,726
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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$190,476
Participant contributions at end of year2019-12-31$31,105
Participant contributions at beginning of year2019-12-31$11,306
Participant contributions at end of year2019-12-31$4,364
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$897
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$581
Total non interest bearing cash at beginning of year2019-12-31$581
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$246,759
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,270,696
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,023,937
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$418
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,235,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,012,947
Income. Interest from loans (other than to participants)2019-12-31$1,726
Net investment gain/loss from pooled separate accounts2019-12-31$223,817
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
Contributions received in cash from employer2019-12-31$7,950
Employer contributions (assets) at end of year2019-12-31$55
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$175,087
Contract administrator fees2019-12-31$1,705
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GORDON ADVISORS, PC
Accountancy firm EIN2019-12-31382656556
2018 : ABACUS SERVICE CORPORATION 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$897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,005
Total income from all sources (including contributions)2018-12-31$158,835
Total of all expenses incurred2018-12-31$63,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$61,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$247,375
Value of total assets at end of year2018-12-31$1,024,834
Value of total assets at beginning of year2018-12-31$933,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,711
Total interest from all sources2018-12-31$620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
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$235,858
Participant contributions at end of year2018-12-31$11,306
Participant contributions at beginning of year2018-12-31$13,534
Participant contributions at beginning of year2018-12-31$4,245
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$5,005
Other income not declared elsewhere2018-12-31$669
Total non interest bearing cash at end of year2018-12-31$581
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$95,184
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,023,937
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$928,753
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$336
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,012,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$915,924
Interest on participant loans2018-12-31$620
Net investment gain/loss from pooled separate accounts2018-12-31$-89,829
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$8,921
Employer contributions (assets) at beginning of year2018-12-31$55
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$61,940
Contract administrator fees2018-12-31$1,375
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 name2018-12-31GORDON ADVISORS, PC
Accountancy firm EIN2018-12-31382656556
2017 : ABACUS SERVICE CORPORATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,897
Total income from all sources (including contributions)2017-12-31$405,021
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$282,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$280,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$250,762
Value of total assets at end of year2017-12-31$933,758
Value of total assets at beginning of year2017-12-31$815,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,933
Total interest from all sources2017-12-31$384
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$80,599
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$207,639
Participant contributions at end of year2017-12-31$13,534
Participant contributions at beginning of year2017-12-31$9,456
Participant contributions at end of year2017-12-31$4,245
Participant contributions at beginning of year2017-12-31$7,334
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$29,351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$5,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$9,897
Administrative expenses (other) incurred2017-12-31$433
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$122,759
Value of net assets at end of year (total assets less liabilities)2017-12-31$928,753
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$805,994
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
Investment advisory and management fees2017-12-31$1,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$915,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$799,023
Interest on participant loans2017-12-31$384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$153,875
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$13,772
Employer contributions (assets) at end of year2017-12-31$55
Employer contributions (assets) at beginning of year2017-12-31$78
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$280,329
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
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31GORDON ADVISORS, PC
Accountancy firm EIN2017-12-31382656556
2016 : ABACUS SERVICE CORPORATION 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$9,897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,483
Total income from all sources (including contributions)2016-12-31$251,784
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$161,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$158,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$193,013
Value of total assets at end of year2016-12-31$815,891
Value of total assets at beginning of year2016-12-31$718,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,193
Total interest from all sources2016-12-31$624
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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$178,094
Participant contributions at end of year2016-12-31$9,456
Participant contributions at beginning of year2016-12-31$19,642
Participant contributions at end of year2016-12-31$7,334
Participant contributions at beginning of year2016-12-31$1,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$9,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,302
Administrative expenses (other) incurred2016-12-31$1,693
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$90,029
Value of net assets at end of year (total assets less liabilities)2016-12-31$805,994
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$715,965
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$799,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$697,263
Interest on participant loans2016-12-31$624
Net investment gain/loss from pooled separate accounts2016-12-31$58,147
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$14,919
Employer contributions (assets) at end of year2016-12-31$78
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$158,562
Contract administrator fees2016-12-31$1,500
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
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$181
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 name2016-12-31GORDON ADVISORS, PC
Accountancy firm EIN2016-12-31382656556
2015 : ABACUS SERVICE CORPORATION 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$2,483
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,626
Total income from all sources (including contributions)2015-12-31$229,131
Total of all expenses incurred2015-12-31$118,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$113,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$249,386
Value of total assets at end of year2015-12-31$718,448
Value of total assets at beginning of year2015-12-31$614,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,356
Total interest from all sources2015-12-31$849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
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$229,604
Participant contributions at end of year2015-12-31$19,642
Participant contributions at beginning of year2015-12-31$21,144
Participant contributions at end of year2015-12-31$1,543
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,302
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,445
Administrative expenses (other) incurred2015-12-31$4,106
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$110,293
Value of net assets at end of year (total assets less liabilities)2015-12-31$715,965
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$605,672
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$697,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$593,154
Interest on participant loans2015-12-31$849
Net investment gain/loss from pooled separate accounts2015-12-31$-21,104
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$17,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$113,482
Contract administrator fees2015-12-31$1,250
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
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$181
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$181
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 name2015-12-31GORDON ADVISORS, PC
Accountancy firm EIN2015-12-31382656556
2014 : ABACUS SERVICE CORPORATION 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$8,626
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$34
Total income from all sources (including contributions)2014-12-31$281,284
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$79,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$75,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$261,928
Value of total assets at end of year2014-12-31$614,298
Value of total assets at beginning of year2014-12-31$404,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,130
Total interest from all sources2014-12-31$735
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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$235,283
Participant contributions at end of year2014-12-31$21,144
Participant contributions at beginning of year2014-12-31$13,192
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$13,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,445
Other income not declared elsewhere2014-12-31$295
Administrative expenses (other) incurred2014-12-31$3,255
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$201,305
Value of net assets at end of year (total assets less liabilities)2014-12-31$605,672
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$404,367
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$593,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$391,209
Interest on participant loans2014-12-31$735
Net investment gain/loss from pooled separate accounts2014-12-31$18,326
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
Contributions received in cash from employer2014-12-31$13,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$75,849
Contract administrator fees2014-12-31$875
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
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$181
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$34
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 name2014-12-31GORDON ADVISORS, PC
Accountancy firm EIN2014-12-31382656556
2013 : ABACUS SERVICE CORPORATION 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$34
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$194,974
Total of all expenses incurred2013-12-31$65,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$62,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$144,536
Value of total assets at end of year2013-12-31$403,685
Value of total assets at beginning of year2013-12-31$274,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,927
Total interest from all sources2013-12-31$400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$132,463
Participant contributions at end of year2013-12-31$13,192
Participant contributions at beginning of year2013-12-31$2,157
Participant contributions at beginning of year2013-12-31$61
Administrative expenses (other) incurred2013-12-31$2,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$292
Value of net income/loss2013-12-31$129,054
Value of net assets at end of year (total assets less liabilities)2013-12-31$403,651
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$274,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$390,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$272,379
Interest on participant loans2013-12-31$400
Net investment gain/loss from pooled separate accounts2013-12-31$50,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$62,993
Contract administrator fees2013-12-31$480
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$34
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GORDON ADVISORS, PC
Accountancy firm EIN2013-12-31382656556
2012 : ABACUS SERVICE CORPORATION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$134,486
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$16,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$13,742
Value of total corrective distributions2012-12-31$979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$111,867
Value of total assets at end of year2012-12-31$274,597
Value of total assets at beginning of year2012-12-31$156,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,872
Total interest from all sources2012-12-31$237
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 year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$75
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$101,445
Participant contributions at end of year2012-12-31$2,157
Participant contributions at beginning of year2012-12-31$10,589
Participant contributions at end of year2012-12-31$61
Participant contributions at beginning of year2012-12-31$71
Other income not declared elsewhere2012-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$117,893
Value of net assets at end of year (total assets less liabilities)2012-12-31$274,597
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$156,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,797
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$272,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$146,044
Interest on participant loans2012-12-31$237
Net investment gain/loss from pooled separate accounts2012-12-31$22,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$10,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$13,742
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GORDON ADVISORS, PC
Accountancy firm EIN2012-12-31382656556
2011 : ABACUS SERVICE CORPORATION 401(K) PLAN 2011 401k financial data
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$86,993
Total of all expenses incurred2011-12-31$11,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$91,968
Value of total assets at end of year2011-12-31$156,704
Value of total assets at beginning of year2011-12-31$81,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,475
Total interest from all sources2011-12-31$213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$420
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$82,219
Participant contributions at end of year2011-12-31$10,589
Participant contributions at end of year2011-12-31$71
Participant contributions at beginning of year2011-12-31$107
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,136
Administrative expenses (other) incurred2011-12-31$1,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$75,261
Value of net assets at end of year (total assets less liabilities)2011-12-31$156,704
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$81,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$146,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$81,336
Interest on participant loans2011-12-31$213
Net investment gain/loss from pooled separate accounts2011-12-31$-5,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,257
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GORDON ADVISORS, PC
Accountancy firm EIN2011-12-31382656556
2010 : ABACUS SERVICE CORPORATION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$57,491
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$9,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$49,475
Value of total assets at end of year2010-12-31$81,443
Value of total assets at beginning of year2010-12-31$33,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$652
Total interest from all sources2010-12-31$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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$150
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$49,475
Participant contributions at end of year2010-12-31$107
Participant contributions at beginning of year2010-12-31$723
Administrative expenses (other) incurred2010-12-31$502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$47,763
Value of net assets at end of year (total assets less liabilities)2010-12-31$81,443
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$33,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$81,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,957
Net investment gain/loss from pooled separate accounts2010-12-31$8,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,076
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GORDON ADVISORS, PC
Accountancy firm EIN2010-12-31382656556
2009 : ABACUS SERVICE CORPORATION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ABACUS SERVICE CORPORATION 401(K) PLAN

2022: ABACUS SERVICE CORPORATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: ABACUS SERVICE CORPORATION 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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ABACUS SERVICE CORPORATION 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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ABACUS SERVICE CORPORATION 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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ABACUS SERVICE CORPORATION 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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ABACUS SERVICE CORPORATION 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ABACUS SERVICE CORPORATION 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ABACUS SERVICE CORPORATION 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ABACUS SERVICE CORPORATION 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ABACUS SERVICE CORPORATION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ABACUS SERVICE CORPORATION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ABACUS SERVICE CORPORATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ABACUS SERVICE CORPORATION 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ABACUS SERVICE CORPORATION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan 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 number92323
Policy instance 1
Insurance contract or identification number92323
Number of Individuals Covered57
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,604
Total amount of fees paid to insurance companyUSD $801
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,604
Insurance broker organization code?3
Amount paid for insurance broker fees801
Additional information about fees paid to insurance brokerTPA FORUM- NOT PART OF CONTRACT CHARGES OR PLAN COSTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92323
Policy instance 1
Insurance contract or identification number92323
Number of Individuals Covered70
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,314
Total amount of fees paid to insurance companyUSD $790
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,314
Insurance broker organization code?3
Amount paid for insurance broker fees790
Additional information about fees paid to insurance brokerTPA FORUM - NOT PART OF CONTRACT CHARGES OR PLAN COSTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92323
Policy instance 1
Insurance contract or identification number92323
Number of Individuals Covered72
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,452
Total amount of fees paid to insurance companyUSD $636
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,452
Insurance broker organization code?3
Amount paid for insurance broker fees636
Additional information about fees paid to insurance brokerTPA FORUM- NOT PART OF CONTRACT CHARGES OR PLAN COSTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92323
Policy instance 1
Insurance contract or identification number92323
Number of Individuals Covered70
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,616
Total amount of fees paid to insurance companyUSD $564
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,616
Insurance broker organization code?3
Amount paid for insurance broker fees564
Additional information about fees paid to insurance brokerTPA FORUM - NOT PART OF CONTRACT CHARGES OR PLAN COSTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92323
Policy instance 1
Insurance contract or identification number92323
Number of Individuals Covered61
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,041
Total amount of fees paid to insurance companyUSD $510
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,041
Insurance broker organization code?3
Amount paid for insurance broker fees510
Additional information about fees paid to insurance brokerTPA FORUM- NOT PART OF CONTRACT CHARGES OR PLAN COSTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92323
Policy instance 1
Insurance contract or identification number92323
Number of Individuals Covered56
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,419
Total amount of fees paid to insurance companyUSD $459
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,419
Insurance broker organization code?3
Amount paid for insurance broker fees459
Additional information about fees paid to insurance brokerTPA FORUM - NOT PART OF CONTRACT CHARGES OR PLAN COSTS
Insurance broker nameGREAT LAKES PENSION ASSOCIATES, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92323
Policy instance 1
Insurance contract or identification number92323
Number of Individuals Covered45
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,159
Total amount of fees paid to insurance companyUSD $359
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,159
Insurance broker organization code?3
Amount paid for insurance broker fees359
Additional information about fees paid to insurance brokerTPA FORUM- NOT PART OF CONTRACT CHARGES OR PLAN COSTS
Insurance broker nameGREAT LAKES PENSION ASSOCIATES, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92323
Policy instance 1
Insurance contract or identification number92323
Number of Individuals Covered43
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,823
Total amount of fees paid to insurance companyUSD $286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,823
Insurance broker organization code?3
Amount paid for insurance broker fees286
Additional information about fees paid to insurance brokerTPA FORUM - NOT PART OF CONTRACT CHARGES OR PLAN COSTS
Insurance broker nameGREAT LAKES PENSION ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92323
Policy instance 1
Insurance contract or identification number92323
Number of Individuals Covered32
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,875
Total amount of fees paid to insurance companyUSD $187
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,875
Insurance broker organization code?3
Amount paid for insurance broker fees187
Additional information about fees paid to insurance brokerTPA FORUM - NOT PART OF CONTRACT CHARGES OR PLAN COSTS
Insurance broker nameGREAT LAKES PENSION ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92323
Policy instance 1
Insurance contract or identification number92323
Number of Individuals Covered22
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,243
Total amount of fees paid to insurance companyUSD $105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,243
Insurance broker organization code?3
Amount paid for insurance broker fees105
Additional information about fees paid to insurance brokerTPA FORUM - NOT PART OF CONTRACT CHARGES OR PLAN COSTS
Insurance broker nameGREAT LAKES PENSION ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92323
Policy instance 1
Insurance contract or identification number92323
Number of Individuals Covered18
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $595
Total amount of fees paid to insurance companyUSD $50
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92323
Policy instance 1
Insurance contract or identification number92323
Number of Individuals Covered12
Insurance policy start date2009-06-10
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $342
Total amount of fees paid to insurance companyUSD $137
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $342
Insurance broker organization code?3
Amount paid for insurance broker fees137
Additional information about fees paid to insurance brokerNOT PART OF CONTRACT CHARGES OR PLAN COSTS
Insurance broker nameGREAT LAKES PENSION ASSOCIATES

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