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GREAT CALL, INC. 401(K) PLAN 401k Plan overview

Plan NameGREAT CALL, INC. 401(K) PLAN
Plan identification number 001

GREAT CALL, INC. 401(K) PLAN Benefits

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

GREAT CALL, INC. has sponsored the creation of one or more 401k plans.

Company Name:GREAT CALL, INC.
Employer identification number (EIN):202955204
NAIC Classification:517000

Additional information about GREAT CALL, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1997-02-25
Company Identification Number: P97000017477
Legal Registered Office Address: 692 COACH LIGHT DRIVE

FERN PARK

32730

More information about GREAT CALL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREAT CALL, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01DAVID INNS2019-10-09
0012017-01-01
0012016-01-01
0012016-01-01
0012015-01-01BRIAN LAMB
0012014-01-01DAVID INNS
0012013-01-01WILLIAM KUNCZ
0012012-01-01WILLIAM KUNCZ
0012011-01-01WILLIAM KUNCZ
0012009-01-01WILLIAM KUNCZ WILLIAM KUNCZ2010-08-10

Plan Statistics for GREAT CALL, INC. 401(K) PLAN

401k plan membership statisitcs for GREAT CALL, INC. 401(K) PLAN

Measure Date Value
2020: GREAT CALL, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,360
Total number of active participants reported on line 7a of the Form 55002020-01-011,346
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01159
Total of all active and inactive participants2020-01-011,505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,508
Number of participants with account balances2020-01-011,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GREAT CALL, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,345
Total number of active participants reported on line 7a of the Form 55002019-01-011,124
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01192
Total of all active and inactive participants2019-01-011,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,321
Number of participants with account balances2019-01-01973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GREAT CALL, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,112
Total number of active participants reported on line 7a of the Form 55002018-01-011,028
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01286
Total of all active and inactive participants2018-01-011,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,314
Number of participants with account balances2018-01-011,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GREAT CALL, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,070
Total number of active participants reported on line 7a of the Form 55002017-01-01920
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01189
Total of all active and inactive participants2017-01-011,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,112
Number of participants with account balances2017-01-01729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GREAT CALL, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,101
Total number of active participants reported on line 7a of the Form 55002016-01-01741
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-01290
Total of all active and inactive participants2016-01-011,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,041
Number of participants with account balances2016-01-01828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GREAT CALL, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01776
Total number of active participants reported on line 7a of the Form 55002015-01-01822
Number of retired or separated participants receiving benefits2015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-01266
Total of all active and inactive participants2015-01-011,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,101
Number of participants with account balances2015-01-01840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GREAT CALL, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01567
Total number of active participants reported on line 7a of the Form 55002014-01-01700
Number of retired or separated participants receiving benefits2014-01-0113
Number of other retired or separated participants entitled to future benefits2014-01-0163
Total of all active and inactive participants2014-01-01776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01776
Number of participants with account balances2014-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GREAT CALL, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01408
Total number of active participants reported on line 7a of the Form 55002013-01-01523
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01567
Number of participants with account balances2013-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GREAT CALL, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01404
Total number of active participants reported on line 7a of the Form 55002012-01-01374
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01408
Number of participants with account balances2012-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GREAT CALL, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01403
Total number of active participants reported on line 7a of the Form 55002011-01-01369
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01404
Number of participants with account balances2011-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GREAT CALL, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01146
Total number of active participants reported on line 7a of the Form 55002009-01-01261
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01283
Number of participants with account balances2009-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GREAT CALL, INC. 401(K) PLAN

Measure Date Value
2020 : GREAT CALL, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$8,298,688
Total of all expenses incurred2020-12-31$2,392,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,340,753
Value of total corrective distributions2020-12-31$962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,387,164
Value of total assets at end of year2020-12-31$24,915,249
Value of total assets at beginning of year2020-12-31$19,009,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$50,876
Total interest from all sources2020-12-31$5,439
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$237,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$237,673
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,468,830
Participant contributions at end of year2020-12-31$21
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$687,750
Administrative expenses (other) incurred2020-12-31$33,214
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$5,906,097
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,915,249
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,009,152
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$17,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,158,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$18,438,775
Interest earned on other investments2020-12-31$5,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$756,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$570,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,319,060
Net investment gain/loss from pooled separate accounts2020-12-31$-1,650,648
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,230,584
Employer contributions (assets) at end of year2020-12-31$13
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,340,753
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2020-12-31953132551
2019 : GREAT CALL, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$7,144,398
Total of all expenses incurred2019-12-31$989,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$988,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,173,992
Value of total assets at end of year2019-12-31$19,009,152
Value of total assets at beginning of year2019-12-31$12,854,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,840
Total interest from all sources2019-12-31$3,322
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$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,657,219
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$181,816
Administrative expenses (other) incurred2019-12-31$1,840
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$6,154,449
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,009,152
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,854,703
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
Value of interest in pooled separate accounts at end of year2019-12-31$18,438,775
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,263,614
Interest earned on other investments2019-12-31$3,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$570,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$486,736
Net investment gain/loss from pooled separate accounts2019-12-31$2,967,084
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,334,957
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$104,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$988,109
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2019-12-31953132551
2018 : GREAT CALL, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,829,337
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,435,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,433,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,728,547
Value of total assets at end of year2018-12-31$12,854,703
Value of total assets at beginning of year2018-12-31$11,460,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,800
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,182,223
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$276,818
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$1,394,324
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,854,703
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,460,379
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
Value of interest in pooled separate accounts at end of year2018-12-31$12,263,614
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,847,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$486,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$526,974
Net investment gain or loss from common/collective trusts2018-12-31$-899,210
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,269,506
Employer contributions (assets) at end of year2018-12-31$104,353
Employer contributions (assets) at beginning of year2018-12-31$86,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,433,213
Contract administrator fees2018-12-31$1,800
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 name2018-12-31JGD & ASSOCIATES LLP
Accountancy firm EIN2018-12-31953132551
2017 : GREAT CALL, INC. 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,909,358
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$690,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$674,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,516,553
Value of total assets at end of year2017-12-31$11,374,062
Value of total assets at beginning of year2017-12-31$7,155,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,911
Total interest from all sources2017-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,817,449
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$648,384
Other income not declared elsewhere2017-12-31$40
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$4,218,946
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,374,062
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,155,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$10,847,088
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,733,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$526,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$421,196
Net investment gain or loss from common/collective trusts2017-12-31$1,392,765
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,050,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$674,501
Contract administrator fees2017-12-31$15,911
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : GREAT CALL, INC. 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$2,697,879
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$923,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$904,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,222,070
Value of total assets at end of year2016-12-31$7,155,116
Value of total assets at beginning of year2016-12-31$5,380,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,543
Total interest from all sources2016-12-31$0
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$250,000
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$1,308,105
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$99,008
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$1,774,629
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,155,116
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,380,487
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
Investment advisory and management fees2016-12-31$18,543
Value of interest in pooled separate accounts at end of year2016-12-31$6,733,920
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,125,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$421,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$254,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$474,154
Net investment gain/loss from pooled separate accounts2016-12-31$1,655
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$814,957
Employer contributions (assets) at beginning of year2016-12-31$165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$904,707
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : GREAT CALL, INC. 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$1,516,016
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$623,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$610,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,632,007
Value of total assets at end of year2015-12-31$5,380,487
Value of total assets at beginning of year2015-12-31$4,487,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,393
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
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$1,201,510
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$98,138
Other income not declared elsewhere2015-12-31$786
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$892,839
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,380,487
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,487,648
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
Investment advisory and management fees2015-12-31$12,393
Value of interest in pooled separate accounts at end of year2015-12-31$5,125,792
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,382,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$254,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$105,199
Net investment gain/loss from pooled separate accounts2015-12-31$-116,777
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$332,359
Employer contributions (assets) at end of year2015-12-31$165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$610,784
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31VICENTI LLOYD & STUTZMAN
Accountancy firm EIN2015-12-31952242818
2014 : GREAT CALL, INC. 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$1,427,781
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$252,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$242,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,197,256
Value of total assets at end of year2014-12-31$4,487,648
Value of total assets at beginning of year2014-12-31$3,312,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,563
Total interest from all sources2014-12-31$0
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$250,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$881,576
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$89,721
Other income not declared elsewhere2014-12-31$481
Administrative expenses (other) incurred2014-12-31$9,563
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$1,175,347
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,487,648
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,312,301
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 pooled separate accounts at end of year2014-12-31$4,382,449
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,223,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$105,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$88,808
Net investment gain/loss from pooled separate accounts2014-12-31$230,044
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$225,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$242,871
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31VICENTI LLOYD & STUTZMAN
Accountancy firm EIN2014-12-31952242818
2013 : GREAT CALL, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,428,498
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$242,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$140,999
Value of total corrective distributions2013-12-31$95,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$956,947
Value of total assets at end of year2013-12-31$3,312,301
Value of total assets at beginning of year2013-12-31$2,126,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,474
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$669,874
Participant contributions at beginning of year2013-12-31$14,949
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$125,980
Other income not declared elsewhere2013-12-31$348
Administrative expenses (other) incurred2013-12-31$6,474
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
Value of net income/loss2013-12-31$1,185,611
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,312,301
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,126,690
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 pooled separate accounts at end of year2013-12-31$3,223,493
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,051,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$88,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$59,868
Net investment gain/loss from pooled separate accounts2013-12-31$471,203
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$161,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$140,999
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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
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 name2013-12-31VICENTI LLOYD & STUTZMAN
Accountancy firm EIN2013-12-31952242818
2012 : GREAT CALL, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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$796,285
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$226,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$221,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$572,332
Value of total assets at end of year2012-12-31$2,126,690
Value of total assets at beginning of year2012-12-31$1,557,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,279
Total interest from all sources2012-12-31$0
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$455,219
Participant contributions at end of year2012-12-31$14,949
Participant contributions at beginning of year2012-12-31$14,180
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$117,113
Other income not declared elsewhere2012-12-31$259
Administrative expenses (other) incurred2012-12-31$5,279
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$569,393
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,126,690
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,557,297
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
Value of interest in pooled separate accounts at end of year2012-12-31$2,051,873
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,512,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$59,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$30,304
Net investment gain/loss from pooled separate accounts2012-12-31$223,694
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$221,613
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31VICENTI LLOYD & STUTZMAN
Accountancy firm EIN2012-12-31952242818
2011 : GREAT CALL, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$473,345
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$40,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$40,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$516,202
Value of total assets at end of year2011-12-31$1,557,297
Value of total assets at beginning of year2011-12-31$1,124,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$70
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$175
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$488,242
Participant contributions at end of year2011-12-31$14,180
Participant contributions at beginning of year2011-12-31$11,728
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,960
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$432,392
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,557,297
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,124,905
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 beginning of year2011-12-31$1,113,177
Value of interest in pooled separate accounts at end of year2011-12-31$1,512,813
Interest earned on other investments2011-12-31$70
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$30,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$24,197
Net investment gain/loss from pooled separate accounts2011-12-31$-67,299
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$40,953
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31VICENTI LLOYD & STUTZMAN
Accountancy firm EIN2011-12-31952242818
2010 : GREAT CALL, INC. 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$507,748
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$61,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$61,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$401,791
Value of total assets at end of year2010-12-31$1,124,905
Value of total assets at beginning of year2010-12-31$678,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$15,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$15,410
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
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$361,635
Participant contributions at end of year2010-12-31$11,728
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$40,156
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$446,469
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,124,905
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$678,436
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$1,113,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$678,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$90,547
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$61,279
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31VICENTI LLOYD & STUTZMAN
Accountancy firm EIN2010-12-31952242818
2009 : GREAT CALL, INC. 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 GREAT CALL, INC. 401(K) PLAN

2020: GREAT CALL, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: GREAT CALL, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: GREAT CALL, INC. 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: GREAT CALL, INC. 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: GREAT CALL, INC. 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: GREAT CALL, INC. 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: GREAT CALL, INC. 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: GREAT CALL, INC. 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: GREAT CALL, INC. 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: GREAT CALL, INC. 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
2009: GREAT CALL, INC. 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513614
Policy instance 1
Insurance contract or identification number513614
Number of Individuals Covered1001
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $23,131
Total amount of fees paid to insurance companyUSD $810
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 $23,131
Insurance broker organization code?3
Amount paid for insurance broker fees810
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802115
Policy instance 1
Insurance contract or identification number802115
Number of Individuals Covered973
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $47,787
Total amount of fees paid to insurance companyUSD $8,074
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 $47,787
Insurance broker organization code?3
Amount paid for insurance broker fees8074
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802115
Policy instance 1
Insurance contract or identification number802115
Number of Individuals Covered1014
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $36,949
Total amount of fees paid to insurance companyUSD $6,195
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $36,949
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerRECORD KEEPING
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802115
Policy instance 1
Insurance contract or identification number802115
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $31,649
Total amount of fees paid to insurance companyUSD $4,639
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $31,649
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerRECORD KEEPING
Insurance broker nameINCENTIVE BENEFITS, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802115
Policy instance 1
Insurance contract or identification number802115
Number of Individuals Covered840
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $24,755
Total amount of fees paid to insurance companyUSD $2,399
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $24,755
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerRECORD KEEPING
Insurance broker nameINCENTIVE BENEFITS, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802115
Policy instance 1
Insurance contract or identification number802115
Number of Individuals Covered369
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $19,225
Total amount of fees paid to insurance companyUSD $1,877
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $19,225
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerRECORD KEEPING
Insurance broker nameINCENTIVE BENEFITS, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802115
Policy instance 1
Insurance contract or identification number802115
Number of Individuals Covered194
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,853
Total amount of fees paid to insurance companyUSD $1,215
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $12,853
Insurance broker organization code?3
Amount paid for insurance broker fees1215
Additional information about fees paid to insurance brokerRECORD KEEPING
Insurance broker nameINCENTIVE BENEFITS, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802115
Policy instance 1
Insurance contract or identification number802115
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,609
Total amount of fees paid to insurance companyUSD $1,234
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,609
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerRECORD KEEPING
Insurance broker nameINCENTIVE BENEFITS, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number802115
Policy instance 1
Insurance contract or identification number802115
Number of Individuals Covered118
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $16,157
Total amount of fees paid to insurance companyUSD $2,773
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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