401k Plan data: FOLIO DYNAMICS, INC. plan

FOLIO DYNAMICS, INC. 401k Plan overview

Plan Name	FOLIO DYNAMICS, INC.
Plan identification number	502

FOLIO DYNAMICS, INC. Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Dental

401k Sponsoring company profile

FOLIO DYNAMICS, INC. has sponsored the creation of one or more 401k plans.

Company Name: FOLIO DYNAMICS, INC.

Employer identification number (EIN): 261526401

NAIC Classification: 523900

Additional information about FOLIO DYNAMICS, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4442130

More information about FOLIO DYNAMICS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOLIO DYNAMICS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2017-09-01

Plan Statistics for FOLIO DYNAMICS, INC.

401k plan membership statisitcs for FOLIO DYNAMICS, INC.

Measure Date Value
2017: FOLIO DYNAMICS, INC. 2017 401k membership
Total participants, beginning-of-year 2017-09-01 120
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 122
Number of retired or separated participants receiving benefits 2017-09-01 0
Number of other retired or separated participants entitled to future benefits 2017-09-01 0
Total of all active and inactive participants 2017-09-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-09-01 0
Total participants 2017-09-01 122
Number of participants with account balances 2017-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-09-01 0

Measure	Date	Value
2017: FOLIO DYNAMICS, INC. 2017 401k membership
Total participants, beginning-of-year	2017-09-01	120
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	122
Number of retired or separated participants receiving benefits	2017-09-01	0
Number of other retired or separated participants entitled to future benefits	2017-09-01	0
Total of all active and inactive participants	2017-09-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-09-01	0
Total participants	2017-09-01	122
Number of participants with account balances	2017-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-09-01	0

Form 5500 Responses for FOLIO DYNAMICS, INC.

2017: FOLIO DYNAMICS, INC. 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Submission has been amended	No
2017-09-01	This submission is the final filing	No
2017-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-09-01	Plan is a collectively bargained plan	No
2017-09-01	Plan funding arrangement – Insurance	Yes
2017-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-09-01	Plan benefit arrangement – Insurance	Yes
2017-09-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )

Policy contract number

00614076

Policy instance

Insurance contract or identification number	00614076
Number of Individuals Covered	122
Insurance policy start date	2017-09-01
Insurance policy end date	2018-01-31
Total amount of commissions paid to insurance broker	USD $4,792
Total amount of fees paid to insurance company	USD $2,738
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	FOLIO DYNAMICS, INC.
Employer identification number (EIN):	261526401
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4442130