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Plan Name | SUMMA GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SUMMA GROUP, LLC |
Employer identification number (EIN): | 264289689 |
NAIC Classification: | 541511 |
NAIC Description: | Custom Computer Programming Services |
Additional information about SUMMA GROUP, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2009-01-15 |
Company Identification Number: | 0801075087 |
Legal Registered Office Address: |
1485 E SAM HOUSTON PKWY S STE 160 PASADENA United States of America (USA) 77503 |
More information about SUMMA GROUP, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2014-01-01 | VINCENT SUMMA | |||
001 | 2013-01-01 | JOHN MCCRARY |
Measure | Date | Value |
---|---|---|
2014: SUMMA GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 546 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 0 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 19 |
2013: SUMMA GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 349 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 390 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 119 |
Total of all active and inactive participants | 2013-01-01 | 509 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 509 |
Number of participants with account balances | 2013-01-01 | 439 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 35 |
Measure | Date | Value |
---|---|---|
2014 : SUMMA GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-10-07 | $0 |
Total transfer of assets from this plan | 2014-10-07 | $3,361,619 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-10-07 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-10-07 | $0 |
Total income from all sources (including contributions) | 2014-10-07 | $1,150,877 |
Total loss/gain on sale of assets | 2014-10-07 | $0 |
Total of all expenses incurred | 2014-10-07 | $382,822 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-10-07 | $378,770 |
Value of total corrective distributions | 2014-10-07 | $260 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-10-07 | $1,123,742 |
Value of total assets at end of year | 2014-10-07 | $0 |
Value of total assets at beginning of year | 2014-10-07 | $2,593,564 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-10-07 | $3,792 |
Total interest from all sources | 2014-10-07 | $8,832 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-10-07 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-10-07 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2014-10-07 | $0 |
Was this plan covered by a fidelity bond | 2014-10-07 | Yes |
Value of fidelity bond cover | 2014-10-07 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-10-07 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-10-07 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-10-07 | No |
Contributions received from participants | 2014-10-07 | $788,944 |
Participant contributions at end of year | 2014-10-07 | $0 |
Participant contributions at beginning of year | 2014-10-07 | $170,813 |
Participant contributions at end of year | 2014-10-07 | $0 |
Participant contributions at beginning of year | 2014-10-07 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-10-07 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-10-07 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-10-07 | $3,766 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-10-07 | No |
Value of net income/loss | 2014-10-07 | $768,055 |
Value of net assets at end of year (total assets less liabilities) | 2014-10-07 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-10-07 | $2,593,564 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-10-07 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-10-07 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-10-07 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-10-07 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-10-07 | $2,082,854 |
Interest on participant loans | 2014-10-07 | $5,364 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-10-07 | $3,468 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-10-07 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-10-07 | $339,897 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-10-07 | $18,303 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-10-07 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-10-07 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-10-07 | No |
Contributions received in cash from employer | 2014-10-07 | $331,032 |
Employer contributions (assets) at end of year | 2014-10-07 | $0 |
Employer contributions (assets) at beginning of year | 2014-10-07 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-10-07 | $378,770 |
Contract administrator fees | 2014-10-07 | $3,792 |
Did the plan have assets held for investment | 2014-10-07 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-10-07 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-10-07 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-10-07 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-10-07 | Disclaimer |
Accountancy firm name | 2014-10-07 | PANNELL KERR FORSTER |
Accountancy firm EIN | 2014-10-07 | 760356844 |
2013 : SUMMA GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,185,421 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $220,497 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $205,497 |
Value of total corrective distributions | 2013-12-31 | $1,209 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $933,313 |
Value of total assets at end of year | 2013-12-31 | $2,593,564 |
Value of total assets at beginning of year | 2013-12-31 | $1,628,640 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $13,791 |
Total interest from all sources | 2013-12-31 | $76,714 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $682,367 |
Participant contributions at end of year | 2013-12-31 | $170,813 |
Participant contributions at beginning of year | 2013-12-31 | $97,129 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $4,907 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $90,953 |
Other income not declared elsewhere | 2013-12-31 | $175,394 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $964,924 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,593,564 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,628,640 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,082,854 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,526,604 |
Interest on participant loans | 2013-12-31 | $4,546 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $72,168 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $339,897 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $159,993 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $205,497 |
Contract administrator fees | 2013-12-31 | $13,791 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PANNELL KERR FORSTER |
Accountancy firm EIN | 2013-12-31 | 760356844 |
2014: SUMMA GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | Yes |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SUMMA GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |