?>
Logo

POSIM 401(K) PLAN 401k Plan overview

Plan NamePOSIM 401(K) PLAN
Plan identification number 001

POSIM 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

RETAIL SUCCESS LLC has sponsored the creation of one or more 401k plans.

Company Name:RETAIL SUCCESS LLC
Employer identification number (EIN):274527888
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01SHANNON MAHER2022-10-11
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01SHANNON MAHER
0012017-01-01SHANNON MAHER
0012016-01-01SHANNON MAHER
0012015-01-01SHANNON MAHER SHANNON MAHER2016-06-28
0012014-01-01SHANNON MAHER SHANNON MAHER2015-05-27
0012013-01-01SHANNON MAHER SHANNON MAHER2014-07-15
0012012-01-01SHANNON MAHER SHANNON MAHER2013-07-16

Plan Statistics for POSIM 401(K) PLAN

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

Measure Date Value
2022: POSIM 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01150
Total number of active participants reported on line 7a of the Form 55002022-01-0199
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0137
Total of all active and inactive participants2022-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01136
Number of participants with account balances2022-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: POSIM 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01135
Total number of active participants reported on line 7a of the Form 55002021-01-01117
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0133
Total of all active and inactive participants2021-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01150
Number of participants with account balances2021-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2019: POSIM 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0170
Total number of active participants reported on line 7a of the Form 55002019-01-0187
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01102
Number of participants with account balances2019-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: POSIM 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0161
Total number of active participants reported on line 7a of the Form 55002018-01-0154
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0167
Number of participants with account balances2018-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: POSIM 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0146
Total number of active participants reported on line 7a of the Form 55002017-01-0153
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0161
Number of participants with account balances2017-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: POSIM 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0145
Total number of active participants reported on line 7a of the Form 55002016-01-0139
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0144
Number of participants with account balances2016-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: POSIM 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0137
Total number of active participants reported on line 7a of the Form 55002015-01-0137
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0143
Number of participants with account balances2015-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: POSIM 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0138
Total number of active participants reported on line 7a of the Form 55002014-01-0134
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0137
Number of participants with account balances2014-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: POSIM 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0130
Total number of active participants reported on line 7a of the Form 55002013-01-0134
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0136
Number of participants with account balances2013-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: POSIM 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0122
Total number of active participants reported on line 7a of the Form 55002012-01-0127
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0130
Number of participants with account balances2012-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on POSIM 401(K) PLAN

Measure Date Value
2022 : POSIM 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,623
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,974
Total income from all sources (including contributions)2022-12-31$72,224
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$698,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$643,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,185,946
Value of total assets at end of year2022-12-31$5,742,966
Value of total assets at beginning of year2022-12-31$6,368,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$54,824
Total interest from all sources2022-12-31$1,427
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$802,633
Participant contributions at end of year2022-12-31$48,742
Participant contributions at beginning of year2022-12-31$36,271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,974
Other income not declared elsewhere2022-12-31$418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-626,346
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,740,343
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,366,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,996,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,824,433
Interest on participant loans2022-12-31$1,427
Value of interest in common/collective trusts at end of year2022-12-31$656,878
Value of interest in common/collective trusts at beginning of year2022-12-31$3,451,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$34,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$35,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,115,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$383,313
Employer contributions (assets) at end of year2022-12-31$6,926
Employer contributions (assets) at beginning of year2022-12-31$20,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$643,746
Contract administrator fees2022-12-31$54,824
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2022-12-31752783674
2021 : POSIM 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,974
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,170,219
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$433,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$384,932
Value of total corrective distributions2021-12-31$2,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,398,521
Value of total assets at end of year2021-12-31$6,368,663
Value of total assets at beginning of year2021-12-31$4,629,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$45,845
Total interest from all sources2021-12-31$2,046
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$756,170
Participant contributions at end of year2021-12-31$36,271
Participant contributions at beginning of year2021-12-31$46,524
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$283,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,736,710
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,366,689
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,629,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,824,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,913,250
Interest on participant loans2021-12-31$2,046
Value of interest in common/collective trusts at end of year2021-12-31$3,451,202
Value of interest in common/collective trusts at beginning of year2021-12-31$2,634,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$35,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$28,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$769,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$358,632
Employer contributions (assets) at end of year2021-12-31$20,861
Employer contributions (assets) at beginning of year2021-12-31$7,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$384,932
Contract administrator fees2021-12-31$45,845
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2021-12-31752783674
2019 : POSIM 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,442,038
Expenses. Total of all expenses incurred2019-12-31$323,881
Benefits paid (including direct rollovers)2019-12-31$306,611
Total plan assets at end of year2019-12-31$2,371,796
Total plan assets at beginning of year2019-12-31$1,253,639
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$307,900
Contributions received from other sources (not participants or employers)2019-12-31$644,524
Other income received2019-12-31$367,193
Net income (gross income less expenses)2019-12-31$1,118,157
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,371,796
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,253,639
Assets. Value of participant loans2019-12-31$9,340
Total contributions received or receivable from employer(s)2019-12-31$122,421
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$17,270
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : POSIM 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$266,496
Expenses. Total of all expenses incurred2018-12-31$120,854
Benefits paid (including direct rollovers)2018-12-31$107,242
Total plan assets at end of year2018-12-31$1,253,639
Total plan assets at beginning of year2018-12-31$1,107,997
Value of fidelity bond covering the plan2018-12-31$140,000
Total contributions received or receivable from participants2018-12-31$220,007
Expenses. Other expenses not covered elsewhere2018-12-31$13,612
Contributions received from other sources (not participants or employers)2018-12-31$8,723
Other income received2018-12-31$-63,036
Net income (gross income less expenses)2018-12-31$145,642
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,253,639
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,107,997
Assets. Value of participant loans2018-12-31$12,379
Total contributions received or receivable from employer(s)2018-12-31$100,802
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : POSIM 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$413,781
Expenses. Total of all expenses incurred2017-12-31$28,731
Benefits paid (including direct rollovers)2017-12-31$20,625
Total plan assets at end of year2017-12-31$1,107,997
Total plan assets at beginning of year2017-12-31$722,947
Value of fidelity bond covering the plan2017-12-31$120,000
Total contributions received or receivable from participants2017-12-31$160,331
Contributions received from other sources (not participants or employers)2017-12-31$2,759
Other income received2017-12-31$168,543
Net income (gross income less expenses)2017-12-31$385,050
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,107,997
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$722,947
Assets. Value of participant loans2017-12-31$7,898
Total contributions received or receivable from employer(s)2017-12-31$82,148
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,106
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : POSIM 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$217,462
Expenses. Total of all expenses incurred2016-12-31$27,269
Benefits paid (including direct rollovers)2016-12-31$26,979
Total plan assets at end of year2016-12-31$722,947
Total plan assets at beginning of year2016-12-31$532,754
Value of fidelity bond covering the plan2016-12-31$80,000
Total contributions received or receivable from participants2016-12-31$110,910
Other income received2016-12-31$44,280
Net income (gross income less expenses)2016-12-31$190,193
Net plan assets at end of year (total assets less liabilities)2016-12-31$722,947
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$532,754
Assets. Value of participant loans2016-12-31$8,736
Total contributions received or receivable from employer(s)2016-12-31$62,272
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$290
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : POSIM 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$119,106
Expenses. Total of all expenses incurred2015-12-31$8,027
Benefits paid (including direct rollovers)2015-12-31$8,027
Total plan assets at end of year2015-12-31$532,754
Total plan assets at beginning of year2015-12-31$421,675
Value of fidelity bond covering the plan2015-12-31$60,000
Total contributions received or receivable from participants2015-12-31$92,072
Other income received2015-12-31$-27,214
Net income (gross income less expenses)2015-12-31$111,079
Net plan assets at end of year (total assets less liabilities)2015-12-31$532,754
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$421,675
Assets. Value of participant loans2015-12-31$7,833
Total contributions received or receivable from employer(s)2015-12-31$54,248
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : POSIM 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$140,906
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$421,675
Total plan assets at beginning of year2014-12-31$280,769
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$64,171
Contributions received from other sources (not participants or employers)2014-12-31$32,655
Other income received2014-12-31$4,740
Net income (gross income less expenses)2014-12-31$140,906
Net plan assets at end of year (total assets less liabilities)2014-12-31$421,675
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$280,769
Assets. Value of participant loans2014-12-31$1,648
Total contributions received or receivable from employer(s)2014-12-31$39,340
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : POSIM 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$228,948
Expenses. Total of all expenses incurred2013-12-31$17,266
Benefits paid (including direct rollovers)2013-12-31$17,161
Total plan assets at end of year2013-12-31$280,769
Total plan assets at beginning of year2013-12-31$69,087
Value of fidelity bond covering the plan2013-12-31$30,000
Total contributions received or receivable from participants2013-12-31$65,200
Contributions received from other sources (not participants or employers)2013-12-31$95,909
Other income received2013-12-31$28,683
Net income (gross income less expenses)2013-12-31$211,682
Net plan assets at end of year (total assets less liabilities)2013-12-31$280,769
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$69,087
Total contributions received or receivable from employer(s)2013-12-31$39,156
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$105
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : POSIM 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$69,087
Total plan assets at end of year2012-12-31$69,087
Total plan assets at beginning of year2012-12-31$0
Total contributions received or receivable from participants2012-12-31$33,377
Contributions received from other sources (not participants or employers)2012-12-31$15,660
Other income received2012-12-31$1,943
Net income (gross income less expenses)2012-12-31$69,087
Net plan assets at end of year (total assets less liabilities)2012-12-31$69,087
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$18,107
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for POSIM 401(K) PLAN

2022: POSIM 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: POSIM 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2019: POSIM 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: POSIM 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: POSIM 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: POSIM 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: POSIM 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: POSIM 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: POSIM 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: POSIM 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374332-01
Policy instance 1
Insurance contract or identification number374332-01
Number of Individuals Covered8
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374332-01
Policy instance 1
Insurance contract or identification number374332-01
Number of Individuals Covered12
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374332-01
Policy instance 1
Insurance contract or identification number374332-01
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374332-01
Policy instance 1
Insurance contract or identification number374332-01
Number of Individuals Covered6
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374332-01
Policy instance 1
Insurance contract or identification number374332-01
Number of Individuals Covered39
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3