401k Plan data: ONPEAK 401K PLAN plan

ONPEAK 401K PLAN 401k Plan overview

Plan Name	ONPEAK 401K PLAN
Plan identification number	001

ONPEAK 401K PLAN Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ONPEAK has sponsored the creation of one or more 401k plans.

Company Name: ONPEAK

Employer identification number (EIN): 363301140

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ONPEAK 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 MICHAEL HOWE
001 2010-01-01 MICHAEL HOWE
001 2008-01-01 MICHAEL HOWE

Plan id#	Filing Submission Date	Name of Administrator
001	2011-01-01	MICHAEL HOWE
001	2010-01-01	MICHAEL HOWE
001	2008-01-01	MICHAEL HOWE

Plan Statistics for ONPEAK 401K PLAN

401k plan membership statisitcs for ONPEAK 401K PLAN

Measure Date Value
2011: ONPEAK 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 106
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 32
Total of all active and inactive participants 2011-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 138
Number of participants with account balances 2011-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 10
2010: ONPEAK 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 106
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 27
Total of all active and inactive participants 2010-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 133
Number of participants with account balances 2010-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 6
2008: ONPEAK 401K PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 38
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 29
Total of all active and inactive participants 2008-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 67
Number of participants with account balances 2008-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 3

Measure	Date	Value
2011: ONPEAK 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	106
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	32
Total of all active and inactive participants	2011-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	138
Number of participants with account balances	2011-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	10
2010: ONPEAK 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	106
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	27
Total of all active and inactive participants	2010-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	133
Number of participants with account balances	2010-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	6
2008: ONPEAK 401K PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	38
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	29
Total of all active and inactive participants	2008-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	67
Number of participants with account balances	2008-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	3

Financial Data on ONPEAK 401K PLAN

Measure	Date	Value
2011 : ONPEAK 401K PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$246,788
Total of all expenses incurred	2011-12-31	$299,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$293,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$275,488
Value of total assets at end of year	2011-12-31	$1,423,509
Value of total assets at beginning of year	2011-12-31	$1,475,891
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$5,820
Total interest from all sources	2011-12-31	$1,541
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$18,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$18,316
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$148,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$204,323
Participant contributions at end of year	2011-12-31	$48,449
Participant contributions at beginning of year	2011-12-31	$27,676
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$15,170
Administrative expenses (other) incurred	2011-12-31	$5,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-52,382
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,423,509
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,475,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,170,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,016,477
Interest on participant loans	2011-12-31	$1,541
Value of interest in common/collective trusts at end of year	2011-12-31	$204,492
Value of interest in common/collective trusts at beginning of year	2011-12-31	$431,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-51,261
Net investment gain or loss from common/collective trusts	2011-12-31	$2,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$55,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$293,350
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	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN	2011-12-31	390859910
2010 : ONPEAK 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$368,025
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$210,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$206,927
Value of total corrective distributions	2010-12-31	$57
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$237,237
Value of total assets at end of year	2010-12-31	$1,475,891
Value of total assets at beginning of year	2010-12-31	$1,317,867
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,017
Total interest from all sources	2010-12-31	$1,189
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$12,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$12,220
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$132,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$187,995
Participant contributions at end of year	2010-12-31	$27,676
Participant contributions at beginning of year	2010-12-31	$25,686
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$5,600
Administrative expenses (other) incurred	2010-12-31	$3,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$158,024
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,475,891
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,317,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,016,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,292,181
Interest on participant loans	2010-12-31	$1,189
Value of interest in common/collective trusts at end of year	2010-12-31	$431,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$113,524
Net investment gain or loss from common/collective trusts	2010-12-31	$3,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$43,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$206,927
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	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BAKER TILLY VIRCHOW KRAUSE
Accountancy firm EIN	2010-12-31	390859910

Form 5500 Responses for ONPEAK 401K PLAN

2011: ONPEAK 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ONPEAK 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2008: ONPEAK 401K PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

ONPEAK 401K PLAN [EIN = 262323461]

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Company Name:	ONPEAK
Employer identification number (EIN):	363301140
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services