401k Plan data: MASTERPLAN INC. 401(K) PLAN plan

MASTERPLAN INC. 401(K) PLAN 401k Plan overview

Plan Name	MASTERPLAN INC. 401(K) PLAN
Plan identification number	001

MASTERPLAN INC. 401(K) 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.
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

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

Company Name: MASTERPLAN, INC.

Employer identification number (EIN): 363855629

NAIC Classification: 561900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASTERPLAN INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 JENNIFER MANZANAREZ
001 2014-01-01 JENNIFER MANZANAREZ
001 2013-01-01 JENNIFER MANZANAREZ
001 2012-01-01 WENDY HILL
001 2011-01-01 WENDY HILL
001 2010-01-01 WENDY HILL
001 2009-01-01 WENDY HILL

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	JENNIFER MANZANAREZ
001	2014-01-01	JENNIFER MANZANAREZ
001	2013-01-01	JENNIFER MANZANAREZ
001	2012-01-01	WENDY HILL
001	2011-01-01	WENDY HILL
001	2010-01-01	WENDY HILL
001	2009-01-01	WENDY HILL

Financial Data on MASTERPLAN INC. 401(K) PLAN

Measure	Date	Value
2015 : MASTERPLAN INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-01-02	$0
Total plan liabilities at end of year	2015-01-02	$0
Total plan liabilities at beginning of year	2015-01-02	$0
Total income from all sources	2015-01-02	$-36
Expenses. Total of all expenses incurred	2015-01-02	$324,032
Benefits paid (including direct rollovers)	2015-01-02	$324,024
Total plan assets at end of year	2015-01-02	$0
Total plan assets at beginning of year	2015-01-02	$324,068
Value of fidelity bond covering the plan	2015-01-02	$50,000
Total contributions received or receivable from participants	2015-01-02	$0
Expenses. Other expenses not covered elsewhere	2015-01-02	$0
Contributions received from other sources (not participants or employers)	2015-01-02	$0
Other income received	2015-01-02	$-36
Noncash contributions received	2015-01-02	$0
Net income (gross income less expenses)	2015-01-02	$-324,068
Net plan assets at end of year (total assets less liabilities)	2015-01-02	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-01-02	$324,068
Total contributions received or receivable from employer(s)	2015-01-02	$0
Value of certain deemed distributions of participant loans	2015-01-02	$0
Value of corrective distributions	2015-01-02	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-01-02	$8
2014 : MASTERPLAN INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$60,086
Expenses. Total of all expenses incurred	2014-12-31	$333,278
Benefits paid (including direct rollovers)	2014-12-31	$332,330
Total plan assets at end of year	2014-12-31	$324,068
Total plan assets at beginning of year	2014-12-31	$597,260
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$27,070
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$25,442
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-273,192
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$324,068
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$597,260
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$7,574
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$948
2013 : MASTERPLAN INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$205,404
Expenses. Total of all expenses incurred	2013-12-31	$300,600
Benefits paid (including direct rollovers)	2013-12-31	$300,275
Total plan assets at end of year	2013-12-31	$597,260
Total plan assets at beginning of year	2013-12-31	$692,456
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$50,205
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$126,683
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-95,196
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$597,260
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$692,456
Assets. Value of participant loans	2013-12-31	$9,463
Total contributions received or receivable from employer(s)	2013-12-31	$28,516
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$325
2012 : MASTERPLAN INC. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$177,616
Expenses. Total of all expenses incurred	2012-12-31	$144,537
Benefits paid (including direct rollovers)	2012-12-31	$144,154
Total plan assets at end of year	2012-12-31	$692,456
Total plan assets at beginning of year	2012-12-31	$659,377
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$52,095
Other income received	2012-12-31	$86,294
Net income (gross income less expenses)	2012-12-31	$33,079
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$692,456
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$659,377
Assets. Value of participant loans	2012-12-31	$13,633
Total contributions received or receivable from employer(s)	2012-12-31	$39,227
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$383
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MASTERPLAN INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$83,612
Expenses. Total of all expenses incurred	2011-12-31	$42,774
Benefits paid (including direct rollovers)	2011-12-31	$42,306
Total plan assets at end of year	2011-12-31	$659,377
Total plan assets at beginning of year	2011-12-31	$618,539
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$61,968
Other income received	2011-12-31	$-28,651
Net income (gross income less expenses)	2011-12-31	$40,838
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$659,377
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$618,539
Assets. Value of participant loans	2011-12-31	$17,620
Total contributions received or receivable from employer(s)	2011-12-31	$50,295
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$468
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MASTERPLAN INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$198,980
Expenses. Total of all expenses incurred	2010-12-31	$7,676
Benefits paid (including direct rollovers)	2010-12-31	$7,368
Total plan assets at end of year	2010-12-31	$618,539
Total plan assets at beginning of year	2010-12-31	$427,235
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$75,492
Other income received	2010-12-31	$73,976
Net income (gross income less expenses)	2010-12-31	$191,304
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$618,539
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$427,235
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$49,512
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$308
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MASTERPLAN 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 securities	2009-12-31	$0

Form 5500 Responses for MASTERPLAN INC. 401(K) PLAN

2015: MASTERPLAN INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MASTERPLAN INC. 401(K) PLAN 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	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MASTERPLAN INC. 401(K) PLAN 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MASTERPLAN INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MASTERPLAN INC. 401(K) 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MASTERPLAN INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MASTERPLAN INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MASTERPLAN, INC.
Employer identification number (EIN):	363855629
NAIC Classification:	561900