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TANDEM HR, INC. 401(K) PLAN 401k Plan overview

Plan NameTANDEM HR, INC. 401(K) PLAN
Plan identification number 333

TANDEM HR, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

TANDEM HR, LLC has sponsored the creation of one or more 401k plans.

Company Name:TANDEM HR, LLC
Employer identification number (EIN):363968652
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TANDEM HR, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332020-01-01
3332020-01-01
3332019-01-01
3332018-01-01LUCIANA BONACCI2018-10-14
3332017-01-01BRUCE LEON
3332016-01-01BRUCE LEON
3332015-01-01BRUCE LEON
3332014-01-01BRUCE LEON
3332013-01-01BRUCE LEON
3332012-01-01BRUCE LEON
3332011-01-01BRUCE LEON
3332010-01-01BRUCE LEON
3332009-01-01BRUCE LEON

Plan Statistics for TANDEM HR, INC. 401(K) PLAN

401k plan membership statisitcs for TANDEM HR, INC. 401(K) PLAN

Measure Date Value
2020: TANDEM HR, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018,243
Total number of active participants reported on line 7a of the Form 55002020-01-016,357
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,816
Total of all active and inactive participants2020-01-018,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-018,173
Number of participants with account balances2020-01-014,426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0182
2019: TANDEM HR, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,091
Total number of active participants reported on line 7a of the Form 55002019-01-015,816
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,431
Total of all active and inactive participants2019-01-017,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-017,247
Number of participants with account balances2019-01-014,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0180
2018: TANDEM HR, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,141
Total number of active participants reported on line 7a of the Form 55002018-01-015,336
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,142
Total of all active and inactive participants2018-01-016,478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016,478
Number of participants with account balances2018-01-013,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0152
2017: TANDEM HR, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,341
Total number of active participants reported on line 7a of the Form 55002017-01-014,866
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,111
Total of all active and inactive participants2017-01-015,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015,977
Number of participants with account balances2017-01-012,991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0145
2016: TANDEM HR, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016,795
Total number of active participants reported on line 7a of the Form 55002016-01-014,132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,018
Total of all active and inactive participants2016-01-015,150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015,150
Number of participants with account balances2016-01-012,664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TANDEM HR, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,501
Total number of active participants reported on line 7a of the Form 55002015-01-015,166
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01911
Total of all active and inactive participants2015-01-016,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016,077
Number of participants with account balances2015-01-012,691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0184
2014: TANDEM HR, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,358
Total number of active participants reported on line 7a of the Form 55002014-01-014,726
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01675
Total of all active and inactive participants2014-01-015,401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015,401
Number of participants with account balances2014-01-012,467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0197
2013: TANDEM HR, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,244
Total number of active participants reported on line 7a of the Form 55002013-01-014,021
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01501
Total of all active and inactive participants2013-01-014,522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014,522
Number of participants with account balances2013-01-012,126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0149
2012: TANDEM HR, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,449
Total number of active participants reported on line 7a of the Form 55002012-01-012,901
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,424
Total of all active and inactive participants2012-01-014,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014,325
Number of participants with account balances2012-01-012,287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0147
2011: TANDEM HR, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,817
Total number of active participants reported on line 7a of the Form 55002011-01-013,363
Number of other retired or separated participants entitled to future benefits2011-01-01375
Total of all active and inactive participants2011-01-013,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,738
Number of participants with account balances2011-01-011,522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: TANDEM HR, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,139
Total number of active participants reported on line 7a of the Form 55002010-01-012,760
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01323
Total of all active and inactive participants2010-01-013,083
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013,083
Number of participants with account balances2010-01-011,216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: TANDEM HR, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,450
Total number of active participants reported on line 7a of the Form 55002009-01-01914
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01319
Total of all active and inactive participants2009-01-011,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,233
Number of participants with account balances2009-01-011,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0124

Financial Data on TANDEM HR, INC. 401(K) PLAN

Measure Date Value
2020 : TANDEM HR, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$3,671,285
Total transfer of assets from this plan2020-12-31$18,629,818
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$58,919,491
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$22,188,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,954,096
Value of total corrective distributions2020-12-31$71,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$27,754,365
Value of total assets at end of year2020-12-31$234,341,893
Value of total assets at beginning of year2020-12-31$212,569,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,163,345
Total interest from all sources2020-12-31$159,130
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,213,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,213,968
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$17,733,170
Participant contributions at end of year2020-12-31$2,907,888
Participant contributions at beginning of year2020-12-31$3,223,317
Participant contributions at end of year2020-12-31$434,662
Participant contributions at beginning of year2020-12-31$790,447
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,606,425
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,343,992
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,230,294
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$21,864
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$28,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$141,173
Other income not declared elsewhere2020-12-31$325,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$36,730,548
Value of net assets at end of year (total assets less liabilities)2020-12-31$234,341,893
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$212,569,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$323,561
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$228,062,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$205,000,686
Interest on participant loans2020-12-31$159,130
Value of interest in common/collective trusts at end of year2020-12-31$5,393,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$15,023,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$26,466,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,790,901
Employer contributions (assets) at end of year2020-12-31$1,308,688
Employer contributions (assets) at beginning of year2020-12-31$1,182,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$20,954,096
Contract administrator fees2020-12-31$839,784
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31UHY, LLP
Accountancy firm EIN2020-12-31200694403
2019 : TANDEM HR, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$18,914,309
Total transfer of assets to this plan2019-12-31$18,914,309
Total transfer of assets from this plan2019-12-31$346,491
Total transfer of assets from this plan2019-12-31$346,491
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$59,959,790
Total income from all sources (including contributions)2019-12-31$59,959,790
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$21,157,139
Total of all expenses incurred2019-12-31$21,157,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,031,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,031,818
Value of total corrective distributions2019-12-31$79,578
Value of total corrective distributions2019-12-31$79,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$25,264,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$25,264,790
Value of total assets at end of year2019-12-31$212,569,878
Value of total assets at end of year2019-12-31$212,569,878
Value of total assets at beginning of year2019-12-31$155,199,409
Value of total assets at beginning of year2019-12-31$155,199,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,045,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,045,743
Total interest from all sources2019-12-31$152,791
Total interest from all sources2019-12-31$152,791
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,503,037
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,503,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,503,037
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,503,037
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$16,911,772
Contributions received from participants2019-12-31$16,911,772
Participant contributions at end of year2019-12-31$3,223,317
Participant contributions at end of year2019-12-31$3,223,317
Participant contributions at beginning of year2019-12-31$2,782,214
Participant contributions at beginning of year2019-12-31$2,782,214
Participant contributions at end of year2019-12-31$790,447
Participant contributions at end of year2019-12-31$790,447
Participant contributions at beginning of year2019-12-31$544,959
Participant contributions at beginning of year2019-12-31$544,959
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,343,992
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,343,992
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,657,034
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,657,034
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,570,203
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,570,203
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$28,723
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$28,723
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$21,518
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$21,518
Other income not declared elsewhere2019-12-31$105,756
Other income not declared elsewhere2019-12-31$105,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$38,802,651
Value of net income/loss2019-12-31$38,802,651
Value of net assets at end of year (total assets less liabilities)2019-12-31$212,569,878
Value of net assets at end of year (total assets less liabilities)2019-12-31$212,569,878
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$155,199,409
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$155,199,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$280,166
Investment advisory and management fees2019-12-31$280,166
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$205,000,686
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$205,000,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$147,930,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$147,930,468
Interest on participant loans2019-12-31$152,791
Interest on participant loans2019-12-31$152,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$29,933,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$29,933,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,782,815
Contributions received in cash from employer2019-12-31$5,782,815
Employer contributions (assets) at end of year2019-12-31$1,182,713
Employer contributions (assets) at end of year2019-12-31$1,182,713
Employer contributions (assets) at beginning of year2019-12-31$1,263,216
Employer contributions (assets) at beginning of year2019-12-31$1,263,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,031,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,031,818
Contract administrator fees2019-12-31$765,577
Contract administrator fees2019-12-31$765,577
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31PBG FINANCIAL SERVICES, LTD.
Accountancy firm name2019-12-31PBG FINANCIAL SERVICES, LTD.
Accountancy firm EIN2019-12-31363430638
Accountancy firm EIN2019-12-31363430638
2018 : TANDEM HR, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$12,307,272
Total transfer of assets from this plan2018-12-31$13,022,036
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$14,602,079
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,305,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,247,630
Value of total corrective distributions2018-12-31$178,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$21,746,785
Value of total assets at end of year2018-12-31$155,199,409
Value of total assets at beginning of year2018-12-31$157,617,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$879,296
Total interest from all sources2018-12-31$122,249
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,644,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,644,419
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$14,296,390
Participant contributions at end of year2018-12-31$2,782,214
Participant contributions at beginning of year2018-12-31$2,261,800
Participant contributions at end of year2018-12-31$544,959
Participant contributions at beginning of year2018-12-31$379,349
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,657,034
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$968,153
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,137,455
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$21,518
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$16,426
Other income not declared elsewhere2018-12-31$-68,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,703,314
Value of net assets at end of year (total assets less liabilities)2018-12-31$155,199,409
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$157,617,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$243,195
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$147,930,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$152,755,786
Interest on participant loans2018-12-31$122,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,843,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,312,940
Employer contributions (assets) at end of year2018-12-31$1,263,216
Employer contributions (assets) at beginning of year2018-12-31$1,235,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,247,630
Contract administrator fees2018-12-31$636,101
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31PBG FINANCIAL SERVICES, LTD.
Accountancy firm EIN2018-12-31363430638
2017 : TANDEM HR, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$7,492,961
Total transfer of assets from this plan2017-12-31$3,046,736
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$39,923,545
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,735,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,874,919
Value of total corrective distributions2017-12-31$47,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,535,382
Value of total assets at end of year2017-12-31$157,617,487
Value of total assets at beginning of year2017-12-31$126,982,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$812,821
Total interest from all sources2017-12-31$98,964
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,562,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,562,301
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$12,374,364
Participant contributions at end of year2017-12-31$2,261,800
Participant contributions at beginning of year2017-12-31$2,095,432
Participant contributions at end of year2017-12-31$379,349
Participant contributions at beginning of year2017-12-31$318,682
Assets. Other investments not covered elsewhere at end of year2017-12-31$968,153
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$779,742
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,062,497
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$16,426
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$15,371
Other income not declared elsewhere2017-12-31$111,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$26,188,526
Value of net assets at end of year (total assets less liabilities)2017-12-31$157,617,487
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$126,982,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$210,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$152,755,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$122,756,415
Interest on participant loans2017-12-31$98,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,615,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,098,521
Employer contributions (assets) at end of year2017-12-31$1,235,973
Employer contributions (assets) at beginning of year2017-12-31$1,017,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,874,919
Contract administrator fees2017-12-31$602,290
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PBG FINANCIAL SERVICES, LTD.
Accountancy firm EIN2017-12-31363430638
2016 : TANDEM HR, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$105,798
Total transfer of assets from this plan2016-12-31$8,779,337
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$26,510,323
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$12,890,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,083,203
Value of total corrective distributions2016-12-31$75,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,217,591
Value of total assets at end of year2016-12-31$126,982,736
Value of total assets at beginning of year2016-12-31$122,036,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$732,103
Total interest from all sources2016-12-31$78,664
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,398,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,398,455
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$11,298,792
Participant contributions at end of year2016-12-31$2,095,432
Participant contributions at beginning of year2016-12-31$2,138,275
Participant contributions at end of year2016-12-31$318,682
Participant contributions at beginning of year2016-12-31$326,916
Assets. Other investments not covered elsewhere at end of year2016-12-31$779,742
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,439,509
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,526,149
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$15,371
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$5,830
Other income not declared elsewhere2016-12-31$-46,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$13,619,932
Value of net assets at end of year (total assets less liabilities)2016-12-31$126,982,736
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$122,036,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$185,351
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$122,756,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$116,847,935
Interest on participant loans2016-12-31$78,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,862,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,392,650
Employer contributions (assets) at end of year2016-12-31$1,017,094
Employer contributions (assets) at beginning of year2016-12-31$1,234,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,083,203
Contract administrator fees2016-12-31$546,752
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$43,665
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE
Accountancy firm EIN2016-12-31200453834
2015 : TANDEM HR, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$2,489,850
Total transfer of assets from this plan2015-12-31$2,075,325
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$15,121,002
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$12,346,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,468,810
Value of total corrective distributions2015-12-31$168,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$16,049,624
Value of total assets at end of year2015-12-31$122,036,343
Value of total assets at beginning of year2015-12-31$118,847,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$709,971
Total interest from all sources2015-12-31$87,930
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,278,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,278,004
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,810,282
Participant contributions at end of year2015-12-31$2,138,275
Participant contributions at beginning of year2015-12-31$2,166,800
Participant contributions at end of year2015-12-31$326,916
Participant contributions at beginning of year2015-12-31$214,273
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,439,509
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$701,846
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$5,830
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$35,901
Other income not declared elsewhere2015-12-31$-88,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,774,039
Value of net assets at end of year (total assets less liabilities)2015-12-31$122,036,343
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$118,847,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$180,927
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$116,847,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$115,489,263
Interest on participant loans2015-12-31$87,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,206,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,537,496
Employer contributions (assets) at end of year2015-12-31$1,234,213
Employer contributions (assets) at beginning of year2015-12-31$893,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,468,810
Contract administrator fees2015-12-31$529,044
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$43,665
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$48,501
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE
Accountancy firm EIN2015-12-31200453834
2014 : TANDEM HR, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$23,032,323
Total transfer of assets from this plan2014-12-31$9,857,891
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$23,495,906
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,938,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,100,782
Value of total corrective distributions2014-12-31$162,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,581,184
Value of total assets at end of year2014-12-31$118,847,779
Value of total assets at beginning of year2014-12-31$94,116,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$676,145
Total interest from all sources2014-12-31$91,241
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,218,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,218,672
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$10,112,904
Participant contributions at end of year2014-12-31$2,166,800
Participant contributions at beginning of year2014-12-31$1,854,851
Participant contributions at end of year2014-12-31$214,273
Participant contributions at beginning of year2014-12-31$167,998
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,849,583
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$35,901
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$11,556,920
Value of net assets at end of year (total assets less liabilities)2014-12-31$118,847,779
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$94,116,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$164,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$115,489,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$91,114,836
Interest on participant loans2014-12-31$91,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,604,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,618,697
Employer contributions (assets) at end of year2014-12-31$893,041
Employer contributions (assets) at beginning of year2014-12-31$974,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,100,782
Contract administrator fees2014-12-31$511,665
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$48,501
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE
Accountancy firm EIN2014-12-31200453834
2013 : TANDEM HR, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$7,548,177
Total transfer of assets from this plan2013-12-31$12,103,950
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$25,572,194
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,800,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,017,609
Value of total corrective distributions2013-12-31$152,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,665,390
Value of total assets at end of year2013-12-31$94,116,427
Value of total assets at beginning of year2013-12-31$83,900,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$630,702
Total interest from all sources2013-12-31$76,080
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,576,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,576,205
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,361,395
Participant contributions at end of year2013-12-31$1,854,851
Participant contributions at beginning of year2013-12-31$1,688,208
Participant contributions at end of year2013-12-31$167,998
Participant contributions at beginning of year2013-12-31$300,209
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$905,720
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$13,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$14,771,402
Value of net assets at end of year (total assets less liabilities)2013-12-31$94,116,427
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$83,900,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$163,747
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$91,114,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$80,914,966
Interest on participant loans2013-12-31$76,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,254,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,398,275
Employer contributions (assets) at end of year2013-12-31$974,606
Employer contributions (assets) at beginning of year2013-12-31$984,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,017,609
Contract administrator fees2013-12-31$466,955
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE
Accountancy firm EIN2013-12-31200453834
2012 : TANDEM HR, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$21,672,612
Total transfer of assets from this plan2012-12-31$1,356,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$16,631,578
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,832,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,225,848
Value of total corrective distributions2012-12-31$109,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,943,834
Value of total assets at end of year2012-12-31$83,900,798
Value of total assets at beginning of year2012-12-31$54,785,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$497,745
Total interest from all sources2012-12-31$68,347
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,597,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,597,794
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,431,155
Participant contributions at end of year2012-12-31$1,688,208
Participant contributions at beginning of year2012-12-31$1,484,349
Participant contributions at end of year2012-12-31$300,209
Participant contributions at beginning of year2012-12-31$238,452
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$925,497
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$13,109
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$11,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,798,884
Value of net assets at end of year (total assets less liabilities)2012-12-31$83,900,798
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$54,785,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$118,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$80,914,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$51,831,415
Interest on participant loans2012-12-31$68,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,021,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,587,182
Employer contributions (assets) at end of year2012-12-31$984,306
Employer contributions (assets) at beginning of year2012-12-31$1,219,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,225,848
Contract administrator fees2012-12-31$379,341
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GOLDSTEIN, ZUGMAN, WEINSTEIN & POOL
Accountancy firm EIN2012-12-31200453834
2011 : TANDEM HR, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$8,050,155
Total transfer of assets from this plan2011-12-31$2,592,587
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,974,282
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,073,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,594,320
Value of total corrective distributions2011-12-31$84,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,965,816
Value of total assets at end of year2011-12-31$54,785,660
Value of total assets at beginning of year2011-12-31$46,427,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$395,656
Total interest from all sources2011-12-31$50,297
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,535,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,535,492
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,687,674
Participant contributions at end of year2011-12-31$1,484,349
Participant contributions at beginning of year2011-12-31$965,422
Participant contributions at end of year2011-12-31$238,452
Participant contributions at beginning of year2011-12-31$159,119
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$962,166
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$11,476
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,900,285
Value of net assets at end of year (total assets less liabilities)2011-12-31$54,785,660
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$46,427,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$91,148
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$51,831,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$44,505,001
Interest on participant loans2011-12-31$50,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,577,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,315,976
Employer contributions (assets) at end of year2011-12-31$1,219,968
Employer contributions (assets) at beginning of year2011-12-31$795,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,594,320
Contract administrator fees2011-12-31$304,508
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PBG FINANCIAL SERVICES
Accountancy firm EIN2011-12-31363430638
2010 : TANDEM HR, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$5,642,693
Total transfer of assets from this plan2010-12-31$1,633,839
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$10,325,111
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,541,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,172,903
Value of total corrective distributions2010-12-31$50,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,720,975
Value of total assets at end of year2010-12-31$46,427,807
Value of total assets at beginning of year2010-12-31$35,634,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$317,822
Total interest from all sources2010-12-31$41,342
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$769,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$769,271
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,738,420
Participant contributions at end of year2010-12-31$965,422
Participant contributions at beginning of year2010-12-31$686,354
Participant contributions at end of year2010-12-31$159,119
Participant contributions at beginning of year2010-12-31$148,716
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$300,238
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,345
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$8,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,783,981
Value of net assets at end of year (total assets less liabilities)2010-12-31$46,427,807
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$35,634,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$72,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$44,505,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$33,973,896
Interest on participant loans2010-12-31$41,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,793,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,682,317
Employer contributions (assets) at end of year2010-12-31$795,920
Employer contributions (assets) at beginning of year2010-12-31$817,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,172,903
Contract administrator fees2010-12-31$245,002
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PBG FINANCIAL SERVICES
Accountancy firm EIN2010-12-31363430638
2009 : TANDEM HR, 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 securities2009-12-31$0

Form 5500 Responses for TANDEM HR, INC. 401(K) PLAN

2020: TANDEM HR, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TANDEM HR, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TANDEM HR, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TANDEM HR, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TANDEM HR, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TANDEM HR, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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: TANDEM HR, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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: TANDEM HR, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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: TANDEM HR, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
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
2011: TANDEM HR, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TANDEM HR, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TANDEM HR, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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