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COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameCOMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN
Plan identification number 002

COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMPUTER SYSTEMS INSTITUTE, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMPUTER SYSTEMS INSTITUTE, INC.
Employer identification number (EIN):364373940
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01JULIA LOWDER2022-10-04
0022020-01-01ELLA ZIBITSKER2021-10-12 ELLA ZIBITSKER2021-10-12
0022019-01-01ELLA ZIBITSKER2020-10-06
0022018-01-01
0022017-01-01ELLA ZIBITSKER ELLA ZIBITSKER2018-10-09
0022016-01-01ELLA ZIBITSKER ELLA ZIBITSKER2017-10-02
0022015-01-01ELLA ZIBITSKER ELLA ZIBITSKER2016-10-12
0022014-01-01ELLA ZIBITSKER ELLA ZIBITSKER2015-10-12
0022013-01-01ELLA ZIBITSKER2014-11-24
0022012-01-01ELLA ZIBITSKER2013-11-26
0022011-01-01ELLA ZIBITSKER2012-07-24
0022010-01-01ELLA ZIBITSKER2011-10-13

Plan Statistics for COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN

Measure Date Value
2022: COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-315,901,018
Acturial value of plan assets2022-12-315,901,018
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3142
Fundng target for terminated vested participants2022-12-31176,410
Active participant vested funding target2022-12-314,786,649
Number of active participants2022-12-3154
Total funding liabilities for active participants2022-12-314,804,910
Total participant count2022-12-3196
Total funding target for all participants2022-12-314,981,320
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31307,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31289,132
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31149,650
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31289,132
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-315,587,933
Acturial value of plan assets2021-12-315,587,933
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3137
Fundng target for terminated vested participants2021-12-31154,291
Active participant vested funding target2021-12-314,432,835
Number of active participants2021-12-3161
Total funding liabilities for active participants2021-12-314,441,355
Total participant count2021-12-3198
Total funding target for all participants2021-12-314,595,646
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31250,168
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-315,230,041
Acturial value of plan assets2020-12-315,230,041
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3133
Fundng target for terminated vested participants2020-12-31150,280
Active participant vested funding target2020-12-314,032,792
Number of active participants2020-12-3151
Total funding liabilities for active participants2020-12-314,038,791
Total participant count2020-12-3184
Total funding target for all participants2020-12-314,189,071
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31709,153
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31743,618
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31264,928
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-313,790,062
Acturial value of plan assets2019-12-313,790,062
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3130
Fundng target for terminated vested participants2019-12-31155,831
Active participant vested funding target2019-12-313,616,185
Number of active participants2019-12-3149
Total funding liabilities for active participants2019-12-313,616,185
Total participant count2019-12-3179
Total funding target for all participants2019-12-313,772,016
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,100,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,050,109
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31359,002
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31340,956
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31340,956
Contributions allocatedtoward minimum required contributions for current year2019-12-311,050,109
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-314,259,451
Acturial value of plan assets2018-12-314,259,451
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3197
Fundng target for terminated vested participants2018-12-311,724,326
Active participant vested funding target2018-12-312,113,557
Number of active participants2018-12-3140
Total funding liabilities for active participants2018-12-312,113,557
Total participant count2018-12-31137
Total funding target for all participants2018-12-313,837,883
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01131
Total number of active participants reported on line 7a of the Form 55002018-01-0127
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-314,014,242
Acturial value of plan assets2017-12-314,014,242
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-31113
Fundng target for terminated vested participants2017-12-311,854,845
Active participant vested funding target2017-12-312,105,406
Number of active participants2017-12-3143
Total funding liabilities for active participants2017-12-312,110,951
Total participant count2017-12-31156
Total funding target for all participants2017-12-313,965,796
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01164
Total number of active participants reported on line 7a of the Form 55002017-01-0134
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0197
Total of all active and inactive participants2017-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-314,159,313
Acturial value of plan assets2016-12-314,159,313
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3151
Fundng target for terminated vested participants2016-12-31157,486
Active participant vested funding target2016-12-313,784,063
Number of active participants2016-12-31165
Total funding liabilities for active participants2016-12-313,825,133
Total participant count2016-12-31216
Total funding target for all participants2016-12-313,982,619
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01214
Total number of active participants reported on line 7a of the Form 55002016-01-0150
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01114
Total of all active and inactive participants2016-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01173
Total number of active participants reported on line 7a of the Form 55002015-01-01165
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0149
Total of all active and inactive participants2015-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01147
Total number of active participants reported on line 7a of the Form 55002014-01-01140
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN

Measure Date Value
2018 : COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$-114,588
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$354,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$302,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$3,790,062
Value of total assets at beginning of year2018-12-31$4,259,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$52,177
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$113,062
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$113,062
Administrative expenses professional fees incurred2018-12-31$32,448
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$430,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,327,244
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,493,431
Administrative expenses (other) incurred2018-12-31$1,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-469,389
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,790,062
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,259,451
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$18,210
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,140,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,595,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$322,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$170,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$170,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-227,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$302,624
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 name2018-12-31CASSELL PLAN AUDITS, INC.
Accountancy firm EIN2018-12-31462966358
2017 : COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$491,060
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$245,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$200,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$4,259,451
Value of total assets at beginning of year2017-12-31$4,014,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,574
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$105,718
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$105,718
Administrative expenses professional fees incurred2017-12-31$26,899
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$420,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,493,431
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,565,117
Administrative expenses (other) incurred2017-12-31$720
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$245,209
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,259,451
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,014,242
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$17,955
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,595,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,323,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$170,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$125,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$125,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$385,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$200,277
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 name2017-12-31CASSELL PLAN AUDITS, INC.
Accountancy firm EIN2017-12-31462966358
2016 : COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$271,516
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$416,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$353,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$4,014,242
Value of total assets at beginning of year2016-12-31$4,159,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$62,912
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$105,128
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$105,128
Administrative expenses professional fees incurred2016-12-31$43,064
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$420,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,565,117
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,534,500
Administrative expenses (other) incurred2016-12-31$1,810
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$220,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-145,071
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,014,242
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,159,313
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$18,038
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,323,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,404,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$125,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$166,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$353,675
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 name2016-12-31CASSELL PLAN AUDITS, INC.
Accountancy firm EIN2016-12-31462966358
2015 : COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$999
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$32,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$4,159,313
Value of total assets at beginning of year2015-12-31$4,191,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,001
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$111,165
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$111,165
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$420,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,534,500
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,254,650
Other income not declared elsewhere2015-12-31$-36,229
Total non interest bearing cash at end of year2015-12-31$220,254
Total non interest bearing cash at beginning of year2015-12-31$506,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-31,709
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,159,313
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,191,022
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$18,001
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,404,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,429,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-73,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,707
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 name2015-12-31KESSLER, ORLEAN, SILVER & CO., P.C.
Accountancy firm EIN2015-12-31363117333
2014 : COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$739,809
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$12,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$584,657
Value of total assets at end of year2014-12-31$4,191,022
Value of total assets at beginning of year2014-12-31$3,463,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,672
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$94,518
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$94,518
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,254,650
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$800,356
Other income not declared elsewhere2014-12-31$73,217
Total non interest bearing cash at end of year2014-12-31$506,952
Total non interest bearing cash at beginning of year2014-12-31$148,354
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$727,137
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,191,022
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,463,885
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$12,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,429,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,712,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-12,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$584,657
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$802,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$0
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 name2014-12-31KESSLER, ORLEAN, SILVER & CO., P.C.
Accountancy firm EIN2014-12-31363117333

Form 5500 Responses for COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN

2018: COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMPUTER SYSTEMS INSTITUTE, INC. CASH BALANCE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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