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AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN 401k Plan overview

Plan NameAVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN
Plan identification number 001

AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AVIDEX INDUSTRIES, LLC has sponsored the creation of one or more 401k plans.

Company Name:AVIDEX INDUSTRIES, LLC
Employer identification number (EIN):371480101
NAIC Classification:532400
NAIC Description: Commercial and Industrial Machinery and Equipment Rental and Leasing

Additional information about AVIDEX INDUSTRIES, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 1980940

More information about AVIDEX INDUSTRIES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012013-01-01NICOLA FOX-JOHNSON TRUDY WEED2014-03-24
0012012-01-01NICOLA FOX-JOHNSON TRUDY WEED2013-10-09
0012011-01-01NICOLA FOX-JOHNSON TRUDY WEED2012-10-04
0012010-01-01NICOLA FOX-JOHNSON TRUDY WEED2011-09-13
0012009-01-01NICOLA FOX-JOHNSON TRUDY WEED2010-10-05
0012009-01-01NICOLA FOX-JOHNSON TRUDY WEED2010-10-05

Plan Statistics for AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN

401k plan membership statisitcs for AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN

Measure Date Value
2022: AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01605
Total number of active participants reported on line 7a of the Form 55002022-01-01443
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01185
Total of all active and inactive participants2022-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01634
Number of participants with account balances2022-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0122
2013: AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01128
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01129
Total number of active participants reported on line 7a of the Form 55002012-01-01115
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01125
Number of participants with account balances2012-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01123
Total number of active participants reported on line 7a of the Form 55002011-01-01115
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01126
Total participants2011-01-01126
Number of participants with account balances2011-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01119
Total number of active participants reported on line 7a of the Form 55002010-01-01106
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0117
Total of all active and inactive participants2010-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01123
Number of participants with account balances2010-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01140
Total number of active participants reported on line 7a of the Form 55002009-01-01102
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01118
Number of participants with account balances2009-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN

Measure Date Value
2022 : AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,904,785
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,565,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,550,921
Expenses. Certain deemed distributions of participant loans2022-12-31$5,330
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,584,267
Value of total assets at end of year2022-12-31$40,825,709
Value of total assets at beginning of year2022-12-31$48,295,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,245
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$51,460
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,370,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,370,583
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,171,241
Participant contributions at end of year2022-12-31$469,883
Participant contributions at beginning of year2022-12-31$396,869
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$479,623
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$9,245
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-7,470,281
Value of net assets at end of year (total assets less liabilities)2022-12-31$40,825,709
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$48,295,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$37,592,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$45,533,901
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$22,118
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$521,305
Value of interest in common/collective trusts at beginning of year2022-12-31$636,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,242,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,729,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,729,068
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$29,342
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,873,800
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-37,295
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31Yes
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$933,403
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,550,921
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BLACKMAN & SLOOP
Accountancy firm EIN2022-12-31561304727
2013 : AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN 2013 401k financial data
Total transfer of assets from this plan2013-06-30$4,319,899
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$150
Total income from all sources (including contributions)2013-06-30$389,480
Total of all expenses incurred2013-06-30$130,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$123,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$164,840
Value of total assets at end of year2013-06-30$0
Value of total assets at beginning of year2013-06-30$4,060,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$6,984
Total interest from all sources2013-06-30$432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$200,000
If this is an individual account plan, was there a blackout period2013-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$164,840
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$32,972
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$16,938
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$150
Administrative expenses (other) incurred2013-06-30$2,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$259,316
Value of net assets at end of year (total assets less liabilities)2013-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,060,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$4,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,405,953
Interest on participant loans2013-06-30$432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$459,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$459,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$224,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$145,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$123,180
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30Yes
Did the plan have assets held for investment2013-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30PETERSON SULLIVAN LLP
Accountancy firm EIN2013-06-30910605875
2012 : AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$150
Total income from all sources (including contributions)2012-12-31$1,159,462
Total of all expenses incurred2012-12-31$184,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$163,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$789,537
Value of total assets at end of year2012-12-31$4,060,733
Value of total assets at beginning of year2012-12-31$3,085,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,780
Total interest from all sources2012-12-31$1,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$584,247
Participant contributions at end of year2012-12-31$32,972
Participant contributions at beginning of year2012-12-31$36,006
Participant contributions at end of year2012-12-31$16,938
Participant contributions at beginning of year2012-12-31$11,974
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$60,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$150
Administrative expenses (other) incurred2012-12-31$2,352
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$975,017
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,060,583
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,085,566
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$18,428
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,405,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,522,112
Interest on participant loans2012-12-31$1,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$459,692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$395,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$395,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$368,330
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$145,179
Employer contributions (assets) at end of year2012-12-31$145,178
Employer contributions (assets) at beginning of year2012-12-31$119,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$163,665
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PETERSON SULLIVAN LLP
Accountancy firm EIN2012-12-31910605875
2011 : AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$571,882
Total of all expenses incurred2011-12-31$375,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$352,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$606,282
Value of total assets at end of year2011-12-31$3,085,566
Value of total assets at beginning of year2011-12-31$2,889,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,350
Total interest from all sources2011-12-31$1,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$4,339
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$486,497
Participant contributions at end of year2011-12-31$36,006
Participant contributions at beginning of year2011-12-31$11,438
Participant contributions at end of year2011-12-31$11,974
Administrative expenses (other) incurred2011-12-31$1,921
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$196,369
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,085,566
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,889,197
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$17,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,522,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,382,131
Interest on participant loans2011-12-31$1,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$395,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$389,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$389,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-35,982
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$119,785
Employer contributions (assets) at end of year2011-12-31$119,785
Employer contributions (assets) at beginning of year2011-12-31$105,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$352,163
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLOTHIER & HEAD, PS
Accountancy firm EIN2011-12-31911253866
2010 : AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN 2010 401k financial data
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$865,110
Total of all expenses incurred2010-12-31$231,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$206,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$544,220
Value of total assets at end of year2010-12-31$2,889,197
Value of total assets at beginning of year2010-12-31$2,255,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,901
Total interest from all sources2010-12-31$927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$429,634
Participant contributions at end of year2010-12-31$11,438
Participant contributions at beginning of year2010-12-31$28,935
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,885
Administrative expenses (other) incurred2010-12-31$9,135
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$634,029
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,889,197
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,255,168
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$15,766
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,382,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,806,988
Interest on participant loans2010-12-31$927
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$389,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$334,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$334,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$319,963
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$105,701
Employer contributions (assets) at end of year2010-12-31$105,701
Employer contributions (assets) at beginning of year2010-12-31$84,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$206,180
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLOTHIER & HEAD, PS
Accountancy firm EIN2010-12-31911253866

Form 5500 Responses for AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN

2022: AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2013: AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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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