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ACCOUNTNOW SERVICES, INC 401K PLAN 401k Plan overview

Plan NameACCOUNTNOW SERVICES, INC 401K PLAN
Plan identification number 001

ACCOUNTNOW SERVICES, INC 401K 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.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:ACCOUNTNOW SERVICES, INC.
Employer identification number (EIN):371655668
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCOUNTNOW SERVICES, INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01NOEMI BENDO
0012015-01-01NOEMI BENDO NOEMI BENDO2016-10-17
0012014-01-01RENE WEST
0012013-01-01RENE WEST
0012012-01-01RENE WEST2014-03-07
0012011-01-01RENE WEST2014-03-07
0012009-01-01RENE WEST2015-02-20

Plan Statistics for ACCOUNTNOW SERVICES, INC 401K PLAN

401k plan membership statisitcs for ACCOUNTNOW SERVICES, INC 401K PLAN

Measure Date Value
2016: ACCOUNTNOW SERVICES, INC 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01189
Total number of active participants reported on line 7a of the Form 55002016-01-010
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
2015: ACCOUNTNOW SERVICES, INC 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01219
Total number of active participants reported on line 7a of the Form 55002015-01-0186
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01103
Total of all active and inactive participants2015-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01189
Number of participants with account balances2015-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ACCOUNTNOW SERVICES, INC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01210
Total number of active participants reported on line 7a of the Form 55002014-01-01154
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0164
Total of all active and inactive participants2014-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01218
Number of participants with account balances2014-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ACCOUNTNOW SERVICES, INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01189
Total number of active participants reported on line 7a of the Form 55002013-01-01160
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0150
Total of all active and inactive participants2013-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01210
Number of participants with account balances2013-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on ACCOUNTNOW SERVICES, INC 401K PLAN

Measure Date Value
2016 : ACCOUNTNOW SERVICES, INC 401K PLAN 2016 401k financial data
Total transfer of assets from this plan2016-04-29$2,955,229
Total income from all sources (including contributions)2016-04-29$31,270
Total of all expenses incurred2016-04-29$241,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-29$240,895
Value of total assets at beginning of year2016-04-29$3,165,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-29$425
Total interest from all sources2016-04-29$1,310
Total dividends received (eg from common stock, registered investment company shares)2016-04-29$2,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-29No
Total dividends received from registered investment company shares (eg mutual funds)2016-04-29$2,482
Was this plan covered by a fidelity bond2016-04-29Yes
Value of fidelity bond cover2016-04-29$336,000
If this is an individual account plan, was there a blackout period2016-04-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-29$0
Were there any nonexempt tranactions with any party-in-interest2016-04-29No
Participant contributions at beginning of year2016-04-29$77,382
Administrative expenses (other) incurred2016-04-29$425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-29No
Value of net income/loss2016-04-29$-210,050
Value of net assets at beginning of year (total assets less liabilities)2016-04-29$3,165,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-29No
Were any leases to which the plan was party in default or uncollectible2016-04-29No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-29$2,443,153
Interest on participant loans2016-04-29$1,310
Value of interest in common/collective trusts at beginning of year2016-04-29$644,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-29$16,476
Net investment gain or loss from common/collective trusts2016-04-29$11,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-29No
Was there a failure to transmit to the plan any participant contributions2016-04-29No
Has the plan failed to provide any benefit when due under the plan2016-04-29No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-29$240,895
Did the plan have assets held for investment2016-04-29No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-29Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-29Yes
Opinion of an independent qualified public accountant for this plan2016-04-29Disclaimer
Accountancy firm name2016-04-29MOSS ADAMS LLP
Accountancy firm EIN2016-04-29910189318
2015 : ACCOUNTNOW SERVICES, INC 401K 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$566,207
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$754,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$738,753
Expenses. Certain deemed distributions of participant loans2015-12-31$2,116
Value of total corrective distributions2015-12-31$10,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$582,001
Value of total assets at end of year2015-12-31$3,165,279
Value of total assets at beginning of year2015-12-31$3,353,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,231
Total interest from all sources2015-12-31$5,794
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$104,514
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$104,514
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$336,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$529,788
Participant contributions at end of year2015-12-31$77,382
Participant contributions at beginning of year2015-12-31$132,693
Administrative expenses (other) incurred2015-12-31$2,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-187,841
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,165,279
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,353,120
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,443,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,439,256
Interest on participant loans2015-12-31$5,794
Value of interest in common/collective trusts at end of year2015-12-31$644,744
Value of interest in common/collective trusts at beginning of year2015-12-31$781,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-130,699
Net investment gain or loss from common/collective trusts2015-12-31$4,597
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$52,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$738,753
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS
Accountancy firm EIN2015-12-31910189318
2014 : ACCOUNTNOW SERVICES, INC 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$790,758
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$448,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$430,166
Expenses. Certain deemed distributions of participant loans2014-12-31$2,086
Value of total corrective distributions2014-12-31$13,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$617,302
Value of total assets at end of year2014-12-31$3,353,120
Value of total assets at beginning of year2014-12-31$3,010,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,340
Total interest from all sources2014-12-31$4,389
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$207,237
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$207,237
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$302,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$548,109
Participant contributions at end of year2014-12-31$132,693
Participant contributions at beginning of year2014-12-31$64,419
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,000
Administrative expenses (other) incurred2014-12-31$2,340
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$342,301
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,353,120
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,010,819
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,439,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,158,159
Interest on participant loans2014-12-31$4,389
Value of interest in common/collective trusts at end of year2014-12-31$781,171
Value of interest in common/collective trusts at beginning of year2014-12-31$788,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-75,013
Net investment gain or loss from common/collective trusts2014-12-31$36,843
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$59,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$430,166
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS
Accountancy firm EIN2014-12-31910189318
2013 : ACCOUNTNOW SERVICES, INC 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$786,589
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$943,812
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$184,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$178,593
Expenses. Certain deemed distributions of participant loans2013-12-31$389
Value of total corrective distributions2013-12-31$2,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$556,963
Value of total assets at end of year2013-12-31$3,010,819
Value of total assets at beginning of year2013-12-31$1,465,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,847
Total interest from all sources2013-12-31$3,115
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$96,427
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$96,427
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$147,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$494,887
Participant contributions at end of year2013-12-31$64,419
Participant contributions at beginning of year2013-12-31$42,418
Administrative expenses (other) incurred2013-12-31$2,847
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$759,183
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,010,819
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,465,047
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,158,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,105,981
Interest on participant loans2013-12-31$3,115
Value of interest in common/collective trusts at end of year2013-12-31$788,241
Value of interest in common/collective trusts at beginning of year2013-12-31$316,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$174,990
Net investment gain or loss from common/collective trusts2013-12-31$112,317
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$62,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$178,593
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS
Accountancy firm EIN2013-12-31910189318

Form 5500 Responses for ACCOUNTNOW SERVICES, INC 401K PLAN

2016: ACCOUNTNOW SERVICES, INC 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ACCOUNTNOW SERVICES, INC 401K 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: ACCOUNTNOW SERVICES, INC 401K 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
2013: ACCOUNTNOW SERVICES, INC 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle 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

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