?>
Logo

SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN 401k Plan overview

Plan NameSERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN
Plan identification number 002

SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:SERVER PRODUCTS, INC.
Employer identification number (EIN):390792349
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01LISA ALLEN
0022017-01-01LISA ALLEN
0022016-01-01LISA ALLEN
0022015-01-01LISA ALLEN
0022014-01-01LISA ALLEN2015-06-26
0022013-01-01LISA ALLEN2014-06-09
0022012-01-01LISA ALLEN2013-07-03
0022011-01-01LISA ALLEN2012-07-13
0022010-01-01JIM HOLLENHORST2011-01-26 JIM HOLLENHORST2011-01-26

Plan Statistics for SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN

401k plan membership statisitcs for SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN

Measure Date Value
2022: SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01156
Total number of active participants reported on line 7a of the Form 55002022-01-01101
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0156
Total of all active and inactive participants2022-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01157
Number of participants with account balances2022-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01152
Total number of active participants reported on line 7a of the Form 55002021-01-01100
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01152
Number of participants with account balances2021-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01128
Total number of active participants reported on line 7a of the Form 55002020-01-01100
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01151
Number of participants with account balances2020-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01175
Total number of active participants reported on line 7a of the Form 55002019-01-01129
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0147
Total of all active and inactive participants2019-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01176
Number of participants with account balances2019-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01187
Total number of active participants reported on line 7a of the Form 55002018-01-01127
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01174
Number of participants with account balances2018-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01162
Total number of active participants reported on line 7a of the Form 55002017-01-01139
Number of retired or separated participants receiving benefits2017-01-0139
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01178
Number of participants with account balances2017-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01146
Total number of active participants reported on line 7a of the Form 55002016-01-01134
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01160
Number of participants with account balances2016-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01130
Total number of active participants reported on line 7a of the Form 55002015-01-01122
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01145
Number of participants with account balances2015-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013

Financial Data on SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN

Measure Date Value
2022 : SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN 2022 401k financial data
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$0
Total income from all sources (including contributions)2022-12-31$-1,451,657
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,404,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,359,497
Expenses. Certain deemed distributions of participant loans2022-12-31$7,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,777,630
Value of total assets at end of year2022-12-31$15,303,871
Value of total assets at beginning of year2022-12-31$19,159,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,854
Total interest from all sources2022-12-31$2,601
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$312,584
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$312,584
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$780,063
Participant contributions at end of year2022-12-31$54,678
Participant contributions at beginning of year2022-12-31$66,741
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$90,450
Administrative expenses (other) incurred2022-12-31$36,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,855,671
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,303,871
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,159,542
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,462,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,953,938
Interest on participant loans2022-12-31$2,601
Value of interest in common/collective trusts at end of year2022-12-31$1,341,099
Value of interest in common/collective trusts at beginning of year2022-12-31$1,138,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,565,915
Net investment gain or loss from common/collective trusts2022-12-31$21,443
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 plan2022-12-31No
Contributions received in cash from employer2022-12-31$907,117
Employer contributions (assets) at end of year2022-12-31$445,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,359,497
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VRAKAS SC
Accountancy firm EIN2022-12-31391453055
2021 : SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,449,645
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,947,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,909,734
Expenses. Certain deemed distributions of participant loans2021-12-31$414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,192,992
Value of total assets at end of year2021-12-31$19,159,542
Value of total assets at beginning of year2021-12-31$19,657,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,560
Total interest from all sources2021-12-31$2,678
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$461,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$461,478
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$671,471
Participant contributions at end of year2021-12-31$66,741
Participant contributions at beginning of year2021-12-31$48,684
Participant contributions at beginning of year2021-12-31$10,731
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$94,159
Administrative expenses (other) incurred2021-12-31$37,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-498,063
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,159,542
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,657,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,953,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,109,294
Interest on participant loans2021-12-31$2,678
Value of interest in common/collective trusts at end of year2021-12-31$1,138,863
Value of interest in common/collective trusts at beginning of year2021-12-31$1,481,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,774,698
Net investment gain or loss from common/collective trusts2021-12-31$17,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$427,362
Employer contributions (assets) at beginning of year2021-12-31$7,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,909,734
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VRAKAS SC
Accountancy firm EIN2021-12-31391453055
2020 : SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,807,629
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$788,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$743,106
Expenses. Certain deemed distributions of participant loans2020-12-31$7,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,042,065
Value of total assets at end of year2020-12-31$19,657,605
Value of total assets at beginning of year2020-12-31$16,638,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$38,677
Total interest from all sources2020-12-31$1,535
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$400,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$400,511
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$645,794
Participant contributions at end of year2020-12-31$48,684
Participant contributions at end of year2020-12-31$10,731
Participant contributions at beginning of year2020-12-31$19,383
Administrative expenses (other) incurred2020-12-31$38,677
Total non interest bearing cash at beginning of year2020-12-31$16,367,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,018,650
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,657,605
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,638,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,109,294
Interest on participant loans2020-12-31$1,535
Value of interest in common/collective trusts at end of year2020-12-31$1,481,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,346,971
Net investment gain or loss from common/collective trusts2020-12-31$16,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$396,271
Employer contributions (assets) at end of year2020-12-31$7,254
Employer contributions (assets) at beginning of year2020-12-31$252,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$743,106
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31VRAKAS SC
Accountancy firm EIN2020-12-31391453055
2019 : SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,146,048
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,280,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,274,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,328,420
Value of total assets at end of year2019-12-31$16,638,955
Value of total assets at beginning of year2019-12-31$17,773,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,734
Total interest from all sources2019-12-31$108,424
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$715,899
Participant contributions at end of year2019-12-31$19,383
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$172,845
Total non interest bearing cash at end of year2019-12-31$16,367,153
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-1,134,694
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,638,955
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,773,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,814,425
Interest earned on other investments2019-12-31$108,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,550,348
Net investment gain/loss from pooled separate accounts2019-12-31$2,709,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$439,676
Employer contributions (assets) at end of year2019-12-31$252,419
Employer contributions (assets) at beginning of year2019-12-31$408,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,274,008
Contract administrator fees2019-12-31$6,734
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31VRAKAS CPAS
Accountancy firm EIN2019-12-31391453055
2018 : SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT 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$1,284,570
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,208,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,203,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,926,398
Value of total assets at end of year2018-12-31$17,773,649
Value of total assets at beginning of year2018-12-31$17,697,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,301
Total interest from all sources2018-12-31$153,908
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Contributions received from participants2018-12-31$737,113
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$201,730
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$76,045
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,773,649
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,697,604
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
Value of interest in pooled separate accounts at end of year2018-12-31$10,814,425
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,884,109
Interest earned on other investments2018-12-31$153,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,550,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,813,495
Net investment gain/loss from pooled separate accounts2018-12-31$-795,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$987,555
Employer contributions (assets) at end of year2018-12-31$408,876
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,203,224
Contract administrator fees2018-12-31$5,301
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31VRAKAS CPAS
Accountancy firm EIN2018-12-31391453055
2017 : SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT 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$3,358,866
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,405,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,402,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,522,401
Value of total assets at end of year2017-12-31$17,697,604
Value of total assets at beginning of year2017-12-31$15,744,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,965
Total interest from all sources2017-12-31$160,697
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Contributions received from participants2017-12-31$642,056
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$318,493
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$1,953,482
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,697,604
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,744,122
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
Value of interest in pooled separate accounts at end of year2017-12-31$10,884,109
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,725,870
Interest earned on other investments2017-12-31$160,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,813,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,018,252
Net investment gain/loss from pooled separate accounts2017-12-31$1,675,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$561,852
Employer contributions (assets) at end of year2017-12-31$0
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$1,402,419
Contract administrator fees2017-12-31$2,965
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31VRAKAS CPAS
Accountancy firm EIN2017-12-31391453055
2016 : SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT 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$2,122,960
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$540,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$537,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,233,124
Value of total assets at end of year2016-12-31$15,744,122
Value of total assets at beginning of year2016-12-31$14,161,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,055
Total interest from all sources2016-12-31$177,585
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Contributions received from participants2016-12-31$603,269
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$121,875
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$1,582,659
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,744,122
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,161,463
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
Value of interest in pooled separate accounts at end of year2016-12-31$8,725,870
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,891,574
Interest earned on other investments2016-12-31$177,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,018,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,269,889
Net investment gain/loss from pooled separate accounts2016-12-31$712,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$507,980
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$537,246
Contract administrator fees2016-12-31$3,055
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31VRAKAS CPAS
Accountancy firm EIN2016-12-31391453055
2015 : SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT 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$1,339,996
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$999,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$997,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,150,975
Value of total assets at end of year2015-12-31$14,161,463
Value of total assets at beginning of year2015-12-31$13,820,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,287
Total interest from all sources2015-12-31$166,191
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$515,288
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$5,153
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$198,687
Other income not declared elsewhere2015-12-31$65,766
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$340,869
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,161,463
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,820,594
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 pooled separate accounts at end of year2015-12-31$7,891,574
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,816,367
Interest earned on other investments2015-12-31$166,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,269,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,997,292
Net investment gain/loss from pooled separate accounts2015-12-31$-42,936
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$437,000
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$1,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$997,840
Contract administrator fees2015-12-31$1,287
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 name2015-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2015-12-31410746479

Form 5500 Responses for SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN

2022: SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT 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
2021: SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT 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 – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT 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 – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SERVER PRODUCTS INC EMPLOYEES 401K RETIREMENT 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 – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-04-9715
Policy instance 1
Insurance contract or identification numberGAP-04-9715
Number of Individuals Covered176
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $26,573
Total amount of fees paid to insurance companyUSD $2,845
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,573
Amount paid for insurance broker fees2845
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-EL-BR22
Policy instance 2
Insurance contract or identification numberGAP-EL-BR22
Number of Individuals Covered176
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,110
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,110
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-04-9715
Policy instance 1
Insurance contract or identification numberGAP-04-9715
Number of Individuals Covered174
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $23,138
Total amount of fees paid to insurance companyUSD $3,107
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,138
Amount paid for insurance broker fees3107
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-EL-BR22
Policy instance 2
Insurance contract or identification numberGAP-EL-BR22
Number of Individuals Covered174
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,544
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,544
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-04-9715
Policy instance 1
Insurance contract or identification numberGAP-04-9715
Number of Individuals Covered177
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $19,672
Total amount of fees paid to insurance companyUSD $3,514
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,672
Amount paid for insurance broker fees3514
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameNEPSIS RETIREMENT SERVICES INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-EL-BR22
Policy instance 2
Insurance contract or identification numberGAP-EL-BR22
Number of Individuals Covered177
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,169
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,169
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL, LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-EL-BR22
Policy instance 1
Insurance contract or identification numberGAP-EL-BR22
Number of Individuals Covered145
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,684
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,684
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-04-9715
Policy instance 2
Insurance contract or identification numberGAP-04-9715
Number of Individuals Covered145
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $16,237
Total amount of fees paid to insurance companyUSD $3,941
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,237
Insurance broker organization code?3
Amount paid for insurance broker fees3688
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameTHE RETIREMENT ADVANTAGE

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3