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ACCESS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameACCESS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ACCESS, INC. 401(K) PROFIT SHARING PLAN Benefits

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

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

Company Name:ACCESS, INC.
Employer identification number (EIN):391743577
NAIC Classification:423600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCESS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01JOHN S. HEETER2023-02-23 JOHN S. HEETER2023-02-23
0012020-10-01JOHN S. HEETER2022-03-31 JOHN S. HEETER2022-03-31
0012019-10-01JOHN S. HEETER2020-11-24 JOHN S. HEETER2020-11-24
0012018-10-01JOHN S. HEETER2019-12-27 JOHN S. HEETER2019-12-27
0012017-10-01
0012016-10-01
0012015-10-01
0012014-10-01
0012013-10-01
0012012-10-01JOHN S. HEETER JOHN S. HEETER2014-01-02
0012011-10-01JOHN S. HEETER JOHN S. HEETER2013-01-31
0012010-10-01JOHN S. HEETER JOHN S. HEETER2011-11-29
0012009-10-01JOHN S. HEETER JOHN S. HEETER2010-12-21

Plan Statistics for ACCESS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ACCESS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-0131
Total number of active participants reported on line 7a of the Form 55002021-10-0117
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-018
Total of all active and inactive participants2021-10-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-0125
Number of participants with account balances2021-10-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-014
2020: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-0153
Total number of active participants reported on line 7a of the Form 55002020-10-0121
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0110
Total of all active and inactive participants2020-10-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-0131
Number of participants with account balances2020-10-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-013
2019: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-0145
Total number of active participants reported on line 7a of the Form 55002019-10-0142
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0110
Total of all active and inactive participants2019-10-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-0152
Number of participants with account balances2019-10-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-014
2018: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-0140
Total number of active participants reported on line 7a of the Form 55002018-10-0140
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-015
Total of all active and inactive participants2018-10-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-0145
Number of participants with account balances2018-10-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-013
2017: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-0138
Total number of active participants reported on line 7a of the Form 55002017-10-0137
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-013
Total of all active and inactive participants2017-10-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-0140
Number of participants with account balances2017-10-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-013
2016: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-0130
Total number of active participants reported on line 7a of the Form 55002016-10-0132
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-015
Total of all active and inactive participants2016-10-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-0137
Number of participants with account balances2016-10-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-012
2015: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0118
Total number of active participants reported on line 7a of the Form 55002015-10-0127
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-013
Total of all active and inactive participants2015-10-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0130
Number of participants with account balances2015-10-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0118
Total number of active participants reported on line 7a of the Form 55002014-10-0116
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-012
Total of all active and inactive participants2014-10-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0118
Number of participants with account balances2014-10-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0115
Total number of active participants reported on line 7a of the Form 55002013-10-0116
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-012
Total of all active and inactive participants2013-10-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0118
Number of participants with account balances2013-10-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0114
Total number of active participants reported on line 7a of the Form 55002012-10-0113
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-012
Total of all active and inactive participants2012-10-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0115
Number of participants with account balances2012-10-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0113
Total number of active participants reported on line 7a of the Form 55002011-10-0112
Number of retired or separated participants receiving benefits2011-10-012
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0114
Number of participants with account balances2011-10-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-0112
Total number of active participants reported on line 7a of the Form 55002010-10-0110
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-012
Total of all active and inactive participants2010-10-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-0112
Number of participants with account balances2010-10-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-011
2009: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0112
Total number of active participants reported on line 7a of the Form 55002009-10-0111
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-011
Total of all active and inactive participants2009-10-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0112
Number of participants with account balances2009-10-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on ACCESS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : ACCESS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-09-30$0
Total plan liabilities at beginning of year2022-09-30$0
Total income from all sources2022-09-30$-1,023,158
Expenses. Total of all expenses incurred2022-09-30$2,203,752
Benefits paid (including direct rollovers)2022-09-30$2,190,795
Total plan assets at end of year2022-09-30$4,027,563
Total plan assets at beginning of year2022-09-30$7,254,473
Value of fidelity bond covering the plan2022-09-30$1,000,000
Total contributions received or receivable from participants2022-09-30$175,483
Expenses. Other expenses not covered elsewhere2022-09-30$0
Contributions received from other sources (not participants or employers)2022-09-30$0
Other income received2022-09-30$-1,257,100
Noncash contributions received2022-09-30$0
Net income (gross income less expenses)2022-09-30$-3,226,910
Net plan assets at end of year (total assets less liabilities)2022-09-30$4,027,563
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$7,254,473
Assets. Value of participant loans2022-09-30$0
Total contributions received or receivable from employer(s)2022-09-30$58,459
Value of certain deemed distributions of participant loans2022-09-30$0
Value of corrective distributions2022-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-09-30$12,957
2021 : ACCESS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-09-30$0
Total plan liabilities at end of year2021-09-30$0
Total plan liabilities at beginning of year2021-09-30$0
Total income from all sources2021-09-30$1,699,746
Expenses. Total of all expenses incurred2021-09-30$2,753,530
Benefits paid (including direct rollovers)2021-09-30$2,739,436
Total plan assets at end of year2021-09-30$7,254,473
Total plan assets at beginning of year2021-09-30$8,308,257
Value of fidelity bond covering the plan2021-09-30$1,000,000
Total contributions received or receivable from participants2021-09-30$183,490
Expenses. Other expenses not covered elsewhere2021-09-30$0
Contributions received from other sources (not participants or employers)2021-09-30$0
Other income received2021-09-30$1,442,195
Noncash contributions received2021-09-30$0
Net income (gross income less expenses)2021-09-30$-1,053,784
Net plan assets at end of year (total assets less liabilities)2021-09-30$7,254,473
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$8,308,257
Assets. Value of participant loans2021-09-30$10,822
Total contributions received or receivable from employer(s)2021-09-30$74,061
Value of certain deemed distributions of participant loans2021-09-30$0
Value of corrective distributions2021-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-09-30$14,094
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
2020 : ACCESS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-09-30$0
Total plan liabilities at beginning of year2020-09-30$0
Total income from all sources2020-09-30$1,302,737
Expenses. Total of all expenses incurred2020-09-30$17,182
Benefits paid (including direct rollovers)2020-09-30$2,909
Total plan assets at end of year2020-09-30$8,308,257
Total plan assets at beginning of year2020-09-30$7,022,702
Value of fidelity bond covering the plan2020-09-30$300,000
Total contributions received or receivable from participants2020-09-30$316,996
Expenses. Other expenses not covered elsewhere2020-09-30$0
Contributions received from other sources (not participants or employers)2020-09-30$0
Other income received2020-09-30$656,085
Noncash contributions received2020-09-30$0
Net income (gross income less expenses)2020-09-30$1,285,555
Net plan assets at end of year (total assets less liabilities)2020-09-30$8,308,257
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$7,022,702
Assets. Value of participant loans2020-09-30$17,573
Total contributions received or receivable from employer(s)2020-09-30$329,656
Value of certain deemed distributions of participant loans2020-09-30$0
Value of corrective distributions2020-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$14,273
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-09-30$0
2019 : ACCESS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-09-30$0
Total plan liabilities at beginning of year2019-09-30$0
Total income from all sources2019-09-30$741,550
Expenses. Total of all expenses incurred2019-09-30$26,721
Benefits paid (including direct rollovers)2019-09-30$26,721
Total plan assets at end of year2019-09-30$7,022,702
Total plan assets at beginning of year2019-09-30$6,307,873
Value of fidelity bond covering the plan2019-09-30$300,000
Total contributions received or receivable from participants2019-09-30$295,947
Expenses. Other expenses not covered elsewhere2019-09-30$0
Contributions received from other sources (not participants or employers)2019-09-30$0
Other income received2019-09-30$214,524
Noncash contributions received2019-09-30$0
Net income (gross income less expenses)2019-09-30$714,829
Net plan assets at end of year (total assets less liabilities)2019-09-30$7,022,702
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$6,307,873
Assets. Value of participant loans2019-09-30$833
Total contributions received or receivable from employer(s)2019-09-30$231,079
Value of certain deemed distributions of participant loans2019-09-30$0
Value of corrective distributions2019-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$0
2018 : ACCESS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-09-30$0
Total plan liabilities at beginning of year2018-09-30$0
Total income from all sources2018-09-30$853,217
Expenses. Total of all expenses incurred2018-09-30$235,214
Benefits paid (including direct rollovers)2018-09-30$235,214
Total plan assets at end of year2018-09-30$6,307,873
Total plan assets at beginning of year2018-09-30$5,689,870
Value of fidelity bond covering the plan2018-09-30$300,000
Total contributions received or receivable from participants2018-09-30$239,609
Expenses. Other expenses not covered elsewhere2018-09-30$0
Contributions received from other sources (not participants or employers)2018-09-30$0
Other income received2018-09-30$455,940
Noncash contributions received2018-09-30$0
Net income (gross income less expenses)2018-09-30$618,003
Net plan assets at end of year (total assets less liabilities)2018-09-30$6,307,873
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$5,689,870
Assets. Value of participant loans2018-09-30$69,108
Total contributions received or receivable from employer(s)2018-09-30$157,668
Value of certain deemed distributions of participant loans2018-09-30$0
Value of corrective distributions2018-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
2017 : ACCESS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-09-30$0
Total plan liabilities at beginning of year2017-09-30$0
Total income from all sources2017-09-30$1,089,004
Expenses. Total of all expenses incurred2017-09-30$12,782
Benefits paid (including direct rollovers)2017-09-30$12,782
Total plan assets at end of year2017-09-30$5,689,870
Total plan assets at beginning of year2017-09-30$4,613,648
Value of fidelity bond covering the plan2017-09-30$300,000
Total contributions received or receivable from participants2017-09-30$253,025
Expenses. Other expenses not covered elsewhere2017-09-30$0
Contributions received from other sources (not participants or employers)2017-09-30$0
Other income received2017-09-30$657,253
Noncash contributions received2017-09-30$0
Net income (gross income less expenses)2017-09-30$1,076,222
Net plan assets at end of year (total assets less liabilities)2017-09-30$5,689,870
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$4,613,648
Assets. Value of participant loans2017-09-30$75,240
Total contributions received or receivable from employer(s)2017-09-30$178,726
Value of certain deemed distributions of participant loans2017-09-30$0
Value of corrective distributions2017-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$0
2016 : ACCESS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-09-30$0
Total plan liabilities at beginning of year2016-09-30$0
Total income from all sources2016-09-30$1,533,056
Expenses. Total of all expenses incurred2016-09-30$284,184
Benefits paid (including direct rollovers)2016-09-30$277,515
Total plan assets at end of year2016-09-30$4,613,648
Total plan assets at beginning of year2016-09-30$3,364,776
Value of fidelity bond covering the plan2016-09-30$300,000
Total contributions received or receivable from participants2016-09-30$169,007
Expenses. Other expenses not covered elsewhere2016-09-30$0
Contributions received from other sources (not participants or employers)2016-09-30$812,195
Other income received2016-09-30$401,065
Noncash contributions received2016-09-30$0
Net income (gross income less expenses)2016-09-30$1,248,872
Net plan assets at end of year (total assets less liabilities)2016-09-30$4,613,648
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$3,364,776
Assets. Value of participant loans2016-09-30$41,550
Total contributions received or receivable from employer(s)2016-09-30$150,789
Value of certain deemed distributions of participant loans2016-09-30$0
Value of corrective distributions2016-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$6,669
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : ACCESS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-09-30$0
Total plan liabilities at beginning of year2015-09-30$0
Total income from all sources2015-09-30$196,815
Expenses. Total of all expenses incurred2015-09-30$6,971
Benefits paid (including direct rollovers)2015-09-30$0
Total plan assets at end of year2015-09-30$3,364,776
Total plan assets at beginning of year2015-09-30$3,174,932
Value of fidelity bond covering the plan2015-09-30$300,000
Total contributions received or receivable from participants2015-09-30$145,354
Expenses. Other expenses not covered elsewhere2015-09-30$0
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$-56,389
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$189,844
Net plan assets at end of year (total assets less liabilities)2015-09-30$3,364,776
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$3,174,932
Assets. Value of participant loans2015-09-30$32,303
Total contributions received or receivable from employer(s)2015-09-30$107,850
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$6,971
2014 : ACCESS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-09-30$0
Total plan liabilities at beginning of year2014-09-30$0
Total income from all sources2014-09-30$469,545
Expenses. Total of all expenses incurred2014-09-30$36,830
Benefits paid (including direct rollovers)2014-09-30$31,561
Total plan assets at end of year2014-09-30$3,174,932
Total plan assets at beginning of year2014-09-30$2,742,217
Value of fidelity bond covering the plan2014-09-30$300,000
Total contributions received or receivable from participants2014-09-30$102,009
Expenses. Other expenses not covered elsewhere2014-09-30$0
Contributions received from other sources (not participants or employers)2014-09-30$0
Other income received2014-09-30$245,602
Noncash contributions received2014-09-30$0
Net income (gross income less expenses)2014-09-30$432,715
Net plan assets at end of year (total assets less liabilities)2014-09-30$3,174,932
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$2,742,217
Assets. Value of participant loans2014-09-30$7,065
Total contributions received or receivable from employer(s)2014-09-30$121,934
Value of certain deemed distributions of participant loans2014-09-30$0
Value of corrective distributions2014-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$5,269
2013 : ACCESS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-09-30$0
Total plan liabilities at beginning of year2013-09-30$0
Total income from all sources2013-09-30$543,076
Expenses. Total of all expenses incurred2013-09-30$3,667
Benefits paid (including direct rollovers)2013-09-30$0
Total plan assets at end of year2013-09-30$2,742,217
Total plan assets at beginning of year2013-09-30$2,202,808
Value of fidelity bond covering the plan2013-09-30$300,000
Total contributions received or receivable from participants2013-09-30$102,803
Expenses. Other expenses not covered elsewhere2013-09-30$0
Contributions received from other sources (not participants or employers)2013-09-30$0
Other income received2013-09-30$297,152
Noncash contributions received2013-09-30$0
Net income (gross income less expenses)2013-09-30$539,409
Net plan assets at end of year (total assets less liabilities)2013-09-30$2,742,217
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$2,202,808
Assets. Value of participant loans2013-09-30$11,306
Total contributions received or receivable from employer(s)2013-09-30$143,121
Value of certain deemed distributions of participant loans2013-09-30$0
Value of corrective distributions2013-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$3,667
2012 : ACCESS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-09-30$0
Total plan liabilities at beginning of year2012-09-30$0
Total income from all sources2012-09-30$545,930
Expenses. Total of all expenses incurred2012-09-30$674
Benefits paid (including direct rollovers)2012-09-30$0
Total plan assets at end of year2012-09-30$2,202,808
Total plan assets at beginning of year2012-09-30$1,657,552
Value of fidelity bond covering the plan2012-09-30$300,000
Total contributions received or receivable from participants2012-09-30$87,921
Expenses. Other expenses not covered elsewhere2012-09-30$0
Contributions received from other sources (not participants or employers)2012-09-30$39,579
Other income received2012-09-30$320,168
Noncash contributions received2012-09-30$0
Net income (gross income less expenses)2012-09-30$545,256
Net plan assets at end of year (total assets less liabilities)2012-09-30$2,202,808
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,657,552
Assets. Value of participant loans2012-09-30$17,699
Total contributions received or receivable from employer(s)2012-09-30$98,262
Value of certain deemed distributions of participant loans2012-09-30$0
Value of corrective distributions2012-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$674
2011 : ACCESS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-09-30$0
Total plan liabilities at beginning of year2011-09-30$0
Total income from all sources2011-09-30$140,507
Expenses. Total of all expenses incurred2011-09-30$10,124
Benefits paid (including direct rollovers)2011-09-30$0
Total plan assets at end of year2011-09-30$1,657,552
Total plan assets at beginning of year2011-09-30$1,527,169
Value of fidelity bond covering the plan2011-09-30$300,000
Total contributions received or receivable from participants2011-09-30$90,825
Expenses. Other expenses not covered elsewhere2011-09-30$10,124
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$-46,947
Noncash contributions received2011-09-30$0
Net income (gross income less expenses)2011-09-30$130,383
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,657,552
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,527,169
Assets. Value of participant loans2011-09-30$24,045
Total contributions received or receivable from employer(s)2011-09-30$96,629
Value of certain deemed distributions of participant loans2011-09-30$0
Value of corrective distributions2011-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$0

Form 5500 Responses for ACCESS, INC. 401(K) PROFIT SHARING PLAN

2021: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: ACCESS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP33055/F641
Policy instance 1
Insurance contract or identification numberGP33055/F641
Number of Individuals Covered0
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $1,201
Total amount of fees paid to insurance companyUSD $44
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP33055/F641
Policy instance 1
Insurance contract or identification numberGP33055/F641
Number of Individuals Covered0
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $5,182
Total amount of fees paid to insurance companyUSD $20
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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