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CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameCUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN
Plan identification number 001

CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:CUSTOMER ELATION, INC.
Employer identification number (EIN):411743772
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PETER HAINEY
0012016-01-01
0012015-01-01PETER HAINEY
0012014-01-01PETER HAINEY
0012013-01-01ELLEN NIPP
0012012-01-01PETER HAINEY
0012011-01-01PETER HAINEY PETER HAINEY2012-10-12
0012010-01-01PETER HAINEY PETER HAINEY2011-10-17
0012009-01-01PETER HAINEY PETER HAINEY2010-10-14

Plan Statistics for CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01291
Total number of active participants reported on line 7a of the Form 55002022-01-01310
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0110
Total of all active and inactive participants2022-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01320
Number of participants with account balances2022-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01315
Total number of active participants reported on line 7a of the Form 55002021-01-01279
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01287
Number of participants with account balances2021-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01267
Total number of active participants reported on line 7a of the Form 55002020-01-01256
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01268
Number of participants with account balances2020-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01292
Total number of active participants reported on line 7a of the Form 55002019-01-01257
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01264
Number of participants with account balances2019-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01304
Total number of active participants reported on line 7a of the Form 55002018-01-01281
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01289
Number of participants with account balances2018-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01299
Total number of active participants reported on line 7a of the Form 55002017-01-01294
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01300
Number of participants with account balances2017-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01292
Total number of active participants reported on line 7a of the Form 55002016-01-01284
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01294
Number of participants with account balances2016-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01362
Total number of active participants reported on line 7a of the Form 55002015-01-01279
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01291
Number of participants with account balances2015-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0130
2014: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01436
Total number of active participants reported on line 7a of the Form 55002014-01-01339
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01351
Number of participants with account balances2014-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0128
2013: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01407
Total number of active participants reported on line 7a of the Form 55002013-01-01403
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01412
Number of participants with account balances2013-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0127
2012: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01393
Total number of active participants reported on line 7a of the Form 55002012-01-01402
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01417
Number of participants with account balances2012-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0133
2011: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01300
Total number of active participants reported on line 7a of the Form 55002011-01-01369
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01385
Number of participants with account balances2011-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0121
2010: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01159
Total number of active participants reported on line 7a of the Form 55002010-01-01320
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01336
Number of participants with account balances2010-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0118
2009: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01137
Total number of active participants reported on line 7a of the Form 55002009-01-01163
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01165
Number of participants with account balances2009-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022 : CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-207,611
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$59,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$49,602
Value of total corrective distributions2022-12-31$1,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$199,105
Value of total assets at end of year2022-12-31$2,071,159
Value of total assets at beginning of year2022-12-31$2,338,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,929
Total interest from all sources2022-12-31$470
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,896
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$234,000
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$152,107
Participant contributions at end of year2022-12-31$9,601
Participant contributions at beginning of year2022-12-31$11,246
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$31,733
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$2,907
Total non interest bearing cash at beginning of year2022-12-31$864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-267,157
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,071,159
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,338,316
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
Investment advisory and management fees2022-12-31$5,153
Value of interest in pooled separate accounts at end of year2022-12-31$2,058,651
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,325,326
Interest on participant loans2022-12-31$470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-407,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31Yes
Contributions received in cash from employer2022-12-31$15,265
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$49,602
Contract administrator fees2022-12-31$1,880
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 name2022-12-31BOECKERMANN GRAFSTROM & MAYER, LLC
Accountancy firm EIN2022-12-31200472826
2021 : CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$415,300
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$172,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$159,104
Value of total corrective distributions2021-12-31$1,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$137,192
Value of total assets at end of year2021-12-31$2,338,316
Value of total assets at beginning of year2021-12-31$2,095,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,663
Total interest from all sources2021-12-31$284
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,194
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$210,000
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$122,894
Participant contributions at end of year2021-12-31$11,246
Participant contributions at beginning of year2021-12-31$4,447
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$864
Total non interest bearing cash at beginning of year2021-12-31$8
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$243,201
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,338,316
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,095,115
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
Investment advisory and management fees2021-12-31$8,767
Value of interest in pooled separate accounts at end of year2021-12-31$2,325,326
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,090,660
Interest on participant loans2021-12-31$284
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$277,824
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$14,298
Employer contributions (assets) at end of year2021-12-31$880
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$159,104
Contract administrator fees2021-12-31$1,702
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 name2021-12-31BOECKERMANN GRAFSTROM & MAYER, LLC
Accountancy firm EIN2021-12-31200472826
2020 : CUSTOMER ELATION, INC. 401K PROFIT SHARING 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$387,788
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$19,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,993
Value of total corrective distributions2020-12-31$1,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$127,787
Value of total assets at end of year2020-12-31$2,095,115
Value of total assets at beginning of year2020-12-31$1,727,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,292
Total interest from all sources2020-12-31$308
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$713
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$173,000
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$114,387
Participant contributions at end of year2020-12-31$4,447
Participant contributions at beginning of year2020-12-31$6,541
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$8
Total non interest bearing cash at beginning of year2020-12-31$478
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$367,819
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,095,115
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,727,296
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
Investment advisory and management fees2020-12-31$6,835
Value of interest in pooled separate accounts at end of year2020-12-31$2,090,660
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,720,277
Interest on participant loans2020-12-31$308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$259,693
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$13,400
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,993
Contract administrator fees2020-12-31$1,744
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 name2020-12-31BOECKERMANN GRAFSTROM & MAYER, LLC
Accountancy firm EIN2020-12-31200472826
2019 : CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$440,681
Total income from all sources (including contributions)2019-12-31$440,681
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$287,165
Total of all expenses incurred2019-12-31$287,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$275,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$275,154
Value of total corrective distributions2019-12-31$1,571
Value of total corrective distributions2019-12-31$1,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$122,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$122,911
Value of total assets at end of year2019-12-31$1,727,296
Value of total assets at end of year2019-12-31$1,727,296
Value of total assets at beginning of year2019-12-31$1,573,780
Value of total assets at beginning of year2019-12-31$1,573,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,440
Total interest from all sources2019-12-31$311
Total interest from all sources2019-12-31$311
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$2,226
Administrative expenses professional fees incurred2019-12-31$2,226
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$158,000
Value of fidelity bond cover2019-12-31$158,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$109,504
Contributions received from participants2019-12-31$109,504
Participant contributions at end of year2019-12-31$6,541
Participant contributions at end of year2019-12-31$6,541
Participant contributions at beginning of year2019-12-31$7,710
Participant contributions at beginning of year2019-12-31$7,710
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$478
Total non interest bearing cash at end of year2019-12-31$478
Total non interest bearing cash at beginning of year2019-12-31$2,679
Total non interest bearing cash at beginning of year2019-12-31$2,679
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
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$153,516
Value of net income/loss2019-12-31$153,516
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,727,296
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,727,296
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,573,780
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,573,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$6,400
Investment advisory and management fees2019-12-31$6,400
Value of interest in pooled separate accounts at end of year2019-12-31$1,720,277
Value of interest in pooled separate accounts at end of year2019-12-31$1,720,277
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,563,391
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,563,391
Interest on participant loans2019-12-31$311
Interest on participant loans2019-12-31$311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
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 end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$317,459
Net investment gain/loss from pooled separate accounts2019-12-31$317,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$13,407
Contributions received in cash from employer2019-12-31$13,407
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$275,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$275,154
Contract administrator fees2019-12-31$1,814
Contract administrator fees2019-12-31$1,814
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BOECKERMANN GRAFSTROM & MAYER, LLC
Accountancy firm name2019-12-31BOECKERMANN GRAFSTROM & MAYER, LLC
Accountancy firm EIN2019-12-31200472826
Accountancy firm EIN2019-12-31200472826
2018 : CUSTOMER ELATION, INC. 401K PROFIT SHARING 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$17,282
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$78,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$65,952
Value of total corrective distributions2018-12-31$2,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$148,194
Value of total assets at end of year2018-12-31$1,573,780
Value of total assets at beginning of year2018-12-31$1,635,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,105
Total interest from all sources2018-12-31$317
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
Administrative expenses professional fees incurred2018-12-31$1,708
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
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$129,740
Participant contributions at end of year2018-12-31$7,710
Participant contributions at beginning of year2018-12-31$1,629
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$3,497
Total non interest bearing cash at end of year2018-12-31$2,679
Total non interest bearing cash at beginning of year2018-12-31$738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-61,272
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,573,780
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,635,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$6,479
Value of interest in pooled separate accounts at end of year2018-12-31$1,563,391
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,632,560
Interest on participant loans2018-12-31$317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-131,229
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$14,957
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$65,952
Contract administrator fees2018-12-31$1,918
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 name2018-12-31WEBER & DEEGAN, LTD.
Accountancy firm EIN2018-12-31411758447
2017 : CUSTOMER ELATION, INC. 401K PROFIT SHARING 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$433,078
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$231,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$220,040
Value of total corrective distributions2017-12-31$1,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$148,593
Value of total assets at end of year2017-12-31$1,635,052
Value of total assets at beginning of year2017-12-31$1,433,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,303
Total interest from all sources2017-12-31$177
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
Administrative expenses professional fees incurred2017-12-31$1,311
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
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$121,004
Participant contributions at end of year2017-12-31$1,629
Participant contributions at beginning of year2017-12-31$8,255
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$14,664
Total non interest bearing cash at end of year2017-12-31$738
Total non interest bearing cash at beginning of year2017-12-31$312
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$201,880
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,635,052
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,433,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$5,084
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,632,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,411,845
Interest on participant loans2017-12-31$187
Interest earned on other investments2017-12-31$-10
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$10,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$10,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,798
Net investment gain/loss from pooled separate accounts2017-12-31$284,308
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$12,925
Employer contributions (assets) at end of year2017-12-31$125
Employer contributions (assets) at beginning of year2017-12-31$26
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$220,040
Contract administrator fees2017-12-31$2,908
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 name2017-12-31WEBER & DEEGAN, LTD.
Accountancy firm EIN2017-12-31411758447
2016 : CUSTOMER ELATION, INC. 401K PROFIT SHARING 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$242,555
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$66,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$49,018
Value of total corrective distributions2016-12-31$1,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$150,663
Value of total assets at end of year2016-12-31$1,433,172
Value of total assets at beginning of year2016-12-31$1,256,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,034
Total interest from all sources2016-12-31$449
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$200,000
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$131,658
Participant contributions at end of year2016-12-31$8,255
Participant contributions at beginning of year2016-12-31$11,985
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$6,176
Administrative expenses (other) incurred2016-12-31$7,376
Total non interest bearing cash at end of year2016-12-31$312
Total non interest bearing cash at beginning of year2016-12-31$3,929
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$176,180
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,433,172
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,256,992
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$1,411,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,233,037
Interest on participant loans2016-12-31$448
Interest earned on other investments2016-12-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$10,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$8,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$8,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$91,443
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$12,829
Employer contributions (assets) at end of year2016-12-31$26
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$49,018
Contract administrator fees2016-12-31$8,658
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 name2016-12-31WEBER & DEEGAN, LTD. CPAS
Accountancy firm EIN2016-12-31411758447
2015 : CUSTOMER ELATION, INC. 401K PROFIT SHARING 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$176,627
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$103,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$83,481
Value of total corrective distributions2015-12-31$2,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$177,768
Value of total assets at end of year2015-12-31$1,256,992
Value of total assets at beginning of year2015-12-31$1,184,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,843
Total interest from all sources2015-12-31$500
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$150,000
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$163,054
Participant contributions at end of year2015-12-31$11,985
Participant contributions at beginning of year2015-12-31$12,098
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$10
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Administrative expenses (other) incurred2015-12-31$6,478
Total non interest bearing cash at end of year2015-12-31$3,929
Total non interest bearing cash at beginning of year2015-12-31$2,445
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$72,924
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,256,992
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,184,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,233,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,162,209
Interest on participant loans2015-12-31$500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$8,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-1,641
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$14,714
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$3
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$83,481
Contract administrator fees2015-12-31$11,365
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,795
Total income from all sources (including contributions)2014-12-31$244,470
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$234,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$215,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$196,948
Value of total assets at end of year2014-12-31$1,184,068
Value of total assets at beginning of year2014-12-31$1,188,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,768
Total interest from all sources2014-12-31$598
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$18,768
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$170,035
Participant contributions at end of year2014-12-31$12,098
Participant contributions at beginning of year2014-12-31$16,099
Participant contributions at end of year2014-12-31$10
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other income not declared elsewhere2014-12-31$45
Total non interest bearing cash at end of year2014-12-31$2,445
Total non interest bearing cash at beginning of year2014-12-31$3,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$9,863
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,184,068
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,174,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,162,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,160,612
Interest on participant loans2014-12-31$594
Interest earned on other investments2014-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,470
Net investment gain/loss from pooled separate accounts2014-12-31$46,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$26,913
Employer contributions (assets) at end of year2014-12-31$3
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$215,839
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$13,795
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,795
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$478,636
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$323,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$306,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$231,753
Value of total assets at end of year2013-12-31$1,188,000
Value of total assets at beginning of year2013-12-31$1,018,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,244
Total interest from all sources2013-12-31$468
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$5,204
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$125,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$177,308
Participant contributions at end of year2013-12-31$16,099
Participant contributions at beginning of year2013-12-31$9,706
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$25,668
Total non interest bearing cash at end of year2013-12-31$3,055
Total non interest bearing cash at beginning of year2013-12-31$387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$155,518
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,174,205
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,018,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,160,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$999,942
Interest on participant loans2013-12-31$468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$8,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$8,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$366
Net investment gain/loss from pooled separate accounts2013-12-31$246,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$28,777
Employer contributions (assets) at beginning of year2013-12-31$34
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$306,874
Contract administrator fees2013-12-31$11,040
Liabilities. Value of benefit claims payable at end of year2013-12-31$13,795
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,450
Total income from all sources (including contributions)2012-12-31$390,512
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$69,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$54,395
Value of total corrective distributions2012-12-31$-160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$282,581
Value of total assets at end of year2012-12-31$1,018,687
Value of total assets at beginning of year2012-12-31$700,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,174
Total interest from all sources2012-12-31$270
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$6,034
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$62,500
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$170,931
Participant contributions at end of year2012-12-31$9,706
Participant contributions at beginning of year2012-12-31$10,341
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$87,634
Total non interest bearing cash at end of year2012-12-31$387
Total non interest bearing cash at beginning of year2012-12-31$752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$321,103
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,018,687
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$697,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$999,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$679,506
Interest on participant loans2012-12-31$267
Interest earned on other investments2012-12-31$3
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$8,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$180
Net investment gain/loss from pooled separate accounts2012-12-31$107,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$24,016
Employer contributions (assets) at end of year2012-12-31$34
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$54,395
Contract administrator fees2012-12-31$9,140
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,450
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,450
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,459
Total income from all sources (including contributions)2011-12-31$135,409
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$58,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$43,825
Value of total corrective distributions2011-12-31$3,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$162,405
Value of total assets at end of year2011-12-31$700,034
Value of total assets at beginning of year2011-12-31$624,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,624
Total interest from all sources2011-12-31$436
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$140,970
Participant contributions at end of year2011-12-31$10,341
Participant contributions at beginning of year2011-12-31$10,763
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,785
Administrative expenses (other) incurred2011-12-31$3,772
Total non interest bearing cash at end of year2011-12-31$752
Total non interest bearing cash at beginning of year2011-12-31$652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$76,698
Value of net assets at end of year (total assets less liabilities)2011-12-31$697,584
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$620,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$679,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$605,138
Interest on participant loans2011-12-31$430
Interest earned on other investments2011-12-31$6
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,135
Net investment gain/loss from pooled separate accounts2011-12-31$-27,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31Yes
Contributions received in cash from employer2011-12-31$19,650
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$43,825
Contract administrator fees2011-12-31$7,852
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,450
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$3,459
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-12-31390859910
2010 : CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,459
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,773
Total income from all sources (including contributions)2010-12-31$229,350
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$81,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$63,650
Value of total corrective distributions2010-12-31$7,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$146,625
Value of total assets at end of year2010-12-31$624,345
Value of total assets at beginning of year2010-12-31$479,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,147
Total interest from all sources2010-12-31$266
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$126,688
Participant contributions at end of year2010-12-31$10,763
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$3,519
Total non interest bearing cash at end of year2010-12-31$652
Total non interest bearing cash at beginning of year2010-12-31$484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$147,782
Value of net assets at end of year (total assets less liabilities)2010-12-31$620,886
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$473,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$605,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$473,312
Interest on participant loans2010-12-31$255
Interest earned on other investments2010-12-31$11
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,657
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$470
Net investment gain/loss from pooled separate accounts2010-12-31$82,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31Yes
Contributions received in cash from employer2010-12-31$19,937
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$63,650
Contract administrator fees2010-12-31$6,628
Liabilities. Value of benefit claims payable at end of year2010-12-31$3,459
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$6,773
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910
2009 : CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN

2022: CUSTOMER ELATION, INC. 401K PROFIT SHARING 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CUSTOMER ELATION, INC. 401K PROFIT SHARING 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CUSTOMER ELATION, INC. 401K PROFIT SHARING 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CUSTOMER ELATION, INC. 401K PROFIT SHARING 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 - TrustYes
2018: CUSTOMER ELATION, INC. 401K PROFIT SHARING 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 - TrustYes
2017: CUSTOMER ELATION, INC. 401K PROFIT SHARING 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 funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CUSTOMER ELATION, INC. 401K PROFIT SHARING 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CUSTOMER ELATION, INC. 401K PROFIT SHARING 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CUSTOMER ELATION, INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62819
Policy instance 1
Insurance contract or identification number62819
Number of Individuals Covered76
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,896
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
Amount paid for insurance broker fees1896
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62819
Policy instance 1
Insurance contract or identification number62819
Number of Individuals Covered69
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,194
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
Amount paid for insurance broker fees1194
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62819
Policy instance 1
Insurance contract or identification number62819
Number of Individuals Covered74
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $713
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
Amount paid for insurance broker fees638
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62819
Policy instance 1
Insurance contract or identification number62819
Number of Individuals Covered68
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,226
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
Amount paid for insurance broker fees2226
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62819
Policy instance 1
Insurance contract or identification number62819
Number of Individuals Covered74
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,708
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
Amount paid for insurance broker fees1708
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62819
Policy instance 1
Insurance contract or identification number62819
Number of Individuals Covered79
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,438
Total amount of fees paid to insurance companyUSD $1,311
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 $1,438
Insurance broker organization code?3
Amount paid for insurance broker fees1311
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameBRONFMAN E.L. ROTHSCHILD L.P.

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