PLANFUL, INC. has sponsored the creation of one or more 401k plans.
Additional information about PLANFUL, INC.
Submission information for form 5500 for 401k plan HOST ANALYTICS INC 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for HOST ANALYTICS INC 401 K PROFIT SHARING PLAN TRUST
Measure | Date | Value |
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2014 : HOST ANALYTICS INC 401 K PROFIT SHARING PLAN TRUST 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-09-16 | $0 |
Total transfer of assets from this plan | 2014-09-16 | $2,345,804 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-16 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-16 | $0 |
Total income from all sources (including contributions) | 2014-09-16 | $452,885 |
Total loss/gain on sale of assets | 2014-09-16 | $0 |
Total of all expenses incurred | 2014-09-16 | $227,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-16 | $212,387 |
Expenses. Certain deemed distributions of participant loans | 2014-09-16 | $0 |
Value of total corrective distributions | 2014-09-16 | $14,028 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-16 | $354,025 |
Value of total assets at end of year | 2014-09-16 | $0 |
Value of total assets at beginning of year | 2014-09-16 | $2,119,919 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-16 | $585 |
Total interest from all sources | 2014-09-16 | $84,755 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-09-16 | $14,104 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-16 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-09-16 | $14,104 |
Assets. Real estate other than employer real property at end of year | 2014-09-16 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-09-16 | $0 |
Was this plan covered by a fidelity bond | 2014-09-16 | Yes |
Value of fidelity bond cover | 2014-09-16 | $211,992 |
If this is an individual account plan, was there a blackout period | 2014-09-16 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-16 | No |
Contributions received from participants | 2014-09-16 | $354,025 |
Participant contributions at end of year | 2014-09-16 | $0 |
Participant contributions at beginning of year | 2014-09-16 | $0 |
Participant contributions at end of year | 2014-09-16 | $0 |
Participant contributions at beginning of year | 2014-09-16 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-09-16 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-09-16 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-09-16 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-09-16 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-09-16 | $0 |
Assets. Loans (other than to participants) at end of year | 2014-09-16 | $0 |
Administrative expenses (other) incurred | 2014-09-16 | $585 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-16 | No |
Value of net income/loss | 2014-09-16 | $225,885 |
Value of net assets at end of year (total assets less liabilities) | 2014-09-16 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-09-16 | $2,119,919 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-16 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-16 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-16 | No |
Assets. partnership/joint venture interests at end of year | 2014-09-16 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-09-16 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-09-16 | $2,056,559 |
Value of interest in pooled separate accounts at end of year | 2014-09-16 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-09-16 | $0 |
Interest on participant loans | 2014-09-16 | $0 |
Interest earned on other investments | 2014-09-16 | $84,752 |
Value of interest in master investment trust accounts at end of year | 2014-09-16 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2014-09-16 | $0 |
Value of interest in common/collective trusts at end of year | 2014-09-16 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-09-16 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-09-16 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-09-16 | $63,360 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-09-16 | $63,360 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-09-16 | $3 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-09-16 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-09-16 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-09-16 | $1 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-16 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-09-16 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-16 | No |
Assets. Invements in employer securities at end of year | 2014-09-16 | $0 |
Assets. Value of employer real property at end of year | 2014-09-16 | $0 |
Contributions received in cash from employer | 2014-09-16 | $0 |
Employer contributions (assets) at end of year | 2014-09-16 | $0 |
Employer contributions (assets) at beginning of year | 2014-09-16 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-16 | $212,387 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-09-16 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-09-16 | $0 |
Contract administrator fees | 2014-09-16 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-09-16 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-09-16 | $0 |
Did the plan have assets held for investment | 2014-09-16 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-16 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-16 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-16 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-09-16 | Disclaimer |
Accountancy firm name | 2014-09-16 | ARMANINO LLP |
Accountancy firm EIN | 2014-09-16 | 946214841 |
2013 : HOST ANALYTICS INC 401 K PROFIT SHARING PLAN TRUST 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,022,097 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $532,084 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $456,836 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of total corrective distributions | 2013-12-31 | $74,208 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $685,387 |
Value of total assets at end of year | 2013-12-31 | $2,119,919 |
Value of total assets at beginning of year | 2013-12-31 | $1,629,906 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,040 |
Total interest from all sources | 2013-12-31 | $40 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $90,246 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $90,246 |
Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $162,991 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $680,548 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $25,584 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $4,839 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $1,040 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $490,013 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,119,919 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,629,906 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,056,559 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,469,081 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
Interest on participant loans | 2013-12-31 | $31 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $63,360 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $135,241 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $135,241 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $9 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $246,424 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $0 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $456,836 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $0 |
Contract administrator fees | 2013-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $0 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | ARMANINO LLP |
Accountancy firm EIN | 2013-12-31 | 946214841 |
2011 : HOST ANALYTICS INC 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $1,145,470 |
Expenses. Total of all expenses incurred | 2011-12-31 | $179,368 |
Benefits paid (including direct rollovers) | 2011-12-31 | $170,596 |
Total plan assets at end of year | 2011-12-31 | $966,102 |
Total plan assets at beginning of year | 2011-12-31 | $0 |
Value of fidelity bond covering the plan | 2011-12-31 | $0 |
Total contributions received or receivable from participants | 2011-12-31 | $536,801 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $124,384 |
Other income received | 2011-12-31 | $484,285 |
Net income (gross income less expenses) | 2011-12-31 | $966,102 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $966,102 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
Assets. Value of participant loans | 2011-12-31 | $11,450 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $8,247 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $525 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |