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GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameGLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST
Plan identification number 001

GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST Benefits

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

401k Sponsoring company profile

GLOBAL INFORMATION SYSTEMS, LLC has sponsored the creation of one or more 401k plans.

Company Name:GLOBAL INFORMATION SYSTEMS, LLC
Employer identification number (EIN):454373758
NAIC Classification:541600

Additional information about GLOBAL INFORMATION SYSTEMS, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2012-03-28
Company Identification Number: 0801573555
Legal Registered Office Address: 2663 REGENCY RD STE 100

LEXINGTON
United States of America (USA)
40503

More information about GLOBAL INFORMATION SYSTEMS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST

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
0012018-01-01MARY PIETROWSKI
0012017-01-01MARY PIETROWSKI
0012016-01-01MARY ANN PIETROWSKI
0012015-01-01MARY ANN PIETROWSKI
0012014-01-01MARY ANN PIETROWSKI
0012013-01-01DAVID REED

Plan Statistics for GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01129
Total number of active participants reported on line 7a of the Form 55002022-01-01117
Number of other retired or separated participants entitled to future benefits2022-01-0122
Total of all active and inactive participants2022-01-01139
Total participants2022-01-01139
Number of participants with account balances2022-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01121
Total number of active participants reported on line 7a of the Form 55002021-01-0197
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-01129
Total participants2021-01-01129
Number of participants with account balances2021-01-01122
2020: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01158
Total number of active participants reported on line 7a of the Form 55002020-01-0188
Number of other retired or separated participants entitled to future benefits2020-01-0133
Total of all active and inactive participants2020-01-01121
Total participants2020-01-01121
Number of participants with account balances2020-01-01113
2019: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01126
Total number of active participants reported on line 7a of the Form 55002019-01-01100
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01158
Total participants2019-01-01158
Number of participants with account balances2019-01-01130
2018: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01139
Total number of active participants reported on line 7a of the Form 55002018-01-01104
Number of retired or separated participants receiving benefits2018-01-0122
Total of all active and inactive participants2018-01-01126
Total participants2018-01-01126
Number of participants with account balances2018-01-01115
2017: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01153
Total number of active participants reported on line 7a of the Form 55002017-01-01112
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01139
Number of participants with account balances2017-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01191
Total number of active participants reported on line 7a of the Form 55002016-01-01122
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01153
Number of participants with account balances2016-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01146
Total number of active participants reported on line 7a of the Form 55002015-01-01112
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0157
Total of all active and inactive participants2015-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01169
Number of participants with account balances2015-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01149
Total number of active participants reported on line 7a of the Form 55002014-01-01116
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01141
Number of participants with account balances2014-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01153
Total number of active participants reported on line 7a of the Form 55002013-01-01126
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01141
Number of participants with account balances2013-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122

Financial Data on GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-417,368
Total of all expenses incurred2022-12-31$544,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$515,123
Expenses. Certain deemed distributions of participant loans2022-12-31$5,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$702,885
Value of total assets at end of year2022-12-31$6,059,605
Value of total assets at beginning of year2022-12-31$7,021,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,874
Total interest from all sources2022-12-31$12,421
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$233,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$233,868
Administrative expenses professional fees incurred2022-12-31$1,820
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$515,229
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,529
Assets. Loans (other than to participants) at end of year2022-12-31$97,518
Assets. Loans (other than to participants) at beginning of year2022-12-31$109,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-961,951
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,059,605
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,021,556
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$1,214
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,409,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,322,419
Interest on participant loans2022-12-31$5,232
Interest earned on other investments2022-12-31$7,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$546,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$589,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,366,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$184,127
Employer contributions (assets) at end of year2022-12-31$6,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$515,123
Contract administrator fees2022-12-31$20,840
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 name2022-12-31MONROE SHINE & CO. INC.
Accountancy firm EIN2022-12-31351515068
2021 : GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,526,085
Total of all expenses incurred2021-12-31$1,214,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,185,585
Expenses. Certain deemed distributions of participant loans2021-12-31$4,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$626,459
Value of total assets at end of year2021-12-31$7,021,556
Value of total assets at beginning of year2021-12-31$6,709,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,060
Total interest from all sources2021-12-31$12,924
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$372,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$372,940
Administrative expenses professional fees incurred2021-12-31$1,290
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$473,550
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$9,871
Assets. Loans (other than to participants) at end of year2021-12-31$109,549
Assets. Loans (other than to participants) at beginning of year2021-12-31$130,570
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$311,809
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,021,556
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,709,747
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$1,397
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,322,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,960,168
Interest on participant loans2021-12-31$5,594
Interest earned on other investments2021-12-31$7,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$589,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$619,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$513,762
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$143,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,185,585
Contract administrator fees2021-12-31$21,373
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 name2021-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2021-12-31351515068
2020 : GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,485,797
Total of all expenses incurred2020-12-31$281,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$256,496
Expenses. Certain deemed distributions of participant loans2020-12-31$5,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$632,719
Value of total assets at end of year2020-12-31$6,709,747
Value of total assets at beginning of year2020-12-31$5,505,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,085
Total interest from all sources2020-12-31$15,741
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$174,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$174,420
Administrative expenses professional fees incurred2020-12-31$1,284
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$474,452
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,499
Assets. Loans (other than to participants) at end of year2020-12-31$130,570
Assets. Loans (other than to participants) at beginning of year2020-12-31$223,047
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$1,203,901
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,709,747
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,505,846
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$1,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,960,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,838,818
Interest on participant loans2020-12-31$9,300
Interest earned on other investments2020-12-31$6,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$619,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$443,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$662,917
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$149,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$256,496
Contract administrator fees2020-12-31$17,679
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 name2020-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2020-12-31351515068
2019 : GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,588,254
Total of all expenses incurred2019-12-31$309,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$275,330
Expenses. Certain deemed distributions of participant loans2019-12-31$15,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$641,969
Value of total assets at end of year2019-12-31$5,505,846
Value of total assets at beginning of year2019-12-31$4,226,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,918
Total interest from all sources2019-12-31$8,833
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$159,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$159,985
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$450,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$456,747
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$16,015
Assets. Loans (other than to participants) at end of year2019-12-31$223,047
Assets. Loans (other than to participants) at beginning of year2019-12-31$150,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,279,085
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,505,846
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,226,761
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
Investment advisory and management fees2019-12-31$16,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,838,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,723,939
Interest on participant loans2019-12-31$8,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$443,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$351,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$777,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$169,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$275,330
Contract administrator fees2019-12-31$1,350
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2019-12-31351515068
2018 : GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,655
Total income from all sources (including contributions)2018-12-31$360,246
Total of all expenses incurred2018-12-31$320,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$284,893
Expenses. Certain deemed distributions of participant loans2018-12-31$15,670
Value of total corrective distributions2018-12-31$3,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$602,377
Value of total assets at end of year2018-12-31$4,226,761
Value of total assets at beginning of year2018-12-31$4,188,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,285
Total interest from all sources2018-12-31$7,646
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$165,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$165,171
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$450,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$459,849
Assets. Loans (other than to participants) at end of year2018-12-31$150,966
Assets. Loans (other than to participants) at beginning of year2018-12-31$144,263
Liabilities. Value of operating payables at beginning of year2018-12-31$1,655
Total non interest bearing cash at beginning of year2018-12-31$4,003,230
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$39,754
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,226,761
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,187,007
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$13,782
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,723,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$41,169
Interest on participant loans2018-12-31$7,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$351,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-414,948
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$142,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$284,893
Contract administrator fees2018-12-31$2,503
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 name2018-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2018-12-31351515068
2017 : GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,655
Total income from all sources (including contributions)2017-12-31$1,321,605
Total of all expenses incurred2017-12-31$297,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$292,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$742,139
Value of total assets at end of year2017-12-31$4,188,662
Value of total assets at beginning of year2017-12-31$3,162,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,465
Total interest from all sources2017-12-31$8,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$450,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$468,406
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$85,233
Assets. Loans (other than to participants) at end of year2017-12-31$144,263
Assets. Loans (other than to participants) at beginning of year2017-12-31$100,805
Other income not declared elsewhere2017-12-31$5,748
Liabilities. Value of operating payables at end of year2017-12-31$1,655
Total non interest bearing cash at end of year2017-12-31$4,003,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,024,420
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,187,007
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,162,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$41,169
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,955,166
Interest on participant loans2017-12-31$6,034
Interest earned on other investments2017-12-31$2,541
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$106,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-88
Net investment gain/loss from pooled separate accounts2017-12-31$565,073
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$188,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$292,720
Contract administrator fees2017-12-31$4,465
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31DEMING MALONE LIVESAY & OSTROFF
Accountancy firm EIN2017-12-31611064249
2016 : GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 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$878,460
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$191,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$186,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$682,795
Value of total assets at end of year2016-12-31$3,162,587
Value of total assets at beginning of year2016-12-31$2,475,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,507
Total interest from all sources2016-12-31$6,851
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$481,423
Participant contributions at end of year2016-12-31$100,805
Participant contributions at beginning of year2016-12-31$103,247
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$35,110
Administrative expenses (other) incurred2016-12-31$2,285
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$687,421
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,162,587
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,475,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,955,166
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,279,705
Interest on participant loans2016-12-31$3,648
Interest earned on other investments2016-12-31$3,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$106,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$92,214
Net investment gain/loss from pooled separate accounts2016-12-31$188,814
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$166,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$186,532
Contract administrator fees2016-12-31$2,222
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 name2016-12-31DEMING MALONE LIVESAY & OSTROFF
Accountancy firm EIN2016-12-31611064249
2015 : GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 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$541,997
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$226,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$204,413
Value of total corrective distributions2015-12-31$18,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$555,004
Value of total assets at end of year2015-12-31$2,475,166
Value of total assets at beginning of year2015-12-31$2,159,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,800
Total interest from all sources2015-12-31$6,090
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$200,000
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$369,934
Participant contributions at end of year2015-12-31$103,247
Participant contributions at beginning of year2015-12-31$82,333
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$40,069
Administrative expenses (other) incurred2015-12-31$2,250
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$315,386
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,475,166
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,159,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,279,705
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,988,783
Interest on participant loans2015-12-31$3,802
Interest earned on other investments2015-12-31$2,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$92,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$88,664
Net investment gain/loss from pooled separate accounts2015-12-31$-19,097
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$145,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$204,413
Contract administrator fees2015-12-31$1,550
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 name2015-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2015-12-31611064249
2014 : GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 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$0
Total income from all sources (including contributions)2014-12-31$679,659
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$195,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$191,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$566,322
Value of total assets at end of year2014-12-31$2,159,780
Value of total assets at beginning of year2014-12-31$1,675,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,964
Total interest from all sources2014-12-31$4,340
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
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
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$377,790
Participant contributions at end of year2014-12-31$82,333
Participant contributions at beginning of year2014-12-31$55,386
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$46,576
Administrative expenses (other) incurred2014-12-31$2,250
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$484,184
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,159,780
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,675,596
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 pooled separate accounts at end of year2014-12-31$1,988,783
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,545,542
Interest on participant loans2014-12-31$2,263
Interest earned on other investments2014-12-31$2,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$88,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$74,668
Net investment gain/loss from pooled separate accounts2014-12-31$108,997
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$141,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$191,511
Contract administrator fees2014-12-31$1,714
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 name2014-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2014-12-31611064249
2013 : GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 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$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$822,807
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$146,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$142,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$575,462
Value of total assets at end of year2013-12-31$1,675,596
Value of total assets at beginning of year2013-12-31$998,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,571
Total interest from all sources2013-12-31$3,962
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
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$381,363
Participant contributions at end of year2013-12-31$55,386
Participant contributions at beginning of year2013-12-31$61,064
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$53,229
Administrative expenses (other) incurred2013-12-31$1,900
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$676,748
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,675,596
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$998,848
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 pooled separate accounts at end of year2013-12-31$1,545,542
Value of interest in pooled separate accounts at beginning of year2013-12-31$908,611
Interest on participant loans2013-12-31$2,550
Interest earned on other investments2013-12-31$1,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$74,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$29,173
Net investment gain/loss from pooled separate accounts2013-12-31$243,383
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$140,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$142,488
Contract administrator fees2013-12-31$1,671
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 name2013-12-31DEMING MALONE LIVESAY & OSTROFF
Accountancy firm EIN2013-12-31611064249

Form 5500 Responses for GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST

2022: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 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 benefit arrangement – InsuranceYes
2013: GLOBAL INFORMATION SYSTEMS, LLC PROFIT SHARING PLAN AND TRUST 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512995-000
Policy instance 1
Insurance contract or identification number512995-000
Number of Individuals Covered117
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,821
Total amount of fees paid to insurance companyUSD $3,044
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3044
Additional information about fees paid to insurance brokerADMINISTRATIVE CHARGES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512995-000
Policy instance 1
Insurance contract or identification number512995-000
Number of Individuals Covered122
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,011
Total amount of fees paid to insurance companyUSD $3,494
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3494
Additional information about fees paid to insurance brokerADMINISTRATIVE CHARGES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512995-000
Policy instance 1
Insurance contract or identification number512995-000
Number of Individuals Covered113
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,597
Total amount of fees paid to insurance companyUSD $2,805
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2805
Additional information about fees paid to insurance brokerADMINISTRATIVE CHARGES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512995-000
Policy instance 1
Insurance contract or identification number512995-000
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,220
Total amount of fees paid to insurance companyUSD $2,398
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2398
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $1,220
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512995-000
Policy instance 1
Insurance contract or identification number512995-000
Number of Individuals Covered131
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,099
Total amount of fees paid to insurance companyUSD $6,757
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4705
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $1,099
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512995-000
Policy instance 2
Insurance contract or identification number512995-000
Number of Individuals Covered92
Insurance policy start date2017-09-07
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE31 1571
Policy instance 1
Insurance contract or identification numberE31 1571
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-19
Total amount of commissions paid to insurance brokerUSD $17,119
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,119
Insurance broker organization code?3
Insurance broker nameVAN ZANDT EMRICH & CARY
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number311571
Policy instance 1
Insurance contract or identification number311571
Number of Individuals Covered155
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,961
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $10,961
Insurance broker organization code?3
Insurance broker nameVAN ZANDT EMRICH AND CARY
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number311571
Policy instance 1
Insurance contract or identification number311571
Number of Individuals Covered118
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,420
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $9,420
Insurance broker organization code?3
Insurance broker nameVAN ZANDT EMRICH AND CARY
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number311571
Policy instance 1
Insurance contract or identification number311571
Number of Individuals Covered111
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,127
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,127
Insurance broker organization code?3
Insurance broker nameVAN ZANDT EMRICH AND CARY

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