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Plan Name | ATHLON SOLUTIONS 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ATHLON SOLUTIONS, LLC |
Employer identification number (EIN): | 461558404 |
NAIC Classification: | 325900 |
NAIC Description: | Other Chemical Product and Preparation Manufacturing |
Additional information about ATHLON SOLUTIONS, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2012-12-07 |
Company Identification Number: | 0801695564 |
Legal Registered Office Address: |
5500 N SAM HOUSTON PKWY W STE 800 HOUSTON United States of America (USA) 77086 |
More information about ATHLON SOLUTIONS, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2017-01-01 | KRISTIN FOX | |||
001 | 2016-01-01 | KRISTIN FOX | |||
001 | 2015-01-01 | KRISTIN FOX | |||
001 | 2014-01-01 | KRISTIN FOX | |||
001 | 2013-04-01 | KRISTIN FOX |
Measure | Date | Value |
---|---|---|
2017: ATHLON SOLUTIONS 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 376 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 275 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 74 |
Total of all active and inactive participants | 2017-01-01 | 349 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 350 |
Number of participants with account balances | 2017-01-01 | 331 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ATHLON SOLUTIONS 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 358 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 268 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 107 |
Total of all active and inactive participants | 2016-01-01 | 375 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 376 |
Number of participants with account balances | 2016-01-01 | 356 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ATHLON SOLUTIONS 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 309 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 268 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 89 |
Total of all active and inactive participants | 2015-01-01 | 357 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 358 |
Number of participants with account balances | 2015-01-01 | 342 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ATHLON SOLUTIONS 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 236 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 268 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 41 |
Total of all active and inactive participants | 2014-01-01 | 309 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 309 |
Number of participants with account balances | 2014-01-01 | 291 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ATHLON SOLUTIONS 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-04-01 | 166 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 227 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 9 |
Total of all active and inactive participants | 2013-04-01 | 236 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
Total participants | 2013-04-01 | 236 |
Number of participants with account balances | 2013-04-01 | 215 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 0 |
Measure | Date | Value |
---|---|---|
2017 : ATHLON SOLUTIONS 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $8,758,314 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,015,664 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,009,414 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,831,465 |
Value of total assets at end of year | 2017-12-31 | $32,585,500 |
Value of total assets at beginning of year | 2017-12-31 | $25,842,850 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $6,250 |
Total interest from all sources | 2017-12-31 | $27,685 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,418,233 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,418,233 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,336,041 |
Participant contributions at end of year | 2017-12-31 | $614,869 |
Participant contributions at beginning of year | 2017-12-31 | $608,251 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $74,807 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $244,792 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $6,742,650 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $32,585,500 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $25,842,850 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $6,250 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $30,487,873 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $23,805,051 |
Interest on participant loans | 2017-12-31 | $27,685 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,414,101 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,292,835 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $6,958 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $2,058 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $2,058 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,457,973 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $22,958 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,250,632 |
Employer contributions (assets) at end of year | 2017-12-31 | $61,699 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $59,848 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,009,414 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PANNELL KERR FOSTER OF TEXAS |
Accountancy firm EIN | 2017-12-31 | 760356844 |
2016 : ATHLON SOLUTIONS 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $6,153,680 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,685,412 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,678,862 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,269,821 |
Value of total assets at end of year | 2016-12-31 | $25,842,850 |
Value of total assets at beginning of year | 2016-12-31 | $22,374,582 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $6,550 |
Total interest from all sources | 2016-12-31 | $23,424 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,031,730 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,031,730 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,262,485 |
Participant contributions at end of year | 2016-12-31 | $608,251 |
Participant contributions at beginning of year | 2016-12-31 | $435,724 |
Participant contributions at end of year | 2016-12-31 | $74,807 |
Participant contributions at beginning of year | 2016-12-31 | $63,967 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $806,532 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,468,268 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $25,842,850 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $22,374,582 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $6,550 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $23,805,051 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $20,706,500 |
Interest on participant loans | 2016-12-31 | $23,424 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,292,835 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,057,185 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $2,058 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $809,091 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $19,614 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,200,804 |
Employer contributions (assets) at end of year | 2016-12-31 | $59,848 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $111,206 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,678,862 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | PANNELL KERR FOSTER OF TEXAS |
Accountancy firm EIN | 2016-12-31 | 760356844 |
2015 : ATHLON SOLUTIONS 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $3,803,410 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,898,910 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,894,052 |
Value of total corrective distributions | 2015-12-31 | $54 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,836,279 |
Value of total assets at end of year | 2015-12-31 | $22,374,582 |
Value of total assets at beginning of year | 2015-12-31 | $20,470,082 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,804 |
Total interest from all sources | 2015-12-31 | $15,364 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,101,510 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,101,510 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,345,881 |
Participant contributions at end of year | 2015-12-31 | $435,724 |
Participant contributions at beginning of year | 2015-12-31 | $390,171 |
Participant contributions at end of year | 2015-12-31 | $63,967 |
Participant contributions at beginning of year | 2015-12-31 | $76,975 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $208,603 |
Administrative expenses (other) incurred | 2015-12-31 | $4,804 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,904,500 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $22,374,582 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $20,470,082 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $20,706,500 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $18,374,386 |
Interest on participant loans | 2015-12-31 | $15,364 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,057,185 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,529,580 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,145,052 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-4,691 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,281,795 |
Employer contributions (assets) at end of year | 2015-12-31 | $111,206 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $98,970 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,894,052 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BDO USA,LLP |
Accountancy firm EIN | 2015-12-31 | 135381590 |
2014 : ATHLON SOLUTIONS 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $5,275,333 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $571,825 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $568,775 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,241,335 |
Value of total assets at end of year | 2014-12-31 | $20,470,082 |
Value of total assets at beginning of year | 2014-12-31 | $15,766,574 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,050 |
Total interest from all sources | 2014-12-31 | $13,461 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $788,616 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $788,616 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,031,648 |
Participant contributions at end of year | 2014-12-31 | $390,171 |
Participant contributions at beginning of year | 2014-12-31 | $297,827 |
Participant contributions at end of year | 2014-12-31 | $76,975 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,098,576 |
Administrative expenses (other) incurred | 2014-12-31 | $3,050 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $4,703,508 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $20,470,082 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $15,766,574 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $18,374,386 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $14,094,373 |
Interest on participant loans | 2014-12-31 | $13,461 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,529,580 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,374,374 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $202,639 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $29,282 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,111,111 |
Employer contributions (assets) at end of year | 2014-12-31 | $98,970 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $568,775 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BDO USA,LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : ATHLON SOLUTIONS 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $12,707,020 |
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 | $3,225,780 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $166,226 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $164,526 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,832,629 |
Value of total assets at end of year | 2013-12-31 | $15,766,574 |
Value of total assets at beginning of year | 2013-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,700 |
Total interest from all sources | 2013-12-31 | $6,353 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $455,725 |
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 | $455,725 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $885,297 |
Participant contributions at end of year | 2013-12-31 | $297,827 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $639,406 |
Administrative expenses (other) incurred | 2013-12-31 | $1,700 |
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 | $3,059,554 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $15,766,574 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $14,094,373 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
Interest on participant loans | 2013-12-31 | $6,353 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,374,374 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $901,456 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $29,617 |
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 |
Contributions received in cash from employer | 2013-12-31 | $307,926 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $164,526 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
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 |
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 | UHY LLP |
Accountancy firm EIN | 2013-12-31 | 200694403 |
2017: ATHLON SOLUTIONS 401(K) PLAN 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ATHLON SOLUTIONS 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ATHLON SOLUTIONS 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ATHLON SOLUTIONS 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ATHLON SOLUTIONS 401(K) PLAN 2013 form 5500 responses | ||
2013-04-01 | Type of plan entity | Single employer plan |
2013-04-01 | First time form 5500 has been submitted | Yes |
2013-04-01 | Submission has been amended | No |
2013-04-01 | This submission is the final filing | No |
2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2013-04-01 | Plan is a collectively bargained plan | No |
2013-04-01 | Plan funding arrangement – Trust | Yes |
2013-04-01 | Plan benefit arrangement - Trust | Yes |