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Plan Name | SRS CONSULTING, INC 401K PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SRS CONSULTING, INC |
Employer identification number (EIN): | 522372326 |
NAIC Classification: | 541519 |
NAIC Description: | Other Computer Related Services |
Additional information about SRS CONSULTING, INC
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 2000-01-13 |
Company Identification Number: | 20001007735 |
Legal Registered Office Address: |
19327 KNOTTY PINE WAY Monument United States of America (USA) 80132 |
More information about SRS CONSULTING, INC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | SHANKAR CHOWHAN | |||
001 | 2016-01-01 | SHANKAR CHOWHAN | |||
001 | 2015-01-01 | SHANKAR CHOWHAN | |||
001 | 2014-01-01 | SHANKAR CHOWHAN | |||
001 | 2013-01-01 | SHANKAR CHOWHAN | |||
001 | 2012-01-01 | LATHA SRINIVASAN | 2013-06-26 | ||
001 | 2011-01-01 | LATHA SRINIVASAN | 2012-11-06 | ||
001 | 2007-01-01 | SHANKAR CHOWHAN |
Measure | Date | Value |
---|---|---|
2022: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 274 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 165 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 82 |
Total of all active and inactive participants | 2022-01-01 | 247 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 247 |
Number of participants with account balances | 2022-01-01 | 155 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 299 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 222 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 47 |
Total of all active and inactive participants | 2021-01-01 | 269 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 269 |
Number of participants with account balances | 2021-01-01 | 152 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 328 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 241 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 55 |
Total of all active and inactive participants | 2020-01-01 | 296 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 296 |
Number of participants with account balances | 2020-01-01 | 159 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 333 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 272 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 52 |
Total of all active and inactive participants | 2019-01-01 | 324 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 324 |
Number of participants with account balances | 2019-01-01 | 145 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 291 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 300 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 30 |
Total of all active and inactive participants | 2018-01-01 | 330 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 330 |
Number of participants with account balances | 2018-01-01 | 124 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 225 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 266 |
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 | 17 |
Total of all active and inactive participants | 2017-01-01 | 283 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 283 |
Number of participants with account balances | 2017-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 247 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 248 |
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 | 12 |
Total of all active and inactive participants | 2016-01-01 | 260 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 260 |
Number of participants with account balances | 2016-01-01 | 64 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 215 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 232 |
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 | 9 |
Total of all active and inactive participants | 2015-01-01 | 241 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 241 |
Number of participants with account balances | 2015-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 187 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 219 |
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 | 7 |
Total of all active and inactive participants | 2014-01-01 | 226 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 226 |
Number of participants with account balances | 2014-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 141 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 169 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 8 |
Total of all active and inactive participants | 2013-01-01 | 177 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 177 |
Number of participants with account balances | 2013-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2007: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2007 401k membership | ||
Total participants, beginning-of-year | 2007-01-01 | 1 |
Total of all active and inactive participants | 2007-01-01 | 0 |
Total participants | 2007-01-01 | 0 |
Number of participants with account balances | 2007-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2022 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-301,818 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $638,175 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $634,323 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $2,528 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,332,111 |
Value of total assets at end of year | 2022-12-31 | $7,306,724 |
Value of total assets at beginning of year | 2022-12-31 | $8,246,717 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,324 |
Total interest from all sources | 2022-12-31 | $9,233 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $416,595 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $416,595 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,245,885 |
Participant contributions at end of year | 2022-12-31 | $128,748 |
Participant contributions at beginning of year | 2022-12-31 | $54,577 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $86,226 |
Other income not declared elsewhere | 2022-12-31 | $3,821 |
Administrative expenses (other) incurred | 2022-12-31 | $1,324 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-939,993 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,306,724 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,246,717 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,246,718 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,210,851 |
Interest on participant loans | 2022-12-31 | $6,336 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $643,446 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $872,931 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $287,812 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $108,358 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $108,358 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $2,897 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,907,396 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-156,182 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $634,323 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | DAVID L BUCK CPA |
Accountancy firm EIN | 2022-12-31 | 752988353 |
2021 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,527,070 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,891,251 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,853,552 |
Value of total corrective distributions | 2021-12-31 | $34,879 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,518,369 |
Value of total assets at end of year | 2021-12-31 | $8,246,717 |
Value of total assets at beginning of year | 2021-12-31 | $7,610,898 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,820 |
Total interest from all sources | 2021-12-31 | $3,991 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $627,897 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $627,897 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,463,818 |
Participant contributions at end of year | 2021-12-31 | $54,577 |
Participant contributions at beginning of year | 2021-12-31 | $68,673 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $54,551 |
Administrative expenses (other) incurred | 2021-12-31 | $2,820 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $635,819 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,246,717 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,610,898 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,210,851 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,564,083 |
Interest on participant loans | 2021-12-31 | $3,984 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $872,931 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $724,849 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $108,358 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $253,293 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $253,293 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $7 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $209,878 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $166,935 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,853,552 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | DAVID L BUCK CPA |
Accountancy firm EIN | 2021-12-31 | 752988353 |
2020 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,691,106 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $799,195 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $776,850 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $7,590 |
Value of total corrective distributions | 2020-12-31 | $12,895 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,443,307 |
Value of total assets at end of year | 2020-12-31 | $7,610,898 |
Value of total assets at beginning of year | 2020-12-31 | $5,718,987 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,860 |
Total interest from all sources | 2020-12-31 | $6,442 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $393,314 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $393,314 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,332,834 |
Participant contributions at end of year | 2020-12-31 | $68,673 |
Participant contributions at beginning of year | 2020-12-31 | $97,450 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $110,473 |
Administrative expenses (other) incurred | 2020-12-31 | $1,860 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,891,911 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,610,898 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,718,987 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,564,083 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,695,606 |
Interest on participant loans | 2020-12-31 | $5,815 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $724,849 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $580,273 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $253,293 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $345,658 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $345,658 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $627 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $729,132 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $118,911 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $776,850 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | DAVID L BUCK CPA |
Accountancy firm EIN | 2020-12-31 | 752988353 |
2019 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,205,857 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $429,054 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $327,014 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,010 |
Value of total corrective distributions | 2019-12-31 | $99,690 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,285,120 |
Value of total assets at end of year | 2019-12-31 | $5,718,987 |
Value of total assets at beginning of year | 2019-12-31 | $3,942,184 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,340 |
Total interest from all sources | 2019-12-31 | $11,544 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $263,107 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $263,107 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $395,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,237,711 |
Participant contributions at end of year | 2019-12-31 | $97,450 |
Participant contributions at beginning of year | 2019-12-31 | $42,740 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $47,409 |
Other income not declared elsewhere | 2019-12-31 | $8,271 |
Administrative expenses (other) incurred | 2019-12-31 | $1,340 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,776,803 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,718,987 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,942,184 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,695,606 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,262,516 |
Interest on participant loans | 2019-12-31 | $6,305 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $580,273 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $298,138 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $345,658 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $338,790 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $338,790 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $5,239 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $541,819 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $95,996 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $327,014 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | DAVID L BUCK CPA |
Accountancy firm EIN | 2019-12-31 | 752988353 |
2018 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $869,897 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $179,154 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $135,459 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $965 |
Value of total corrective distributions | 2018-12-31 | $42,110 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,109,181 |
Value of total assets at end of year | 2018-12-31 | $3,942,184 |
Value of total assets at beginning of year | 2018-12-31 | $3,251,441 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $620 |
Total interest from all sources | 2018-12-31 | $7,086 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $271,368 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $271,368 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $326,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,073,069 |
Participant contributions at end of year | 2018-12-31 | $42,740 |
Participant contributions at beginning of year | 2018-12-31 | $53,292 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $36,112 |
Administrative expenses (other) incurred | 2018-12-31 | $620 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $690,743 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,942,184 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,251,441 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,262,516 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,708,744 |
Interest on participant loans | 2018-12-31 | $3,813 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $298,138 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $226,856 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $338,790 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $262,549 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $262,549 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $3,273 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-489,010 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-28,728 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $135,459 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | DAVID L BUCK CPA |
Accountancy firm EIN | 2018-12-31 | 752988353 |
2017 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 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 | $1,215,833 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $142,671 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $137,284 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $909 |
Value of total corrective distributions | 2017-12-31 | $3,843 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $838,358 |
Value of total assets at end of year | 2017-12-31 | $3,251,441 |
Value of total assets at beginning of year | 2017-12-31 | $2,178,279 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $635 |
Total interest from all sources | 2017-12-31 | $3,336 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $100,672 |
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 | $100,672 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $218,000 |
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 | $818,519 |
Participant contributions at end of year | 2017-12-31 | $53,292 |
Participant contributions at beginning of year | 2017-12-31 | $45,819 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $19,839 |
Administrative expenses (other) incurred | 2017-12-31 | $635 |
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 | $1,073,162 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,251,441 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,178,279 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,708,744 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,772,432 |
Interest on participant loans | 2017-12-31 | $3,336 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $226,856 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $108,570 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $262,549 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $251,458 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $251,458 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $246,533 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $26,934 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $137,284 |
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 | DAVID L BUCK CPA |
Accountancy firm EIN | 2017-12-31 | 752988353 |
2016 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 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 | $24,237 |
Total income from all sources (including contributions) | 2016-12-31 | $677,333 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $170,069 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $168,853 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $866 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $538,356 |
Value of total assets at end of year | 2016-12-31 | $2,178,279 |
Value of total assets at beginning of year | 2016-12-31 | $1,695,252 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $350 |
Total interest from all sources | 2016-12-31 | $3,508 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $55,717 |
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 | $55,717 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $168,000 |
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 | $538,356 |
Participant contributions at end of year | 2016-12-31 | $45,819 |
Participant contributions at beginning of year | 2016-12-31 | $58,809 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $24,237 |
Administrative expenses (other) incurred | 2016-12-31 | $350 |
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 | $507,264 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,178,279 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,671,015 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,772,432 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,344,202 |
Interest on participant loans | 2016-12-31 | $3,508 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $108,570 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $66,977 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $251,458 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $225,264 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $225,264 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $65,860 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $13,892 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $168,853 |
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 | DAVID L BUCK CPA |
Accountancy firm EIN | 2016-12-31 | 752988353 |
2015 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $24,237 |
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 | $529,480 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $103,239 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $101,741 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $823 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $546,177 |
Value of total assets at end of year | 2015-12-31 | $1,695,252 |
Value of total assets at beginning of year | 2015-12-31 | $1,244,774 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $675 |
Total interest from all sources | 2015-12-31 | $3,123 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $83,167 |
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 | $83,167 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $125,000 |
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 | $537,680 |
Participant contributions at end of year | 2015-12-31 | $58,809 |
Participant contributions at beginning of year | 2015-12-31 | $39,578 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $8,497 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $24,237 |
Administrative expenses (other) incurred | 2015-12-31 | $675 |
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 | $426,241 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,671,015 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,244,774 |
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 | $1,344,202 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,013,267 |
Interest on participant loans | 2015-12-31 | $3,123 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $66,977 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $40,559 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $225,264 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $151,370 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $151,370 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-102,016 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-971 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $101,741 |
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 | DAVID L BUCK CPA |
Accountancy firm EIN | 2015-12-31 | 752988353 |
2014 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 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 | $467,335 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $138,044 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $121,914 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $15,680 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $422,476 |
Value of total assets at end of year | 2014-12-31 | $1,244,774 |
Value of total assets at beginning of year | 2014-12-31 | $915,483 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $450 |
Total interest from all sources | 2014-12-31 | $2,194 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $51,068 |
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 | $51,068 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $92,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
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 | $422,476 |
Participant contributions at end of year | 2014-12-31 | $39,578 |
Participant contributions at beginning of year | 2014-12-31 | $14,854 |
Administrative expenses (other) incurred | 2014-12-31 | $450 |
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 | $329,291 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,244,774 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $915,483 |
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 | $1,013,267 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $768,005 |
Interest on participant loans | 2014-12-31 | $2,194 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $40,559 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $132,624 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $151,370 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-10,712 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $2,309 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $121,914 |
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 | DAVID L BUCK CPA |
Accountancy firm EIN | 2014-12-31 | 752988353 |
2013 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $422,063 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $82,082 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $58,850 |
Value of total corrective distributions | 2013-12-31 | $22,907 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $299,090 |
Value of total assets at end of year | 2013-12-31 | $915,483 |
Value of total assets at beginning of year | 2013-12-31 | $575,502 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $325 |
Total interest from all sources | 2013-12-31 | $595 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $28,413 |
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 | $28,413 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $58,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
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 | $299,090 |
Participant contributions at end of year | 2013-12-31 | $14,854 |
Administrative expenses (other) incurred | 2013-12-31 | $325 |
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 | $339,981 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $915,483 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $575,502 |
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 | $768,005 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $464,075 |
Interest on participant loans | 2013-12-31 | $595 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $132,624 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $111,427 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $83,429 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $10,536 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $58,850 |
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 | DAVID L BUCK CPA |
Accountancy firm EIN | 2013-12-31 | 752988353 |
2010 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2010 401k financial data | ||
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $55,560 |
Total plan assets at end of year | 2010-12-31 | $244,073 |
Total plan assets at beginning of year | 2010-12-31 | $166,910 |
Total contributions received or receivable from participants | 2010-12-31 | $55,560 |
Net income (gross income less expenses) | 2010-12-31 | $55,560 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $244,073 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $166,910 |
Minimum employer required contribution for this plan year | 2010-12-31 | $7,200 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $7,200 |
2009 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2009 401k financial data | ||
Total plan liabilities at beginning of year | 2009-12-31 | $0 |
Total income from all sources | 2009-12-31 | $67,436 |
Total plan assets at end of year | 2009-12-31 | $166,910 |
Total plan assets at beginning of year | 2009-12-31 | $110,431 |
Total contributions received or receivable from participants | 2009-12-31 | $67,436 |
Net income (gross income less expenses) | 2009-12-31 | $67,436 |
Net plan assets at end of year (total assets less liabilities) | 2009-12-31 | $166,910 |
Net plan assets at beginning of year (total assets less liabilities) | 2009-12-31 | $110,431 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2008 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2008 401k financial data | ||
Total plan liabilities at beginning of year | 2008-12-31 | $0 |
Total income from all sources | 2008-12-31 | $33,114 |
Total plan assets at end of year | 2008-12-31 | $110,431 |
Total plan assets at beginning of year | 2008-12-31 | $77,317 |
Total contributions received or receivable from participants | 2008-12-31 | $31,000 |
Other income received | 2008-12-31 | $-5,086 |
Net income (gross income less expenses) | 2008-12-31 | $33,114 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $110,431 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $77,317 |
Total contributions received or receivable from employer(s) | 2008-12-31 | $7,200 |
Minimum employer required contribution for this plan year | 2008-12-31 | $7,200 |
Amount contributed by the employer to the plan for this plan year | 2008-12-31 | $7,200 |
2007 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2007 401k financial data | ||
Total plan liabilities at beginning of year | 2007-12-31 | $0 |
Total income from all sources | 2007-12-31 | $21,620 |
Total plan assets at end of year | 2007-12-31 | $77,317 |
Total plan assets at beginning of year | 2007-12-31 | $60,061 |
Total contributions received or receivable from participants | 2007-12-31 | $15,500 |
Net income (gross income less expenses) | 2007-12-31 | $21,620 |
Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $77,317 |
Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $60,061 |
Total contributions received or receivable from employer(s) | 2007-12-31 | $6,120 |
Funding deficiency by the employer to the plan for this plan year | 2007-12-31 | $-21,620 |
Minimum employer required contribution for this plan year | 2007-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2007-12-31 | $21,620 |
2022: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SRS CONSULTING, INC 401K PROFIT SHARING 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: SRS CONSULTING, INC 401K PROFIT SHARING 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: SRS CONSULTING, INC 401K PROFIT SHARING 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: SRS CONSULTING, INC 401K PROFIT SHARING 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: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2007: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2007 form 5500 responses | ||
2007-01-01 | Type of plan entity | Single employer plan |
2007-01-01 | Submission has been amended | Yes |
2007-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2007-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |