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SRS CONSULTING, INC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameSRS CONSULTING, INC 401K PROFIT SHARING PLAN
Plan identification number 001

SRS CONSULTING, INC 401K PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

SRS CONSULTING, INC has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SRS CONSULTING, INC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHANKAR CHOWHAN
0012016-01-01SHANKAR CHOWHAN
0012015-01-01SHANKAR CHOWHAN
0012014-01-01SHANKAR CHOWHAN
0012013-01-01SHANKAR CHOWHAN
0012012-01-01LATHA SRINIVASAN2013-06-26
0012011-01-01LATHA SRINIVASAN2012-11-06
0012007-01-01SHANKAR CHOWHAN

Plan Statistics for SRS CONSULTING, INC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for SRS CONSULTING, INC 401K PROFIT SHARING PLAN

Measure Date Value
2022: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01274
Total number of active participants reported on line 7a of the Form 55002022-01-01165
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0182
Total of all active and inactive participants2022-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01247
Number of participants with account balances2022-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01299
Total number of active participants reported on line 7a of the Form 55002021-01-01222
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01269
Number of participants with account balances2021-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01328
Total number of active participants reported on line 7a of the Form 55002020-01-01241
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0155
Total of all active and inactive participants2020-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01296
Number of participants with account balances2020-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01333
Total number of active participants reported on line 7a of the Form 55002019-01-01272
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01324
Number of participants with account balances2019-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01291
Total number of active participants reported on line 7a of the Form 55002018-01-01300
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0130
Total of all active and inactive participants2018-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01330
Number of participants with account balances2018-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01225
Total number of active participants reported on line 7a of the Form 55002017-01-01266
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01283
Number of participants with account balances2017-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01247
Total number of active participants reported on line 7a of the Form 55002016-01-01248
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01260
Number of participants with account balances2016-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01215
Total number of active participants reported on line 7a of the Form 55002015-01-01232
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01241
Number of participants with account balances2015-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01187
Total number of active participants reported on line 7a of the Form 55002014-01-01219
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01226
Number of participants with account balances2014-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01141
Total number of active participants reported on line 7a of the Form 55002013-01-01169
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01177
Number of participants with account balances2013-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2007: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-011
Total of all active and inactive participants2007-01-010
Total participants2007-01-010
Number of participants with account balances2007-01-011

Financial Data on SRS CONSULTING, INC 401K PROFIT SHARING PLAN

Measure Date Value
2022 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$638,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$634,323
Expenses. Certain deemed distributions of participant loans2022-12-31$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 year2022-12-31$7,306,724
Value of total assets at beginning of year2022-12-31$8,246,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,324
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$416,595
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,245,885
Participant contributions at end of year2022-12-31$128,748
Participant contributions at beginning of year2022-12-31$54,577
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$86,226
Other income not declared elsewhere2022-12-31$3,821
Administrative expenses (other) incurred2022-12-31$1,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,246,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,210,851
Interest on participant loans2022-12-31$6,336
Value of interest in common/collective trusts at end of year2022-12-31$643,446
Value of interest in common/collective trusts at beginning of year2022-12-31$872,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$287,812
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$108,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$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 trusts2022-12-31$-156,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$634,323
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DAVID L BUCK CPA
Accountancy firm EIN2022-12-31752988353
2021 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,891,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,853,552
Value of total corrective distributions2021-12-31$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 year2021-12-31$8,246,717
Value of total assets at beginning of year2021-12-31$7,610,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,820
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$627,897
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,463,818
Participant contributions at end of year2021-12-31$54,577
Participant contributions at beginning of year2021-12-31$68,673
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$54,551
Administrative expenses (other) incurred2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,210,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,564,083
Interest on participant loans2021-12-31$3,984
Value of interest in common/collective trusts at end of year2021-12-31$872,931
Value of interest in common/collective trusts at beginning of year2021-12-31$724,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$108,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$253,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$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 trusts2021-12-31$166,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,853,552
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DAVID L BUCK CPA
Accountancy firm EIN2021-12-31752988353
2020 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$799,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$776,850
Expenses. Certain deemed distributions of participant loans2020-12-31$7,590
Value of total corrective distributions2020-12-31$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 year2020-12-31$7,610,898
Value of total assets at beginning of year2020-12-31$5,718,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,860
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$393,314
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,332,834
Participant contributions at end of year2020-12-31$68,673
Participant contributions at beginning of year2020-12-31$97,450
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$110,473
Administrative expenses (other) incurred2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,564,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,695,606
Interest on participant loans2020-12-31$5,815
Value of interest in common/collective trusts at end of year2020-12-31$724,849
Value of interest in common/collective trusts at beginning of year2020-12-31$580,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$253,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$345,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$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 trusts2020-12-31$118,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$776,850
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DAVID L BUCK CPA
Accountancy firm EIN2020-12-31752988353
2019 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$429,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$327,014
Expenses. Certain deemed distributions of participant loans2019-12-31$1,010
Value of total corrective distributions2019-12-31$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 year2019-12-31$5,718,987
Value of total assets at beginning of year2019-12-31$3,942,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,340
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$263,107
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$395,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,237,711
Participant contributions at end of year2019-12-31$97,450
Participant contributions at beginning of year2019-12-31$42,740
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$47,409
Other income not declared elsewhere2019-12-31$8,271
Administrative expenses (other) incurred2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,695,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,262,516
Interest on participant loans2019-12-31$6,305
Value of interest in common/collective trusts at end of year2019-12-31$580,273
Value of interest in common/collective trusts at beginning of year2019-12-31$298,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$345,658
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$338,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$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 trusts2019-12-31$95,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$327,014
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DAVID L BUCK CPA
Accountancy firm EIN2019-12-31752988353
2018 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$179,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$135,459
Expenses. Certain deemed distributions of participant loans2018-12-31$965
Value of total corrective distributions2018-12-31$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 year2018-12-31$3,942,184
Value of total assets at beginning of year2018-12-31$3,251,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$620
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$271,368
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$326,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,073,069
Participant contributions at end of year2018-12-31$42,740
Participant contributions at beginning of year2018-12-31$53,292
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$36,112
Administrative expenses (other) incurred2018-12-31$620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,262,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,708,744
Interest on participant loans2018-12-31$3,813
Value of interest in common/collective trusts at end of year2018-12-31$298,138
Value of interest in common/collective trusts at beginning of year2018-12-31$226,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$338,790
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$262,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$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 trusts2018-12-31$-28,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$135,459
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DAVID L BUCK CPA
Accountancy firm EIN2018-12-31752988353
2017 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$142,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$137,284
Expenses. Certain deemed distributions of participant loans2017-12-31$909
Value of total corrective distributions2017-12-31$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 year2017-12-31$3,251,441
Value of total assets at beginning of year2017-12-31$2,178,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$635
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$100,672
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$218,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$818,519
Participant contributions at end of year2017-12-31$53,292
Participant contributions at beginning of year2017-12-31$45,819
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$19,839
Administrative expenses (other) incurred2017-12-31$635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,708,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,772,432
Interest on participant loans2017-12-31$3,336
Value of interest in common/collective trusts at end of year2017-12-31$226,856
Value of interest in common/collective trusts at beginning of year2017-12-31$108,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$262,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$251,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$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 trusts2017-12-31$26,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$137,284
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DAVID L BUCK CPA
Accountancy firm EIN2017-12-31752988353
2016 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$170,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$168,853
Expenses. Certain deemed distributions of participant loans2016-12-31$866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$538,356
Value of total assets at end of year2016-12-31$2,178,279
Value of total assets at beginning of year2016-12-31$1,695,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$350
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$55,717
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$168,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$538,356
Participant contributions at end of year2016-12-31$45,819
Participant contributions at beginning of year2016-12-31$58,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$24,237
Administrative expenses (other) incurred2016-12-31$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,772,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,344,202
Interest on participant loans2016-12-31$3,508
Value of interest in common/collective trusts at end of year2016-12-31$108,570
Value of interest in common/collective trusts at beginning of year2016-12-31$66,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$251,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$225,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 trusts2016-12-31$13,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$168,853
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DAVID L BUCK CPA
Accountancy firm EIN2016-12-31752988353
2015 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$103,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$101,741
Expenses. Certain deemed distributions of participant loans2015-12-31$823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$546,177
Value of total assets at end of year2015-12-31$1,695,252
Value of total assets at beginning of year2015-12-31$1,244,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$675
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$83,167
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$125,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$537,680
Participant contributions at end of year2015-12-31$58,809
Participant contributions at beginning of year2015-12-31$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 year2015-12-31$24,237
Administrative expenses (other) incurred2015-12-31$675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,344,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,013,267
Interest on participant loans2015-12-31$3,123
Value of interest in common/collective trusts at end of year2015-12-31$66,977
Value of interest in common/collective trusts at beginning of year2015-12-31$40,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$225,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$151,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$151,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-102,016
Net investment gain or loss from common/collective trusts2015-12-31$-971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$101,741
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DAVID L BUCK CPA
Accountancy firm EIN2015-12-31752988353
2014 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$138,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$121,914
Expenses. Certain deemed distributions of participant loans2014-12-31$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 year2014-12-31$1,244,774
Value of total assets at beginning of year2014-12-31$915,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$450
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$51,068
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$92,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$422,476
Participant contributions at end of year2014-12-31$39,578
Participant contributions at beginning of year2014-12-31$14,854
Administrative expenses (other) incurred2014-12-31$450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,013,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$768,005
Interest on participant loans2014-12-31$2,194
Value of interest in common/collective trusts at end of year2014-12-31$40,559
Value of interest in common/collective trusts at beginning of year2014-12-31$132,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$151,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-10,712
Net investment gain or loss from common/collective trusts2014-12-31$2,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$121,914
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DAVID L BUCK CPA
Accountancy firm EIN2014-12-31752988353
2013 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$82,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$58,850
Value of total corrective distributions2013-12-31$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 year2013-12-31$915,483
Value of total assets at beginning of year2013-12-31$575,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$325
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$28,413
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$58,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$299,090
Participant contributions at end of year2013-12-31$14,854
Administrative expenses (other) incurred2013-12-31$325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$768,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$464,075
Interest on participant loans2013-12-31$595
Value of interest in common/collective trusts at end of year2013-12-31$132,624
Value of interest in common/collective trusts at beginning of year2013-12-31$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 trusts2013-12-31$10,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$58,850
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DAVID L BUCK CPA
Accountancy firm EIN2013-12-31752988353
2010 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$55,560
Total plan assets at end of year2010-12-31$244,073
Total plan assets at beginning of year2010-12-31$166,910
Total contributions received or receivable from participants2010-12-31$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 year2010-12-31$7,200
Amount contributed by the employer to the plan for this plan year2010-12-31$7,200
2009 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2009 401k financial data
Total plan liabilities at beginning of year2009-12-31$0
Total income from all sources2009-12-31$67,436
Total plan assets at end of year2009-12-31$166,910
Total plan assets at beginning of year2009-12-31$110,431
Total contributions received or receivable from participants2009-12-31$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 year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0
2008 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2008 401k financial data
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$33,114
Total plan assets at end of year2008-12-31$110,431
Total plan assets at beginning of year2008-12-31$77,317
Total contributions received or receivable from participants2008-12-31$31,000
Other income received2008-12-31$-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 year2008-12-31$7,200
Amount contributed by the employer to the plan for this plan year2008-12-31$7,200
2007 : SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2007 401k financial data
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$21,620
Total plan assets at end of year2007-12-31$77,317
Total plan assets at beginning of year2007-12-31$60,061
Total contributions received or receivable from participants2007-12-31$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$6,120
Funding deficiency by the employer to the plan for this plan year2007-12-31$-21,620
Minimum employer required contribution for this plan year2007-12-31$0
Amount contributed by the employer to the plan for this plan year2007-12-31$21,620

Form 5500 Responses for SRS CONSULTING, INC 401K PROFIT SHARING PLAN

2022: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2007: SRS CONSULTING, INC 401K PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01Plan funding arrangement – General assets of the sponsorYes
2007-01-01Plan benefit arrangement – General assets of the sponsorYes

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