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CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameCB SQUARED SERVICES, INC. PROFIT SHARING PLAN
Plan identification number 003

CB SQUARED SERVICES, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

CB SQUARED SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CB SQUARED SERVICES, INC.
Employer identification number (EIN):541207596
NAIC Classification:811110
NAIC Description: Automotive Mechanical and Electrical Repair and Maintenance

Additional information about CB SQUARED SERVICES, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1982-06-14
Company Identification Number: 0230791
Legal Registered Office Address: 724 WARRENTON ROAD
SUITE 201
FALMOUTH
United States of America (USA)
22406

More information about CB SQUARED SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CB SQUARED SERVICES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01STEPHANIE STARKE
0032016-01-01MARY DEADMAN
0032015-01-01MARY DEADMAN
0032014-01-01MARY DEADMAN
0032013-01-01MARY DEADMAN MARY DEADMAN2014-10-14
0032012-01-01BRIAN WURPTS
0032011-01-01MARY DEADMAN
0032010-01-01MARY DEADMAN
0032009-01-01MARY DEADMAN

Plan Statistics for CB SQUARED SERVICES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for CB SQUARED SERVICES, INC. PROFIT SHARING PLAN

Measure Date Value
2022: CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01194
Total number of active participants reported on line 7a of the Form 55002022-01-0159
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-0163
Total of all active and inactive participants2022-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01134
Number of participants with account balances2022-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01214
Total number of active participants reported on line 7a of the Form 55002021-01-0188
Number of retired or separated participants receiving benefits2021-01-0148
Number of other retired or separated participants entitled to future benefits2021-01-0157
Total of all active and inactive participants2021-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01194
Number of participants with account balances2021-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01263
Total number of active participants reported on line 7a of the Form 55002020-01-0198
Number of retired or separated participants receiving benefits2020-01-0131
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01184
Number of participants with account balances2020-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01212
Total number of active participants reported on line 7a of the Form 55002019-01-0197
Number of retired or separated participants receiving benefits2019-01-0124
Number of other retired or separated participants entitled to future benefits2019-01-0189
Total of all active and inactive participants2019-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01211
Number of participants with account balances2019-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01233
Total number of active participants reported on line 7a of the Form 55002018-01-0187
Number of retired or separated participants receiving benefits2018-01-0120
Number of other retired or separated participants entitled to future benefits2018-01-0177
Total of all active and inactive participants2018-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01185
Number of participants with account balances2018-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01246
Total number of active participants reported on line 7a of the Form 55002017-01-0183
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-01115
Total of all active and inactive participants2017-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01213
Number of participants with account balances2017-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01221
Total number of active participants reported on line 7a of the Form 55002016-01-0197
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-01108
Total of all active and inactive participants2016-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01212
Number of participants with account balances2016-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0129
2015: CB SQUARED SERVICES, INC. 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 55002015-01-01108
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0185
Total of all active and inactive participants2015-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01197
Number of participants with account balances2015-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01214
Total number of active participants reported on line 7a of the Form 55002014-01-01118
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0176
Total of all active and inactive participants2014-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01198
Number of participants with account balances2014-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01187
Total number of active participants reported on line 7a of the Form 55002013-01-01106
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01171
Number of participants with account balances2013-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01187
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01169
Number of participants with account balances2012-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01175
Total number of active participants reported on line 7a of the Form 55002011-01-01106
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0146
Total of all active and inactive participants2011-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01154
Number of participants with account balances2011-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0125
2010: CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01164
Total number of active participants reported on line 7a of the Form 55002010-01-01117
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0128
Total of all active and inactive participants2010-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01147
Number of participants with account balances2010-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0117
2009: CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01150
Total number of active participants reported on line 7a of the Form 55002009-01-01119
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01131
Number of participants with account balances2009-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on CB SQUARED SERVICES, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$20,563
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$44,110
Total income from all sources (including contributions)2022-12-31$7,438
Total loss/gain on sale of assets2022-12-31$1,269
Total of all expenses incurred2022-12-31$668,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$659,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$1,278,162
Value of total assets at beginning of year2022-12-31$1,963,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,399
Total interest from all sources2022-12-31$6,169
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$9,399
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$450,000
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$753,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$20,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$44,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-661,437
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,257,599
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,919,036
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 bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,278,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,209,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,209,256
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$6,169
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$659,476
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
Aggregate proceeds on sale of assets2022-12-31$1,269
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31AC CPA, PLLC
Accountancy firm EIN2022-12-31873863558
2021 : CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$176,668
Total unrealized appreciation/depreciation of assets2021-12-31$176,668
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$44,110
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$235,181
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,023,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,864,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$1,963,146
Value of total assets at beginning of year2021-12-31$3,707,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$158,283
Total interest from all sources2021-12-31$695
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$57,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$450,000
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
Assets. Other investments not covered elsewhere at end of year2021-12-31$753,890
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$44,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$158,283
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,788,024
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,919,036
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,707,060
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 bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,209,256
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$264,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$264,300
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$695
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$3,442,760
Income. Dividends from common stock2021-12-31$57,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,864,922
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 name2021-12-31PARSONS CPA, LLC
Accountancy firm EIN2021-12-31274214364
2020 : CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$13,799
Total unrealized appreciation/depreciation of assets2020-12-31$13,799
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$55,860
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$401,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$358,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$3,707,060
Value of total assets at beginning of year2020-12-31$4,052,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,789
Total interest from all sources2020-12-31$1,478
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$40,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$450,000
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$305,072
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$42,789
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-345,538
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,707,060
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,052,598
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 bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$264,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$318,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$318,565
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,478
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
Assets. Invements in employer securities at end of year2020-12-31$3,442,760
Assets. Invements in employer securities at beginning of year2020-12-31$3,734,033
Income. Dividends from common stock2020-12-31$40,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$358,609
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31PARSONS CPA, LLC
Accountancy firm EIN2020-12-31274214364
2019 : CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,513
Total unrealized appreciation/depreciation of assets2019-12-31$7,513
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$3,586
Total income from all sources (including contributions)2019-12-31$13,814
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$354,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$315,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$4,052,598
Value of total assets at beginning of year2019-12-31$4,396,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,922
Total interest from all sources2019-12-31$97
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$450,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$315,574
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$63,835
Other income not declared elsewhere2019-12-31$6,204
Administrative expenses (other) incurred2019-12-31$38,922
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$3,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-340,682
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,052,598
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,393,280
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 bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$318,565
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$290,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$290,937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$97
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
Assets. Invements in employer securities at end of year2019-12-31$3,734,033
Assets. Invements in employer securities at beginning of year2019-12-31$4,042,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$315,574
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31PARSONS CPA, LLC
Accountancy firm EIN2019-12-31274214364
2018 : CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$134,465
Total unrealized appreciation/depreciation of assets2018-12-31$134,465
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,586
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,038
Total income from all sources (including contributions)2018-12-31$266,254
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$234,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$227,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$4,396,866
Value of total assets at beginning of year2018-12-31$4,362,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,554
Total interest from all sources2018-12-31$429
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$450,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$63,835
Other income not declared elsewhere2018-12-31$131,360
Administrative expenses (other) incurred2018-12-31$6,554
Liabilities. Value of operating payables at end of year2018-12-31$3,586
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$31,860
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,393,280
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,361,420
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 bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$290,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$226,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$226,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$429
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
Assets. Invements in employer securities at end of year2018-12-31$4,042,094
Assets. Invements in employer securities at beginning of year2018-12-31$4,135,469
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$227,840
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,038
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31PARSONS CPA, LLC
Accountancy firm EIN2018-12-31274214364
2017 : CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$12,937
Total unrealized appreciation/depreciation of assets2017-12-31$12,937
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,010
Total income from all sources (including contributions)2017-12-31$347,698
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$176,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$161,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$44
Value of total assets at end of year2017-12-31$4,362,458
Value of total assets at beginning of year2017-12-31$4,199,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,993
Total interest from all sources2017-12-31$110
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$6,673
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$450,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$30,496
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other income not declared elsewhere2017-12-31$334,607
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$171,327
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,361,420
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,190,093
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 bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$226,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$44,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$44,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Assets. Invements in employer securities at end of year2017-12-31$4,135,469
Assets. Invements in employer securities at beginning of year2017-12-31$4,153,028
Contributions received in cash from employer2017-12-31$44
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$1,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$161,378
Contract administrator fees2017-12-31$8,320
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,038
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$9,010
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PARSONS CPA, LLC
Accountancy firm EIN2017-12-31274214364
2016 : CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$108,616
Total unrealized appreciation/depreciation of assets2016-12-31$108,616
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,010
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,645
Total income from all sources (including contributions)2016-12-31$111,356
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$263,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$241,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,856
Value of total assets at end of year2016-12-31$4,199,103
Value of total assets at beginning of year2016-12-31$4,343,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,669
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$450,000
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
Other income not declared elsewhere2016-12-31$884
Administrative expenses (other) incurred2016-12-31$21,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-151,797
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,190,093
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,341,890
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 bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$44,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$104,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$104,035
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
Assets. Invements in employer securities at end of year2016-12-31$4,153,028
Assets. Invements in employer securities at beginning of year2016-12-31$4,189,500
Contributions received in cash from employer2016-12-31$1,856
Employer contributions (assets) at end of year2016-12-31$1,856
Employer contributions (assets) at beginning of year2016-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$241,484
Liabilities. Value of benefit claims payable at end of year2016-12-31$9,010
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,645
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PARSONS CPA, LLC
Accountancy firm EIN2016-12-31274214364
2015 : CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$11
Total unrealized appreciation/depreciation of assets2015-12-31$11
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,645
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$92,738
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$84,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$70,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$50,000
Value of total assets at end of year2015-12-31$4,343,535
Value of total assets at beginning of year2015-12-31$4,333,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,669
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$450,000
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
Other income not declared elsewhere2015-12-31$42,727
Administrative expenses (other) incurred2015-12-31$13,669
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$8,663
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,341,890
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,333,227
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 bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$104,035
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$43,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$43,727
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
Assets. Invements in employer securities at end of year2015-12-31$4,189,500
Assets. Invements in employer securities at beginning of year2015-12-31$4,189,500
Contributions received in cash from employer2015-12-31$50,000
Employer contributions (assets) at end of year2015-12-31$50,000
Employer contributions (assets) at beginning of year2015-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$70,406
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,645
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PARSONS CPA, LLC
Accountancy firm EIN2015-12-31274214364
2014 : CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$126,037
Total unrealized appreciation/depreciation of assets2014-12-31$126,037
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$371,061
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$61,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$47,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$100,000
Value of total assets at end of year2014-12-31$4,333,227
Value of total assets at beginning of year2014-12-31$4,024,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,674
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$450,000
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
Other income not declared elsewhere2014-12-31$145,024
Administrative expenses (other) incurred2014-12-31$14,674
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$309,079
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,333,227
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,024,148
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 bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$43,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$401,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$401,744
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
Assets. Invements in employer securities at end of year2014-12-31$4,189,500
Assets. Invements in employer securities at beginning of year2014-12-31$3,522,404
Contributions received in cash from employer2014-12-31$100,000
Employer contributions (assets) at end of year2014-12-31$100,000
Employer contributions (assets) at beginning of year2014-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$47,308
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PARSONS CPA, PLLC
Accountancy firm EIN2014-12-31274214364
2013 : CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$39,036
Total unrealized appreciation/depreciation of assets2013-12-31$39,036
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$4,050
Total income from all sources (including contributions)2013-12-31$397,848
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$60,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$45,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$100,000
Value of total assets at end of year2013-12-31$4,024,148
Value of total assets at beginning of year2013-12-31$3,690,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,323
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$450,000
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
Other income not declared elsewhere2013-12-31$258,812
Administrative expenses (other) incurred2013-12-31$14,323
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$337,832
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,024,148
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,686,316
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 bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$401,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$103,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$103,603
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
Assets. Invements in employer securities at end of year2013-12-31$3,522,404
Assets. Invements in employer securities at beginning of year2013-12-31$3,483,396
Contributions received in cash from employer2013-12-31$100,000
Employer contributions (assets) at end of year2013-12-31$100,000
Employer contributions (assets) at beginning of year2013-12-31$103,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$45,693
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$4,050
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 name2013-12-31PARSONS CPA, PLLC
Accountancy firm EIN2013-12-31274214364
2012 : CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$45,712
Total unrealized appreciation/depreciation of assets2012-12-31$45,712
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,088
Total income from all sources (including contributions)2012-12-31$320,081
Total loss/gain on sale of assets2012-12-31$233
Total of all expenses incurred2012-12-31$89,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$61,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$103,367
Value of total assets at end of year2012-12-31$3,690,366
Value of total assets at beginning of year2012-12-31$3,459,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,909
Total interest from all sources2012-12-31$35
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$170,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$22,782
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$450,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$490
Administrative expenses (other) incurred2012-12-31$27,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$230,560
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,686,316
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,455,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,109,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$103,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$165,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$165,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$35
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$3,483,396
Assets. Invements in employer securities at beginning of year2012-12-31$2,184,081
Contributions received in cash from employer2012-12-31$103,367
Employer contributions (assets) at end of year2012-12-31$103,367
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from common stock2012-12-31$147,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$61,612
Liabilities. Value of benefit claims payable at end of year2012-12-31$4,050
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$4,088
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$233
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLAYTON S PARSONS III, CPA, PA
Accountancy firm EIN2012-12-31562035494
2011 : CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$45,206
Total unrealized appreciation/depreciation of assets2011-12-31$45,206
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,088
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$169,062
Total loss/gain on sale of assets2011-12-31$653
Total of all expenses incurred2011-12-31$76,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$52,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$3,459,844
Value of total assets at beginning of year2011-12-31$3,363,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,107
Total interest from all sources2011-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$123,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$43,120
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$450,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$490
Administrative expenses (other) incurred2011-12-31$24,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$92,640
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,455,756
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,363,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,109,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,067,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$165,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$57,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$57,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$14
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$2,184,081
Assets. Invements in employer securities at beginning of year2011-12-31$2,137,612
Contributions received in cash from employer2011-12-31$0
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$100,000
Income. Dividends from common stock2011-12-31$80,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$52,315
Liabilities. Value of benefit claims payable at end of year2011-12-31$4,088
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$653
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLAYTON S. PARSONS III, CPA, PA
Accountancy firm EIN2011-12-31562035494
2010 : CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$107,612
Total unrealized appreciation/depreciation of assets2010-12-31$107,612
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$341,357
Total loss/gain on sale of assets2010-12-31$1,085
Total of all expenses incurred2010-12-31$39,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$100,000
Value of total assets at end of year2010-12-31$3,363,116
Value of total assets at beginning of year2010-12-31$3,060,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,883
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$132,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$35,532
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$450,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$490
Administrative expenses (other) incurred2010-12-31$24,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$302,223
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,363,116
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,060,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,067,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,681,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$57,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$389,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$389,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$2,137,612
Contributions received in cash from employer2010-12-31$100,000
Employer contributions (assets) at end of year2010-12-31$100,000
Employer contributions (assets) at beginning of year2010-12-31$990,000
Income. Dividends from common stock2010-12-31$97,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,251
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,085
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLAYTON S. PARSONS III, CPA, PA
Accountancy firm EIN2010-12-31562035494
2009 : CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CB SQUARED SERVICES, INC. PROFIT SHARING PLAN

2022: CB SQUARED SERVICES, INC. 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: CB SQUARED SERVICES, INC. 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: CB SQUARED SERVICES, INC. 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: CB SQUARED SERVICES, INC. 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: CB SQUARED SERVICES, INC. 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: CB SQUARED SERVICES, INC. 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: CB SQUARED SERVICES, INC. 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: CB SQUARED SERVICES, INC. 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: CB SQUARED SERVICES, INC. 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: CB SQUARED SERVICES, INC. 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
2012: CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CB SQUARED SERVICES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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