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CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 401k Plan overview

Plan NameCORPORATE BUSINESS SOLUTIONS 401(K) PLAN
Plan identification number 333

CORPORATE BUSINESS SOLUTIONS 401(K) 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.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SOUTHEASTERN EMPLOYEE BENEFITS GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHEASTERN EMPLOYEE BENEFITS GROUP, INC.
Employer identification number (EIN):582070081
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Additional information about SOUTHEASTERN EMPLOYEE BENEFITS GROUP, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1999-08-31
Company Identification Number: 2414277
Legal Registered Office Address: 1903 AVENUE U
Kings
BROOKLYN
United States of America (USA)
11229

More information about SOUTHEASTERN EMPLOYEE BENEFITS GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORPORATE BUSINESS SOLUTIONS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01
3332019-01-01MIKE JOHNSON2020-10-15 MIKE JOHNSON2020-10-15
3332018-01-01JAMES KARLE2019-10-15 JAMES KARLE2019-10-15
3332017-01-01JAMES KARLE JAMES KARLE2018-10-12
3332016-01-01JAMES KARLE JAMES KARLE2018-01-23
3332015-01-01JAMES KARLE JAMES KARLE2016-10-17
3332014-01-01JAMES KARLE JAMES KARLE2015-10-15
3332013-01-01JAMES KARLE
3332012-01-01JAMES KARLE
3332011-01-01JAMES KARLE
3332010-01-01JAMES KARLE
3332009-01-01JAMES KARLE

Plan Statistics for CORPORATE BUSINESS SOLUTIONS 401(K) PLAN

401k plan membership statisitcs for CORPORATE BUSINESS SOLUTIONS 401(K) PLAN

Measure Date Value
2022: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01302
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01302
Total number of active participants reported on line 7a of the Form 55002021-01-0155
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01117
Total of all active and inactive participants2021-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01172
Number of participants with account balances2021-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2019: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01430
Total number of active participants reported on line 7a of the Form 55002019-01-01204
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01143
Total of all active and inactive participants2019-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01353
Number of participants with account balances2019-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0132
2018: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,646
Total number of active participants reported on line 7a of the Form 55002018-01-011,461
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-01122
Total of all active and inactive participants2018-01-011,593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,593
Number of participants with account balances2018-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,759
Total number of active participants reported on line 7a of the Form 55002017-01-011,465
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-01152
Total of all active and inactive participants2017-01-011,631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,631
Number of participants with account balances2017-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0125
2016: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,839
Total number of active participants reported on line 7a of the Form 55002016-01-011,574
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-01169
Total of all active and inactive participants2016-01-011,753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,753
Number of participants with account balances2016-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,987
Total number of active participants reported on line 7a of the Form 55002015-01-011,472
Number of retired or separated participants receiving benefits2015-01-0123
Number of other retired or separated participants entitled to future benefits2015-01-01265
Total of all active and inactive participants2015-01-011,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,760
Number of participants with account balances2015-01-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,938
Total number of active participants reported on line 7a of the Form 55002014-01-011,705
Number of retired or separated participants receiving benefits2014-01-0174
Number of other retired or separated participants entitled to future benefits2014-01-01212
Total of all active and inactive participants2014-01-011,991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,991
Number of participants with account balances2014-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,859
Total number of active participants reported on line 7a of the Form 55002013-01-011,599
Number of retired or separated participants receiving benefits2013-01-0180
Number of other retired or separated participants entitled to future benefits2013-01-01234
Total of all active and inactive participants2013-01-011,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,913
Number of participants with account balances2013-01-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,923
Total number of active participants reported on line 7a of the Form 55002012-01-011,608
Number of retired or separated participants receiving benefits2012-01-0116
Number of other retired or separated participants entitled to future benefits2012-01-01245
Total of all active and inactive participants2012-01-011,869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,869
Number of participants with account balances2012-01-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,952
Total number of active participants reported on line 7a of the Form 55002011-01-011,580
Number of retired or separated participants receiving benefits2011-01-0116
Number of other retired or separated participants entitled to future benefits2011-01-01306
Total of all active and inactive participants2011-01-011,902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,903
Number of participants with account balances2011-01-01609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0140
2010: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,530
Total number of active participants reported on line 7a of the Form 55002010-01-011,541
Number of retired or separated participants receiving benefits2010-01-0113
Number of other retired or separated participants entitled to future benefits2010-01-01204
Total of all active and inactive participants2010-01-011,758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,758
Number of participants with account balances2010-01-01573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,508
Total number of active participants reported on line 7a of the Form 55002009-01-011,027
Number of retired or separated participants receiving benefits2009-01-0123
Number of other retired or separated participants entitled to future benefits2009-01-01261
Total of all active and inactive participants2009-01-011,311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,311
Number of participants with account balances2009-01-01552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0123

Financial Data on CORPORATE BUSINESS SOLUTIONS 401(K) PLAN

Measure Date Value
2022 : CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-07-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-29$0
Total income from all sources (including contributions)2022-07-29$-553,977
Total loss/gain on sale of assets2022-07-29$0
Total of all expenses incurred2022-07-29$4,188,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-29$4,176,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-29$270,417
Value of total assets at end of year2022-07-29$0
Value of total assets at beginning of year2022-07-29$4,742,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-29$12,160
Total interest from all sources2022-07-29$649
Total dividends received (eg from common stock, registered investment company shares)2022-07-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-29Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-07-29$0
Was this plan covered by a fidelity bond2022-07-29Yes
Value of fidelity bond cover2022-07-29$500,000
If this is an individual account plan, was there a blackout period2022-07-29No
Were there any nonexempt tranactions with any party-in-interest2022-07-29No
Contributions received from participants2022-07-29$11,622
Participant contributions at end of year2022-07-29$0
Participant contributions at beginning of year2022-07-29$42,695
Participant contributions at end of year2022-07-29$0
Participant contributions at beginning of year2022-07-29$1,980
Income. Received or receivable in cash from other sources (including rollovers)2022-07-29$255,444
Other income not declared elsewhere2022-07-29$22
Total non interest bearing cash at end of year2022-07-29$0
Total non interest bearing cash at beginning of year2022-07-29$8,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-29No
Value of net income/loss2022-07-29$-4,742,892
Value of net assets at end of year (total assets less liabilities)2022-07-29$0
Value of net assets at beginning of year (total assets less liabilities)2022-07-29$4,742,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-29No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-29No
Were any leases to which the plan was party in default or uncollectible2022-07-29No
Value of interest in pooled separate accounts at end of year2022-07-29$0
Value of interest in pooled separate accounts at beginning of year2022-07-29$4,678,250
Interest on participant loans2022-07-29$649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-07-29$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-07-29$10,205
Net investment gain/loss from pooled separate accounts2022-07-29$-825,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-29No
Was there a failure to transmit to the plan any participant contributions2022-07-29No
Has the plan failed to provide any benefit when due under the plan2022-07-29No
Contributions received in cash from employer2022-07-29$3,351
Employer contributions (assets) at end of year2022-07-29$0
Employer contributions (assets) at beginning of year2022-07-29$929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-29$4,176,755
Contract administrator fees2022-07-29$12,160
Liabilities. Value of benefit claims payable at end of year2022-07-29$0
Liabilities. Value of benefit claims payable at beginning of year2022-07-29$0
Did the plan have assets held for investment2022-07-29No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-29Yes
Opinion of an independent qualified public accountant for this plan2022-07-29Unqualified
Accountancy firm name2022-07-29CARR, RIGGS & INGRAM LLC
Accountancy firm EIN2022-07-29721396621
2021 : CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,331
Total income from all sources (including contributions)2021-12-31$1,380,991
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,211,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,193,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$297,789
Value of total assets at end of year2021-12-31$4,742,892
Value of total assets at beginning of year2021-12-31$10,575,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,871
Total interest from all sources2021-12-31$8,423
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$241,249
Participant contributions at end of year2021-12-31$42,695
Participant contributions at beginning of year2021-12-31$204,603
Participant contributions at end of year2021-12-31$1,980
Participant contributions at beginning of year2021-12-31$4,870
Other income not declared elsewhere2021-12-31$10
Administrative expenses (other) incurred2021-12-31$7,269
Total non interest bearing cash at end of year2021-12-31$8,833
Total non interest bearing cash at beginning of year2021-12-31$1,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-5,830,031
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,742,892
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,572,923
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 pooled separate accounts at end of year2021-12-31$4,678,250
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,340,625
Interest on participant loans2021-12-31$8,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$20,974
Net investment gain/loss from pooled separate accounts2021-12-31$1,074,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$56,540
Employer contributions (assets) at end of year2021-12-31$929
Employer contributions (assets) at beginning of year2021-12-31$2,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,193,151
Contract administrator fees2021-12-31$10,602
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,331
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 name2021-12-31CARR, RIGGS & INGRAM LLC
Accountancy firm EIN2021-12-31721396621
2019 : CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$76,076
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$76,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$61,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$61,608
Total income from all sources (including contributions)2019-12-31$2,772,589
Total income from all sources (including contributions)2019-12-31$2,772,589
Total of all expenses incurred2019-12-31$1,093,344
Total of all expenses incurred2019-12-31$1,093,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,075,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,075,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$730,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$730,824
Value of total assets at end of year2019-12-31$10,989,688
Value of total assets at end of year2019-12-31$10,989,688
Value of total assets at beginning of year2019-12-31$9,295,975
Value of total assets at beginning of year2019-12-31$9,295,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,024
Total interest from all sources2019-12-31$44,123
Total interest from all sources2019-12-31$44,123
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$430,517
Contributions received from participants2019-12-31$430,517
Participant contributions at end of year2019-12-31$169,483
Participant contributions at end of year2019-12-31$169,483
Participant contributions at beginning of year2019-12-31$70,827
Participant contributions at beginning of year2019-12-31$70,827
Participant contributions at end of year2019-12-31$4,870
Participant contributions at end of year2019-12-31$4,870
Participant contributions at beginning of year2019-12-31$563
Participant contributions at beginning of year2019-12-31$563
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$62,795
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$62,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,077
Administrative expenses (other) incurred2019-12-31$17,570
Administrative expenses (other) incurred2019-12-31$17,570
Liabilities. Value of operating payables at end of year2019-12-31$76,076
Liabilities. Value of operating payables at end of year2019-12-31$76,076
Liabilities. Value of operating payables at beginning of year2019-12-31$60,531
Liabilities. Value of operating payables at beginning of year2019-12-31$60,531
Total non interest bearing cash at end of year2019-12-31$30,261
Total non interest bearing cash at end of year2019-12-31$30,261
Total non interest bearing cash at beginning of year2019-12-31$25,694
Total non interest bearing cash at beginning of year2019-12-31$25,694
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
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$1,679,245
Value of net income/loss2019-12-31$1,679,245
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,913,612
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,913,612
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,234,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$10,752,456
Value of interest in pooled separate accounts at end of year2019-12-31$10,752,456
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,154,521
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,154,521
Interest on participant loans2019-12-31$9,177
Interest on participant loans2019-12-31$9,177
Interest earned on other investments2019-12-31$34,494
Interest earned on other investments2019-12-31$34,494
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$30,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$30,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$41,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$41,211
Net investment gain/loss from pooled separate accounts2019-12-31$1,997,642
Net investment gain/loss from pooled separate accounts2019-12-31$1,997,642
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$237,512
Contributions received in cash from employer2019-12-31$237,512
Employer contributions (assets) at end of year2019-12-31$2,399
Employer contributions (assets) at end of year2019-12-31$2,399
Employer contributions (assets) at beginning of year2019-12-31$3,159
Employer contributions (assets) at beginning of year2019-12-31$3,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,075,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,075,320
Contract administrator fees2019-12-31$454
Contract administrator fees2019-12-31$454
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm name2019-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2019-12-31721396621
Accountancy firm EIN2019-12-31721396621
2018 : CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$61,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$33,840
Total income from all sources (including contributions)2018-12-31$181,904
Total of all expenses incurred2018-12-31$2,758,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,708,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$733,848
Value of total assets at end of year2018-12-31$9,295,975
Value of total assets at beginning of year2018-12-31$11,844,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,827
Total interest from all sources2018-12-31$6,358
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$500,000
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$451,973
Participant contributions at end of year2018-12-31$70,827
Participant contributions at beginning of year2018-12-31$135,518
Participant contributions at end of year2018-12-31$563
Participant contributions at beginning of year2018-12-31$564
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$54,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$13,055
Administrative expenses (other) incurred2018-12-31$49,375
Liabilities. Value of operating payables at end of year2018-12-31$60,531
Liabilities. Value of operating payables at beginning of year2018-12-31$20,785
Total non interest bearing cash at end of year2018-12-31$25,694
Total non interest bearing cash at beginning of year2018-12-31$16,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,576,764
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,234,367
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,811,131
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 pooled separate accounts at end of year2018-12-31$9,154,521
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,652,271
Interest on participant loans2018-12-31$5,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$41,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$40,152
Net investment gain/loss from pooled separate accounts2018-12-31$-558,302
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$227,148
Employer contributions (assets) at end of year2018-12-31$3,159
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$2,708,841
Contract administrator fees2018-12-31$452
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 name2018-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2018-12-31721396621
2017 : CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$618
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$33,840
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$33,219
Total income from all sources (including contributions)2017-12-31$2,780,405
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,359,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,330,019
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$734,674
Value of total assets at end of year2017-12-31$11,844,971
Value of total assets at beginning of year2017-12-31$13,422,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,292
Total interest from all sources2017-12-31$8,749
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
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$509,420
Participant contributions at end of year2017-12-31$135,518
Participant contributions at beginning of year2017-12-31$195,768
Participant contributions at end of year2017-12-31$564
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$22,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$13,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$14,266
Administrative expenses (other) incurred2017-12-31$28,710
Liabilities. Value of operating payables at end of year2017-12-31$20,785
Liabilities. Value of operating payables at beginning of year2017-12-31$18,953
Total non interest bearing cash at end of year2017-12-31$16,466
Total non interest bearing cash at beginning of year2017-12-31$8,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,578,906
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,811,131
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,389,419
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 pooled separate accounts at end of year2017-12-31$11,652,271
Value of interest in pooled separate accounts at beginning of year2017-12-31$13,169,016
Interest on participant loans2017-12-31$8,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$40,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$49,507
Net investment gain/loss from pooled separate accounts2017-12-31$2,036,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$203,141
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,330,019
Contract administrator fees2017-12-31$582
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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 name2017-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2017-12-31721396621
2016 : CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$2,164,850
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$33,219
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$24,313
Total income from all sources (including contributions)2016-12-31$1,693,397
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,353,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,304,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,008,892
Value of total assets at end of year2016-12-31$13,422,638
Value of total assets at beginning of year2016-12-31$12,908,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$48,627
Total interest from all sources2016-12-31$11,368
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$638,388
Participant contributions at end of year2016-12-31$195,768
Participant contributions at beginning of year2016-12-31$188,768
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$19
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$98,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$14,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$434
Administrative expenses (other) incurred2016-12-31$48,041
Liabilities. Value of operating payables at end of year2016-12-31$18,953
Liabilities. Value of operating payables at beginning of year2016-12-31$23,879
Total non interest bearing cash at end of year2016-12-31$8,347
Total non interest bearing cash at beginning of year2016-12-31$23,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,659,867
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,389,419
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,884,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$13,169,016
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,658,456
Interest on participant loans2016-12-31$10,017
Interest earned on other investments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$49,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$38,317
Net investment gain/loss from pooled separate accounts2016-12-31$673,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$271,748
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,304,637
Contract administrator fees2016-12-31$586
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
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 name2016-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2016-12-31721396621
2015 : CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$576,127
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,313
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$37,626
Total income from all sources (including contributions)2015-12-31$1,434,756
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,610,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,544,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,378,956
Value of total assets at end of year2015-12-31$12,908,749
Value of total assets at beginning of year2015-12-31$14,521,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$65,681
Total interest from all sources2015-12-31$10,716
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$500,000
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$1,032,935
Participant contributions at end of year2015-12-31$188,768
Participant contributions at beginning of year2015-12-31$284,910
Participant contributions at end of year2015-12-31$19
Participant contributions at beginning of year2015-12-31$20,052
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$50,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$28,492
Administrative expenses (other) incurred2015-12-31$65,681
Liabilities. Value of operating payables at end of year2015-12-31$23,879
Liabilities. Value of operating payables at beginning of year2015-12-31$9,134
Total non interest bearing cash at end of year2015-12-31$23,189
Total non interest bearing cash at beginning of year2015-12-31$7,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,175,524
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,884,436
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,483,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$12,658,456
Value of interest in pooled separate accounts at beginning of year2015-12-31$14,111,993
Interest on participant loans2015-12-31$10,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$38,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$96,499
Net investment gain/loss from pooled separate accounts2015-12-31$45,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$295,691
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,544,599
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 name2015-12-31NEIMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2015-12-31580942047
2014 : CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$37,626
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$35,872
Total income from all sources (including contributions)2014-12-31$2,068,043
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,193,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,136,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,373,116
Value of total assets at end of year2014-12-31$14,521,459
Value of total assets at beginning of year2014-12-31$14,645,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$56,963
Total interest from all sources2014-12-31$14,740
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$500,000
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$1,003,388
Participant contributions at end of year2014-12-31$284,910
Participant contributions at beginning of year2014-12-31$273,979
Participant contributions at end of year2014-12-31$20,052
Participant contributions at beginning of year2014-12-31$17,435
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$22,002
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$28,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$26,471
Administrative expenses (other) incurred2014-12-31$49,733
Liabilities. Value of operating payables at end of year2014-12-31$9,134
Liabilities. Value of operating payables at beginning of year2014-12-31$9,401
Total non interest bearing cash at end of year2014-12-31$7,807
Total non interest bearing cash at beginning of year2014-12-31$10,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-125,679
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,483,833
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,609,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$14,111,993
Value of interest in pooled separate accounts at beginning of year2014-12-31$14,174,868
Interest on participant loans2014-12-31$13,470
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$96,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$161,790
Net investment gain/loss from pooled separate accounts2014-12-31$680,187
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
Contributions received in cash from employer2014-12-31$347,726
Employer contributions (assets) at end of year2014-12-31$198
Employer contributions (assets) at beginning of year2014-12-31$6,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,136,759
Contract administrator fees2014-12-31$7,230
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 name2014-12-31BABUSH NEIMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2014-12-31580942047
2013 : CORPORATE BUSINESS SOLUTIONS 401(K) 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$35,872
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$76,044
Total income from all sources (including contributions)2013-12-31$3,995,723
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,685,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,579,755
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,496,526
Value of total assets at end of year2013-12-31$14,645,384
Value of total assets at beginning of year2013-12-31$12,375,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$105,578
Total interest from all sources2013-12-31$15,910
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$500,000
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$982,112
Participant contributions at end of year2013-12-31$273,979
Participant contributions at beginning of year2013-12-31$316,483
Participant contributions at end of year2013-12-31$17,435
Participant contributions at beginning of year2013-12-31$2,363
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$208,374
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$294
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$26,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$63,100
Liabilities. Value of operating payables at end of year2013-12-31$9,401
Liabilities. Value of operating payables at beginning of year2013-12-31$12,944
Total non interest bearing cash at end of year2013-12-31$10,094
Total non interest bearing cash at beginning of year2013-12-31$30,528
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$2,310,390
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,609,512
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,299,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$14,174,868
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,825,969
Interest on participant loans2013-12-31$14,449
Interest earned on other investments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$161,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$199,823
Net investment gain/loss from pooled separate accounts2013-12-31$2,483,287
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
Contributions received in cash from employer2013-12-31$306,040
Employer contributions (assets) at end of year2013-12-31$6,924
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,579,755
Contract administrator fees2013-12-31$105,578
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 name2013-12-31BABUSH NEIMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2013-12-31580942047
2012 : CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$76,044
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$85,547
Total income from all sources (including contributions)2012-12-31$3,052,643
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,649,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,441,295
Expenses. Certain deemed distributions of participant loans2012-12-31$50,420
Value of total corrective distributions2012-12-31$55,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,445,749
Value of total assets at end of year2012-12-31$12,375,166
Value of total assets at beginning of year2012-12-31$13,981,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$103,061
Total interest from all sources2012-12-31$26,238
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Contributions received from participants2012-12-31$1,033,229
Participant contributions at end of year2012-12-31$316,483
Participant contributions at beginning of year2012-12-31$377,441
Participant contributions at end of year2012-12-31$2,363
Participant contributions at beginning of year2012-12-31$10,666
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$139,991
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$20
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$63,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$70,068
Liabilities. Value of operating payables at end of year2012-12-31$12,944
Liabilities. Value of operating payables at beginning of year2012-12-31$15,479
Total non interest bearing cash at end of year2012-12-31$30,528
Total non interest bearing cash at beginning of year2012-12-31$34,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,597,203
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,299,122
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,896,325
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 pooled separate accounts at end of year2012-12-31$11,825,969
Value of interest in pooled separate accounts at beginning of year2012-12-31$13,234,502
Interest on participant loans2012-12-31$18,264
Interest earned on other investments2012-12-31$6,030
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$199,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$317,208
Net investment gain/loss from pooled separate accounts2012-12-31$1,580,656
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
Contributions received in cash from employer2012-12-31$272,529
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$7,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,441,295
Contract administrator fees2012-12-31$103,061
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
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 name2012-12-31BABUSH NEIMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2012-12-31580942047
2011 : CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$85,547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$61,555
Total income from all sources (including contributions)2011-12-31$1,845,665
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,373,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,149,275
Expenses. Certain deemed distributions of participant loans2011-12-31$51,517
Value of total corrective distributions2011-12-31$70,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,298,138
Value of total assets at end of year2011-12-31$13,981,872
Value of total assets at beginning of year2011-12-31$13,485,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$102,197
Total interest from all sources2011-12-31$25,033
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Contributions received from participants2011-12-31$1,344,226
Participant contributions at end of year2011-12-31$377,441
Participant contributions at beginning of year2011-12-31$304,698
Participant contributions at end of year2011-12-31$10,666
Participant contributions at beginning of year2011-12-31$10
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$561,901
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$20
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$70,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$61,555
Other income not declared elsewhere2011-12-31$-4,150
Liabilities. Value of operating payables at end of year2011-12-31$15,479
Total non interest bearing cash at end of year2011-12-31$34,306
Total non interest bearing cash at beginning of year2011-12-31$54,024
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$472,607
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,896,325
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,423,718
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 pooled separate accounts at end of year2011-12-31$13,234,502
Value of interest in pooled separate accounts at beginning of year2011-12-31$12,735,802
Interest on participant loans2011-12-31$18,821
Interest earned on other investments2011-12-31$7
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$317,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$378,729
Net investment gain/loss from pooled separate accounts2011-12-31$-473,356
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
Contributions received in cash from employer2011-12-31$392,011
Employer contributions (assets) at end of year2011-12-31$7,729
Employer contributions (assets) at beginning of year2011-12-31$12,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,149,275
Contract administrator fees2011-12-31$102,197
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BABUSH NEIMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2011-12-31580942047
2010 : CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-10,407
Total unrealized appreciation/depreciation of assets2010-12-31$-10,407
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$61,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$61,633
Total income from all sources (including contributions)2010-12-31$4,421,431
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,691,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,534,208
Expenses. Certain deemed distributions of participant loans2010-12-31$20,894
Value of total corrective distributions2010-12-31$34,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,019,927
Value of total assets at end of year2010-12-31$13,485,273
Value of total assets at beginning of year2010-12-31$10,755,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$101,860
Total interest from all sources2010-12-31$21,850
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Contributions received from participants2010-12-31$1,278,316
Participant contributions at end of year2010-12-31$304,698
Participant contributions at beginning of year2010-12-31$267,110
Participant contributions at end of year2010-12-31$10
Participant contributions at beginning of year2010-12-31$30,074
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,302,952
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$61,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$61,633
Total non interest bearing cash at end of year2010-12-31$54,024
Total non interest bearing cash at beginning of year2010-12-31$40,377
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$2,730,163
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,423,718
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,693,555
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 pooled separate accounts at end of year2010-12-31$12,735,802
Value of interest in pooled separate accounts at beginning of year2010-12-31$10,113,295
Interest on participant loans2010-12-31$14,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$7,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$378,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$303,656
Net investment gain/loss from pooled separate accounts2010-12-31$1,390,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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
Contributions received in cash from employer2010-12-31$438,659
Employer contributions (assets) at end of year2010-12-31$12,010
Employer contributions (assets) at beginning of year2010-12-31$676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,534,208
Contract administrator fees2010-12-31$101,860
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
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 name2010-12-31BABUSH NEIMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2010-12-31580942047
2009 : CORPORATE BUSINESS SOLUTIONS 401(K) 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 CORPORATE BUSINESS SOLUTIONS 401(K) PLAN

2022: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2019: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CORPORATE BUSINESS SOLUTIONS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50211
Policy instance 1
Insurance contract or identification number50211
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-07-29
Total amount of commissions paid to insurance brokerUSD $7,232
Total amount of fees paid to insurance companyUSD $10,656
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees9562
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50211
Policy instance 1
Insurance contract or identification number50211
Number of Individuals Covered172
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,841
Total amount of fees paid to insurance companyUSD $10,297
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees9562
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50211
Policy instance 1
Insurance contract or identification number50211
Number of Individuals Covered252
Total amount of commissions paid to insurance brokerUSD $4,065
Total amount of fees paid to insurance companyUSD $2,025
Commission paid to Insurance BrokerUSD $4,065
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees2025
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50211
Policy instance 1
Insurance contract or identification number50211
Number of Individuals Covered251
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,409
Total amount of fees paid to insurance companyUSD $1,827
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,409
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees1827
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number50211
Policy instance 1
Insurance contract or identification number50211
Number of Individuals Covered356
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,235
Total amount of fees paid to insurance companyUSD $53,915
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,235
Insurance broker organization code?3
Amount paid for insurance broker fees53915
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES
Insurance broker nameR. BRUCE TANNER & ASSOCIATES, INC.

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