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Plan Name | CONVERGENT RESOURCES, INC. RETIREMENT SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | CONVERGENT RESOURCES, INC. |
Employer identification number (EIN): | 582418443 |
NAIC Classification: | 522300 |
NAIC Description: | Activities Related to Credit Intermediation |
Additional information about CONVERGENT RESOURCES, INC.
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 1987-12-03 |
Company Identification Number: | K05147 |
Legal Registered Office Address: |
113 TIPPERARY DRIVE LAKE MARY 32746 |
More information about CONVERGENT RESOURCES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2015-01-01 | EDGAR NINOUS POURESHAGH | |||
001 | 2014-01-01 | CHANTAL WASHINGTON | |||
001 | 2013-01-01 | LISA JONES | LISA JONES | 2014-10-14 | |
001 | 2012-01-01 | TERRI WOOD | TERRI WOOD | 2013-10-14 | |
001 | 2011-01-01 | TERESA WOOD | TERESA WOOD | 2012-10-15 | |
001 | 2009-01-01 | TERRI WOOD |
Measure | Date | Value |
---|---|---|
2015: CONVERGENT RESOURCES, INC. RETIREMENT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 3,482 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,311 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 336 |
Total of all active and inactive participants | 2015-01-01 | 2,647 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 2,647 |
Number of participants with account balances | 2015-01-01 | 1,933 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CONVERGENT RESOURCES, INC. RETIREMENT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 2,982 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2,944 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 538 |
Total of all active and inactive participants | 2014-01-01 | 3,482 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 3,482 |
Number of participants with account balances | 2014-01-01 | 2,209 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: CONVERGENT RESOURCES, INC. RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 3,729 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,565 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 338 |
Total of all active and inactive participants | 2013-01-01 | 2,903 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 2,904 |
Number of participants with account balances | 2013-01-01 | 2,176 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: CONVERGENT RESOURCES, INC. RETIREMENT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 3,566 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2,488 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,241 |
Total of all active and inactive participants | 2012-01-01 | 3,729 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 3,729 |
Number of participants with account balances | 2012-01-01 | 2,782 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: CONVERGENT RESOURCES, INC. RETIREMENT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2,766 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,631 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 935 |
Total of all active and inactive participants | 2011-01-01 | 3,566 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 3,566 |
Number of participants with account balances | 2011-01-01 | 2,439 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2009: CONVERGENT RESOURCES, INC. RETIREMENT SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 835 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 843 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 275 |
Total of all active and inactive participants | 2009-01-01 | 1,119 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 1,119 |
Number of participants with account balances | 2009-01-01 | 1,119 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 36 |
Measure | Date | Value |
---|---|---|
2015 : CONVERGENT RESOURCES, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,693,544 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,573,751 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,397,950 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $20,776 |
Value of total corrective distributions | 2015-12-31 | $53,402 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,731,479 |
Value of total assets at end of year | 2015-12-31 | $16,211,390 |
Value of total assets at beginning of year | 2015-12-31 | $16,091,597 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $101,623 |
Total interest from all sources | 2015-12-31 | $25,836 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $786,068 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $786,068 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,919,152 |
Participant contributions at end of year | 2015-12-31 | $537,175 |
Participant contributions at beginning of year | 2015-12-31 | $492,762 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $171,817 |
Other income not declared elsewhere | 2015-12-31 | $13,034 |
Administrative expenses (other) incurred | 2015-12-31 | $101,623 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $119,793 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $16,211,390 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $16,091,597 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $15,674,215 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $15,598,835 |
Interest on participant loans | 2015-12-31 | $25,836 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-862,873 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $640,510 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,397,950 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | GREEN HASSON & JANKS LLP |
Accountancy firm EIN | 2015-12-31 | 951777440 |
2014 : CONVERGENT RESOURCES, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $3,242,843 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,558,595 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,418,723 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $2,147 |
Value of total corrective distributions | 2014-12-31 | $58,010 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,135,976 |
Value of total assets at end of year | 2014-12-31 | $16,091,597 |
Value of total assets at beginning of year | 2014-12-31 | $14,407,349 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $79,715 |
Total interest from all sources | 2014-12-31 | $24,290 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $815,572 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $815,572 |
Was this plan covered by a fidelity bond | 2014-12-31 | No |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,863,122 |
Participant contributions at end of year | 2014-12-31 | $492,762 |
Participant contributions at beginning of year | 2014-12-31 | $431,272 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $272,854 |
Other income not declared elsewhere | 2014-12-31 | $1,377 |
Administrative expenses (other) incurred | 2014-12-31 | $79,715 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,684,248 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $16,091,597 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $14,407,349 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $15,598,835 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $13,976,077 |
Interest on participant loans | 2014-12-31 | $24,290 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $265,628 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,418,723 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | FRAZIER & DEETER, LLC |
Accountancy firm EIN | 2014-12-31 | 581433845 |
2013 : CONVERGENT RESOURCES, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $33,751 |
Total income from all sources (including contributions) | 2013-12-31 | $4,288,803 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,101,397 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,947,050 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $519 |
Value of total corrective distributions | 2013-12-31 | $39,029 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,605,505 |
Value of total assets at end of year | 2013-12-31 | $14,407,349 |
Value of total assets at beginning of year | 2013-12-31 | $12,253,694 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $114,799 |
Total interest from all sources | 2013-12-31 | $22,176 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $475,921 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $475,921 |
Was this plan covered by a fidelity bond | 2013-12-31 | No |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,605,505 |
Participant contributions at end of year | 2013-12-31 | $431,272 |
Participant contributions at beginning of year | 2013-12-31 | $408,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $33,751 |
Other income not declared elsewhere | 2013-12-31 | $2,741 |
Administrative expenses (other) incurred | 2013-12-31 | $114,799 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,187,406 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $14,407,349 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $12,219,943 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $13,976,077 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $11,845,694 |
Interest on participant loans | 2013-12-31 | $22,176 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,182,460 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,947,050 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | FRAZIER & DEETER, LLC |
Accountancy firm EIN | 2013-12-31 | 581433845 |
2012 : CONVERGENT RESOURCES, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $33,751 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $75,015 |
Total income from all sources (including contributions) | 2012-12-31 | $2,959,789 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,478,873 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,376,518 |
Value of total corrective distributions | 2012-12-31 | $33,751 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,626,575 |
Value of total assets at end of year | 2012-12-31 | $12,253,694 |
Value of total assets at beginning of year | 2012-12-31 | $10,814,042 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $68,604 |
Total interest from all sources | 2012-12-31 | $20,029 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $237,136 |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $237,136 |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,574,301 |
Participant contributions at end of year | 2012-12-31 | $408,000 |
Participant contributions at beginning of year | 2012-12-31 | $337,868 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $52,274 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $33,751 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $52,515 |
Other income not declared elsewhere | 2012-12-31 | $9,713 |
Administrative expenses (other) incurred | 2012-12-31 | $68,604 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $22,500 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,480,916 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $12,219,943 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,739,027 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $11,845,694 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $10,476,174 |
Interest on participant loans | 2012-12-31 | $20,029 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,066,336 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,376,518 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | FRAZIER & DEETER, LLC |
Accountancy firm EIN | 2012-12-31 | 581433845 |
2011 : CONVERGENT RESOURCES, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $75,015 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $125,344 |
Total income from all sources (including contributions) | 2011-12-31 | $1,394,570 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $589,367 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $389,497 |
Value of total corrective distributions | 2011-12-31 | $168,888 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,506,398 |
Value of total assets at end of year | 2011-12-31 | $10,814,042 |
Value of total assets at beginning of year | 2011-12-31 | $10,059,168 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $30,982 |
Total interest from all sources | 2011-12-31 | $20,285 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $238,176 |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $238,176 |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,472,513 |
Participant contributions at end of year | 2011-12-31 | $337,868 |
Participant contributions at beginning of year | 2011-12-31 | $404,437 |
Participant contributions at beginning of year | 2011-12-31 | $36,586 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $33,885 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $52,515 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $103,344 |
Administrative expenses (other) incurred | 2011-12-31 | $30,982 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $22,500 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $22,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $805,203 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,739,027 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,933,824 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $10,476,174 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $9,618,145 |
Interest on participant loans | 2011-12-31 | $20,285 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-370,289 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $389,497 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | FRAZIER & DEETER, LLC |
Accountancy firm EIN | 2011-12-31 | 581433845 |
2010 : CONVERGENT RESOURCES, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $125,344 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $247,515 |
Total income from all sources (including contributions) | 2010-12-31 | $2,337,114 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,396,204 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,343,824 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,213,070 |
Value of total assets at end of year | 2010-12-31 | $10,059,168 |
Value of total assets at beginning of year | 2010-12-31 | $9,240,429 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $52,380 |
Total interest from all sources | 2010-12-31 | $18,091 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $170,200 |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $170,200 |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,209,825 |
Participant contributions at end of year | 2010-12-31 | $404,437 |
Participant contributions at beginning of year | 2010-12-31 | $289,331 |
Participant contributions at end of year | 2010-12-31 | $36,586 |
Participant contributions at beginning of year | 2010-12-31 | $31,474 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $3,245 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $103,344 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $164,515 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $22,000 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $83,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $940,910 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $9,933,824 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,992,914 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $52,380 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $9,618,145 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $8,919,624 |
Interest on participant loans | 2010-12-31 | $18,091 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $935,753 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,343,824 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | FRAZIER & DEETER, LLC |
Accountancy firm EIN | 2010-12-31 | 581433845 |
2015: CONVERGENT RESOURCES, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CONVERGENT RESOURCES, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CONVERGENT RESOURCES, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CONVERGENT RESOURCES, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CONVERGENT RESOURCES, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CONVERGENT RESOURCES, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |