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ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 401k Plan overview

Plan NameORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN
Plan identification number 001

ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ORLANDO SCIENCE CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:ORLANDO SCIENCE CENTER, INC.
Employer identification number (EIN):590896343
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about ORLANDO SCIENCE CENTER, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1964-12-17
Company Identification Number: 708266
Legal Registered Office Address: 777 EAST PRINCETON STREET

ORLANDO

32803

More information about ORLANDO SCIENCE CENTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SCOTT BERNER2023-10-13 SCOTT BERNER2023-10-13
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CRAIG MEYER CRAIG MEYER2018-10-12
0012016-01-01CRAIG MEYER CRAIG MEYER2017-10-10
0012015-01-01CRAIG MEYER CRAIG MEYER2016-10-04
0012014-01-01CRAIG MEYER CRAIG MEYER2016-10-03
0012014-01-01CRAIG MEYER CRAIG MEYER2015-10-13
0012013-01-01
0012012-01-01JOHN MALLOZZI2013-10-09 JOHN MALLOZZI2013-10-09
0012011-01-01JOHN MALLOZZI2013-10-09 JOHN MALLOZZI2013-10-09
0012010-01-01JOHN MALLOZZI2011-10-17 JOHN MALLOZZI2011-10-17

Plan Statistics for ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN

401k plan membership statisitcs for ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN

Measure Date Value
2022: ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01168
Total number of active participants reported on line 7a of the Form 55002022-01-01108
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0160
Total of all active and inactive participants2022-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01168
Number of participants with account balances2022-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01168
Total number of active participants reported on line 7a of the Form 55002021-01-01102
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01169
Number of participants with account balances2021-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01195
Total number of active participants reported on line 7a of the Form 55002020-01-0193
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0164
Total of all active and inactive participants2020-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01157
Number of participants with account balances2020-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0128
2019: ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01188
Total number of active participants reported on line 7a of the Form 55002019-01-01131
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01183
Number of participants with account balances2019-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01196
Total number of active participants reported on line 7a of the Form 55002018-01-01140
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0143
Total of all active and inactive participants2018-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01183
Number of participants with account balances2018-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01163
Total number of active participants reported on line 7a of the Form 55002017-01-01112
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01162
Total participants2017-01-01162
Number of participants with account balances2017-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01165
Total number of active participants reported on line 7a of the Form 55002016-01-01106
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01150
Number of participants with account balances2016-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01134
Total number of active participants reported on line 7a of the Form 55002015-01-01111
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01148
Number of participants with account balances2015-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01132
Total number of active participants reported on line 7a of the Form 55002014-01-0187
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01117
Number of participants with account balances2014-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012

Financial Data on ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN

Measure Date Value
2022 : ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$162
Total income from all sources (including contributions)2022-12-31$-224,375
Total of all expenses incurred2022-12-31$118,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$100,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$424,781
Value of total assets at end of year2022-12-31$3,223,270
Value of total assets at beginning of year2022-12-31$3,565,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,719
Total interest from all sources2022-12-31$2,039
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$32,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$32,999
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,100,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$304,587
Participant contributions at end of year2022-12-31$24,515
Participant contributions at beginning of year2022-12-31$29,168
Participant contributions at end of year2022-12-31$11,690
Participant contributions at beginning of year2022-12-31$10,417
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Other income not declared elsewhere2022-12-31$-4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-342,545
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,223,108
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,565,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$12,381
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,097,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,484,684
Interest on participant loans2022-12-31$1,179
Interest earned on other investments2022-12-31$860
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$86,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$37,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-544,619
Net investment gain/loss from pooled separate accounts2022-12-31$-139,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$120,194
Employer contributions (assets) at end of year2022-12-31$3,588
Employer contributions (assets) at beginning of year2022-12-31$4,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$100,451
Contract administrator fees2022-12-31$5,338
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$162
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31SCHAFER, TSCHOPP, WHITCOMB, MITCHEL
Accountancy firm EIN2022-12-31261472386
2021 : ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$774,729
Total of all expenses incurred2021-12-31$121,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$101,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$318,534
Value of total assets at end of year2021-12-31$3,565,653
Value of total assets at beginning of year2021-12-31$2,912,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,616
Total interest from all sources2021-12-31$2,216
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$63,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$63,040
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,100,000
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$218,594
Participant contributions at end of year2021-12-31$29,168
Participant contributions at beginning of year2021-12-31$9,999
Participant contributions at end of year2021-12-31$10,417
Participant contributions at beginning of year2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$113
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$653,056
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,565,653
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,912,597
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
Investment advisory and management fees2021-12-31$5,984
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,484,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,865,318
Interest on participant loans2021-12-31$1,231
Interest earned on other investments2021-12-31$985
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$37,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$37,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$265,801
Net investment gain/loss from pooled separate accounts2021-12-31$125,138
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$99,940
Employer contributions (assets) at end of year2021-12-31$4,234
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$100,944
Contract administrator fees2021-12-31$14,632
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SCHAFER, TSCHOPP, WHITCOMB, MITCHEL
Accountancy firm EIN2021-12-31261472386
2020 : ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$756,404
Total of all expenses incurred2020-12-31$177,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$159,849
Value of total corrective distributions2020-12-31$4,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$338,976
Value of total assets at end of year2020-12-31$2,912,597
Value of total assets at beginning of year2020-12-31$2,333,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,033
Total interest from all sources2020-12-31$1,546
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$30,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$30,247
Administrative expenses professional fees incurred2020-12-31$2,330
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,100,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$203,123
Participant contributions at end of year2020-12-31$9,999
Participant contributions at beginning of year2020-12-31$11,998
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$8,609
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$25,310
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$579,166
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,912,597
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,333,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,865,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,273,354
Interest on participant loans2020-12-31$631
Interest earned on other investments2020-12-31$915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$37,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$36,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$285,081
Net investment gain/loss from pooled separate accounts2020-12-31$100,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$110,543
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$3,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$159,849
Contract administrator fees2020-12-31$10,703
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SCHAFER, TSCHOPP, WHITCOMB, MITCHEL
Accountancy firm EIN2020-12-31261472386
2019 : ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$153
Total income from all sources (including contributions)2019-12-31$734,142
Total of all expenses incurred2019-12-31$121,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$107,919
Value of total corrective distributions2019-12-31$707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$314,795
Value of total assets at end of year2019-12-31$2,333,431
Value of total assets at beginning of year2019-12-31$1,720,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,746
Total interest from all sources2019-12-31$1,785
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$28,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$28,864
Administrative expenses professional fees incurred2019-12-31$2,480
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$520,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$216,297
Participant contributions at end of year2019-12-31$11,998
Participant contributions at beginning of year2019-12-31$6,541
Participant contributions at end of year2019-12-31$8,609
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,656
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$153
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$612,770
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,333,431
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,720,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,273,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,679,599
Interest on participant loans2019-12-31$574
Interest earned on other investments2019-12-31$1,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$36,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$34,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$269,886
Net investment gain/loss from pooled separate accounts2019-12-31$118,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$74,842
Employer contributions (assets) at end of year2019-12-31$3,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$107,919
Contract administrator fees2019-12-31$10,266
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SCHAFER, TSCHOPP, WHITCOMB, MITCHEL
Accountancy firm EIN2019-12-31261472386
2018 : ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$153
Total income from all sources (including contributions)2018-12-31$101,241
Total of all expenses incurred2018-12-31$101,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$89,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$242,448
Value of total assets at end of year2018-12-31$1,720,814
Value of total assets at beginning of year2018-12-31$1,721,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,046
Total interest from all sources2018-12-31$1,729
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$23,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$23,930
Administrative expenses professional fees incurred2018-12-31$1,950
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$520,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$183,191
Participant contributions at end of year2018-12-31$6,541
Participant contributions at beginning of year2018-12-31$5,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-506
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,720,661
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,721,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,679,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,679,271
Interest on participant loans2018-12-31$370
Interest earned on other investments2018-12-31$1,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$34,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$36,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-123,044
Net investment gain/loss from pooled separate accounts2018-12-31$-43,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$59,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$89,701
Contract administrator fees2018-12-31$10,096
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 name2018-12-31SCHAFER, TSCHOPP, WHITCOMB, MITCHEL
Accountancy firm EIN2018-12-31261472386
2017 : ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$799
Total income from all sources (including contributions)2017-12-31$456,638
Total of all expenses incurred2017-12-31$105,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$93,557
Value of total corrective distributions2017-12-31$1,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$205,398
Value of total assets at end of year2017-12-31$1,721,320
Value of total assets at beginning of year2017-12-31$1,371,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,147
Total interest from all sources2017-12-31$1,420
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$22,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$22,009
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$520,000
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$131,477
Participant contributions at end of year2017-12-31$5,946
Participant contributions at beginning of year2017-12-31$3,585
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$29,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$799
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$350,755
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,721,167
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,370,412
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
Investment advisory and management fees2017-12-31$2,267
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,679,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,305,824
Interest on participant loans2017-12-31$165
Interest earned on other investments2017-12-31$1,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$36,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$61,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$145,665
Net investment gain/loss from pooled separate accounts2017-12-31$82,146
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$44,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$93,557
Contract administrator fees2017-12-31$8,880
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 name2017-12-31SCHAFER, TSCHOPP, WHITCOMB, MITCHEL
Accountancy firm EIN2017-12-31261472386
2016 : ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$799
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$700
Total income from all sources (including contributions)2016-12-31$294,414
Total of all expenses incurred2016-12-31$140,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$127,829
Value of total corrective distributions2016-12-31$1,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$214,166
Value of total assets at end of year2016-12-31$1,371,211
Value of total assets at beginning of year2016-12-31$1,217,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,381
Total interest from all sources2016-12-31$2,268
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$11,147
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$520,000
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$106,964
Participant contributions at end of year2016-12-31$3,585
Participant contributions at beginning of year2016-12-31$21,394
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$74,294
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$799
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$700
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$154,108
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,370,412
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,216,304
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
Investment advisory and management fees2016-12-31$1,974
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,305,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,083,064
Interest on participant loans2016-12-31$462
Interest earned on other investments2016-12-31$1,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$61,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$112,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$32,572
Net investment gain/loss from pooled separate accounts2016-12-31$34,261
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$32,908
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$127,829
Contract administrator fees2016-12-31$9,407
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 name2016-12-31SCHAFER, TSCHOPP, WHITCOMB, MITCHEL
Accountancy firm EIN2016-12-31261472386
2015 : ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$70
Total income from all sources (including contributions)2015-12-31$133,738
Total of all expenses incurred2015-12-31$367,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$350,155
Expenses. Certain deemed distributions of participant loans2015-12-31$1,093
Value of total corrective distributions2015-12-31$1,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$146,886
Value of total assets at end of year2015-12-31$1,217,004
Value of total assets at beginning of year2015-12-31$1,450,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,364
Total interest from all sources2015-12-31$5,026
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$7,432
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$520,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$113,973
Participant contributions at end of year2015-12-31$21,394
Participant contributions at beginning of year2015-12-31$24,014
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$495
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$70
Other income not declared elsewhere2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-234,024
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,216,304
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,450,328
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
Investment advisory and management fees2015-12-31$2,123
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,083,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,117,592
Interest on participant loans2015-12-31$1,068
Interest earned on other investments2015-12-31$3,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$112,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$308,792
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-17,189
Net investment gain/loss from pooled separate accounts2015-12-31$-8,417
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$32,418
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$350,155
Contract administrator fees2015-12-31$13,241
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 name2015-12-31SCHAFER, TSCHOPP, WHITCOMB, MITCHEL
Accountancy firm EIN2015-12-31261472386
2014 : ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$70
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$70
Total income from all sources (including contributions)2014-12-31$197,432
Total of all expenses incurred2014-12-31$159,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$140,347
Value of total corrective distributions2014-12-31$1,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$117,596
Value of total assets at end of year2014-12-31$1,450,398
Value of total assets at beginning of year2014-12-31$1,412,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,376
Total interest from all sources2014-12-31$5,456
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$15,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$15,214
Administrative expenses professional fees incurred2014-12-31$877
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$520,000
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$29,883
Participant contributions at end of year2014-12-31$24,014
Participant contributions at beginning of year2014-12-31$15,464
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$2,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$70
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$70
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$38,198
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,450,328
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,412,130
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
Investment advisory and management fees2014-12-31$2,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,117,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,089,375
Interest on participant loans2014-12-31$772
Interest earned on other investments2014-12-31$4,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$308,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$302,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$59,166
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$87,713
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$2,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$140,347
Contract administrator fees2014-12-31$14,200
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 name2014-12-31SCHAFER, TSCHOPP, WHITCOMB, MITCHEL
Accountancy firm EIN2014-12-31261472386

Form 5500 Responses for ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN

2022: ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ORLANDO SCIENCE CENTER, INC. MATCH SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95611-01
Policy instance 2
Insurance contract or identification number95611-01
Number of Individuals Covered25
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered148
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $23
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 fees23
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95611-01
Policy instance 2
Insurance contract or identification number95611-01
Number of Individuals Covered25
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered144
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 fees0
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95611-01
Policy instance 2
Insurance contract or identification number95611-01
Number of Individuals Covered25
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered132
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 fees6
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered143
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 fees5
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95611-01
Policy instance 2
Insurance contract or identification number95611-01
Number of Individuals Covered25
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95611-01
Policy instance 2
Insurance contract or identification number95611-01
Number of Individuals Covered27
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered122
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 fees4
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95611-01
Policy instance 2
Insurance contract or identification number95611-01
Number of Individuals Covered27
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered85
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 fees3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameBATES & COMPANY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95611-01
Policy instance 2
Insurance contract or identification number95611-01
Number of Individuals Covered28
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered57
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $119
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees119
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameBATES & COMPANY, INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number95611-01
Policy instance 2
Insurance contract or identification number95611-01
Number of Individuals Covered28
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered58
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $169
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 fees169
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
Insurance broker nameBATES & COMPANY, INC.

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