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OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameOFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

OFFICE MANAGEMENT SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:OFFICE MANAGEMENT SYSTEMS, INC.
Employer identification number (EIN):640679888
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Additional information about OFFICE MANAGEMENT SYSTEMS, INC.

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 249114
Legal Registered Office Address: E. MAPLE DAVISON 48423


United States of America (USA)
10506

More information about OFFICE MANAGEMENT SYSTEMS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RANDY MCDADE2023-07-31 RANDY MCDADE2023-07-31
0012021-01-01RANDY MCDADE2022-10-05 RANDY MCDADE2022-10-05
0012020-01-01RANDY MCDADE2021-10-13 RANDY MCDADE2021-10-13
0012019-01-01RANDY MCDADE2020-07-30 RANDY MCDADE2020-07-30
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-04-01
0012012-04-01RANDY MCDADE RANDY MCDADE2015-04-03
0012011-04-01RANDY MCDADE RANDY MCDADE2015-04-03
0012010-04-01RANDY MCDADE RANDY MCDADE2015-04-03
0012009-04-01WILLIAM R MCDADE

Plan Statistics for OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01209
Total number of active participants reported on line 7a of the Form 55002022-01-01149
Number of other retired or separated participants entitled to future benefits2022-01-0145
Total of all active and inactive participants2022-01-01194
Total participants2022-01-01194
Number of participants with account balances2022-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01217
Total number of active participants reported on line 7a of the Form 55002021-01-01149
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-01195
Total participants2021-01-01195
Number of participants with account balances2021-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01214
Total number of active participants reported on line 7a of the Form 55002020-01-01171
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01210
Total participants2020-01-01210
Number of participants with account balances2020-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01209
Total number of active participants reported on line 7a of the Form 55002019-01-01171
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01207
Total participants2019-01-01207
Number of participants with account balances2019-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01203
Total number of active participants reported on line 7a of the Form 55002018-01-01167
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01196
Total participants2018-01-01196
Number of participants with account balances2018-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01197
Total number of active participants reported on line 7a of the Form 55002017-01-01168
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01193
Total participants2017-01-01193
Number of participants with account balances2017-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01182
Total number of active participants reported on line 7a of the Form 55002016-01-01156
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01177
Total participants2016-01-01177
Number of participants with account balances2016-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01188
Total number of active participants reported on line 7a of the Form 55002015-01-01154
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01172
Number of participants with account balances2015-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01192
Total number of active participants reported on line 7a of the Form 55002014-01-01168
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01182
Number of participants with account balances2014-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01190
Total number of active participants reported on line 7a of the Form 55002013-04-01161
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-0113
Total of all active and inactive participants2013-04-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-01174
Number of participants with account balances2013-04-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-013
2012: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01166
Total number of active participants reported on line 7a of the Form 55002012-04-01166
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-010
Total of all active and inactive participants2012-04-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01166
Number of participants with account balances2012-04-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01188
Total number of active participants reported on line 7a of the Form 55002011-04-01166
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-010
Total of all active and inactive participants2011-04-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-01166
Number of participants with account balances2011-04-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2010: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01195
Total number of active participants reported on line 7a of the Form 55002010-04-01171
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-010
Total of all active and inactive participants2010-04-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-010
Total participants2010-04-01171
Number of participants with account balances2010-04-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-010
2009: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01197
Total number of active participants reported on line 7a of the Form 55002009-04-01177
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-0117
Total of all active and inactive participants2009-04-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-01194
Number of participants with account balances2009-04-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-0111

Financial Data on OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022 : OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,132,584
Total of all expenses incurred2022-12-31$613,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$545,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$823,195
Value of total assets at end of year2022-12-31$13,751,597
Value of total assets at beginning of year2022-12-31$16,497,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$68,069
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$507,851
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$507,851
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$620,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,746,193
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,751,597
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,497,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,000,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,462,744
Interest earned on other investments2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,750,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,035,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,463,630
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$203,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$545,540
Contract administrator fees2022-12-31$68,069
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HORNE, LLP
Accountancy firm EIN2022-12-31201941244
2021 : OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,457,234
Total of all expenses incurred2021-12-31$2,300,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,226,609
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$786,075
Value of total assets at end of year2021-12-31$16,497,790
Value of total assets at beginning of year2021-12-31$16,340,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$73,690
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,054,181
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$1,054,181
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$589,231
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$156,935
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,497,790
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,340,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,462,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,948,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,035,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,392,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$616,978
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$196,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,226,609
Contract administrator fees2021-12-31$73,690
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 name2021-12-31HORNE, LLP
Accountancy firm EIN2021-12-31201941244
2020 : OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,381,096
Total of all expenses incurred2020-12-31$716,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$653,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$780,526
Value of total assets at end of year2020-12-31$16,340,855
Value of total assets at beginning of year2020-12-31$14,676,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,691
Total interest from all sources2020-12-31$506,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$579,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,664,836
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,340,855
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,676,019
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$14,948,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,798,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$506,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,392,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,877,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,094,283
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$201,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$653,569
Contract administrator fees2020-12-31$62,691
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 name2020-12-31HORNE, LLP
Accountancy firm EIN2020-12-31201941244
2019 : OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,198,833
Total of all expenses incurred2019-12-31$201,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$147,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$740,758
Value of total assets at end of year2019-12-31$14,676,019
Value of total assets at beginning of year2019-12-31$11,679,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$54,826
Total interest from all sources2019-12-31$410,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$546,900
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,625
Administrative expenses (other) incurred2019-12-31$54,826
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$2,997,001
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,676,019
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,679,018
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$12,798,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,325,397
Interest earned on other investments2019-12-31$410,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,877,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,353,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,047,773
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$188,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$147,006
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HORNE, LLP
Accountancy firm EIN2019-12-31201941244
2018 : OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-97,958
Total of all expenses incurred2018-12-31$537,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$484,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$664,981
Value of total assets at end of year2018-12-31$11,679,018
Value of total assets at beginning of year2018-12-31$12,314,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$52,894
Total interest from all sources2018-12-31$640,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$490,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-635,024
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,679,018
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,314,042
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
Investment advisory and management fees2018-12-31$52,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,325,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,634,369
Interest earned on other investments2018-12-31$640,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,353,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,679,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,403,334
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$174,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$484,172
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 name2018-12-31HORNE, LLP
Accountancy firm EIN2018-12-31201941244
2017 : OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,331,615
Total of all expenses incurred2017-12-31$130,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$128,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$660,439
Value of total assets at end of year2017-12-31$12,314,042
Value of total assets at beginning of year2017-12-31$10,112,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,080
Total interest from all sources2017-12-31$647,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$478,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,201,571
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,314,042
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,112,471
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$1,080
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,634,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,871,688
Interest earned on other investments2017-12-31$647,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,679,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,240,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,023,486
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$181,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$128,964
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 name2017-12-31HORNE, LLP
Accountancy firm EIN2017-12-31201941244
2016 : OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,292,516
Total of all expenses incurred2016-12-31$234,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$233,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$618,891
Value of total assets at end of year2016-12-31$10,112,471
Value of total assets at beginning of year2016-12-31$9,053,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$518
Total interest from all sources2016-12-31$394,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$454,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,058,484
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,112,471
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,053,987
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$518
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,871,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,870,180
Interest earned on other investments2016-12-31$394,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,240,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,183,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$279,595
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$164,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$233,514
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 name2016-12-31HORNE, LLP
Accountancy firm EIN2016-12-31201941244
2015 : OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$499,320
Total of all expenses incurred2015-12-31$52,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$51,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$598,210
Value of total assets at end of year2015-12-31$9,053,987
Value of total assets at beginning of year2015-12-31$8,607,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$450
Total interest from all sources2015-12-31$407,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$438,524
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$446,966
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,053,987
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,607,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,870,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,909,658
Interest earned on other investments2015-12-31$407,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,183,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$697,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-506,460
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$159,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$51,904
Contract administrator fees2015-12-31$450
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 name2015-12-31HORNE, LLP
Accountancy firm EIN2015-12-31201941244
2014 : OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
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$937,792
Total of all expenses incurred2014-12-31$170,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$169,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$520,804
Value of total assets at end of year2014-12-31$8,607,021
Value of total assets at beginning of year2014-12-31$7,839,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$582
Total interest from all sources2014-12-31$389,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$386,786
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$767,598
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,607,021
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,839,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,909,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,355,978
Interest earned on other investments2014-12-31$389,018
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$697,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$483,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$27,970
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$134,018
Employer contributions (assets) at beginning of year2014-12-31$87
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$169,612
Contract administrator fees2014-12-31$582
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 name2014-12-31HORNE, LLP
Accountancy firm EIN2014-12-31201941244
2013 : OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,228,039
Total of all expenses incurred2013-12-31$234,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$234,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$388,937
Value of total assets at end of year2013-12-31$7,839,423
Value of total assets at beginning of year2013-12-31$6,845,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$225
Total interest from all sources2013-12-31$227,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$287,285
Participant contributions at beginning of year2013-12-31$11,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$993,627
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,839,423
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,845,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,355,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,517,275
Interest earned on other investments2013-12-31$227,471
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$28,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$284,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$284,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$483,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$611,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$101,652
Employer contributions (assets) at end of year2013-12-31$87
Employer contributions (assets) at beginning of year2013-12-31$4,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$234,187
Contract administrator fees2013-12-31$225
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HORNE, LLP
Accountancy firm EIN2013-12-31201941244
Total income from all sources (including contributions)2013-03-31$1,057,232
Total of all expenses incurred2013-03-31$147,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$145,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$498,112
Value of total assets at end of year2013-03-31$6,845,796
Value of total assets at beginning of year2013-03-31$5,936,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$1,929
Total interest from all sources2013-03-31$283,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$369,196
Participant contributions at beginning of year2013-03-31$0
Participant contributions at end of year2013-03-31$11,060
Assets. Other investments not covered elsewhere at beginning of year2013-03-31$0
Administrative expenses (other) incurred2013-03-31$1,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$909,651
Value of net assets at end of year (total assets less liabilities)2013-03-31$6,845,796
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$5,936,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$6,517,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$5,746,637
Value of interest in pooled separate accounts at beginning of year2013-03-31$0
Interest earned on other investments2013-03-31$283,636
Value of interest in common/collective trusts at end of year2013-03-31$28,198
Value of interest in common/collective trusts at beginning of year2013-03-31$28,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$284,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$161,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$161,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$275,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Assets. Invements in employer securities at beginning of year2013-03-31$0
Contributions received in cash from employer2013-03-31$128,916
Employer contributions (assets) at end of year2013-03-31$4,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$145,652
Asset. Corporate debt instrument debt (other) at beginning of year2013-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$0
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31HORNE LLP
Accountancy firm EIN2013-03-31201941244
2012 : OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$0
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total transfer of assets from this plan2012-03-31$0
Total income from all sources (including contributions)2012-03-31$624,375
Total of all expenses incurred2012-03-31$237,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$235,784
Expenses. Certain deemed distributions of participant loans2012-03-31$0
Value of total corrective distributions2012-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$488,588
Value of total assets at end of year2012-03-31$5,936,145
Value of total assets at beginning of year2012-03-31$5,549,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$1,898
Total interest from all sources2012-03-31$124,996
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$356,164
Participant contributions at end of year2012-03-31$0
Participant contributions at beginning of year2012-03-31$0
Assets. Other investments not covered elsewhere at end of year2012-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-03-31$0
Other income not declared elsewhere2012-03-31$0
Administrative expenses (other) incurred2012-03-31$1,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$386,693
Value of net assets at end of year (total assets less liabilities)2012-03-31$5,936,145
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$5,549,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$5,746,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$5,361,473
Value of interest in pooled separate accounts at end of year2012-03-31$0
Value of interest in pooled separate accounts at beginning of year2012-03-31$0
Interest on participant loans2012-03-31$0
Interest earned on other investments2012-03-31$124,996
Value of interest in common/collective trusts at end of year2012-03-31$28,091
Value of interest in common/collective trusts at beginning of year2012-03-31$27,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$161,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$160,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$160,230
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$0
Net investment gain/loss from pooled separate accounts2012-03-31$10,791
Net investment gain or loss from common/collective trusts2012-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Assets. Invements in employer securities at end of year2012-03-31$0
Assets. Invements in employer securities at beginning of year2012-03-31$0
Contributions received in cash from employer2012-03-31$132,424
Income. Dividends from common stock2012-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$235,784
Asset. Corporate debt instrument debt (other) at end of year2012-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-03-31$0
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31HORNE LLP
Accountancy firm EIN2012-03-31201941244
2011 : OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$0
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total transfer of assets to this plan2011-03-31$0
Total transfer of assets from this plan2011-03-31$0
Total income from all sources (including contributions)2011-03-31$968,244
Total of all expenses incurred2011-03-31$134,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$132,457
Expenses. Certain deemed distributions of participant loans2011-03-31$0
Value of total corrective distributions2011-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$433,566
Value of total assets at end of year2011-03-31$5,549,452
Value of total assets at beginning of year2011-03-31$4,715,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$2,133
Total interest from all sources2011-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$139,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$139,924
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$318,198
Participant contributions at end of year2011-03-31$0
Participant contributions at beginning of year2011-03-31$0
Assets. Other investments not covered elsewhere at end of year2011-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-03-31$0
Other income not declared elsewhere2011-03-31$0
Administrative expenses (other) incurred2011-03-31$2,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$833,654
Value of net assets at end of year (total assets less liabilities)2011-03-31$5,549,452
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$4,715,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$5,361,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$3,754,810
Value of interest in pooled separate accounts at end of year2011-03-31$0
Value of interest in pooled separate accounts at beginning of year2011-03-31$0
Interest on participant loans2011-03-31$0
Interest earned on other investments2011-03-31$0
Value of interest in common/collective trusts at end of year2011-03-31$27,749
Value of interest in common/collective trusts at beginning of year2011-03-31$960,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$160,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$394,754
Net investment gain/loss from pooled separate accounts2011-03-31$0
Net investment gain or loss from common/collective trusts2011-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Assets. Invements in employer securities at end of year2011-03-31$0
Assets. Invements in employer securities at beginning of year2011-03-31$0
Contributions received in cash from employer2011-03-31$115,368
Income. Dividends from common stock2011-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$132,457
Asset. Corporate debt instrument debt (other) at end of year2011-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$0
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31HORNE LLP
Accountancy firm EIN2011-03-31201941244
2010 : OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-03-31$0
Minimum employer required contribution for this plan year2010-03-31$0
Amount contributed by the employer to the plan for this plan year2010-03-31$0

Form 5500 Responses for OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN

2022: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedYes
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedYes
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedYes
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement - TrustYes
2009: OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

LINCOLN FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 1
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 unallocated funds for contracts of type guaranteed investment?Yes
LINCOLN FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 1
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 contracts of type guaranteed investment?Yes
LINCOLN FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335746-01
Policy instance 1
Insurance contract or identification number335746-01
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,296
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
Commission paid to Insurance BrokerUSD $648
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335746-01
Policy instance 1
Insurance contract or identification number335746-01
Number of Individuals Covered77
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,726
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,363
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335746-01
Policy instance 1
Insurance contract or identification number335746-01
Number of Individuals Covered67
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,076
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
Commission paid to Insurance BrokerUSD $2,038
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335746-01
Policy instance 1
Insurance contract or identification number335746-01
Number of Individuals Covered62
Insurance policy start date2017-04-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,487
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
Commission paid to Insurance BrokerUSD $2,019
Insurance broker organization code?3
Insurance broker nameSTEPHEN GREENHAW
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335746-01
Policy instance 1
Insurance contract or identification number335746-01
Number of Individuals Covered51
Insurance policy start date2015-04-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,467
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
Commission paid to Insurance BrokerUSD $1,179
Insurance broker organization code?3
Insurance broker nameSTEPHEN GREENHAW
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335746-01
Policy instance 1
Insurance contract or identification number335746-01
Number of Individuals Covered49
Insurance policy start date2014-04-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,982
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
Commission paid to Insurance BrokerUSD $674
Insurance broker organization code?3
Insurance broker nameSTEPHEN GREENHAW
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335746-01
Policy instance 1
Insurance contract or identification number335746-01
Number of Individuals Covered49
Insurance policy start date2013-04-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,117
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
Commission paid to Insurance BrokerUSD $673
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameSTEPHEN GREENHAW
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820511
Policy instance 1
Insurance contract or identification numberGA-820511
Number of Individuals Covered135
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $17,309
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 $17,309
Insurance broker organization code?3
Insurance broker nameSTERNE AGEE LEACH
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820511
Policy instance 1
Insurance contract or identification numberGA-820511
Number of Individuals Covered135
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $16,070
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820511
Policy instance 1
Insurance contract or identification numberGA-820511
Number of Individuals Covered139
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $14,073
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 $14,073
Insurance broker organization code?3
Insurance broker nameSAL INS AGENCY OF MS PC

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