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WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN
Plan identification number 333

WORKFORCE BUSINESS SERVICES, INC.'S 401(K) 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WORKFORCE BUSINESS SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WORKFORCE BUSINESS SERVICES, INC.
Employer identification number (EIN):650847999
NAIC Classification:541214
NAIC Description:Payroll Services

Additional information about WORKFORCE BUSINESS SERVICES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1998-07-08
Company Identification Number: P98000060167
Legal Registered Office Address: 1401 MANATEE AVE WEST

BRADENTON

34205

More information about WORKFORCE BUSINESS SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01
3332020-01-01
3332019-01-01
3332019-01-01
3332018-01-01DANIEL P JOHNSON2019-12-30
3332018-01-01DANIEL P JOHNSON2019-10-08
3332017-01-01DANIEL P JOHNSON DANIEL P JOHNSON2018-10-12
3332016-01-01DANIEL E JOHNSON
3332015-01-01DANIEL P. JOHNSON
3332014-01-01DANIEL E. JOHNSON
3332014-01-01DANIEL E. JOHNSON
3332013-01-01DANIEL E. JOHNSON
3332012-01-01DANIEL E. JOHNSON

Plan Statistics for WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01662
Total number of active participants reported on line 7a of the Form 55002022-01-01734
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0159
Total of all active and inactive participants2022-01-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01795
Number of participants with account balances2022-01-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01612
Total number of active participants reported on line 7a of the Form 55002021-01-01608
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0149
Total of all active and inactive participants2021-01-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01662
Number of participants with account balances2021-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01573
Total number of active participants reported on line 7a of the Form 55002020-01-01538
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0174
Total of all active and inactive participants2020-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01612
Number of participants with account balances2020-01-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-010
Total number of active participants reported on line 7a of the Form 55002019-01-0138
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0143
Number of participants with account balances2019-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01331
Total number of active participants reported on line 7a of the Form 55002018-01-011,204
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0190
Total of all active and inactive participants2018-01-011,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,294
Number of participants with account balances2018-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01248
Total number of active participants reported on line 7a of the Form 55002017-01-01257
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01331
Number of participants with account balances2017-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01211
Total number of active participants reported on line 7a of the Form 55002016-01-01193
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01248
Number of participants with account balances2016-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0131
2015: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01155
Total number of active participants reported on line 7a of the Form 55002015-01-01159
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0151
Total of all active and inactive participants2015-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01211
Number of participants with account balances2015-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01158
Total number of active participants reported on line 7a of the Form 55002014-01-01104
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0150
Total of all active and inactive participants2014-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01155
Number of participants with account balances2014-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01175
Total number of active participants reported on line 7a of the Form 55002013-01-01101
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01158
Number of participants with account balances2013-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01233
Total number of active participants reported on line 7a of the Form 55002012-01-01118
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01175
Number of participants with account balances2012-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111

Financial Data on WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$124,280
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$153,460
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$1,727,315
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,481,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,477,158
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,581,025
Value of total assets at end of year2022-12-31$18,000,512
Value of total assets at beginning of year2022-12-31$17,783,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,345
Total interest from all sources2022-12-31$14,964
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
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$2,763,196
Participant contributions at end of year2022-12-31$307,164
Participant contributions at beginning of year2022-12-31$281,514
Participant contributions at end of year2022-12-31$82,371
Participant contributions at beginning of year2022-12-31$81,693
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$642,914
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$124,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$153,460
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$4,345
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$245,812
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,876,232
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,630,420
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,072,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,149,483
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$12,059
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$2,905
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,375,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,126,682
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-2,868,674
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$1,174,915
Employer contributions (assets) at end of year2022-12-31$163,200
Employer contributions (assets) at beginning of year2022-12-31$144,508
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,477,158
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PRIDA, GUIDA & PEREZ, P.A.
Accountancy firm EIN2022-12-31591978917
2021 : WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$153,460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$120,195
Total income from all sources (including contributions)2021-12-31$4,977,216
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$948,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$944,692
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,999,349
Value of total assets at end of year2021-12-31$16,388,405
Value of total assets at beginning of year2021-12-31$12,326,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,973
Total interest from all sources2021-12-31$21,604
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,075,363
Participant contributions at end of year2021-12-31$281,514
Participant contributions at beginning of year2021-12-31$320,383
Participant contributions at end of year2021-12-31$81,693
Participant contributions at beginning of year2021-12-31$131,265
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$138,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$153,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$120,195
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$3,973
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$4,028,551
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,234,945
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,206,394
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$14,793,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,616,181
Interest on participant loans2021-12-31$12,423
Interest earned on other investments2021-12-31$9,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,087,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,144,166
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$1,956,263
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$785,191
Employer contributions (assets) at end of year2021-12-31$144,508
Employer contributions (assets) at beginning of year2021-12-31$114,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$944,692
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRIDA, GUIDA & PEREZ, P.A.
Accountancy firm EIN2021-12-31591978917
2020 : WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$227,402
Total transfer of assets from this plan2020-12-31$929,734
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$120,195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,821,508
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,080,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,076,572
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,661,630
Value of total assets at end of year2020-12-31$12,326,589
Value of total assets at beginning of year2020-12-31$10,167,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,014
Total interest from all sources2020-12-31$23,223
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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
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$1,712,328
Participant contributions at end of year2020-12-31$320,383
Participant contributions at beginning of year2020-12-31$259,205
Participant contributions at end of year2020-12-31$131,265
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$160,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$120,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$4,014
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$2,740,922
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,206,394
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,167,804
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$10,616,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,675,795
Interest on participant loans2020-12-31$13,155
Interest earned on other investments2020-12-31$10,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$6,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$6,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,144,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$226,326
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$1,136,655
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$788,376
Employer contributions (assets) at end of year2020-12-31$114,594
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,076,572
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 name2020-12-31PRIDA, GUIDA & PEREZ, P.A.
Accountancy firm EIN2020-12-31591978917
2019 : WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$211,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,347,855
Total loss/gain on sale of assets2019-12-31$118,132
Total of all expenses incurred2019-12-31$1,389,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,148,954
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$102,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,700,336
Value of total assets at end of year2019-12-31$9,462,870
Value of total assets at beginning of year2019-12-31$7,218,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$138,460
Total interest from all sources2019-12-31$13,396
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$40,502
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$40,502
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$1,602,911
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$161,348
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$61,822
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,375,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,681
Other income not declared elsewhere2019-12-31$7,882
Administrative expenses (other) incurred2019-12-31$138,460
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$109,400
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$10,958,117
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,462,870
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,218,973
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$9,236,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,868,996
Interest on participant loans2019-12-31$8,411
Interest earned on other investments2019-12-31$4,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$226,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$178,518
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,457,164
Net investment gain/loss from pooled separate accounts2019-12-31$10,443
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$722,026
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$19,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,148,954
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
Aggregate proceeds on sale of assets2019-12-31$125,101
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,969
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 name2019-12-31PRIDA, GUIDA & PEREZ, P.A.
Accountancy firm EIN2019-12-31591978917
2018 : WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$2,182,793
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,681
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,212,053
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$658,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$588,219
Expenses. Certain deemed distributions of participant loans2018-12-31$777
Value of total corrective distributions2018-12-31$4,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,848,970
Value of total assets at end of year2018-12-31$7,308,687
Value of total assets at beginning of year2018-12-31$8,932,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$64,916
Total interest from all sources2018-12-31$7,373
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$1,314,922
Participant contributions at end of year2018-12-31$161,361
Participant contributions at beginning of year2018-12-31$172,986
Participant contributions at end of year2018-12-31$61,822
Participant contributions at beginning of year2018-12-31$36,894
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$19,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$4,681
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$2,175
Total non interest bearing cash at end of year2018-12-31$109,400
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$553,910
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,304,006
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,932,889
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$10,867
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,956,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,302,151
Interest on participant loans2018-12-31$7,373
Interest earned on other investments2018-12-31$3,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$109,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$391,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-644,290
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$514,673
Employer contributions (assets) at end of year2018-12-31$19,443
Employer contributions (assets) at beginning of year2018-12-31$29,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$588,219
Contract administrator fees2018-12-31$51,874
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31GREGORY, SHARER & STUART, P.A.
Accountancy firm EIN2018-12-31591850025
2017 : WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$122,838
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,509,728
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$197,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$187,212
Expenses. Certain deemed distributions of participant loans2017-12-31$7,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,485,729
Value of total assets at end of year2017-12-31$8,932,889
Value of total assets at beginning of year2017-12-31$6,497,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,967
Total interest from all sources2017-12-31$9,164
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$963,855
Participant contributions at end of year2017-12-31$172,986
Participant contributions at beginning of year2017-12-31$158,633
Participant contributions at end of year2017-12-31$36,894
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$227,246
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,967
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$2,312,597
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,932,889
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,497,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,302,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,041,591
Interest on participant loans2017-12-31$5,843
Interest earned on other investments2017-12-31$3,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$391,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$276,657
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,014,835
Net investment gain/loss from pooled separate accounts2017-12-31$0
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$294,628
Employer contributions (assets) at end of year2017-12-31$29,079
Employer contributions (assets) at beginning of year2017-12-31$20,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$187,212
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 name2017-12-31GREGORY, SHARER & STUART, PC
Accountancy firm EIN2017-12-31591850025
2016 : WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$215,215
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,437,946
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$486,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$485,224
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$935,731
Value of total assets at end of year2016-12-31$6,497,454
Value of total assets at beginning of year2016-12-31$5,761,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,758
Total interest from all sources2016-12-31$9,385
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$699,729
Participant contributions at end of year2016-12-31$158,633
Participant contributions at beginning of year2016-12-31$192,918
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$24,370
Other income not declared elsewhere2016-12-31$168
Administrative expenses (other) incurred2016-12-31$1,758
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$950,964
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,497,454
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,761,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,041,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,438,393
Interest on participant loans2016-12-31$6,653
Interest earned on other investments2016-12-31$2,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$276,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$130,394
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$492,662
Net investment gain/loss from pooled separate accounts2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$211,632
Employer contributions (assets) at end of year2016-12-31$20,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$485,224
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 name2016-12-31GREGORY, SHARER & STUART, P.A.
Accountancy firm EIN2016-12-31591850025
2015 : WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$916,050
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$406,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$405,877
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$937,720
Value of total assets at end of year2015-12-31$5,761,705
Value of total assets at beginning of year2015-12-31$5,252,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$932
Total interest from all sources2015-12-31$7,813
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$568,075
Participant contributions at end of year2015-12-31$192,918
Participant contributions at beginning of year2015-12-31$169,385
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$240,943
Other income not declared elsewhere2015-12-31$4,169
Administrative expenses (other) incurred2015-12-31$932
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$509,241
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,761,705
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,252,464
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$5,438,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,977,033
Interest on participant loans2015-12-31$7,572
Interest earned on other investments2015-12-31$241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$130,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$106,046
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-33,652
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$128,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$405,877
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 name2015-12-31GREGORY, SHARER & STUART, P.A.
Accountancy firm EIN2015-12-31591850025
2014 : WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$381,373
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$860,140
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$297,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$295,407
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$520,976
Value of total assets at end of year2014-12-31$5,252,464
Value of total assets at beginning of year2014-12-31$5,070,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,843
Total interest from all sources2014-12-31$8,653
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$435,058
Participant contributions at end of year2014-12-31$169,385
Participant contributions at beginning of year2014-12-31$202,067
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$1,843
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$562,890
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,252,464
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,070,947
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$4,977,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,782,337
Interest on participant loans2014-12-31$7,777
Interest earned on other investments2014-12-31$876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$106,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$86,543
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$330,511
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$85,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$295,407
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 name2014-12-31GREGORY, SHARER & STUART, P.A.
Accountancy firm EIN2014-12-31591850025
2013 : WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning 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$1,298,930
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$669,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$561,843
Expenses. Certain deemed distributions of participant loans2013-12-31$105,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$503,388
Value of total assets at end of year2013-12-31$5,070,947
Value of total assets at beginning of year2013-12-31$4,441,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,596
Total interest from all sources2013-12-31$10,915
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$378,125
Participant contributions at end of year2013-12-31$202,067
Participant contributions at beginning of year2013-12-31$219,215
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$59,459
Administrative expenses (other) incurred2013-12-31$2,596
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$629,355
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,070,947
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,441,592
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$4,782,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,054,008
Interest on participant loans2013-12-31$10,211
Interest earned on other investments2013-12-31$704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$86,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$168,369
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$784,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$65,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$561,843
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 name2013-12-31GREGORY, SHARER & STUART
Accountancy firm EIN2013-12-31591850025
2012 : WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$49,249
Total income from all sources (including contributions)2012-12-31$1,150,222
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,881,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,724,121
Expenses. Certain deemed distributions of participant loans2012-12-31$105,952
Value of total corrective distributions2012-12-31$25,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$486,551
Value of total assets at end of year2012-12-31$4,441,592
Value of total assets at beginning of year2012-12-31$5,222,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,746
Total interest from all sources2012-12-31$8,382
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$10,914
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$405,383
Participant contributions at end of year2012-12-31$219,215
Participant contributions at beginning of year2012-12-31$271,247
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$49,249
Other income not declared elsewhere2012-12-31$41,267
Total non interest bearing cash at beginning of year2012-12-31$41,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-731,662
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,441,592
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,173,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,054,008
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,824,407
Interest on participant loans2012-12-31$8,060
Interest earned on other investments2012-12-31$322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$168,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$79,193
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$614,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$81,168
Employer contributions (assets) at beginning of year2012-12-31$6,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,724,121
Contract administrator fees2012-12-31$15,832
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GREGORY, SHARER & STUART
Accountancy firm EIN2012-12-31591850025

Form 5500 Responses for WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN

2022: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final 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 benefit arrangement – InsuranceYes
2021: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) 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 benefit arrangement – InsuranceYes
2020: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) 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 benefit arrangement – InsuranceYes
2019: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) 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 benefit arrangement – InsuranceYes
2018: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedYes
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: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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
2013: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: WORKFORCE BUSINESS SERVICES, INC.'S 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number577026
Policy instance 1
Insurance contract or identification number577026
Number of Individuals Covered0
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 $11,574
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11574
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number577000B
Policy instance 1
Insurance contract or identification number577000B
Number of Individuals Covered662
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 $22,758
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees22758
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number577000B
Policy instance 1
Insurance contract or identification number577000B
Number of Individuals Covered612
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 $22,758
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees22758
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number577000B
Policy instance 1
Insurance contract or identification number577000B
Number of Individuals Covered43
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract numberGA-3919
Policy instance 2
Insurance contract or identification numberGA-3919
Number of Individuals Covered4
Insurance policy start date2018-04-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number575500A
Policy instance 1
Insurance contract or identification number575500A
Number of Individuals Covered7
Insurance policy start date2018-01-01
Insurance policy end date2018-04-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,583
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4583
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number575500A
Policy instance 1
Insurance contract or identification number575500A
Number of Individuals Covered331
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 $1,952
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1952
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameTAMPA BAY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number575500A
Policy instance 1
Insurance contract or identification number575500A
Number of Individuals Covered211
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 $1,676
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1676
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTAMPA BAY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number575500A
Policy instance 1
Insurance contract or identification number575500A
Number of Individuals Covered155
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 $493
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees493
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTAMPA BAY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number575500A
Policy instance 1
Insurance contract or identification number575500A
Number of Individuals Covered158
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number575500A
Policy instance 1
Insurance contract or identification number575500A
Number of Individuals Covered175
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $16,525
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,180
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
Insurance broker nameMORGAN STANLEY SMITH BARNEY

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