SSA & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SIX SIGMA ACADEMY, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2016 : SIX SIGMA ACADEMY, LLC 401(K) PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets to this plan | 2016-12-31 | $0 |
| Total transfer of assets from this plan | 2016-12-31 | $0 |
| 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 | $3,637,550 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $1,440,182 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,398,784 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $13,000 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,765,256 |
| Value of total assets at end of year | 2016-12-31 | $14,492,797 |
| Value of total assets at beginning of year | 2016-12-31 | $12,295,429 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $28,398 |
| Total interest from all sources | 2016-12-31 | $7,222 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $612,997 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $612,997 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $1,564,025 |
| Participant contributions at end of year | 2016-12-31 | $32,812 |
| Participant contributions at beginning of year | 2016-12-31 | $13,032 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $598,731 |
| Other income not declared elsewhere | 2016-12-31 | $24,567 |
| Administrative expenses (other) incurred | 2016-12-31 | $28,398 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $2,197,368 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $14,492,797 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,295,429 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $13,014,865 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $11,064,202 |
| Interest on participant loans | 2016-12-31 | $7,222 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,445,120 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,218,195 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $207,981 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $19,527 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $602,500 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,398,784 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | SHEPARD SCHWARTZ & HARRIS LLP |
| Accountancy firm EIN | 2016-12-31 | 631220454 |
| 2015 : SIX SIGMA ACADEMY, LLC 401(K) PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total transfer of assets to this plan | 2015-12-31 | $0 |
| Total transfer of assets from this plan | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $1,597,336 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $727,614 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $687,747 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $13,908 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,616,037 |
| Value of total assets at end of year | 2015-12-31 | $12,295,429 |
| Value of total assets at beginning of year | 2015-12-31 | $11,425,707 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $25,959 |
| Total interest from all sources | 2015-12-31 | $6,212 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $743,821 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $743,821 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $1,096,135 |
| Participant contributions at end of year | 2015-12-31 | $13,032 |
| Participant contributions at beginning of year | 2015-12-31 | $18,679 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $14,855 |
| Other income not declared elsewhere | 2015-12-31 | $22,427 |
| Administrative expenses (other) incurred | 2015-12-31 | $25,959 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $869,722 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $12,295,429 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,425,707 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $11,064,202 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $10,064,901 |
| Interest on participant loans | 2015-12-31 | $6,212 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,218,195 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,342,127 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-790,685 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $-476 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $505,047 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $687,747 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | SHEPARD SCHWARTZ & HARRIS LLP |
| Accountancy firm EIN | 2015-12-31 | 631220454 |
| 2014 : SIX SIGMA ACADEMY, LLC 401(K) PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total transfer of assets to this plan | 2014-12-31 | $0 |
| Total transfer of assets from this plan | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $2,362,838 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $255,666 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $199,821 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $28,149 |
| Value of total corrective distributions | 2014-12-31 | $5,176 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,722,804 |
| Value of total assets at end of year | 2014-12-31 | $11,425,707 |
| Value of total assets at beginning of year | 2014-12-31 | $9,318,535 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $22,520 |
| Total interest from all sources | 2014-12-31 | $6,164 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $620,463 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $620,463 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $947,707 |
| Participant contributions at end of year | 2014-12-31 | $18,679 |
| Participant contributions at beginning of year | 2014-12-31 | $47,025 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $318,096 |
| Other income not declared elsewhere | 2014-12-31 | $19,184 |
| Administrative expenses (other) incurred | 2014-12-31 | $22,520 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $2,107,172 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $11,425,707 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,318,535 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $10,064,901 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $8,105,944 |
| Interest on participant loans | 2014-12-31 | $6,164 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,342,127 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,165,566 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-48,480 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $42,703 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $457,001 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $199,821 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | SHEPARD SCHWARTZ & HARRIS LLP |
| Accountancy firm EIN | 2014-12-31 | 631220454 |
| 2013 : SIX SIGMA ACADEMY, LLC 401(K) PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $3,328,804 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $158,145 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $133,642 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $3,607 |
| Value of total corrective distributions | 2013-12-31 | $4,702 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,017,245 |
| Value of total assets at end of year | 2013-12-31 | $9,318,535 |
| Value of total assets at beginning of year | 2013-12-31 | $6,147,876 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $16,194 |
| Total interest from all sources | 2013-12-31 | $5,355 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $350,432 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $350,432 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $841,174 |
| Participant contributions at end of year | 2013-12-31 | $47,025 |
| Participant contributions at beginning of year | 2013-12-31 | $42,943 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $812,560 |
| Other income not declared elsewhere | 2013-12-31 | $13,633 |
| Administrative expenses (other) incurred | 2013-12-31 | $16,194 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $3,170,659 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $9,318,535 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,147,876 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $8,105,944 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,361,618 |
| Interest on participant loans | 2013-12-31 | $5,355 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,165,566 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $743,315 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $907,976 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $34,163 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $363,511 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $133,642 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | SHEPARD SCHWARTZ & HARRIS LLP |
| Accountancy firm EIN | 2013-12-31 | 631220454 |
| 2011 : SIX SIGMA ACADEMY, LLC 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $222,785 |
| Total income from all sources | 2011-12-31 | $696,129 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $571,157 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $570,920 |
| Total plan assets at end of year | 2011-12-31 | $5,513,495 |
| Total plan assets at beginning of year | 2011-12-31 | $5,165,738 |
| Total contributions received or receivable from participants | 2011-12-31 | $518,025 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $68,249 |
| Other income received | 2011-12-31 | $-135,115 |
| Net income (gross income less expenses) | 2011-12-31 | $124,972 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,513,495 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,165,738 |
| Assets. Value of participant loans | 2011-12-31 | $54,052 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $244,970 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $237 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : SIX SIGMA ACADEMY, LLC 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,503,239 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $403,559 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $358,299 |
| Total plan assets at end of year | 2010-12-31 | $5,165,738 |
| Total plan assets at beginning of year | 2010-12-31 | $4,066,058 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $498,448 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $63,534 |
| Other income received | 2010-12-31 | $704,609 |
| Net income (gross income less expenses) | 2010-12-31 | $1,099,680 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,165,738 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,066,058 |
| Assets. Value of participant loans | 2010-12-31 | $48,635 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $236,648 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $44,847 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $413 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : SIX SIGMA ACADEMY, LLC 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
