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Plan Name | TABULA, INC. 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | TABULA, INC. |
Employer identification number (EIN): | 721568905 |
NAIC Classification: | 334410 |
Additional information about TABULA, INC.
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 1993-04-19 |
Company Identification Number: | P93000028907 |
Legal Registered Office Address: |
11770 SW 27 STREET MIAMI 33175 |
More information about TABULA, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2015-01-01 | NICHOLAS SAAKVITNE | |||
001 | 2014-01-01 | NICHOLAS SAAKVITNE | |||
001 | 2013-01-01 | RACHELLE BELLO | |||
001 | 2012-01-01 | RACHELLE BELLO | |||
001 | 2011-01-01 | RACHELLE BELLO | |||
001 | 2009-01-01 | RACHELLE BELLO |
Measure | Date | Value |
---|---|---|
2015: TABULA, INC. 401K PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 144 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: TABULA, INC. 401K PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 154 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 117 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 27 |
Total of all active and inactive participants | 2014-01-01 | 144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 144 |
Number of participants with account balances | 2014-01-01 | 122 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: TABULA, INC. 401K PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 156 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 125 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 29 |
Total of all active and inactive participants | 2013-01-01 | 154 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 154 |
Number of participants with account balances | 2013-01-01 | 131 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: TABULA, INC. 401K PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 159 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 130 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 26 |
Total of all active and inactive participants | 2012-01-01 | 156 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 156 |
Number of participants with account balances | 2012-01-01 | 135 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: TABULA, INC. 401K PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 126 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 33 |
Total of all active and inactive participants | 2011-01-01 | 159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 159 |
Number of participants with account balances | 2011-01-01 | 134 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: TABULA, INC. 401K PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 106 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 16 |
Total of all active and inactive participants | 2009-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 122 |
Number of participants with account balances | 2009-01-01 | 109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : TABULA, INC. 401K PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2015-04-16 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-04-16 | $0 |
Total unrealized appreciation/depreciation of assets | 2015-04-16 | $0 |
Total transfer of assets to this plan | 2015-04-16 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-16 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-16 | $0 |
Expenses. Interest paid | 2015-04-16 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-04-16 | $0 |
Total income from all sources (including contributions) | 2015-04-16 | $681,210 |
Total loss/gain on sale of assets | 2015-04-16 | $0 |
Total of all expenses incurred | 2015-04-16 | $14,488,202 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-04-16 | $14,487,475 |
Expenses. Certain deemed distributions of participant loans | 2015-04-16 | $0 |
Value of total corrective distributions | 2015-04-16 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-04-16 | $240,417 |
Value of total assets at end of year | 2015-04-16 | $0 |
Value of total assets at beginning of year | 2015-04-16 | $13,806,992 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-04-16 | $727 |
Total income from rents | 2015-04-16 | $0 |
Total interest from all sources | 2015-04-16 | $1,666 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-04-16 | $26,010 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-04-16 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-04-16 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-04-16 | $26,010 |
Assets. Real estate other than employer real property at end of year | 2015-04-16 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2015-04-16 | $0 |
Administrative expenses professional fees incurred | 2015-04-16 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-04-16 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-04-16 | $0 |
Was this plan covered by a fidelity bond | 2015-04-16 | Yes |
Value of fidelity bond cover | 2015-04-16 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-04-16 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-04-16 | No |
Contributions received from participants | 2015-04-16 | $240,417 |
Participant contributions at end of year | 2015-04-16 | $0 |
Participant contributions at beginning of year | 2015-04-16 | $162,656 |
Participant contributions at end of year | 2015-04-16 | $0 |
Participant contributions at beginning of year | 2015-04-16 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-04-16 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-04-16 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-04-16 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-04-16 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-04-16 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-04-16 | $0 |
Assets. Loans (other than to participants) at end of year | 2015-04-16 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2015-04-16 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-04-16 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-04-16 | $0 |
Other income not declared elsewhere | 2015-04-16 | $0 |
Administrative expenses (other) incurred | 2015-04-16 | $727 |
Liabilities. Value of operating payables at end of year | 2015-04-16 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-04-16 | $0 |
Total non interest bearing cash at end of year | 2015-04-16 | $0 |
Total non interest bearing cash at beginning of year | 2015-04-16 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-16 | No |
Income. Non cash contributions | 2015-04-16 | $0 |
Value of net income/loss | 2015-04-16 | $-13,806,992 |
Value of net assets at end of year (total assets less liabilities) | 2015-04-16 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-04-16 | $13,806,992 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-04-16 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-04-16 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-04-16 | No |
Assets. partnership/joint venture interests at end of year | 2015-04-16 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2015-04-16 | $0 |
Investment advisory and management fees | 2015-04-16 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-04-16 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-04-16 | $12,734,605 |
Value of interest in pooled separate accounts at end of year | 2015-04-16 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2015-04-16 | $0 |
Interest on participant loans | 2015-04-16 | $1,666 |
Income. Interest from loans (other than to participants) | 2015-04-16 | $0 |
Interest earned on other investments | 2015-04-16 | $0 |
Income. Interest from US Government securities | 2015-04-16 | $0 |
Income. Interest from corporate debt instruments | 2015-04-16 | $0 |
Value of interest in master investment trust accounts at end of year | 2015-04-16 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2015-04-16 | $0 |
Value of interest in common/collective trusts at end of year | 2015-04-16 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-04-16 | $909,731 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-04-16 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-04-16 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-04-16 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-04-16 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2015-04-16 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-04-16 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-04-16 | $0 |
Asset value of US Government securities at end of year | 2015-04-16 | $0 |
Asset value of US Government securities at beginning of year | 2015-04-16 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-04-16 | $426,118 |
Net investment gain/loss from pooled separate accounts | 2015-04-16 | $0 |
Net investment gain or loss from common/collective trusts | 2015-04-16 | $-13,001 |
Net gain/loss from 103.12 investment entities | 2015-04-16 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-04-16 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-04-16 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-04-16 | No |
Assets. Invements in employer securities at end of year | 2015-04-16 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-04-16 | $0 |
Assets. Value of employer real property at end of year | 2015-04-16 | $0 |
Assets. Value of employer real property at beginning of year | 2015-04-16 | $0 |
Contributions received in cash from employer | 2015-04-16 | $0 |
Employer contributions (assets) at end of year | 2015-04-16 | $0 |
Employer contributions (assets) at beginning of year | 2015-04-16 | $0 |
Income. Dividends from preferred stock | 2015-04-16 | $0 |
Income. Dividends from common stock | 2015-04-16 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-04-16 | $14,487,475 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-04-16 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-04-16 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-04-16 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-04-16 | $0 |
Contract administrator fees | 2015-04-16 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-04-16 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-04-16 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-04-16 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2015-04-16 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-04-16 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2015-04-16 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-04-16 | $0 |
Did the plan have assets held for investment | 2015-04-16 | No |
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 | 2015-04-16 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-04-16 | Yes |
Aggregate proceeds on sale of assets | 2015-04-16 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2015-04-16 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2015-04-16 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-04-16 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-04-16 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-04-16 | Disclaimer |
Accountancy firm name | 2015-04-16 | MOSS ADAMS LLP |
Accountancy firm EIN | 2015-04-16 | 910189318 |
2014 : TABULA, INC. 401K PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to 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 |
Expenses. Interest paid | 2014-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $2,393,500 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $780,587 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $779,978 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of total corrective distributions | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,599,612 |
Value of total assets at end of year | 2014-12-31 | $13,806,992 |
Value of total assets at beginning of year | 2014-12-31 | $12,194,079 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $609 |
Total income from rents | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $9,187 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $646,698 |
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 | $646,698 |
Assets. Real estate other than employer real property at end of year | 2014-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $0 |
Administrative expenses professional fees incurred | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,556,583 |
Participant contributions at end of year | 2014-12-31 | $162,656 |
Participant contributions at beginning of year | 2014-12-31 | $110,866 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $43,029 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $609 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Income. Non cash contributions | 2014-12-31 | $0 |
Value of net income/loss | 2014-12-31 | $1,612,913 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $13,806,992 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,194,079 |
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 |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $0 |
Investment advisory and management fees | 2014-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $12,734,605 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $11,152,669 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
Interest on participant loans | 2014-12-31 | $9,187 |
Income. Interest from loans (other than to participants) | 2014-12-31 | $0 |
Interest earned on other investments | 2014-12-31 | $0 |
Income. Interest from US Government securities | 2014-12-31 | $0 |
Income. Interest from corporate debt instruments | 2014-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $909,731 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $930,544 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
Asset value of US Government securities at end of year | 2014-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $129,041 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $8,962 |
Net gain/loss from 103.12 investment entities | 2014-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2014-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $0 |
Assets. Value of employer real property at end of year | 2014-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2014-12-31 | $0 |
Contributions received in cash from employer | 2014-12-31 | $0 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Income. Dividends from preferred stock | 2014-12-31 | $0 |
Income. Dividends from common stock | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $779,978 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $0 |
Contract administrator fees | 2014-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2014-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $0 |
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 | MOSS ADAMS LLP |
Accountancy firm EIN | 2014-12-31 | 910189318 |
2013 : TABULA, INC. 401K PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 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 |
Expenses. Interest paid | 2013-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $4,167,238 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,185,364 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,185,027 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of total corrective distributions | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,261,088 |
Value of total assets at end of year | 2013-12-31 | $12,194,079 |
Value of total assets at beginning of year | 2013-12-31 | $9,212,205 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $337 |
Total income from rents | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $8,869 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $427,631 |
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 | $427,631 |
Assets. Real estate other than employer real property at end of year | 2013-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $0 |
Administrative expenses professional fees incurred | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,749,161 |
Participant contributions at end of year | 2013-12-31 | $110,866 |
Participant contributions at beginning of year | 2013-12-31 | $113,308 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $511,927 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $337 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $0 |
Value of net income/loss | 2013-12-31 | $2,981,874 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $12,194,079 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,212,205 |
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 |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
Investment advisory and management fees | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $11,152,669 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $8,223,396 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
Interest on participant loans | 2013-12-31 | $8,869 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $0 |
Income. Interest from US Government securities | 2013-12-31 | $0 |
Income. Interest from corporate debt instruments | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $930,544 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $875,501 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Asset value of US Government securities at end of year | 2013-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,471,296 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-1,646 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2013-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Assets. Value of employer real property at end of year | 2013-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $0 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Income. Dividends from preferred stock | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,185,027 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $0 |
Contract administrator fees | 2013-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
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 | MOSS ADAMS LLP |
Accountancy firm EIN | 2013-12-31 | 910189318 |
2012 : TABULA, INC. 401K PLAN 2012 401k financial data | ||
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 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $3,002,175 |
Total of all expenses incurred | 2012-12-31 | $664,139 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $663,502 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,086,199 |
Value of total assets at end of year | 2012-12-31 | $9,212,205 |
Value of total assets at beginning of year | 2012-12-31 | $6,874,169 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $637 |
Total interest from all sources | 2012-12-31 | $4,312 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $159,050 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $159,050 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,662,467 |
Participant contributions at end of year | 2012-12-31 | $113,308 |
Participant contributions at beginning of year | 2012-12-31 | $78,381 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $423,732 |
Administrative expenses (other) incurred | 2012-12-31 | $637 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,338,036 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,212,205 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,874,169 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $8,223,396 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,144,415 |
Interest on participant loans | 2012-12-31 | $4,312 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $875,501 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $651,373 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $732,185 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $20,429 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $663,502 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2012-12-31 | 910189318 |
2011 : TABULA, INC. 401K PLAN 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,383,171 |
Total of all expenses incurred | 2011-12-31 | $192,636 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $192,504 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,627,313 |
Value of total assets at end of year | 2011-12-31 | $6,874,169 |
Value of total assets at beginning of year | 2011-12-31 | $5,683,634 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $132 |
Total interest from all sources | 2011-12-31 | $2,089 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $196,030 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $196,030 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,372,837 |
Participant contributions at end of year | 2011-12-31 | $78,381 |
Participant contributions at beginning of year | 2011-12-31 | $37,830 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $254,476 |
Administrative expenses (other) incurred | 2011-12-31 | $132 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,190,535 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,874,169 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,683,634 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,144,415 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,988,589 |
Interest on participant loans | 2011-12-31 | $2,089 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $651,373 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $657,215 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-460,090 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $17,829 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $192,504 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MOHLER, NIXON, & WILLIAMS |
Accountancy firm EIN | 2011-12-31 | 770106234 |
2010 : TABULA, INC. 401K PLAN 2010 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,372,286 |
Total of all expenses incurred | 2010-12-31 | $267,089 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $263,036 |
Value of total corrective distributions | 2010-12-31 | $3,760 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,661,954 |
Value of total assets at end of year | 2010-12-31 | $5,683,634 |
Value of total assets at beginning of year | 2010-12-31 | $3,578,437 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $293 |
Total interest from all sources | 2010-12-31 | $2,582 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $100,868 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $100,868 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,481,116 |
Participant contributions at end of year | 2010-12-31 | $37,830 |
Participant contributions at beginning of year | 2010-12-31 | $32,949 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $180,838 |
Administrative expenses (other) incurred | 2010-12-31 | $293 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,105,197 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,683,634 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,578,437 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,988,589 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,045,205 |
Interest on participant loans | 2010-12-31 | $2,582 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $657,215 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $500,283 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $584,733 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $22,149 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $263,036 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MOHLER, NIXON & WILLIAMS |
Accountancy firm EIN | 2010-12-31 | 770106234 |
2009 : TABULA, INC. 401K 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 |
2015: TABULA, INC. 401K PLAN 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | Yes |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: TABULA, INC. 401K PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: TABULA, INC. 401K PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: TABULA, INC. 401K PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: TABULA, INC. 401K PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: TABULA, INC. 401K PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |