401k Plan data: INFOEXPERTS EMPLOYEE 401K PLAN plan

INFOEXPERTS EMPLOYEE 401K PLAN 401k Plan overview

Plan Name	INFOEXPERTS EMPLOYEE 401K PLAN
Plan identification number	001

INFOEXPERTS EMPLOYEE 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan covering Self-Employed individuals.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INFOEXPERTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: INFOEXPERTS, INC.

Employer identification number (EIN): 752614943

NAIC Classification: 518210
NAIC Description: Data Processing, Hosting, and Related Services

Additional information about INFOEXPERTS, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1995-09-15

Company Identification Number: 0136920700

Legal Registered Office Address: 300 N COIT RD STE 340

RICHARDSON
United States of America (USA)
75080

More information about INFOEXPERTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INFOEXPERTS EMPLOYEE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 NICK PUNYAMURTHY 2015-05-13
001 2013-01-01 NICK PUNYAMURTHY 2014-07-22
001 2012-01-01 NICK PUNYAMURTHY 2013-11-18
001 2011-01-01 NICK PUNYAMURTHY NICK PUNYAMURTHY 2012-10-15
001 2010-01-01 NICK PUNYAMURTHY NICK PUNYAMURTHY 2012-12-04
001 2009-01-01 VICKI MARCHMAN
001 2009-01-01 VICKI MARCHMAN
001 2009-01-01 NICK PUNYAMURTHY
001 2007-01-01
001 2007-01-01
001 2004-01-01
001 2003-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	NICK PUNYAMURTHY	2015-05-13
001	2013-01-01	NICK PUNYAMURTHY	2014-07-22
001	2012-01-01	NICK PUNYAMURTHY	2013-11-18
001	2011-01-01	NICK PUNYAMURTHY		NICK PUNYAMURTHY	2012-10-15
001	2010-01-01	NICK PUNYAMURTHY		NICK PUNYAMURTHY	2012-12-04
001	2009-01-01	VICKI MARCHMAN
001	2009-01-01	VICKI MARCHMAN
001	2009-01-01	NICK PUNYAMURTHY
001	2007-01-01
001	2007-01-01
001	2004-01-01
001	2003-01-01

Plan Statistics for INFOEXPERTS EMPLOYEE 401K PLAN

401k plan membership statisitcs for INFOEXPERTS EMPLOYEE 401K PLAN

Measure Date Value
2011: INFOEXPERTS EMPLOYEE 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 80
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 17
Total of all active and inactive participants 2011-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 97
Number of participants with account balances 2011-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: INFOEXPERTS EMPLOYEE 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 99
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 19
Total of all active and inactive participants 2010-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 118
Number of participants with account balances 2010-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: INFOEXPERTS EMPLOYEE 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 39
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 20
Total of all active and inactive participants 2009-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 59
Number of participants with account balances 2009-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2007: INFOEXPERTS EMPLOYEE 401K PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 95
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 13
Total of all active and inactive participants 2007-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 108
Number of participants with account balances 2007-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2011: INFOEXPERTS EMPLOYEE 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	80
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	17
Total of all active and inactive participants	2011-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	97
Number of participants with account balances	2011-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: INFOEXPERTS EMPLOYEE 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	99
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	19
Total of all active and inactive participants	2010-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	118
Number of participants with account balances	2010-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: INFOEXPERTS EMPLOYEE 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	39
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	20
Total of all active and inactive participants	2009-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	59
Number of participants with account balances	2009-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2007: INFOEXPERTS EMPLOYEE 401K PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	95
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	13
Total of all active and inactive participants	2007-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	108
Number of participants with account balances	2007-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on INFOEXPERTS EMPLOYEE 401K PLAN

Measure	Date	Value
2011 : INFOEXPERTS EMPLOYEE 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$154,977
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$97,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$96,228
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$170,114
Value of total assets at end of year	2011-12-31	$517,160
Value of total assets at beginning of year	2011-12-31	$459,186
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$775
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Total income from all sources	2011-12-31	$122,420
Expenses. Total of all expenses incurred	2011-12-31	$97,003
Benefits paid (including direct rollovers)	2011-12-31	$96,228
Total plan assets at end of year	2011-12-31	$484,603
Total plan assets at beginning of year	2011-12-31	$459,186
Total contributions received or receivable from participants	2011-12-31	$132,533
Contributions received from other sources (not participants or employers)	2011-12-31	$5,024
Other income received	2011-12-31	$-15,137
Net income (gross income less expenses)	2011-12-31	$25,417
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$484,603
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$459,186
Total contributions received or receivable from employer(s)	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$165,090
Participant contributions at end of year	2011-12-31	$32,557
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$5,024
Administrative expenses (other) incurred	2011-12-31	$775
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	$57,974
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$517,160
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$459,186
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	$454,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$429,944
Interest on participant loans	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$30,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$29,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-15,137
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
Contributions received in cash from employer	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$96,228
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
2010 : INFOEXPERTS EMPLOYEE 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$115,512
Expenses. Total of all expenses incurred	2010-12-31	$23,052
Benefits paid (including direct rollovers)	2010-12-31	$20,179
Total plan assets at end of year	2010-12-31	$459,186
Total plan assets at beginning of year	2010-12-31	$366,726
Value of fidelity bond covering the plan	2010-12-31	$40,000
Total contributions received or receivable from participants	2010-12-31	$79,454
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$36,058
Net income (gross income less expenses)	2010-12-31	$92,460
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$459,186
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$366,726
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$2,848
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$25

Form 5500 Responses for INFOEXPERTS EMPLOYEE 401K PLAN

2011: INFOEXPERTS EMPLOYEE 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: INFOEXPERTS EMPLOYEE 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: INFOEXPERTS EMPLOYEE 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2007: INFOEXPERTS EMPLOYEE 401K PLAN 2007 form 5500 responses
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2004: INFOEXPERTS EMPLOYEE 401K PLAN 2004 form 5500 responses
2004-01-01	Submission has been amended	No
2004-01-01	This submission is the final filing	No
2004-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-01-01	Plan is a collectively bargained plan	No
2003: INFOEXPERTS EMPLOYEE 401K PLAN 2003 form 5500 responses
2003-01-01	Submission has been amended	No
2003-01-01	This submission is the final filing	No
2003-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

924553

Policy instance

Insurance contract or identification number	924553
Number of Individuals Covered	26
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $3,004
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $58,126

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

924553

Policy instance

Insurance contract or identification number	924553
Number of Individuals Covered	22
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,533
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	INFOEXPERTS, INC.
Employer identification number (EIN):	752614943
NAIC Classification:	518210
NAIC Description:	Data Processing, Hosting, and Related Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1995-09-15
Company Identification Number:	0136920700
Legal Registered Office Address:	300 N COIT RD STE 340 RICHARDSON United States of America (USA) 75080