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SHOPATRON INC 401k Plan overview

Plan NameSHOPATRON INC
Plan identification number 001

SHOPATRON INC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:SHOPATRON INC.
Employer identification number (EIN):770552513
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHOPATRON INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01PHIL TISUE
0012015-01-01
0012014-01-01PHIL TISUE
0012014-01-01PHIL TISUE
0012013-01-01PHIL TISUE
0012012-01-01PHIL TISUE
0012011-01-01SHOPATRON INC2013-05-22
0012010-01-01SHOPATRON INC2013-05-22

Plan Statistics for SHOPATRON INC

401k plan membership statisitcs for SHOPATRON INC

Measure Date Value
2016: SHOPATRON INC 2016 401k membership
Total participants, beginning-of-year2016-01-01163
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SHOPATRON INC 2015 401k membership
Total participants, beginning-of-year2015-01-01182
Total number of active participants reported on line 7a of the Form 55002015-01-01121
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01163
Number of participants with account balances2015-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SHOPATRON INC 2014 401k membership
Total participants, beginning-of-year2014-01-01142
Total number of active participants reported on line 7a of the Form 55002014-01-01136
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0146
Total of all active and inactive participants2014-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01182
Number of participants with account balances2014-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SHOPATRON INC 2013 401k membership
Total participants, beginning-of-year2013-01-01200
Total number of active participants reported on line 7a of the Form 55002013-01-0141
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01101
Total of all active and inactive participants2013-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01142
Number of participants with account balances2013-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SHOPATRON INC 2012 401k membership
Total participants, beginning-of-year2012-01-01133
Total number of active participants reported on line 7a of the Form 55002012-01-01191
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01200
Number of participants with account balances2012-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on SHOPATRON INC

Measure Date Value
2016 : SHOPATRON INC 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-11-01$0
Total transfer of assets from this plan2016-11-01$1,684,377
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-01$10,353
Total income from all sources (including contributions)2016-11-01$435,114
Total loss/gain on sale of assets2016-11-01$0
Total of all expenses incurred2016-11-01$602,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-11-01$586,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-11-01$362,668
Value of total assets at end of year2016-11-01$0
Value of total assets at beginning of year2016-11-01$1,862,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-11-01$15,926
Total interest from all sources2016-11-01$1,802
Total dividends received (eg from common stock, registered investment company shares)2016-11-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-11-01No
Was this plan covered by a fidelity bond2016-11-01Yes
Value of fidelity bond cover2016-11-01$500,000
If this is an individual account plan, was there a blackout period2016-11-01No
Were there any nonexempt tranactions with any party-in-interest2016-11-01No
Contributions received from participants2016-11-01$356,181
Participant contributions at end of year2016-11-01$0
Participant contributions at beginning of year2016-11-01$56,767
Participant contributions at end of year2016-11-01$0
Participant contributions at beginning of year2016-11-01$223
Income. Received or receivable in cash from other sources (including rollovers)2016-11-01$6,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-11-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-11-01$10,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-01No
Value of net income/loss2016-11-01$-167,618
Value of net assets at end of year (total assets less liabilities)2016-11-01$0
Value of net assets at beginning of year (total assets less liabilities)2016-11-01$1,851,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-11-01No
Were any loans by the plan or fixed income obligations due to the plan in default2016-11-01No
Were any leases to which the plan was party in default or uncollectible2016-11-01No
Value of interest in pooled separate accounts at end of year2016-11-01$0
Value of interest in pooled separate accounts at beginning of year2016-11-01$1,760,335
Interest on participant loans2016-11-01$1,265
Interest earned on other investments2016-11-01$537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-11-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-11-01$45,023
Net investment gain/loss from pooled separate accounts2016-11-01$70,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-11-01No
Was there a failure to transmit to the plan any participant contributions2016-11-01No
Has the plan failed to provide any benefit when due under the plan2016-11-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-11-01$586,806
Contract administrator fees2016-11-01$15,926
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-11-01No
Did the plan have assets held for investment2016-11-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-11-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-11-01Yes
Opinion of an independent qualified public accountant for this plan2016-11-01Disclaimer
Accountancy firm name2016-11-01CROWE HORWATH LLP
Accountancy firm EIN2016-11-01350921680
2015 : SHOPATRON INC 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$499,690
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$114,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$93,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$509,127
Value of total assets at end of year2015-12-31$1,862,358
Value of total assets at beginning of year2015-12-31$1,477,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,438
Total interest from all sources2015-12-31$2,219
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$509,127
Participant contributions at end of year2015-12-31$56,767
Participant contributions at beginning of year2015-12-31$2,751
Participant contributions at end of year2015-12-31$233
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$70,379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$10,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$10,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$384,806
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,862,358
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,477,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,760,335
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,446,261
Interest on participant loans2015-12-31$1,611
Interest earned on other investments2015-12-31$608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$45,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$28,540
Net investment gain/loss from pooled separate accounts2015-12-31$-11,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$93,446
Contract administrator fees2015-12-31$21,438
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COULTER & JUSTUS
Accountancy firm EIN2015-12-31621532536
2014 : SHOPATRON INC 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$465,298
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$354,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$340,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$400,365
Value of total assets at end of year2014-12-31$1,477,552
Value of total assets at beginning of year2014-12-31$1,367,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,479
Total interest from all sources2014-12-31$740
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$400,365
Participant contributions at end of year2014-12-31$2,751
Participant contributions at beginning of year2014-12-31$6,804
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$15,035
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$10,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$30,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$110,392
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,477,552
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,367,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,446,261
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,331,963
Interest on participant loans2014-12-31$273
Interest earned on other investments2014-12-31$467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$28,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$28,393
Net investment gain/loss from pooled separate accounts2014-12-31$64,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$340,427
Contract administrator fees2014-12-31$14,479
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COULTER & JUSTUS
Accountancy firm EIN2014-12-31621532536
2013 : SHOPATRON INC 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$613,659
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$34,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$23,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$425,837
Value of total assets at end of year2013-12-31$1,367,160
Value of total assets at beginning of year2013-12-31$788,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,836
Total interest from all sources2013-12-31$972
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$425,837
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$4,595
Participant contributions at end of year2013-12-31$6,804
Participant contributions at beginning of year2013-12-31$18,649
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$130,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$30,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$12,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$579,160
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,367,160
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$788,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,147
Value of interest in pooled separate accounts at end of year2013-12-31$1,331,963
Value of interest in pooled separate accounts at beginning of year2013-12-31$666,671
Interest on participant loans2013-12-31$416
Interest earned on other investments2013-12-31$556
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$761,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$761,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$28,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$98,085
Net investment gain/loss from pooled separate accounts2013-12-31$186,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$23,663
Contract administrator fees2013-12-31$10,836
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COULTER & JUSTUS
Accountancy firm EIN2013-12-31621532536
2012 : SHOPATRON INC 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$12,384
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$278,632
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$19,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$19,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$206,707
Value of total assets at end of year2012-12-31$787,840
Value of total assets at beginning of year2012-12-31$516,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$667
Total interest from all sources2012-12-31$249
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$123,393
Participant contributions at end of year2012-12-31$18,649
Participant contributions at beginning of year2012-12-31$5,614
Participant contributions at end of year2012-12-31$4,595
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$83,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$12,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$258,764
Value of net assets at end of year (total assets less liabilities)2012-12-31$775,456
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$516,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$511,078
Interest on participant loans2012-12-31$249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$761,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$71,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$19,201
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31COULTER & JUSTUS
Accountancy firm EIN2012-12-31621532536

Form 5500 Responses for SHOPATRON INC

2016: SHOPATRON INC 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHOPATRON INC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHOPATRON INC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHOPATRON INC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHOPATRON INC 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-713
Policy instance 1
Insurance contract or identification number931061-713
Number of Individuals Covered163
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,653
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,653
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE AGENCY SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-713
Policy instance 1
Insurance contract or identification number931061-713
Number of Individuals Covered182
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,400
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,400
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE AGENCY SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number931061-713
Policy instance 1
Insurance contract or identification number931061-713
Number of Individuals Covered142
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,869
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,869
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE AGENCY SERVICES

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