401k Plan data: CIO SOLUTIONS, INC. 401K PLAN plan

CIO SOLUTIONS, INC. 401K PLAN 401k Plan overview

Plan Name	CIO SOLUTIONS, INC. 401K PLAN
Plan identification number	002

CIO SOLUTIONS, INC. 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.

401k Sponsoring company profile

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

Company Name: CIO SOLUTIONS, INC.

Employer identification number (EIN): 770560640

NAIC Classification: 541512
NAIC Description: Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CIO SOLUTIONS, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 KRISTEEN PARAGUAS 2023-06-21
002 2021-01-01 KRISTEEN PARAGUAS 2022-06-23
002 2020-01-01 KRISTEEN PARAGUAS 2021-10-08
002 2018-01-01 ERIC EGOLF 2019-07-22 KRISTEEN PARAGUAS 2019-07-22
002 2017-01-01 PAUL DANIEL 2018-07-07 ERIC EGOLF 2018-07-07
002 2016-01-01 ERIC EGOLF 2017-07-22 ERIC EGOLF 2017-07-22
002 2015-01-01 ERIC EGOLF 2016-07-21 ERIC EGOLF 2016-07-21
002 2014-01-01 PAUL DANIEL 2015-07-16 PAUL DANIEL 2015-07-16
002 2013-01-01 JULIE MENDOZA
002 2012-01-01 JULIE MENDOZA JULIE MENDOZA 2013-10-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	KRISTEEN PARAGUAS	2023-06-21
002	2021-01-01	KRISTEEN PARAGUAS	2022-06-23
002	2020-01-01	KRISTEEN PARAGUAS	2021-10-08
002	2018-01-01	ERIC EGOLF	2019-07-22	KRISTEEN PARAGUAS	2019-07-22
002	2017-01-01	PAUL DANIEL	2018-07-07	ERIC EGOLF	2018-07-07
002	2016-01-01	ERIC EGOLF	2017-07-22	ERIC EGOLF	2017-07-22
002	2015-01-01	ERIC EGOLF	2016-07-21	ERIC EGOLF	2016-07-21
002	2014-01-01	PAUL DANIEL	2015-07-16	PAUL DANIEL	2015-07-16
002	2013-01-01	JULIE MENDOZA
002	2012-01-01	JULIE MENDOZA		JULIE MENDOZA	2013-10-08

Plan Statistics for CIO SOLUTIONS, INC. 401K PLAN

401k plan membership statisitcs for CIO SOLUTIONS, INC. 401K PLAN

Measure Date Value
2013: CIO SOLUTIONS, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 32
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 3
Total of all active and inactive participants 2013-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 35
Number of participants with account balances 2013-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: CIO SOLUTIONS, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 28
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 1
Total of all active and inactive participants 2012-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 29
Number of participants with account balances 2012-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2013: CIO SOLUTIONS, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	32
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	3
Total of all active and inactive participants	2013-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	35
Number of participants with account balances	2013-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: CIO SOLUTIONS, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	28
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	1
Total of all active and inactive participants	2012-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	29
Number of participants with account balances	2012-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on CIO SOLUTIONS, INC. 401K PLAN

Measure	Date	Value
2013 : CIO SOLUTIONS, INC. 401K PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$306,032
Expenses. Total of all expenses incurred	2013-12-31	$52,818
Benefits paid (including direct rollovers)	2013-12-31	$52,537
Total plan assets at end of year	2013-12-31	$1,904,852
Total plan assets at beginning of year	2013-12-31	$1,651,638
Value of fidelity bond covering the plan	2013-12-31	$125,000
Total contributions received or receivable from participants	2013-12-31	$120,290
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$52,969
Other income received	2013-12-31	$73,632
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$253,214
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,904,852
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,651,638
Assets. Value of participant loans	2013-12-31	$21,851
Total contributions received or receivable from employer(s)	2013-12-31	$59,141
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$281
2012 : CIO SOLUTIONS, INC. 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$290,799
Expenses. Total of all expenses incurred	2012-12-31	$2,602
Benefits paid (including direct rollovers)	2012-12-31	$1,757
Total plan assets at end of year	2012-12-31	$1,651,638
Total plan assets at beginning of year	2012-12-31	$1,363,441
Value of fidelity bond covering the plan	2012-12-31	$125,000
Total contributions received or receivable from participants	2012-12-31	$83,591
Other income received	2012-12-31	$165,341
Net income (gross income less expenses)	2012-12-31	$288,197
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,651,638
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,363,441
Total contributions received or receivable from employer(s)	2012-12-31	$41,867
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$845
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for CIO SOLUTIONS, INC. 401K PLAN

2013: CIO SOLUTIONS, INC. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
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: CIO SOLUTIONS, 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

71071

Policy instance

Insurance contract or identification number	71071
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-02-13
Total amount of fees paid to insurance company	USD $51
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	51
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	3
Insurance broker name	TRUOG-RYDING COMPANY, INC.

Potentially related plans

CIO SOLUTIONS, LP 401(K) PROFIT SHARING PLAN [EIN = 270490453]

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Company Name:	CIO SOLUTIONS, INC.
Employer identification number (EIN):	770560640
NAIC Classification:	541512
NAIC Description:	Computer Systems Design Services