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FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 401k Plan overview

Plan NameFOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN
Plan identification number 001

FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Unknown benefit code

401k Sponsoring company profile

ISOLVED PEO, LLC has sponsored the creation of one or more 401k plans.

Company Name:ISOLVED PEO, LLC
Employer identification number (EIN):841543176
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ANDREA WADINGTON2023-10-15
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KAITLYN COMMINIELLO
0012016-01-01JAMES GOSSELIN
0012016-01-01JAMES GOSSELIN
0012015-01-01BRAD JOHNSTON
0012014-01-01BRAD JOHNSTON
0012013-01-01BRADLEY JOHNSTON
0012012-01-01BRADLEY R JOHNSTON
0012011-01-01BRAD JOHNSTON
0012010-01-01BRADLEY R. JOHNSTON
0012009-01-01BRAD JOHNSTON

Plan Statistics for FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN

401k plan membership statisitcs for FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN

Measure Date Value
2022: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0127,897
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0131
Total of all active and inactive participants2022-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0131
Number of participants with account balances2022-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,761
Total number of active participants reported on line 7a of the Form 55002021-01-017,282
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-01780
Total of all active and inactive participants2021-01-018,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-018,078
Number of participants with account balances2021-01-014,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01152
2020: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,109
Total number of active participants reported on line 7a of the Form 55002020-01-015,019
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01528
Total of all active and inactive participants2020-01-015,547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-015,555
Number of participants with account balances2020-01-012,972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0140
2019: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,316
Total number of active participants reported on line 7a of the Form 55002019-01-016,229
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01508
Total of all active and inactive participants2019-01-016,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-016,746
Number of participants with account balances2019-01-012,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,976
Total number of active participants reported on line 7a of the Form 55002018-01-011,731
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01334
Total of all active and inactive participants2018-01-012,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-012,068
Number of participants with account balances2018-01-011,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,339
Total number of active participants reported on line 7a of the Form 55002017-01-011,690
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01283
Total of all active and inactive participants2017-01-011,975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,976
Number of participants with account balances2017-01-011,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,251
Total number of active participants reported on line 7a of the Form 55002016-01-011,062
Number of other retired or separated participants entitled to future benefits2016-01-01215
Total of all active and inactive participants2016-01-011,277
Total participants2016-01-011,277
Number of participants with account balances2016-01-01763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,447
Total number of active participants reported on line 7a of the Form 55002015-01-011,028
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01177
Total of all active and inactive participants2015-01-011,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,205
Number of participants with account balances2015-01-01708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,302
Total number of active participants reported on line 7a of the Form 55002014-01-011,233
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01179
Total of all active and inactive participants2014-01-011,412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,412
Number of participants with account balances2014-01-01829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01872
Total number of active participants reported on line 7a of the Form 55002013-01-011,131
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01104
Total of all active and inactive participants2013-01-011,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,235
Number of participants with account balances2013-01-01544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01737
Total number of active participants reported on line 7a of the Form 55002012-01-01654
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0189
Total of all active and inactive participants2012-01-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01744
Number of participants with account balances2012-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,023
Total number of active participants reported on line 7a of the Form 55002011-01-01609
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0158
Total of all active and inactive participants2011-01-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01667
Number of participants with account balances2011-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01740
Total number of active participants reported on line 7a of the Form 55002010-01-01860
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0148
Total of all active and inactive participants2010-01-01908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01908
Number of participants with account balances2010-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
2009: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01675
Total number of active participants reported on line 7a of the Form 55002009-01-01675
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01675
Number of participants with account balances2009-01-01675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN

Measure Date Value
2022 : FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$37,314,078
Total transfer of assets from this plan2022-12-31$154,656,497
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$8,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$137,879
Total income from all sources (including contributions)2022-12-31$-207,553
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$18,983,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,479,734
Value of total corrective distributions2022-12-31$34,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,242,389
Value of total assets at end of year2022-12-31$689,567
Value of total assets at beginning of year2022-12-31$137,352,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$468,741
Total interest from all sources2022-12-31$46,839
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,826,553
Participant contributions at beginning of year2022-12-31$2,326,408
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$170,302
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,821,757
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$22,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$231,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$8,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$137,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-19,190,779
Value of net assets at end of year (total assets less liabilities)2022-12-31$681,038
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$137,214,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$685,067
Value of interest in pooled separate accounts at beginning of year2022-12-31$133,949,006
Interest on participant loans2022-12-31$46,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,283
Net investment gain/loss from pooled separate accounts2022-12-31$-16,496,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,594,079
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$663,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,457,529
Contract administrator fees2022-12-31$468,741
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PKF SAN DIEGO, LP
Accountancy firm EIN2022-12-31813391684
2021 : FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$29,036,008
Total transfer of assets from this plan2021-12-31$27,482,555
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$137,879
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$246,747
Total income from all sources (including contributions)2021-12-31$42,646,887
Total of all expenses incurred2021-12-31$11,696,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,394,251
Expenses. Certain deemed distributions of participant loans2021-12-31$98,318
Value of total corrective distributions2021-12-31$155,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$26,228,066
Value of total assets at end of year2021-12-31$137,352,115
Value of total assets at beginning of year2021-12-31$104,956,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,048,335
Total interest from all sources2021-12-31$117,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$16,123,322
Participant contributions at end of year2021-12-31$2,326,408
Participant contributions at beginning of year2021-12-31$1,842,419
Participant contributions at end of year2021-12-31$170,302
Participant contributions at beginning of year2021-12-31$328,819
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,973,287
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$231,729
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$137,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$246,747
Administrative expenses (other) incurred2021-12-31$1,048,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$30,950,759
Value of net assets at end of year (total assets less liabilities)2021-12-31$137,214,236
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$104,710,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$133,949,006
Value of interest in pooled separate accounts at beginning of year2021-12-31$102,202,836
Interest on participant loans2021-12-31$117,653
Interest earned on other investments2021-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$17,010
Net investment gain/loss from pooled separate accounts2021-12-31$16,301,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,131,457
Employer contributions (assets) at end of year2021-12-31$663,387
Employer contributions (assets) at beginning of year2021-12-31$565,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,394,251
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PKF SAN DIEGO, LLP
Accountancy firm EIN2021-12-31813391684
2020 : FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$27,420,475
Total transfer of assets from this plan2020-12-31$9,216,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$246,747
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$103,929
Total income from all sources (including contributions)2020-12-31$34,445,229
Total of all expenses incurred2020-12-31$10,773,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,584,572
Expenses. Certain deemed distributions of participant loans2020-12-31$139,638
Value of total corrective distributions2020-12-31$336,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,122,829
Value of total assets at end of year2020-12-31$104,956,771
Value of total assets at beginning of year2020-12-31$62,938,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$712,189
Total interest from all sources2020-12-31$108,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$12,336,999
Participant contributions at end of year2020-12-31$1,842,419
Participant contributions at beginning of year2020-12-31$1,540,364
Participant contributions at end of year2020-12-31$328,819
Participant contributions at beginning of year2020-12-31$185,788
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,146,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$246,747
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$103,929
Administrative expenses (other) incurred2020-12-31$712,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$23,672,109
Value of net assets at end of year (total assets less liabilities)2020-12-31$104,710,024
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$62,834,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$102,202,836
Value of interest in pooled separate accounts at beginning of year2020-12-31$60,764,542
Interest on participant loans2020-12-31$108,915
Interest earned on other investments2020-12-31$44
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$17,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,700
Net investment gain/loss from pooled separate accounts2020-12-31$16,213,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,639,130
Employer contributions (assets) at end of year2020-12-31$565,687
Employer contributions (assets) at beginning of year2020-12-31$433,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,584,572
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PKF SAN DIEGO, LLP
Accountancy firm EIN2020-12-31813391684
2019 : FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$24,984,834
Total transfer of assets to this plan2019-12-31$24,984,834
Total transfer of assets from this plan2019-12-31$3,092,060
Total transfer of assets from this plan2019-12-31$3,092,060
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$103,929
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$103,929
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$57,010
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$57,010
Total income from all sources (including contributions)2019-12-31$17,980,123
Total income from all sources (including contributions)2019-12-31$17,980,123
Total of all expenses incurred2019-12-31$5,114,280
Total of all expenses incurred2019-12-31$5,114,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,634,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,634,092
Expenses. Certain deemed distributions of participant loans2019-12-31$18,837
Expenses. Certain deemed distributions of participant loans2019-12-31$18,837
Value of total corrective distributions2019-12-31$88,388
Value of total corrective distributions2019-12-31$88,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,701,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,701,251
Value of total assets at end of year2019-12-31$62,938,283
Value of total assets at end of year2019-12-31$62,938,283
Value of total assets at beginning of year2019-12-31$28,132,747
Value of total assets at beginning of year2019-12-31$28,132,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$372,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$372,963
Total interest from all sources2019-12-31$61,965
Total interest from all sources2019-12-31$61,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,491,862
Contributions received from participants2019-12-31$6,491,862
Participant contributions at end of year2019-12-31$1,540,364
Participant contributions at end of year2019-12-31$1,540,364
Participant contributions at beginning of year2019-12-31$619,939
Participant contributions at beginning of year2019-12-31$619,939
Participant contributions at end of year2019-12-31$185,788
Participant contributions at end of year2019-12-31$185,788
Participant contributions at beginning of year2019-12-31$105,882
Participant contributions at beginning of year2019-12-31$105,882
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$705,879
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$705,879
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$103,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$103,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$57,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$57,010
Administrative expenses (other) incurred2019-12-31$300,860
Administrative expenses (other) incurred2019-12-31$300,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,865,843
Value of net income/loss2019-12-31$12,865,843
Value of net assets at end of year (total assets less liabilities)2019-12-31$62,834,354
Value of net assets at end of year (total assets less liabilities)2019-12-31$62,834,354
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,075,737
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,075,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$72,103
Investment advisory and management fees2019-12-31$72,103
Value of interest in pooled separate accounts at end of year2019-12-31$60,764,542
Value of interest in pooled separate accounts at end of year2019-12-31$60,764,542
Value of interest in pooled separate accounts at beginning of year2019-12-31$26,154,355
Value of interest in pooled separate accounts at beginning of year2019-12-31$26,154,355
Interest on participant loans2019-12-31$54,563
Interest on participant loans2019-12-31$54,563
Interest earned on other investments2019-12-31$7,402
Interest earned on other investments2019-12-31$7,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,224,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,224,306
Net investment gain/loss from pooled separate accounts2019-12-31$8,216,907
Net investment gain/loss from pooled separate accounts2019-12-31$8,216,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,503,510
Contributions received in cash from employer2019-12-31$2,503,510
Employer contributions (assets) at end of year2019-12-31$433,889
Employer contributions (assets) at end of year2019-12-31$433,889
Employer contributions (assets) at beginning of year2019-12-31$26,797
Employer contributions (assets) at beginning of year2019-12-31$26,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,634,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,634,092
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PKF, LLP
Accountancy firm name2019-12-31PKF, LLP
Accountancy firm EIN2019-12-31813391684
Accountancy firm EIN2019-12-31813391684
2018 : FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$310,759
Total transfer of assets from this plan2018-12-31$2,183,633
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$57,010
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$42,628
Total income from all sources (including contributions)2018-12-31$4,161,101
Total of all expenses incurred2018-12-31$1,933,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,759,101
Value of total corrective distributions2018-12-31$30,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,857,623
Value of total assets at end of year2018-12-31$28,132,747
Value of total assets at beginning of year2018-12-31$27,763,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$143,244
Total interest from all sources2018-12-31$41,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$19,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,077,277
Participant contributions at end of year2018-12-31$619,939
Participant contributions at beginning of year2018-12-31$497,983
Participant contributions at end of year2018-12-31$105,882
Participant contributions at beginning of year2018-12-31$87,169
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$501,752
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$57,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$42,628
Administrative expenses (other) incurred2018-12-31$27,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,227,774
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,075,737
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,720,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$97,076
Value of interest in pooled separate accounts at end of year2018-12-31$26,154,355
Value of interest in pooled separate accounts at beginning of year2018-12-31$25,955,072
Interest on participant loans2018-12-31$27,906
Interest earned on other investments2018-12-31$13,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,224,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,061,112
Net investment gain/loss from pooled separate accounts2018-12-31$-1,738,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,278,594
Employer contributions (assets) at end of year2018-12-31$26,797
Employer contributions (assets) at beginning of year2018-12-31$162,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,759,101
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PKF LLP
Accountancy firm EIN2018-12-31813391684
2017 : FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$1,128,727
Total transfer of assets from this plan2017-12-31$432
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$42,628
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$30,361
Total income from all sources (including contributions)2017-12-31$10,436,632
Total of all expenses incurred2017-12-31$2,480,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,372,677
Expenses. Certain deemed distributions of participant loans2017-12-31$7,585
Value of total corrective distributions2017-12-31$-17,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,059,055
Value of total assets at end of year2017-12-31$27,763,465
Value of total assets at beginning of year2017-12-31$18,666,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$117,579
Total interest from all sources2017-12-31$140,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$12,296
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$550,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,500,224
Participant contributions at end of year2017-12-31$497,983
Participant contributions at beginning of year2017-12-31$444,623
Participant contributions at end of year2017-12-31$87,169
Participant contributions at beginning of year2017-12-31$141,460
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$427,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$42,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$30,361
Administrative expenses (other) incurred2017-12-31$26,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,956,619
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,720,837
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,635,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$78,403
Value of interest in pooled separate accounts at end of year2017-12-31$25,955,072
Value of interest in pooled separate accounts at beginning of year2017-12-31$17,127,836
Interest on participant loans2017-12-31$20,116
Interest earned on other investments2017-12-31$120,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,061,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$933,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-99,235
Net investment gain/loss from pooled separate accounts2017-12-31$3,336,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,130,922
Employer contributions (assets) at end of year2017-12-31$162,129
Employer contributions (assets) at beginning of year2017-12-31$18,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,372,677
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DJJCPA,LLC
Accountancy firm EIN2017-12-31203764334
2016 : FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$81,417
Total transfer of assets from this plan2016-12-31$1,108,795
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$30,361
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$40,833
Total income from all sources (including contributions)2016-12-31$5,438,219
Total of all expenses incurred2016-12-31$2,348,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,221,273
Expenses. Certain deemed distributions of participant loans2016-12-31$1,078
Value of total corrective distributions2016-12-31$37,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,273,499
Value of total assets at end of year2016-12-31$18,666,284
Value of total assets at beginning of year2016-12-31$16,614,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$88,394
Total interest from all sources2016-12-31$19,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$550,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,813,129
Participant contributions at end of year2016-12-31$444,623
Participant contributions at beginning of year2016-12-31$507,411
Participant contributions at end of year2016-12-31$141,460
Participant contributions at beginning of year2016-12-31$105,700
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$458,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$30,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$40,833
Other income not declared elsewhere2016-12-31$11,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,089,713
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,635,923
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,573,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$17,127,836
Value of interest in pooled separate accounts at beginning of year2016-12-31$15,174,339
Interest on participant loans2016-12-31$19,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$933,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$791,494
Net investment gain/loss from pooled separate accounts2016-12-31$1,133,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,001,852
Employer contributions (assets) at end of year2016-12-31$18,677
Employer contributions (assets) at beginning of year2016-12-31$35,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,221,273
Contract administrator fees2016-12-31$88,394
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31STRAKSCHENKEIN LLP
Accountancy firm EIN2016-12-31841283626
2015 : FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$491,437
Total transfer of assets from this plan2015-12-31$7,582,790
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$40,833
Total income from all sources (including contributions)2015-12-31$5,474,793
Total of all expenses incurred2015-12-31$3,029,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,782,654
Value of total corrective distributions2015-12-31$65,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,620,147
Value of total assets at end of year2015-12-31$16,614,421
Value of total assets at beginning of year2015-12-31$21,219,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$181,553
Total interest from all sources2015-12-31$24,122
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$550,000
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$3,446,127
Participant contributions at end of year2015-12-31$507,411
Participant contributions at beginning of year2015-12-31$816,575
Participant contributions at end of year2015-12-31$105,700
Participant contributions at beginning of year2015-12-31$94,991
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,131,766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$40,833
Other income not declared elsewhere2015-12-31$21,035
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$2,445,416
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,573,588
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,219,525
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$15,174,339
Value of interest in pooled separate accounts at beginning of year2015-12-31$18,440,742
Interest on participant loans2015-12-31$24,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$791,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,839,807
Net investment gain/loss from pooled separate accounts2015-12-31$-190,511
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,042,254
Employer contributions (assets) at end of year2015-12-31$35,477
Employer contributions (assets) at beginning of year2015-12-31$27,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,782,654
Contract administrator fees2015-12-31$181,553
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 name2015-12-31STRAKSCHENKEIN LLP
Accountancy firm EIN2015-12-31841283626
2014 : FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$5,713,660
Total income from all sources (including contributions)2014-12-31$7,015,764
Total of all expenses incurred2014-12-31$7,010,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,818,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,863,671
Value of total assets at end of year2014-12-31$21,219,525
Value of total assets at beginning of year2014-12-31$15,500,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$191,407
Total interest from all sources2014-12-31$23,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$550,000
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$3,767,884
Participant contributions at end of year2014-12-31$816,575
Participant contributions at beginning of year2014-12-31$477,328
Participant contributions at end of year2014-12-31$94,991
Participant contributions at beginning of year2014-12-31$17,589
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,164,084
Other income not declared elsewhere2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,633
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,219,525
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,500,232
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$18,440,742
Value of interest in pooled separate accounts at beginning of year2014-12-31$13,628,499
Interest on participant loans2014-12-31$23,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,839,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,333,395
Net investment gain/loss from pooled separate accounts2014-12-31$1,128,881
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
Contributions received in cash from employer2014-12-31$931,703
Employer contributions (assets) at end of year2014-12-31$27,410
Employer contributions (assets) at beginning of year2014-12-31$43,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,818,724
Contract administrator fees2014-12-31$191,407
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 name2014-12-31STRAKSCHENKEIN LLP
Accountancy firm EIN2014-12-31841283626
2013 : FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$2,630,582
Total income from all sources (including contributions)2013-12-31$5,007,357
Total of all expenses incurred2013-12-31$1,421,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,290,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,998,837
Value of total assets at end of year2013-12-31$15,500,232
Value of total assets at beginning of year2013-12-31$9,283,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$130,750
Total interest from all sources2013-12-31$15,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$550,000
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$2,358,565
Participant contributions at end of year2013-12-31$477,328
Participant contributions at beginning of year2013-12-31$291,773
Participant contributions at end of year2013-12-31$17,589
Participant contributions at beginning of year2013-12-31$7,684
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$137,144
Other income not declared elsewhere2013-12-31$27,571
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$3,585,798
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,500,232
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,283,852
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 pooled separate accounts at end of year2013-12-31$13,628,499
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,503,834
Interest on participant loans2013-12-31$15,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,333,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,402,285
Net investment gain/loss from pooled separate accounts2013-12-31$1,965,368
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
Contributions received in cash from employer2013-12-31$503,128
Employer contributions (assets) at end of year2013-12-31$43,421
Employer contributions (assets) at beginning of year2013-12-31$78,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,290,809
Contract administrator fees2013-12-31$130,750
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31STRAKSCHENKEIN LLP
Accountancy firm EIN2013-12-31841283626
2012 : FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$2,323,196
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$3,454,788
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,613,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,519,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,478,166
Value of total assets at end of year2012-12-31$9,283,852
Value of total assets at beginning of year2012-12-31$8,119,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$93,502
Total interest from all sources2012-12-31$16,123
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 bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$550,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,525,526
Participant contributions at end of year2012-12-31$291,773
Participant contributions at beginning of year2012-12-31$391,561
Participant contributions at end of year2012-12-31$7,684
Participant contributions at beginning of year2012-12-31$30,977
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$93,613
Other income not declared elsewhere2012-12-31$12,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,158,632
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,283,852
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,119,288
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 pooled separate accounts at end of year2012-12-31$7,503,834
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,203,106
Interest on participant loans2012-12-31$16,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,402,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$475,118
Net investment gain/loss from pooled separate accounts2012-12-31$948,360
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
Contributions received in cash from employer2012-12-31$859,027
Employer contributions (assets) at end of year2012-12-31$78,276
Employer contributions (assets) at beginning of year2012-12-31$18,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,519,918
Contract administrator fees2012-12-31$93,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31STARKSCHENKEIN, LLP
Accountancy firm EIN2012-12-31841283626
2011 : FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$219,586
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$1,771,539
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,887,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,800,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,023,584
Value of total assets at end of year2011-12-31$8,119,288
Value of total assets at beginning of year2011-12-31$8,015,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$87,052
Total interest from all sources2011-12-31$13,934
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$550,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,308,777
Participant contributions at end of year2011-12-31$391,561
Participant contributions at beginning of year2011-12-31$235,028
Participant contributions at end of year2011-12-31$30,977
Participant contributions at beginning of year2011-12-31$27,396
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,482
Other income not declared elsewhere2011-12-31$14,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-115,737
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,119,288
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,015,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$7,203,106
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,241,719
Interest on participant loans2011-12-31$13,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$475,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$499,293
Net investment gain/loss from pooled separate accounts2011-12-31$-280,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$703,325
Employer contributions (assets) at end of year2011-12-31$18,526
Employer contributions (assets) at beginning of year2011-12-31$12,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,800,224
Contract administrator fees2011-12-31$87,052
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31STARKSCHENKEIN, LLP
Accountancy firm EIN2011-12-31841283626
2010 : FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$459,998
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$5,887
Total income from all sources (including contributions)2010-12-31$3,202,678
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,113,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,043,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,192,983
Value of total assets at end of year2010-12-31$8,015,439
Value of total assets at beginning of year2010-12-31$6,391,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$70,119
Total interest from all sources2010-12-31$8,148
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$550,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,351,717
Participant contributions at end of year2010-12-31$235,028
Participant contributions at beginning of year2010-12-31$114,127
Participant contributions at end of year2010-12-31$27,396
Participant contributions at beginning of year2010-12-31$464
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$263,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$5,887
Other income not declared elsewhere2010-12-31$20,550
Total non interest bearing cash at beginning of year2010-12-31$17,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,089,447
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,015,439
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,385,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$7,241,719
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,193,695
Interest on participant loans2010-12-31$8,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$499,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$15,612
Net investment gain/loss from pooled separate accounts2010-12-31$980,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$577,908
Employer contributions (assets) at end of year2010-12-31$12,003
Employer contributions (assets) at beginning of year2010-12-31$50,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,043,112
Contract administrator fees2010-12-31$70,119
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EKS&H PC
Accountancy firm EIN2010-12-31840869721
2009 : FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN

2022: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedYes
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: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
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: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
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: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
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: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FOUNDERS BUSINESS SERVICES, L.L.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932178
Policy instance 1
Insurance contract or identification number932178
Number of Individuals Covered31
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $214,517
Total amount of fees paid to insurance companyUSD $458
Are there contracts with allocated funds for individual policies?0
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
Commission paid to Insurance BrokerUSD $70,883
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerADMIN FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932178
Policy instance 1
Insurance contract or identification number932178
Number of Individuals Covered4013
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $463,846
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $154,528
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932178
Policy instance 1
Insurance contract or identification number932178
Number of Individuals Covered2972
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $316,675
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $133,706
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932178
Policy instance 1
Insurance contract or identification number932178
Number of Individuals Covered2281
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $124,875
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75,510
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932178
Policy instance 1
Insurance contract or identification number932178
Number of Individuals Covered1140
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932178
Policy instance 1
Insurance contract or identification number932178
Number of Individuals Covered1005
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932178
Policy instance 1
Insurance contract or identification number932178
Number of Individuals Covered708
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $58,780
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,596
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SVCS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932178
Policy instance 1
Insurance contract or identification number932178
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $118,177
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,636
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES I
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932178
Policy instance 1
Insurance contract or identification number932178
Number of Individuals Covered1235
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $75,403
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $36,737
Insurance broker organization code?3
Insurance broker nameWOODBURY FINANCIAL SERVICES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932178
Policy instance 1
Insurance contract or identification number932178
Number of Individuals Covered744
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $49,719
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
Commission paid to Insurance BrokerUSD $48,499
Insurance broker organization code?3
Insurance broker nameMONEY CONCEPTS CAPITAL CORP
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932178
Policy instance 1
Insurance contract or identification number932178
Number of Individuals Covered667
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $44,104
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932178
Policy instance 1
Insurance contract or identification number932178
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $53,868
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

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