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POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 401k Plan overview

Plan NamePOLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN
Plan identification number 001

POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:POLYCOM, INC.
Employer identification number (EIN):943128324
NAIC Classification:517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01WILLIAM J. PFLUGH
0012016-01-01MICHAEL MILLS
0012015-01-01SAYED DARWISH
0012014-01-01SAYED DARWISH
0012013-01-01SAYED DARWISH
0012012-01-01KEN BOEHM KEN BOEHM2013-10-15
0012011-01-01MITCHELL PULLEY
0012010-01-01MITCHELL PULLEY
0012009-01-01LINA NAUMANN SAYED DARWISH2010-09-30

Plan Statistics for POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN

401k plan membership statisitcs for POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN

Measure Date Value
2018: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,066
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0128
2017: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,112
Total number of active participants reported on line 7a of the Form 55002017-01-011,238
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01826
Total of all active and inactive participants2017-01-012,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,066
Number of participants with account balances2017-01-012,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,298
Total number of active participants reported on line 7a of the Form 55002016-01-011,255
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01856
Total of all active and inactive participants2016-01-012,111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012,112
Number of participants with account balances2016-01-012,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,249
Total number of active participants reported on line 7a of the Form 55002015-01-011,494
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01802
Total of all active and inactive participants2015-01-012,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-012,298
Number of participants with account balances2015-01-012,173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0121
2014: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,345
Total number of active participants reported on line 7a of the Form 55002014-01-011,497
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01751
Total of all active and inactive participants2014-01-012,249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,249
Number of participants with account balances2014-01-012,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0136
2013: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,376
Total number of active participants reported on line 7a of the Form 55002013-01-011,654
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01689
Total of all active and inactive participants2013-01-012,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,345
Number of participants with account balances2013-01-012,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0168
2012: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,460
Total number of active participants reported on line 7a of the Form 55002012-01-011,653
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01715
Total of all active and inactive participants2012-01-012,370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-012,376
Number of participants with account balances2012-01-012,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0166
2011: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,167
Total number of active participants reported on line 7a of the Form 55002011-01-011,905
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01546
Total of all active and inactive participants2011-01-012,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-012,460
Number of participants with account balances2011-01-012,288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0142
2010: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,878
Total number of active participants reported on line 7a of the Form 55002010-01-011,644
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01515
Total of all active and inactive participants2010-01-012,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-018
Total participants2010-01-012,167
Number of participants with account balances2010-01-011,958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0142
2009: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,918
Total number of active participants reported on line 7a of the Form 55002009-01-011,420
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01454
Total of all active and inactive participants2009-01-011,874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,878
Number of participants with account balances2009-01-011,633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN

Measure Date Value
2018 : POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-193,228
Total unrealized appreciation/depreciation of assets2018-12-31$-193,228
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$251,398,576
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$27
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,812,491
Total loss/gain on sale of assets2018-12-31$26,397
Total of all expenses incurred2018-12-31$23,779,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$23,505,200
Expenses. Certain deemed distributions of participant loans2018-12-31$127,199
Value of total corrective distributions2018-12-31$5,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$19,496,089
Value of total assets at end of year2018-12-31$0
Value of total assets at beginning of year2018-12-31$269,365,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$142,087
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$280,460
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$17,765,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$17,746,906
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$15,078
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$15,366,579
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$2,311,301
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,814,938
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$27
Other income not declared elsewhere2018-12-31$180,000
Administrative expenses (other) incurred2018-12-31$142,087
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$5,778
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-17,967,249
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$269,365,825
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$252,316,759
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$88,925
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$13,620,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$13,620,522
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$191,535
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-31,743,096
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$2,314,572
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$750
Income. Dividends from common stock2018-12-31$18,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$23,505,200
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,096,414
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31Yes
Aggregate proceeds on sale of assets2018-12-31$1,406,081
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,379,684
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$132,121
Total unrealized appreciation/depreciation of assets2017-12-31$132,121
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$27
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$61,270,527
Total loss/gain on sale of assets2017-12-31$53,722
Total of all expenses incurred2017-12-31$25,409,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$25,284,735
Expenses. Certain deemed distributions of participant loans2017-12-31$2,536
Value of total corrective distributions2017-12-31$5,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,244,288
Value of total assets at end of year2017-12-31$269,365,852
Value of total assets at beginning of year2017-12-31$233,505,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$116,856
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$145,031
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,113,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$11,096,199
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$15,078
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$13,710
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$6,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$14,171,817
Participant contributions at end of year2017-12-31$2,311,301
Participant contributions at beginning of year2017-12-31$2,132,556
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$907,114
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$27
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$180,000
Administrative expenses (other) incurred2017-12-31$116,856
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$5,778
Total non interest bearing cash at beginning of year2017-12-31$1,343
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$35,860,778
Value of net assets at end of year (total assets less liabilities)2017-12-31$269,365,825
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$233,505,047
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$252,316,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$215,875,159
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$73,580
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$13,620,522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$14,305,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$14,305,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$71,451
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$32,401,688
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$2,165,357
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$750
Income. Dividends from common stock2017-12-31$16,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$25,284,735
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$4,275
Contract administrator fees2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,096,414
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,172,602
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$1,355,656
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,301,934
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-44,908
Total unrealized appreciation/depreciation of assets2016-12-31$-44,908
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$35,491,878
Total loss/gain on sale of assets2016-12-31$16,526
Total of all expenses incurred2016-12-31$20,117,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$20,043,665
Expenses. Certain deemed distributions of participant loans2016-12-31$-4,361
Value of total corrective distributions2016-12-31$27,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$19,519,114
Value of total assets at end of year2016-12-31$233,505,047
Value of total assets at beginning of year2016-12-31$218,130,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,073
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$79,020
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,768,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$8,745,233
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$13,710
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$15,030
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$6,000,000
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$15,781,857
Participant contributions at end of year2016-12-31$2,132,556
Participant contributions at beginning of year2016-12-31$2,363,574
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,333,004
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$141,552
Administrative expenses (other) incurred2016-12-31$51,073
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$1,343
Total non interest bearing cash at beginning of year2016-12-31$1,053
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$15,374,154
Value of net assets at end of year (total assets less liabilities)2016-12-31$233,505,047
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$218,130,893
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$215,875,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$202,948,498
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$72,549
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$14,305,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$11,847,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$11,847,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$6,471
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,012,163
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$2,404,253
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$750
Income. Dividends from common stock2016-12-31$22,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$20,043,665
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$4,275
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,713
Contract administrator fees2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,172,602
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$953,643
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$1,930,333
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,913,807
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-138,534
Total unrealized appreciation/depreciation of assets2015-12-31$-138,534
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$21,358,489
Total loss/gain on sale of assets2015-12-31$12,168
Total of all expenses incurred2015-12-31$14,735,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,618,394
Expenses. Certain deemed distributions of participant loans2015-12-31$4,528
Value of total corrective distributions2015-12-31$14,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$21,363,887
Value of total assets at end of year2015-12-31$218,130,893
Value of total assets at beginning of year2015-12-31$211,507,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$98,223
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$79,672
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$11,585,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$11,567,975
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$15,030
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$13,806
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$6,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$16,651,002
Participant contributions at end of year2015-12-31$2,363,574
Participant contributions at beginning of year2015-12-31$2,570,251
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,077,312
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$87,500
Administrative expenses (other) incurred2015-12-31$98,223
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$1,053
Total non interest bearing cash at beginning of year2015-12-31$2,184
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$6,622,905
Value of net assets at end of year (total assets less liabilities)2015-12-31$218,130,893
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$211,507,988
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$202,948,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$197,172,132
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$77,684
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$431
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$11,847,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$10,710,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$10,710,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,557
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,632,078
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$2,635,573
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$750
Income. Dividends from common stock2015-12-31$17,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,618,394
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,713
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$953,643
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,038,677
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$1,516,663
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,504,495
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-23,726
Total unrealized appreciation/depreciation of assets2014-12-31$-23,726
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$35,880,638
Total loss/gain on sale of assets2014-12-31$1,918
Total of all expenses incurred2014-12-31$17,507,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$17,450,907
Expenses. Certain deemed distributions of participant loans2014-12-31$4,874
Value of total corrective distributions2014-12-31$16,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$22,282,648
Value of total assets at end of year2014-12-31$211,507,988
Value of total assets at beginning of year2014-12-31$193,135,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,745
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$78,170
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$10,531,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$10,514,470
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$13,806
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$6,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$16,664,532
Participant contributions at end of year2014-12-31$2,570,251
Participant contributions at beginning of year2014-12-31$2,213,542
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,940,676
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$58,750
Administrative expenses (other) incurred2014-12-31$35,745
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$2,184
Total non interest bearing cash at beginning of year2014-12-31$874
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$18,372,926
Value of net assets at end of year (total assets less liabilities)2014-12-31$211,507,988
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$193,135,062
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$197,172,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$180,581,648
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$76,481
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$10,710,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,690,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,690,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,689
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,951,022
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$2,677,440
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$250
Income. Dividends from common stock2014-12-31$17,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$17,450,907
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,038,677
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$648,114
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$1,105,133
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,103,215
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$62,772
Total unrealized appreciation/depreciation of assets2013-12-31$62,772
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$59,537,405
Total loss/gain on sale of assets2013-12-31$-427
Total of all expenses incurred2013-12-31$21,618,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$21,549,552
Expenses. Certain deemed distributions of participant loans2013-12-31$4,948
Value of total corrective distributions2013-12-31$47,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$23,519,534
Value of total assets at end of year2013-12-31$193,135,062
Value of total assets at beginning of year2013-12-31$155,216,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,931
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$65,016
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,045,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$8,037,077
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$6,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$17,521,090
Participant contributions at end of year2013-12-31$2,213,542
Participant contributions at beginning of year2013-12-31$2,000,997
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,120,028
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$16,931
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$874
Total non interest bearing cash at beginning of year2013-12-31$113
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$37,918,744
Value of net assets at end of year (total assets less liabilities)2013-12-31$193,135,062
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$155,216,318
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$180,581,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$142,216,164
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$63,221
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,690,884
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,797,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,797,056
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,795
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$27,845,106
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$2,878,416
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$8,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$21,549,552
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$648,114
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$201,988
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$424,248
Aggregate carrying amount (costs) on sale of assets2013-12-31$424,675
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-23,492
Total unrealized appreciation/depreciation of assets2012-12-31$-23,492
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$41,558,587
Total loss/gain on sale of assets2012-12-31$10,487
Total of all expenses incurred2012-12-31$17,438,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$17,411,750
Value of total corrective distributions2012-12-31$11,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$23,921,447
Value of total assets at end of year2012-12-31$155,216,318
Value of total assets at beginning of year2012-12-31$131,095,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,453
Total interest from all sources2012-12-31$67,526
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,513,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,507,793
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$6,000,000
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$17,973,937
Participant contributions at end of year2012-12-31$2,000,997
Participant contributions at beginning of year2012-12-31$1,953,942
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,958,180
Administrative expenses (other) incurred2012-12-31$15,453
Total non interest bearing cash at end of year2012-12-31$113
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$24,120,331
Value of net assets at end of year (total assets less liabilities)2012-12-31$155,216,318
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$131,095,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$142,216,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$118,854,105
Interest on participant loans2012-12-31$65,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,797,056
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$10,219,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$10,219,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,069,560
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,989,330
Income. Dividends from common stock2012-12-31$5,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$17,411,750
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$201,988
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$68,044
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
Aggregate proceeds on sale of assets2012-12-31$352,376
Aggregate carrying amount (costs) on sale of assets2012-12-31$341,889
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-8,939
Total unrealized appreciation/depreciation of assets2011-12-31$-8,939
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$20,884,887
Total loss/gain on sale of assets2011-12-31$406
Total of all expenses incurred2011-12-31$9,832,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,809,965
Expenses. Certain deemed distributions of participant loans2011-12-31$1,944
Value of total corrective distributions2011-12-31$6,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$22,709,963
Value of total assets at end of year2011-12-31$131,095,987
Value of total assets at beginning of year2011-12-31$120,043,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,314
Total interest from all sources2011-12-31$58,150
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,931,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,930,663
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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$16,807,748
Participant contributions at end of year2011-12-31$1,953,942
Participant contributions at beginning of year2011-12-31$1,554,828
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$37,859
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,912,012
Administrative expenses (other) incurred2011-12-31$14,314
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$11,052,617
Value of net assets at end of year (total assets less liabilities)2011-12-31$131,095,987
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$120,043,370
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$118,854,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$110,215,829
Interest on participant loans2011-12-31$57,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$10,219,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$8,234,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$8,234,854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,806,482
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$2,990,203
Income. Dividends from common stock2011-12-31$1,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,809,965
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
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$68,044
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$66,710
Aggregate carrying amount (costs) on sale of assets2011-12-31$66,304
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOHLER, NIXON & WILLIAMS
Accountancy firm EIN2011-12-31770106234
2010 : POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-324
Total unrealized appreciation/depreciation of assets2010-12-31$-324
Total transfer of assets to this plan2010-12-31$1,772,262
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$33,157,013
Total of all expenses incurred2010-12-31$8,560,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,519,602
Expenses. Certain deemed distributions of participant loans2010-12-31$16,592
Value of total corrective distributions2010-12-31$12,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$18,332,411
Value of total assets at end of year2010-12-31$120,043,370
Value of total assets at beginning of year2010-12-31$93,674,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,902
Total interest from all sources2010-12-31$58,802
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,851,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,851,557
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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$13,642,666
Participant contributions at end of year2010-12-31$1,554,828
Participant contributions at beginning of year2010-12-31$1,222,560
Assets. Other investments not covered elsewhere at end of year2010-12-31$37,859
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,318,449
Administrative expenses (other) incurred2010-12-31$11,902
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$24,596,751
Value of net assets at end of year (total assets less liabilities)2010-12-31$120,043,370
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$93,674,357
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$110,215,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$84,539,555
Interest on participant loans2010-12-31$57,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$8,234,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,912,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,912,242
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,914,567
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,371,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,519,602
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 name2010-12-31MOHLER, NIXON & WILLIAMS
Accountancy firm EIN2010-12-31770106234
2009 : POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE 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 POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN

2018: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: POLYCOM 401(K) RETIREMENT SAVINGS INCENTIVE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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