?>
Logo

GENEX SERVICES, LLC 401(K) PLAN 401k Plan overview

Plan NameGENEX SERVICES, LLC 401(K) PLAN
Plan identification number 002

GENEX SERVICES, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

GENEX SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:GENEX SERVICES, LLC
Employer identification number (EIN):953327434
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Additional information about GENEX SERVICES, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 1015453

More information about GENEX SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GENEX SERVICES, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARGARET FISHER ANDREW MURPHY2018-10-15
0022016-01-01MARGARET FISHER ANDREW MURPHY2017-10-12
0022015-01-01MARGARET FISHER ANDREW MURPHY2016-10-14
0022014-01-01MARGARET FISHER ANDREW MURPHY2015-10-15
0022013-01-01MARGARET FISHER JOHN KEOHANE2014-10-13
0022012-01-01MARGARET FISHER JOHN KEOHANE2013-09-27
0022011-01-01ABIGAIL MYERS JOHN KEOHANE2012-10-12
0022010-01-01RICHARD WOODRUFF II JOHN KEOHANE2011-10-17
0022009-01-01RICHARD B. WOODRUFF II JOHN KEOHANE2010-10-12

Plan Statistics for GENEX SERVICES, LLC 401(K) PLAN

401k plan membership statisitcs for GENEX SERVICES, LLC 401(K) PLAN

Measure Date Value
2020: GENEX SERVICES, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,189
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GENEX SERVICES, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,234
Total number of active participants reported on line 7a of the Form 55002019-01-012,653
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-01521
Total of all active and inactive participants2019-01-013,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-013,189
Number of participants with account balances2019-01-012,447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: GENEX SERVICES, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,189
Total number of active participants reported on line 7a of the Form 55002018-01-012,692
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-01526
Total of all active and inactive participants2018-01-013,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-013,234
Number of participants with account balances2018-01-012,488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: GENEX SERVICES, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,073
Total number of active participants reported on line 7a of the Form 55002017-01-012,713
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-01464
Total of all active and inactive participants2017-01-013,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-013,189
Number of participants with account balances2017-01-012,341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GENEX SERVICES, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,962
Total number of active participants reported on line 7a of the Form 55002016-01-012,616
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01449
Total of all active and inactive participants2016-01-013,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-013,073
Number of participants with account balances2016-01-012,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GENEX SERVICES, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,879
Total number of active participants reported on line 7a of the Form 55002015-01-012,565
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01389
Total of all active and inactive participants2015-01-012,958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-012,962
Number of participants with account balances2015-01-012,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GENEX SERVICES, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,953
Total number of active participants reported on line 7a of the Form 55002014-01-012,549
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01322
Total of all active and inactive participants2014-01-012,875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-012,879
Number of participants with account balances2014-01-012,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GENEX SERVICES, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,735
Total number of active participants reported on line 7a of the Form 55002013-01-012,649
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-01298
Total of all active and inactive participants2013-01-012,952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012,953
Number of participants with account balances2013-01-012,019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GENEX SERVICES, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,783
Total number of active participants reported on line 7a of the Form 55002012-01-012,469
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-01259
Total of all active and inactive participants2012-01-012,734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-012,735
Number of participants with account balances2012-01-011,893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GENEX SERVICES, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,918
Total number of active participants reported on line 7a of the Form 55002011-01-012,542
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01239
Total of all active and inactive participants2011-01-012,781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-012,783
Number of participants with account balances2011-01-011,817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GENEX SERVICES, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,002
Total number of active participants reported on line 7a of the Form 55002010-01-011,743
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01174
Total of all active and inactive participants2010-01-011,917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,918
Number of participants with account balances2010-01-011,283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: GENEX SERVICES, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,990
Total number of active participants reported on line 7a of the Form 55002009-01-011,857
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01144
Total of all active and inactive participants2009-01-012,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-012,002
Number of participants with account balances2009-01-011,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GENEX SERVICES, LLC 401(K) PLAN

Measure Date Value
2020 : GENEX SERVICES, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total transfer of assets from this plan2020-08-31$204,215,547
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total income from all sources (including contributions)2020-08-31$24,321,459
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$37,734,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$37,511,485
Expenses. Certain deemed distributions of participant loans2020-08-31$-103
Value of total corrective distributions2020-08-31$567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$12,598,645
Value of total assets at end of year2020-08-31$0
Value of total assets at beginning of year2020-08-31$217,628,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$222,187
Total interest from all sources2020-08-31$120,500
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$2,509,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-08-31$0
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$2,509,390
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$5,000,000
If this is an individual account plan, was there a blackout period2020-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-08-31$0
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$9,518,643
Participant contributions at end of year2020-08-31$0
Participant contributions at beginning of year2020-08-31$3,174,464
Income. Received or receivable in cash from other sources (including rollovers)2020-08-31$436,127
Administrative expenses (other) incurred2020-08-31$140,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$-13,412,677
Value of net assets at end of year (total assets less liabilities)2020-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$217,628,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Investment advisory and management fees2020-08-31$81,515
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$200,516,070
Interest on participant loans2020-08-31$120,500
Value of interest in common/collective trusts at end of year2020-08-31$0
Value of interest in common/collective trusts at beginning of year2020-08-31$13,937,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$9,117,993
Net investment gain or loss from common/collective trusts2020-08-31$-25,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$2,643,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$37,511,485
Did the plan have assets held for investment2020-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31ERNST & YOUNG LLP
Accountancy firm EIN2020-08-31346565596
2019 : GENEX SERVICES, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$58,571,730
Total income from all sources (including contributions)2019-12-31$58,571,730
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$23,789,398
Total of all expenses incurred2019-12-31$23,789,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,482,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,482,332
Expenses. Certain deemed distributions of participant loans2019-12-31$5,451
Expenses. Certain deemed distributions of participant loans2019-12-31$5,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$19,719,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$19,719,044
Value of total assets at end of year2019-12-31$217,628,224
Value of total assets at end of year2019-12-31$217,628,224
Value of total assets at beginning of year2019-12-31$182,845,892
Value of total assets at beginning of year2019-12-31$182,845,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$301,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$301,615
Total interest from all sources2019-12-31$177,601
Total interest from all sources2019-12-31$177,601
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,021,980
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,021,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,021,980
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,021,980
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$13,457,192
Contributions received from participants2019-12-31$13,457,192
Participant contributions at end of year2019-12-31$3,174,464
Participant contributions at end of year2019-12-31$3,174,464
Participant contributions at beginning of year2019-12-31$3,463,225
Participant contributions at beginning of year2019-12-31$3,463,225
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,147,532
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,147,532
Other income not declared elsewhere2019-12-31$11,277
Other income not declared elsewhere2019-12-31$11,277
Administrative expenses (other) incurred2019-12-31$185,323
Administrative expenses (other) incurred2019-12-31$185,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$34,782,332
Value of net income/loss2019-12-31$34,782,332
Value of net assets at end of year (total assets less liabilities)2019-12-31$217,628,224
Value of net assets at end of year (total assets less liabilities)2019-12-31$217,628,224
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$182,845,892
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$182,845,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$116,292
Investment advisory and management fees2019-12-31$116,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$200,516,070
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$200,516,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$164,577,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$164,577,399
Interest on participant loans2019-12-31$177,601
Interest on participant loans2019-12-31$177,601
Value of interest in common/collective trusts at end of year2019-12-31$13,937,690
Value of interest in common/collective trusts at end of year2019-12-31$13,937,690
Value of interest in common/collective trusts at beginning of year2019-12-31$14,805,268
Value of interest in common/collective trusts at beginning of year2019-12-31$14,805,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$30,027,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$30,027,316
Net investment gain or loss from common/collective trusts2019-12-31$614,512
Net investment gain or loss from common/collective trusts2019-12-31$614,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,114,320
Contributions received in cash from employer2019-12-31$5,114,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,482,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,482,332
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
Accountancy firm EIN2019-12-31346565596
2018 : GENEX SERVICES, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$11,534,808
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$14,428,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,092,006
Expenses. Certain deemed distributions of participant loans2018-12-31$-593
Value of total corrective distributions2018-12-31$272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$20,541,389
Value of total assets at end of year2018-12-31$182,845,892
Value of total assets at beginning of year2018-12-31$185,739,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$336,873
Total interest from all sources2018-12-31$170,460
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,063,329
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$10,063,329
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$13,193,314
Participant contributions at end of year2018-12-31$3,463,225
Participant contributions at beginning of year2018-12-31$3,174,767
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$192,922
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,196,382
Other income not declared elsewhere2018-12-31$4,182
Administrative expenses (other) incurred2018-12-31$202,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,893,750
Value of net assets at end of year (total assets less liabilities)2018-12-31$182,845,892
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$185,739,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$134,473
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$164,577,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$169,428,787
Interest on participant loans2018-12-31$170,460
Value of interest in common/collective trusts at end of year2018-12-31$14,805,268
Value of interest in common/collective trusts at beginning of year2018-12-31$12,493,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-19,335,721
Net investment gain or loss from common/collective trusts2018-12-31$91,169
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31Yes
Contributions received in cash from employer2018-12-31$5,151,693
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$450,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$14,092,006
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : GENEX SERVICES, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$2,068,171
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$46,205,958
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$15,451,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,147,073
Expenses. Certain deemed distributions of participant loans2017-12-31$89,632
Value of total corrective distributions2017-12-31$45,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,663,551
Value of total assets at end of year2017-12-31$185,739,642
Value of total assets at beginning of year2017-12-31$152,916,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$169,028
Total interest from all sources2017-12-31$124,984
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,965,960
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$7,965,960
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$12,268,758
Participant contributions at end of year2017-12-31$3,174,767
Participant contributions at beginning of year2017-12-31$2,836,615
Participant contributions at end of year2017-12-31$192,922
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,558,393
Other income not declared elsewhere2017-12-31$65,000
Administrative expenses (other) incurred2017-12-31$80,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$30,754,820
Value of net assets at end of year (total assets less liabilities)2017-12-31$185,739,642
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$152,916,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$88,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$169,428,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$136,234,130
Interest on participant loans2017-12-31$124,984
Value of interest in common/collective trusts at end of year2017-12-31$12,493,043
Value of interest in common/collective trusts at beginning of year2017-12-31$13,845,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$19,288,332
Net investment gain or loss from common/collective trusts2017-12-31$98,131
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31Yes
Contributions received in cash from employer2017-12-31$4,836,400
Employer contributions (assets) at end of year2017-12-31$450,123
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,147,073
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : GENEX SERVICES, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,437,568
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
Total income from all sources (including contributions)2016-12-31$28,096,719
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$18,752,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,599,432
Expenses. Certain deemed distributions of participant loans2016-12-31$24,435
Value of total corrective distributions2016-12-31$26,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,974,476
Value of total assets at end of year2016-12-31$152,916,651
Value of total assets at beginning of year2016-12-31$142,135,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$102,672
Total interest from all sources2016-12-31$120,636
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,128,740
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$5,128,740
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$11,786,282
Participant contributions at end of year2016-12-31$2,836,615
Participant contributions at beginning of year2016-12-31$2,791,707
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,592,789
Other income not declared elsewhere2016-12-31$65,000
Administrative expenses (other) incurred2016-12-31$39,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,343,953
Value of net assets at end of year (total assets less liabilities)2016-12-31$152,916,651
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$142,135,130
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
Investment advisory and management fees2016-12-31$62,824
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$136,234,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$125,908,599
Interest on participant loans2016-12-31$120,636
Value of interest in common/collective trusts at end of year2016-12-31$13,845,906
Value of interest in common/collective trusts at beginning of year2016-12-31$13,434,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,688,273
Net investment gain or loss from common/collective trusts2016-12-31$119,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31Yes
Contributions received in cash from employer2016-12-31$4,595,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,599,432
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : GENEX SERVICES, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$4,526,049
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$20,340,416
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$17,573,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,470,024
Expenses. Certain deemed distributions of participant loans2015-12-31$25,119
Value of total corrective distributions2015-12-31$7,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,877,744
Value of total assets at end of year2015-12-31$142,135,130
Value of total assets at beginning of year2015-12-31$134,841,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$70,517
Total interest from all sources2015-12-31$115,686
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,732,373
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$6,732,373
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$11,554,093
Participant contributions at end of year2015-12-31$2,791,707
Participant contributions at beginning of year2015-12-31$2,821,887
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,793,093
Other income not declared elsewhere2015-12-31$49,500
Administrative expenses (other) incurred2015-12-31$20,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,767,244
Value of net assets at end of year (total assets less liabilities)2015-12-31$142,135,130
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$134,841,837
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
Investment advisory and management fees2015-12-31$49,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$125,908,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$118,188,160
Interest on participant loans2015-12-31$115,686
Value of interest in common/collective trusts at end of year2015-12-31$13,434,824
Value of interest in common/collective trusts at beginning of year2015-12-31$13,831,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,477,105
Net investment gain or loss from common/collective trusts2015-12-31$42,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,530,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,470,024
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : GENEX SERVICES, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$23,717,616
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$13,136,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,070,313
Expenses. Certain deemed distributions of participant loans2014-12-31$4,138
Value of total corrective distributions2014-12-31$233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,909,708
Value of total assets at end of year2014-12-31$134,841,837
Value of total assets at beginning of year2014-12-31$124,260,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$61,463
Total interest from all sources2014-12-31$116,434
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,614,716
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$7,614,716
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$10,855,942
Participant contributions at end of year2014-12-31$2,821,887
Participant contributions at beginning of year2014-12-31$2,762,290
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$768,390
Other income not declared elsewhere2014-12-31$33,999
Administrative expenses (other) incurred2014-12-31$24,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,581,469
Value of net assets at end of year (total assets less liabilities)2014-12-31$134,841,837
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$124,260,368
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
Investment advisory and management fees2014-12-31$37,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$118,188,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$106,968,565
Interest on participant loans2014-12-31$116,434
Value of interest in common/collective trusts at end of year2014-12-31$13,831,790
Value of interest in common/collective trusts at beginning of year2014-12-31$14,529,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$123,110
Net investment gain or loss from common/collective trusts2014-12-31$-80,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,285,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,070,313
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : GENEX SERVICES, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$33,478,409
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,176,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,129,908
Value of total corrective distributions2013-12-31$697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,265,162
Value of total assets at end of year2013-12-31$124,260,368
Value of total assets at beginning of year2013-12-31$100,957,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$45,408
Total interest from all sources2013-12-31$119,033
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,796,049
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$4,796,049
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$10,077,967
Participant contributions at end of year2013-12-31$2,762,290
Participant contributions at beginning of year2013-12-31$2,740,445
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,169,930
Administrative expenses (other) incurred2013-12-31$21,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$23,302,396
Value of net assets at end of year (total assets less liabilities)2013-12-31$124,260,368
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$100,957,972
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
Investment advisory and management fees2013-12-31$24,229
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$106,968,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$82,315,302
Interest on participant loans2013-12-31$119,033
Value of interest in common/collective trusts at end of year2013-12-31$14,529,513
Value of interest in common/collective trusts at beginning of year2013-12-31$15,902,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,396,994
Net investment gain or loss from common/collective trusts2013-12-31$-98,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,017,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,129,908
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : GENEX SERVICES, LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$24,837,297
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,060,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,039,210
Expenses. Certain deemed distributions of participant loans2012-12-31$6,159
Value of total corrective distributions2012-12-31$1,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,059,800
Value of total assets at end of year2012-12-31$100,957,972
Value of total assets at beginning of year2012-12-31$85,181,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,028
Total interest from all sources2012-12-31$120,001
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,279,951
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$2,279,951
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$9,678,868
Participant contributions at end of year2012-12-31$2,740,445
Participant contributions at beginning of year2012-12-31$2,716,642
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$148,940
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$536,745
Administrative expenses (other) incurred2012-12-31$14,028
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$15,776,850
Value of net assets at end of year (total assets less liabilities)2012-12-31$100,957,972
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$85,181,122
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$82,315,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$67,725,637
Interest on participant loans2012-12-31$120,001
Value of interest in common/collective trusts at end of year2012-12-31$15,902,225
Value of interest in common/collective trusts at beginning of year2012-12-31$14,256,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,988,077
Net investment gain or loss from common/collective trusts2012-12-31$389,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,844,187
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$333,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,039,210
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : GENEX SERVICES, LLC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$980,694
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$20,083,607
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,959,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,938,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$21,484,112
Value of total assets at end of year2011-12-31$85,181,122
Value of total assets at beginning of year2011-12-31$70,075,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,982
Total interest from all sources2011-12-31$111,950
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,355,173
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$1,355,173
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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$9,205,710
Participant contributions at end of year2011-12-31$2,716,642
Participant contributions at beginning of year2011-12-31$1,583,006
Participant contributions at end of year2011-12-31$148,940
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,567,945
Administrative expenses (other) incurred2011-12-31$20,982
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$14,124,525
Value of net assets at end of year (total assets less liabilities)2011-12-31$85,181,122
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$70,075,903
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$67,725,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$57,000,916
Interest on participant loans2011-12-31$111,950
Value of interest in common/collective trusts at end of year2011-12-31$14,256,219
Value of interest in common/collective trusts at beginning of year2011-12-31$11,491,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,554,297
Net investment gain/loss from pooled separate accounts2011-12-31$258,172
Net investment gain or loss from common/collective trusts2011-12-31$428,497
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$3,710,457
Employer contributions (assets) at end of year2011-12-31$333,684
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,938,100
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : GENEX SERVICES, LLC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$15,257,387
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,293,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,280,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,418,179
Value of total assets at end of year2010-12-31$70,075,903
Value of total assets at beginning of year2010-12-31$58,111,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,688
Total interest from all sources2010-12-31$98,657
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,005,679
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$1,005,679
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
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$5,730,046
Participant contributions at end of year2010-12-31$1,583,006
Participant contributions at beginning of year2010-12-31$1,538,244
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$225,625
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$279,788
Administrative expenses (other) incurred2010-12-31$12,688
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$11,964,385
Value of net assets at end of year (total assets less liabilities)2010-12-31$70,075,903
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$58,111,518
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$57,000,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$45,163,990
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$209,317
Interest on participant loans2010-12-31$98,657
Value of interest in common/collective trusts at end of year2010-12-31$11,491,981
Value of interest in common/collective trusts at beginning of year2010-12-31$10,875,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,206,523
Net investment gain/loss from pooled separate accounts2010-12-31$86,359
Net investment gain or loss from common/collective trusts2010-12-31$441,990
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$2,408,345
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$98,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,280,314
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 name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : GENEX SERVICES, LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GENEX SERVICES, LLC 401(K) PLAN

2020: GENEX SERVICES, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GENEX SERVICES, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GENEX SERVICES, LLC 401(K) 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 filingNo
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: GENEX SERVICES, LLC 401(K) 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: GENEX SERVICES, LLC 401(K) 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: GENEX SERVICES, LLC 401(K) 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: GENEX SERVICES, LLC 401(K) 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: GENEX SERVICES, LLC 401(K) 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: GENEX SERVICES, LLC 401(K) 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GENEX SERVICES, LLC 401(K) 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GENEX SERVICES, LLC 401(K) 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 is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GENEX SERVICES, LLC 401(K) 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 is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-50080
Policy instance 1
Insurance contract or identification number4-50080
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3