401k Plan data: DATA STRATEGIES, INC. 401(K) PLAN plan

DATA STRATEGIES, INC. 401(K) PLAN 401k Plan overview

Plan Name	DATA STRATEGIES, INC. 401(K) PLAN
Plan identification number	002

DATA STRATEGIES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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

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

Company Name: DATA STRATEGIES, INC.

Employer identification number (EIN): 953613969

NAIC Classification: 541511
NAIC Description: Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DATA STRATEGIES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01 MARC MCCRARY 2021-03-31 MARC MCCRARY 2021-03-31
002 2018-01-01 MARC MCCRARY 2019-04-03 MARC MCCRARY 2019-04-03
002 2017-01-01 MARC MCCRARY 2018-03-15 MARC MCCRARY 2018-03-15
002 2016-01-01 MARC MCCRARY 2017-02-23 MARC MCCRARY 2017-02-23
002 2015-01-01 JENNIFER YOUNG 2016-06-03
002 2014-01-01 JENNIFER YOUNG 2015-06-17
002 2013-01-01 JENNIFER YOUNG 2014-06-02
002 2012-01-01 LESLEY JACOBS 2013-05-21 LESLEY JACOBS 2013-05-21
002 2011-01-01 LESLEY JACOBS 2012-09-25 LESLEY JACOBS 2012-09-25
002 2009-01-01 LESLEY JACOBS LESLEY JACOBS 2010-08-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01	MARC MCCRARY	2021-03-31	MARC MCCRARY	2021-03-31
002	2018-01-01	MARC MCCRARY	2019-04-03	MARC MCCRARY	2019-04-03
002	2017-01-01	MARC MCCRARY	2018-03-15	MARC MCCRARY	2018-03-15
002	2016-01-01	MARC MCCRARY	2017-02-23	MARC MCCRARY	2017-02-23
002	2015-01-01	JENNIFER YOUNG	2016-06-03
002	2014-01-01	JENNIFER YOUNG	2015-06-17
002	2013-01-01	JENNIFER YOUNG	2014-06-02
002	2012-01-01	LESLEY JACOBS	2013-05-21	LESLEY JACOBS	2013-05-21
002	2011-01-01	LESLEY JACOBS	2012-09-25	LESLEY JACOBS	2012-09-25
002	2009-01-01	LESLEY JACOBS		LESLEY JACOBS	2010-08-31

Plan Statistics for DATA STRATEGIES, INC. 401(K) PLAN

401k plan membership statisitcs for DATA STRATEGIES, INC. 401(K) PLAN

Measure Date Value
2022: DATA STRATEGIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 18
Total of all active and inactive participants 2022-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 18
Number of participants with account balances 2022-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DATA STRATEGIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 15
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 20
Number of participants with account balances 2021-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2009: DATA STRATEGIES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 27
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 33
Number of participants with account balances 2009-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: DATA STRATEGIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	18
Total of all active and inactive participants	2022-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	18
Number of participants with account balances	2022-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DATA STRATEGIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	15
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	20
Number of participants with account balances	2021-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2009: DATA STRATEGIES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	27
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	33
Number of participants with account balances	2009-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DATA STRATEGIES, INC. 401(K) PLAN

Measure	Date	Value
2022 : DATA STRATEGIES, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-187,253
Expenses. Total of all expenses incurred	2022-12-31	$257,046
Benefits paid (including direct rollovers)	2022-12-31	$252,750
Total plan assets at end of year	2022-12-31	$1,461,842
Total plan assets at beginning of year	2022-12-31	$1,906,141
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$70,825
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-306,928
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-444,299
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,461,842
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,906,141
Assets. Value of participant loans	2022-12-31	$25,846
Total contributions received or receivable from employer(s)	2022-12-31	$48,850
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$4,296
2021 : DATA STRATEGIES, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$366,696
Expenses. Total of all expenses incurred	2021-12-31	$20,749
Benefits paid (including direct rollovers)	2021-12-31	$20,749
Total plan assets at end of year	2021-12-31	$1,906,141
Total plan assets at beginning of year	2021-12-31	$1,560,194
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$68,227
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$246,940
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$345,947
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,906,141
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,560,194
Assets. Value of participant loans	2021-12-31	$33,648
Total contributions received or receivable from employer(s)	2021-12-31	$51,529
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2010 : DATA STRATEGIES, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$167,950
Expenses. Total of all expenses incurred	2010-12-31	$6,991
Benefits paid (including direct rollovers)	2010-12-31	$1,430
Total plan assets at end of year	2010-12-31	$697,149
Total plan assets at beginning of year	2010-12-31	$536,190
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$59,045
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$79,220
Net income (gross income less expenses)	2010-12-31	$160,959
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$697,149
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$536,190
Total contributions received or receivable from employer(s)	2010-12-31	$29,685
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5,561

Form 5500 Responses for DATA STRATEGIES, INC. 401(K) PLAN

2022: DATA STRATEGIES, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DATA STRATEGIES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2009: DATA STRATEGIES, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

73526

Policy instance

Insurance contract or identification number	73526
Number of Individuals Covered	18
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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

Company Name:	DATA STRATEGIES, INC.
Employer identification number (EIN):	953613969
NAIC Classification:	541511
NAIC Description:	Custom Computer Programming Services