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CPE HR MULTIPLE EMPLOYER 401(K) PLAN 401k Plan overview

Plan NameCPE HR MULTIPLE EMPLOYER 401(K) PLAN
Plan identification number 002

CPE HR MULTIPLE EMPLOYER 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

GRACE DRULIAS has sponsored the creation of one or more 401k plans.

Company Name:GRACE DRULIAS
Employer identification number (EIN):954091491
NAIC Classification:561300

Additional information about GRACE DRULIAS

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1987-03-02
Company Identification Number: C1400674
Legal Registered Office Address: 818 West Seventh St Ste 930

Los Angeles
United States of America (USA)
90017

More information about GRACE DRULIAS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CPE HR MULTIPLE EMPLOYER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01
0022014-01-01GRACE DRULIAS2018-11-02
0022013-01-01DANA OSAYANDE
0022012-01-01GRACE DRULIAS
0022011-01-01GRACE DRULIAS
0022010-01-01GRACE DRULIAS
0022009-01-01GRACE DRULIAS
0022009-01-01GRACE DRULIAS

Plan Statistics for CPE HR MULTIPLE EMPLOYER 401(K) PLAN

401k plan membership statisitcs for CPE HR MULTIPLE EMPLOYER 401(K) PLAN

Measure Date Value
2015: CPE HR MULTIPLE EMPLOYER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019,722
Total number of active participants reported on line 7a of the Form 55002015-01-018,574
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,087
Total of all active and inactive participants2015-01-019,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019,661
Number of participants with account balances2015-01-013,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0147
2014: CPE HR MULTIPLE EMPLOYER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019,665
Total number of active participants reported on line 7a of the Form 55002014-01-018,428
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,008
Total of all active and inactive participants2014-01-019,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019,436
Number of participants with account balances2014-01-013,263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0174
2013: CPE HR MULTIPLE EMPLOYER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,730
Total number of active participants reported on line 7a of the Form 55002013-01-018,581
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01796
Total of all active and inactive participants2013-01-019,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-019,378
Number of participants with account balances2013-01-012,959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0179
2012: CPE HR MULTIPLE EMPLOYER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,345
Total number of active participants reported on line 7a of the Form 55002012-01-018,083
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01647
Total of all active and inactive participants2012-01-018,730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018,730
Number of participants with account balances2012-01-012,419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0169
2011: CPE HR MULTIPLE EMPLOYER 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,213
Total number of active participants reported on line 7a of the Form 55002011-01-016,625
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01552
Total of all active and inactive participants2011-01-017,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017,177
Number of participants with account balances2011-01-012,054
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0176
2010: CPE HR MULTIPLE EMPLOYER 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016,329
Total number of active participants reported on line 7a of the Form 55002010-01-015,620
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01406
Total of all active and inactive participants2010-01-016,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016,027
Number of participants with account balances2010-01-011,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0162
2009: CPE HR MULTIPLE EMPLOYER 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018,508
Total number of active participants reported on line 7a of the Form 55002009-01-015,797
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-01408
Total of all active and inactive participants2009-01-016,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016,208
Number of participants with account balances2009-01-011,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0171

Financial Data on CPE HR MULTIPLE EMPLOYER 401(K) PLAN

Measure Date Value
2015 : CPE HR MULTIPLE EMPLOYER 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$159,102
Total transfer of assets from this plan2015-12-31$5,087,689
Total income from all sources (including contributions)2015-12-31$9,235,214
Total of all expenses incurred2015-12-31$8,341,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,341,774
Expenses. Certain deemed distributions of participant loans2015-12-31$356,436
Value of total corrective distributions2015-12-31$449,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,689,273
Value of total assets at end of year2015-12-31$62,097,257
Value of total assets at beginning of year2015-12-31$66,132,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$194,277
Total interest from all sources2015-12-31$88,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$8,207,060
Participant contributions at end of year2015-12-31$2,022,591
Participant contributions at beginning of year2015-12-31$2,193,779
Participant contributions at end of year2015-12-31$59,319
Participant contributions at beginning of year2015-12-31$26,766
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$613,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$8,268
Other income not declared elsewhere2015-12-31$118,157
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$893,296
Value of net assets at end of year (total assets less liabilities)2015-12-31$62,097,257
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$66,132,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$50,703,319
Value of interest in pooled separate accounts at beginning of year2015-12-31$54,275,199
Interest on participant loans2015-12-31$88,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,234,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,155,937
Net investment gain/loss from pooled separate accounts2015-12-31$-661,166
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$868,676
Employer contributions (assets) at end of year2015-12-31$69,511
Employer contributions (assets) at beginning of year2015-12-31$480,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,341,774
Contract administrator fees2015-12-31$194,277
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 name2015-12-31WALTERS & SKLYAR LLP
Accountancy firm EIN2015-12-31475677171
2014 : CPE HR MULTIPLE EMPLOYER 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$537,366
Total income from all sources (including contributions)2014-12-31$14,200,459
Total of all expenses incurred2014-12-31$4,546,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,983,687
Expenses. Certain deemed distributions of participant loans2014-12-31$321,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,042,553
Value of total assets at end of year2014-12-31$66,132,548
Value of total assets at beginning of year2014-12-31$55,941,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$240,809
Total interest from all sources2014-12-31$80,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$8,340,812
Participant contributions at end of year2014-12-31$2,193,779
Participant contributions at beginning of year2014-12-31$2,224,946
Participant contributions at end of year2014-12-31$26,766
Participant contributions at beginning of year2014-12-31$18,790
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$804,843
Other income not declared elsewhere2014-12-31$117,678
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$9,654,032
Value of net assets at end of year (total assets less liabilities)2014-12-31$66,132,548
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$55,941,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$54,275,199
Value of interest in pooled separate accounts at beginning of year2014-12-31$45,119,938
Interest on participant loans2014-12-31$80,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,155,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,478,864
Net investment gain/loss from pooled separate accounts2014-12-31$2,959,880
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$1,896,898
Employer contributions (assets) at end of year2014-12-31$480,867
Employer contributions (assets) at beginning of year2014-12-31$98,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,983,687
Contract administrator fees2014-12-31$240,809
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 name2014-12-31KELLOGG & ANDELSON ACCOUNTANCY CORP
Accountancy firm EIN2014-12-31952793306
2013 : CPE HR MULTIPLE EMPLOYER 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$2,950,082
Total income from all sources (including contributions)2013-12-31$17,541,658
Total of all expenses incurred2013-12-31$7,366,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,415,847
Expenses. Certain deemed distributions of participant loans2013-12-31$319,133
Value of total corrective distributions2013-12-31$425,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,776,934
Value of total assets at end of year2013-12-31$55,941,150
Value of total assets at beginning of year2013-12-31$42,816,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$205,936
Total interest from all sources2013-12-31$88,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$7,383,381
Participant contributions at end of year2013-12-31$2,224,946
Participant contributions at beginning of year2013-12-31$1,791,105
Participant contributions at end of year2013-12-31$18,790
Participant contributions at beginning of year2013-12-31$33,533
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,594,990
Other income not declared elsewhere2013-12-31$106,253
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$10,174,875
Value of net assets at end of year (total assets less liabilities)2013-12-31$55,941,150
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$42,816,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$45,119,938
Value of interest in pooled separate accounts at beginning of year2013-12-31$33,615,561
Interest on participant loans2013-12-31$88,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,478,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,072,350
Net investment gain/loss from pooled separate accounts2013-12-31$7,570,401
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$798,563
Employer contributions (assets) at end of year2013-12-31$98,612
Employer contributions (assets) at beginning of year2013-12-31$303,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,415,847
Contract administrator fees2013-12-31$205,936
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KELLOGG & ANDELSON ACCOUNTANCY CORP
Accountancy firm EIN2013-12-31952793306
2012 : CPE HR MULTIPLE EMPLOYER 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$1,385,374
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$11,139,640
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,053,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,528,275
Expenses. Certain deemed distributions of participant loans2012-12-31$179,932
Value of total corrective distributions2012-12-31$149,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,320,555
Value of total assets at end of year2012-12-31$42,816,193
Value of total assets at beginning of year2012-12-31$34,344,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$195,699
Total interest from all sources2012-12-31$70,352
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,094,976
Participant contributions at end of year2012-12-31$1,791,105
Participant contributions at beginning of year2012-12-31$1,707,225
Participant contributions at end of year2012-12-31$33,533
Participant contributions at beginning of year2012-12-31$82,416
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$287,867
Other income not declared elsewhere2012-12-31$117,882
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$7,085,984
Value of net assets at end of year (total assets less liabilities)2012-12-31$42,816,193
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$34,344,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$33,615,561
Value of interest in pooled separate accounts at beginning of year2012-12-31$25,673,196
Interest on participant loans2012-12-31$70,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,072,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,666,428
Net investment gain/loss from pooled separate accounts2012-12-31$3,630,851
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$937,712
Employer contributions (assets) at end of year2012-12-31$303,644
Employer contributions (assets) at beginning of year2012-12-31$215,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,528,275
Contract administrator fees2012-12-31$195,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KELLOGG & ANDELSON ACCOUNTANCY
Accountancy firm EIN2012-12-31952793306
2011 : CPE HR MULTIPLE EMPLOYER 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$2,727,692
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$6,459,819
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,357,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,935,915
Expenses. Certain deemed distributions of participant loans2011-12-31$27,830
Value of total corrective distributions2011-12-31$185,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,910,612
Value of total assets at end of year2011-12-31$34,344,835
Value of total assets at beginning of year2011-12-31$28,514,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$208,072
Total interest from all sources2011-12-31$54,335
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$5,261,952
Participant contributions at end of year2011-12-31$1,707,225
Participant contributions at beginning of year2011-12-31$1,005,461
Participant contributions at end of year2011-12-31$82,416
Participant contributions at beginning of year2011-12-31$68,098
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$635,255
Other income not declared elsewhere2011-12-31$155,598
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$3,102,744
Value of net assets at end of year (total assets less liabilities)2011-12-31$34,344,835
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$28,514,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$25,673,196
Value of interest in pooled separate accounts at beginning of year2011-12-31$21,164,272
Interest on participant loans2011-12-31$54,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,666,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,185,569
Net investment gain/loss from pooled separate accounts2011-12-31$-660,726
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$1,013,405
Employer contributions (assets) at end of year2011-12-31$215,570
Employer contributions (assets) at beginning of year2011-12-31$90,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,935,915
Contract administrator fees2011-12-31$208,072
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KELLOGG & ANDELSON ACCOUNTANCY CORP
Accountancy firm EIN2011-12-31952793306
2010 : CPE HR MULTIPLE EMPLOYER 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$3,746,511
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$8,444,504
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,075,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,597,976
Expenses. Certain deemed distributions of participant loans2010-12-31$67,076
Value of total corrective distributions2010-12-31$221,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,693,582
Value of total assets at end of year2010-12-31$28,514,399
Value of total assets at beginning of year2010-12-31$19,399,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$189,008
Total interest from all sources2010-12-31$36,175
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$4,143,870
Participant contributions at end of year2010-12-31$1,005,461
Participant contributions at beginning of year2010-12-31$653,992
Participant contributions at end of year2010-12-31$68,098
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$511,979
Other income not declared elsewhere2010-12-31$142,907
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$5,368,652
Value of net assets at end of year (total assets less liabilities)2010-12-31$28,514,399
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,399,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$21,164,272
Value of interest in pooled separate accounts at beginning of year2010-12-31$14,059,296
Income. Interest from loans (other than to participants)2010-12-31$36,175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,185,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,685,948
Net investment gain/loss from pooled separate accounts2010-12-31$2,571,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,037,733
Employer contributions (assets) at end of year2010-12-31$90,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,597,976
Contract administrator fees2010-12-31$189,008
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KELLOGG & ANDELSON ACCOUNTANCY CORP
Accountancy firm EIN2010-12-31952793306
2009 : CPE HR MULTIPLE EMPLOYER 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 CPE HR MULTIPLE EMPLOYER 401(K) PLAN

2015: CPE HR MULTIPLE EMPLOYER 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CPE HR MULTIPLE EMPLOYER 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CPE HR MULTIPLE EMPLOYER 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CPE HR MULTIPLE EMPLOYER 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CPE HR MULTIPLE EMPLOYER 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CPE HR MULTIPLE EMPLOYER 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CPE HR MULTIPLE EMPLOYER 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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