ARTICULATE GLOBAL, LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2022 : ARTICULATE GLOBAL 401(K) PLAN 2022 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-7,397 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-7,397 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $25,187 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $3,009,230 |
Total loss/gain on sale of assets | 2022-12-31 | $-1,841 |
Total of all expenses incurred | 2022-12-31 | $1,054,662 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,050,538 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $2,509 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $6,978,658 |
Value of total assets at end of year | 2022-12-31 | $21,213,739 |
Value of total assets at beginning of year | 2022-12-31 | $19,284,358 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,615 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $13,407 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $561,704 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $561,586 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $3,878,326 |
Participant contributions at end of year | 2022-12-31 | $220,183 |
Participant contributions at beginning of year | 2022-12-31 | $167,697 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $114,824 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,375,496 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $25,187 |
Other income not declared elsewhere | 2022-12-31 | $-195 |
Administrative expenses (other) incurred | 2022-12-31 | $1,615 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $1,247 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $1,954,568 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $21,213,739 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $19,259,171 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $20,317,188 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $18,545,701 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $5,433 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $0 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $656,592 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $436,625 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $436,625 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $7,974 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,535,106 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $1,724,836 |
Employer contributions (assets) at end of year | 2022-12-31 | $3,989 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $118 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,050,538 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $14,540 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $19,511 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $10,345 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $12,186 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | JGD & ASSOCIATES LLP |
Accountancy firm EIN | 2022-12-31 | 953132551 |
2021 : ARTICULATE GLOBAL 401(K) PLAN 2021 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $208 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $208 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $25,187 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Expenses. Interest paid | 2021-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $7,280,301 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $746,509 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $742,932 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of total corrective distributions | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,152,700 |
Value of total assets at end of year | 2021-12-31 | $19,284,358 |
Value of total assets at beginning of year | 2021-12-31 | $12,725,379 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,577 |
Total income from rents | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $2,703 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $605,351 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $605,269 |
Assets. Real estate other than employer real property at end of year | 2021-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $0 |
Administrative expenses professional fees incurred | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,399,971 |
Participant contributions at end of year | 2021-12-31 | $167,697 |
Participant contributions at beginning of year | 2021-12-31 | $38,427 |
Participant contributions at end of year | 2021-12-31 | $114,824 |
Participant contributions at beginning of year | 2021-12-31 | $62,085 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,690,674 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $25,187 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $510 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $6,533,792 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $19,259,171 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $12,725,379 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
Investment advisory and management fees | 2021-12-31 | $3,067 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $18,545,701 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $12,468,300 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $2,688 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $0 |
Income. Interest from US Government securities | 2021-12-31 | $0 |
Income. Interest from corporate debt instruments | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $436,625 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $101,818 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $101,818 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $15 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,519,339 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Assets. Value of employer real property at end of year | 2021-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $1,062,055 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $54,749 |
Income. Dividends from preferred stock | 2021-12-31 | $0 |
Income. Dividends from common stock | 2021-12-31 | $82 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $742,932 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Contract administrator fees | 2021-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $19,511 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CITRIN COOPERMAN & COMPANY LLP |
Accountancy firm EIN | 2021-12-31 | 222428965 |
2020 : ARTICULATE GLOBAL 401(K) PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $4,626,163 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $257,787 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $253,168 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $3,360 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,721,560 |
Value of total assets at end of year | 2020-12-31 | $12,725,379 |
Value of total assets at beginning of year | 2020-12-31 | $8,357,003 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,259 |
Total interest from all sources | 2020-12-31 | $2,637 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $169,307 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $169,307 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,605,881 |
Participant contributions at end of year | 2020-12-31 | $38,427 |
Participant contributions at beginning of year | 2020-12-31 | $63,738 |
Participant contributions at end of year | 2020-12-31 | $62,085 |
Participant contributions at beginning of year | 2020-12-31 | $48,525 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $592,686 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,368,376 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $12,725,379 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,357,003 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $12,468,300 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $8,146,447 |
Interest on participant loans | 2020-12-31 | $2,236 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $101,818 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $64,579 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $64,579 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $401 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,732,659 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $522,993 |
Employer contributions (assets) at end of year | 2020-12-31 | $54,749 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $33,714 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $253,168 |
Contract administrator fees | 2020-12-31 | $1,259 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | CITRIN COOPERMAN & COMPANY LLP |
Accountancy firm EIN | 2020-12-31 | 222428965 |
2019 : ARTICULATE GLOBAL 401(K) PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 income from all sources (including contributions) | 2019-12-31 | $3,150,656 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $235,937 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $219,581 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $13,443 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,733,525 |
Value of total assets at end of year | 2019-12-31 | $8,357,003 |
Value of total assets at beginning of year | 2019-12-31 | $5,442,284 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,913 |
Total interest from all sources | 2019-12-31 | $3,341 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $160,080 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $160,080 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,188,282 |
Participant contributions at end of year | 2019-12-31 | $63,738 |
Participant contributions at beginning of year | 2019-12-31 | $59,224 |
Participant contributions at end of year | 2019-12-31 | $48,525 |
Participant contributions at beginning of year | 2019-12-31 | $33,564 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $152,697 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,914,719 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,357,003 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,442,284 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $8,146,447 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,272,031 |
Interest on participant loans | 2019-12-31 | $2,274 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $64,579 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $38,163 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $38,163 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,067 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,253,710 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $392,546 |
Employer contributions (assets) at end of year | 2019-12-31 | $33,714 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $39,302 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $219,581 |
Contract administrator fees | 2019-12-31 | $2,913 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CITRIN COOPERMAN & COMPANY LLP |
Accountancy firm EIN | 2019-12-31 | 222428965 |
2018 : ARTICULATE GLOBAL 401(K) PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $1,023,724 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $311,923 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $305,387 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,403,151 |
Value of total assets at end of year | 2018-12-31 | $5,442,284 |
Value of total assets at beginning of year | 2018-12-31 | $4,730,483 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,536 |
Total interest from all sources | 2018-12-31 | $2,359 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $114,971 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $114,971 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,016,602 |
Participant contributions at end of year | 2018-12-31 | $59,224 |
Participant contributions at beginning of year | 2018-12-31 | $23,986 |
Participant contributions at end of year | 2018-12-31 | $33,564 |
Participant contributions at beginning of year | 2018-12-31 | $33,281 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $39,969 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $711,801 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,442,284 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,730,483 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,272,031 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,632,405 |
Interest on participant loans | 2018-12-31 | $2,359 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $38,163 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $29,531 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $29,531 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-496,757 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $346,580 |
Employer contributions (assets) at end of year | 2018-12-31 | $39,302 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $11,280 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $305,387 |
Contract administrator fees | 2018-12-31 | $6,536 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CITRIN COOPERMAN & COMPANY LLP |
Accountancy firm EIN | 2018-12-31 | 222428965 |
2017 : ARTICULATE GLOBAL 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
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 |
Expenses. Interest paid | 2017-12-31 | $5,155 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $5,155 |
Total income from all sources (including contributions) | 2017-12-31 | $2,141,435 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $98,946 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $88,235 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,503,835 |
Value of total assets at end of year | 2017-12-31 | $4,730,483 |
Value of total assets at beginning of year | 2017-12-31 | $2,687,994 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,556 |
Total interest from all sources | 2017-12-31 | $823 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $83,418 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $83,418 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $265,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $949,625 |
Participant contributions at end of year | 2017-12-31 | $23,986 |
Participant contributions at beginning of year | 2017-12-31 | $2,830 |
Participant contributions at end of year | 2017-12-31 | $33,281 |
Participant contributions at beginning of year | 2017-12-31 | $30,172 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $269,722 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,042,489 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,730,483 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,687,994 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,632,405 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,590,588 |
Interest on participant loans | 2017-12-31 | $823 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $29,531 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $54,173 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $54,173 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $553,359 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $284,488 |
Employer contributions (assets) at end of year | 2017-12-31 | $11,280 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $10,231 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $88,235 |
Contract administrator fees | 2017-12-31 | $5,556 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CITRIN COOPERMAN & COMPANY LLP |
Accountancy firm EIN | 2017-12-31 | 222428965 |
2016 : ARTICULATE GLOBAL 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,399,089 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $32,381 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $32,231 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,242,967 |
Value of total assets at end of year | 2016-12-31 | $2,687,994 |
Value of total assets at beginning of year | 2016-12-31 | $1,321,286 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $150 |
Total interest from all sources | 2016-12-31 | $9 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $47,773 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $47,773 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $265,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $892,515 |
Participant contributions at end of year | 2016-12-31 | $2,830 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Participant contributions at end of year | 2016-12-31 | $30,172 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $62,713 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,366,708 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,687,994 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,321,286 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,590,588 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,288,602 |
Interest on participant loans | 2016-12-31 | $9 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $54,173 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $32,684 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $32,684 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $108,340 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $287,739 |
Employer contributions (assets) at end of year | 2016-12-31 | $10,231 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $32,231 |
Contract administrator fees | 2016-12-31 | $150 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CITRIN COOPERMAN & COMPANY LLP |
Accountancy firm EIN | 2016-12-31 | 222428965 |