401k Plan data: AMERIT CONSULTING 401(K) PLAN plan

AMERIT CONSULTING 401(K) PLAN 401k Plan overview

Plan Name	AMERIT CONSULTING 401(K) PLAN
Plan identification number	002

AMERIT CONSULTING 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
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.

401k Sponsoring company profile

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

Company Name: AMERIT CONSULTING, INC.

Employer identification number (EIN): 020631746

NAIC Classification: 561300

Additional information about AMERIT CONSULTING, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2009-04-23

Company Identification Number: 0801114273

Legal Registered Office Address: 530 B ST STE 300

SAN DIEGO
United States of America (USA)
92101

More information about AMERIT CONSULTING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERIT CONSULTING 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 CHRIS HENDRICKSON 2023-10-05
002 2021-01-01 MICHAEL FULTS 2022-10-13
002 2020-01-01 MICHAEL FULTS 2021-10-11 MICHAEL FULTS 2021-10-11
002 2019-01-01 IAN WAGEMANN 2020-10-12 IAN WAGEMANN 2020-10-12
002 2018-01-01 IAN WAGEMANN 2019-10-11 IAN WAGEMANN 2019-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	CHRIS HENDRICKSON	2023-10-05
002	2021-01-01	MICHAEL FULTS	2022-10-13
002	2020-01-01	MICHAEL FULTS	2021-10-11	MICHAEL FULTS	2021-10-11
002	2019-01-01	IAN WAGEMANN	2020-10-12	IAN WAGEMANN	2020-10-12
002	2018-01-01	IAN WAGEMANN	2019-10-11	IAN WAGEMANN	2019-10-11

Plan Statistics for AMERIT CONSULTING 401(K) PLAN

401k plan membership statisitcs for AMERIT CONSULTING 401(K) PLAN

Measure Date Value
2021: AMERIT CONSULTING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 890
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 618
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 107
Total of all active and inactive participants 2021-01-01 725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 725
Number of participants with account balances 2021-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AMERIT CONSULTING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 913
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 787
Number of other retired or separated participants entitled to future benefits 2020-01-01 105
Total of all active and inactive participants 2020-01-01 892
Total participants 2020-01-01 892
Number of participants with account balances 2020-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AMERIT CONSULTING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 944
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,257
Number of retired or separated participants receiving benefits 2019-01-01 17
Number of other retired or separated participants entitled to future benefits 2019-01-01 92
Total of all active and inactive participants 2019-01-01 1,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,366
Number of participants with account balances 2019-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AMERIT CONSULTING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,088
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 758
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 125
Total of all active and inactive participants 2018-01-01 883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 883
Number of participants with account balances 2018-01-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2021: AMERIT CONSULTING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	890
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	618
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	107
Total of all active and inactive participants	2021-01-01	725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	725
Number of participants with account balances	2021-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AMERIT CONSULTING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	913
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	787
Number of other retired or separated participants entitled to future benefits	2020-01-01	105
Total of all active and inactive participants	2020-01-01	892
Total participants	2020-01-01	892
Number of participants with account balances	2020-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AMERIT CONSULTING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	944
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,257
Number of retired or separated participants receiving benefits	2019-01-01	17
Number of other retired or separated participants entitled to future benefits	2019-01-01	92
Total of all active and inactive participants	2019-01-01	1,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,366
Number of participants with account balances	2019-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AMERIT CONSULTING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,088
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	758
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	125
Total of all active and inactive participants	2018-01-01	883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	883
Number of participants with account balances	2018-01-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on AMERIT CONSULTING 401(K) PLAN

Measure	Date	Value
2021 : AMERIT CONSULTING 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$113
Total income from all sources (including contributions)	2021-12-31	$2,691,204
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,985,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,869,979
Value of total corrective distributions	2021-12-31	$95,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,347,768
Value of total assets at end of year	2021-12-31	$9,950,421
Value of total assets at beginning of year	2021-12-31	$10,244,916
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$20,167
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,344,048
Participant contributions at end of year	2021-12-31	$4,365
Participant contributions at beginning of year	2021-12-31	$8,732
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$3,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$113
Other income not declared elsewhere	2021-12-31	$23,896
Total non interest bearing cash at end of year	2021-12-31	$9,946,056
Total non interest bearing cash at beginning of year	2021-12-31	$1,350
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
Value of net income/loss	2021-12-31	$-294,382
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,950,421
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,244,803
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
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	$9,184,976
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	$1,049,858
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,319,540
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	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,869,979
Contract administrator fees	2021-12-31	$20,167
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
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JING & COMPANY, AN ACCOUNTANCY CORP
Accountancy firm EIN	2021-12-31	843967977
2020 : AMERIT CONSULTING 401(K) PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$657
Total income from all sources (including contributions)	2020-12-31	$2,714,702
Total of all expenses incurred	2020-12-31	$2,966,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,935,710
Value of total corrective distributions	2020-12-31	$15,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,514,567
Value of total assets at end of year	2020-12-31	$10,244,803
Value of total assets at beginning of year	2020-12-31	$10,497,560
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$15,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,498,222
Participant contributions at beginning of year	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$8,619
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$16,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$657
Total non interest bearing cash at end of year	2020-12-31	$1,350
Total non interest bearing cash at beginning of year	2020-12-31	$1,381
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	$-252,100
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,244,803
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,496,903
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 beginning of year	2020-12-31	$0
Value of interest in pooled separate accounts at end of year	2020-12-31	$9,184,976
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$9,739,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,049,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$756,842
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,200,135
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,935,710
Contract administrator fees	2020-12-31	$15,998
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	Disclaimer
Accountancy firm name	2020-12-31	JING & COMPANY, AN ACCOUNTANCY CORP
Accountancy firm EIN	2020-12-31	843967977
2019 : AMERIT CONSULTING 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$657
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	$3,415,396
Total of all expenses incurred	2019-12-31	$1,685,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,644,818
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$1,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,525,059
Value of total assets at end of year	2019-12-31	$10,497,560
Value of total assets at beginning of year	2019-12-31	$8,766,710
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$39,138
Total interest from all sources	2019-12-31	$290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,505,280
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$12,842
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$19,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$15,890
Total non interest bearing cash at end of year	2019-12-31	$1,381
Total non interest bearing cash at beginning of year	2019-12-31	$9,223
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	$1,730,193
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,496,903
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,766,710
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,744,645
Value of interest in pooled separate accounts at end of year	2019-12-31	$9,739,337
Interest on participant loans	2019-12-31	$290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$756,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$1,874,157
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	Yes
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	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,644,818
Contract administrator fees	2019-12-31	$39,138
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	ARMANINO LLP
Accountancy firm EIN	2019-12-31	946421484
2018 : AMERIT CONSULTING 401(K) PLAN 2018 401k financial data
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	$1,002,098
Total of all expenses incurred	2018-12-31	$1,918,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,871,884
Expenses. Certain deemed distributions of participant loans	2018-12-31	$4,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,595,589
Value of total assets at end of year	2018-12-31	$8,766,710
Value of total assets at beginning of year	2018-12-31	$9,683,158
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$41,785
Total interest from all sources	2018-12-31	$819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,548,409
Participant contributions at end of year	2018-12-31	$12,842
Participant contributions at beginning of year	2018-12-31	$30,162
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$16,745
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$10,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$15,501
Administrative expenses (other) incurred	2018-12-31	$41,785
Total non interest bearing cash at end of year	2018-12-31	$9,223
Total non interest bearing cash at beginning of year	2018-12-31	$241
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	$-916,448
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,766,710
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,683,158
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	$8,744,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,636,010
Interest on participant loans	2018-12-31	$819
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-609,811
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	Yes
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	$37,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,871,884
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	ARMANINO LLP
Accountancy firm EIN	2018-12-31	946421484

Form 5500 Responses for AMERIT CONSULTING 401(K) PLAN

2021: AMERIT CONSULTING 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AMERIT CONSULTING 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AMERIT CONSULTING 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AMERIT CONSULTING 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

807101-000

Policy instance

Insurance contract or identification number	807101-000
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $12,575
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,575
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

807101-000

Policy instance

Insurance contract or identification number	807101-000
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $31,186
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
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,528
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

807101-000

Policy instance

Insurance contract or identification number	807101-000
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $18,341
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
Health Insurance Welfare Benefit	Yes
Commission paid to Insurance Broker	USD $18,341
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

807101-000

Policy instance

Insurance contract or identification number	807101-000
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $24,205
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Commission paid to Insurance Broker	USD $24,205
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0.00
Insurance broker organization code?	3

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Company Name:	AMERIT CONSULTING, INC.
Employer identification number (EIN):	020631746
NAIC Classification:	561300

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2009-04-23
Company Identification Number:	0801114273
Legal Registered Office Address:	530 B ST STE 300 SAN DIEGO United States of America (USA) 92101