401k Plan data: ELITE SEM, INC. RETIREMENT TRUST plan

ELITE SEM, INC. RETIREMENT TRUST 401k Plan overview

Plan Name	ELITE SEM, INC. RETIREMENT TRUST
Plan identification number	001

ELITE SEM, INC. RETIREMENT TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: TINUITI, INC.

Employer identification number (EIN): 201089772

NAIC Classification: 541600

Additional information about TINUITI, INC.

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 2191117

More information about TINUITI, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELITE SEM, INC. RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ELLEN DISTEFANO 2023-10-05
001 2021-01-01 ELLEN DISTEFANO 2023-02-22
001 2020-01-01 ELLEN DISTEFANO 2021-10-08
001 2019-01-01 ELLEN DISTEFANO 2020-10-14
001 2018-01-01 ELLEN DISTEFANO 2019-10-08
001 2017-01-01
001 2016-01-01
001 2016-01-01
001 2015-01-01 PLAN SPONSOR 2016-07-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ELLEN DISTEFANO	2023-10-05
001	2021-01-01	ELLEN DISTEFANO	2023-02-22
001	2020-01-01	ELLEN DISTEFANO	2021-10-08
001	2019-01-01	ELLEN DISTEFANO	2020-10-14
001	2018-01-01	ELLEN DISTEFANO	2019-10-08
001	2017-01-01
001	2016-01-01
001	2016-01-01
001	2015-01-01	PLAN SPONSOR	2016-07-05

Plan Statistics for ELITE SEM, INC. RETIREMENT TRUST

401k plan membership statisitcs for ELITE SEM, INC. RETIREMENT TRUST

Measure Date Value
2022: ELITE SEM, INC. RETIREMENT TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,254
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,003
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 427
Total of all active and inactive participants 2022-01-01 1,430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,430
Number of participants with account balances 2022-01-01 1,305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 87
2021: ELITE SEM, INC. RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 877
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 942
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 287
Total of all active and inactive participants 2021-01-01 1,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,229
Number of participants with account balances 2021-01-01 1,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 151
2020: ELITE SEM, INC. RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 764
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 688
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 187
Total of all active and inactive participants 2020-01-01 875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 875
Number of participants with account balances 2020-01-01 774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 62
2019: ELITE SEM, INC. RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 438
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 633
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 125
Total of all active and inactive participants 2019-01-01 758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 758
Number of participants with account balances 2019-01-01 642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ELITE SEM, INC. RETIREMENT TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 365
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 55
Total of all active and inactive participants 2018-01-01 420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 420
Number of participants with account balances 2018-01-01 353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ELITE SEM, INC. RETIREMENT TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 200
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 22
Total of all active and inactive participants 2017-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 222
Number of participants with account balances 2017-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ELITE SEM, INC. RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 137
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 19
Total of all active and inactive participants 2016-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 156
Number of participants with account balances 2016-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: ELITE SEM, INC. RETIREMENT TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,254
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,003
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	427
Total of all active and inactive participants	2022-01-01	1,430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,430
Number of participants with account balances	2022-01-01	1,305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	87
2021: ELITE SEM, INC. RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	877
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	942
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	287
Total of all active and inactive participants	2021-01-01	1,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,229
Number of participants with account balances	2021-01-01	1,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	151
2020: ELITE SEM, INC. RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	764
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	688
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	187
Total of all active and inactive participants	2020-01-01	875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	875
Number of participants with account balances	2020-01-01	774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	62
2019: ELITE SEM, INC. RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	438
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	633
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	125
Total of all active and inactive participants	2019-01-01	758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	758
Number of participants with account balances	2019-01-01	642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ELITE SEM, INC. RETIREMENT TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	365
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	55
Total of all active and inactive participants	2018-01-01	420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	420
Number of participants with account balances	2018-01-01	353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ELITE SEM, INC. RETIREMENT TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	200
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	22
Total of all active and inactive participants	2017-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	222
Number of participants with account balances	2017-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ELITE SEM, INC. RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	137
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	19
Total of all active and inactive participants	2016-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	156
Number of participants with account balances	2016-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on ELITE SEM, INC. RETIREMENT TRUST

Measure	Date	Value
2022 : ELITE SEM, INC. RETIREMENT TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	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	$0
Total income from all sources (including contributions)	2022-12-31	$5,231,925
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,711,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,539,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$13,026,994
Value of total assets at end of year	2022-12-31	$42,785,403
Value of total assets at beginning of year	2022-12-31	$41,265,404
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$172,453
Total interest from all sources	2022-12-31	$11,657
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$915,907
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	$915,907
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	$7,286,419
Participant contributions at end of year	2022-12-31	$320,446
Participant contributions at beginning of year	2022-12-31	$218,722
Participant contributions at end of year	2022-12-31	$546,710
Participant contributions at beginning of year	2022-12-31	$1,518
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,663,215
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
Value of net income/loss	2022-12-31	$1,519,999
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$42,785,403
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$41,265,404
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
Investment advisory and management fees	2022-12-31	$172,453
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$41,207,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$40,736,916
Interest on participant loans	2022-12-31	$11,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$100,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$156,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-8,722,633
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	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$4,077,360
Employer contributions (assets) at end of year	2022-12-31	$610,276
Employer contributions (assets) at beginning of year	2022-12-31	$152,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,539,473
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2022-12-31	133891517
2021 : ELITE SEM, INC. RETIREMENT TRUST 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	$0
Total income from all sources (including contributions)	2021-12-31	$15,898,897
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,077,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,897,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$10,646,521
Value of total assets at end of year	2021-12-31	$41,114,416
Value of total assets at beginning of year	2021-12-31	$28,292,961
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$179,927
Total interest from all sources	2021-12-31	$9,912
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	$500,000
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	$5,791,369
Participant contributions at end of year	2021-12-31	$218,722
Participant contributions at beginning of year	2021-12-31	$165,502
Participant contributions at end of year	2021-12-31	$1,518
Participant contributions at beginning of year	2021-12-31	$218,139
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,856,007
Other income not declared elsewhere	2021-12-31	$2,802
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	$12,821,455
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$41,114,416
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$28,292,961
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
Investment advisory and management fees	2021-12-31	$179,927
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$40,893,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$27,812,865
Interest on participant loans	2021-12-31	$9,912
Interest earned on other investments	2021-12-31	$849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$156,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,239,662
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
Contributions received in cash from employer	2021-12-31	$2,999,145
Employer contributions (assets) at end of year	2021-12-31	$1,149
Employer contributions (assets) at beginning of year	2021-12-31	$96,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,897,515
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	Disclaimer
Accountancy firm name	2021-12-31	RSM US LLP
Accountancy firm EIN	2021-12-31	420174325
2020 : ELITE SEM, INC. RETIREMENT TRUST 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	$11,758,762
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,089,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$966,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,657,995
Value of total assets at end of year	2020-12-31	$28,292,961
Value of total assets at beginning of year	2020-12-31	$17,623,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$122,303
Total interest from all sources	2020-12-31	$10,451
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$564,955
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	$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	$4,315,623
Participant contributions at end of year	2020-12-31	$165,502
Participant contributions at beginning of year	2020-12-31	$183,891
Participant contributions at end of year	2020-12-31	$218,139
Participant contributions at beginning of year	2020-12-31	$111,894
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,177,658
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	$10,669,664
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$28,292,961
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$17,623,297
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
Investment advisory and management fees	2020-12-31	$122,303
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$27,812,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,169,910
Interest on participant loans	2020-12-31	$10,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,525,361
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	Yes
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	$2,164,714
Employer contributions (assets) at end of year	2020-12-31	$96,455
Employer contributions (assets) at beginning of year	2020-12-31	$157,602
Income. Dividends from common stock	2020-12-31	$564,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$966,795
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	RSM US LLP
Accountancy firm EIN	2020-12-31	420174325
2019 : ELITE SEM, INC. RETIREMENT TRUST 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	$11,328,152
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,348,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,262,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$8,870,723
Value of total assets at end of year	2019-12-31	$17,623,297
Value of total assets at beginning of year	2019-12-31	$7,643,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$85,682
Total interest from all sources	2019-12-31	$6,142
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$376,310
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	$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	$3,132,741
Participant contributions at end of year	2019-12-31	$183,891
Participant contributions at beginning of year	2019-12-31	$115,313
Participant contributions at end of year	2019-12-31	$111,894
Participant contributions at beginning of year	2019-12-31	$70,251
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,975,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$9,979,995
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,623,297
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,643,302
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
Investment advisory and management fees	2019-12-31	$85,682
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,169,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,365,989
Interest on participant loans	2019-12-31	$6,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,074,977
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	$1,762,982
Employer contributions (assets) at end of year	2019-12-31	$157,602
Employer contributions (assets) at beginning of year	2019-12-31	$91,749
Income. Dividends from common stock	2019-12-31	$376,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,262,475
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	RSM US LLP
Accountancy firm EIN	2019-12-31	420174325
2018 : ELITE SEM, INC. RETIREMENT TRUST 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	$3,067,664
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$428,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$373,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,693,029
Value of total assets at end of year	2018-12-31	$7,643,302
Value of total assets at beginning of year	2018-12-31	$5,004,194
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$55,227
Total interest from all sources	2018-12-31	$2,680
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$176,998
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	$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	$1,830,478
Participant contributions at end of year	2018-12-31	$115,313
Participant contributions at beginning of year	2018-12-31	$19,066
Participant contributions at end of year	2018-12-31	$70,251
Participant contributions at beginning of year	2018-12-31	$49,716
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$900,374
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
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	$2,639,108
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,643,302
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,004,194
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
Investment advisory and management fees	2018-12-31	$55,227
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,365,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,822,934
Interest on participant loans	2018-12-31	$2,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-805,043
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	$962,177
Employer contributions (assets) at end of year	2018-12-31	$91,749
Employer contributions (assets) at beginning of year	2018-12-31	$112,478
Income. Dividends from common stock	2018-12-31	$176,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$373,329
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	RSM US LLP
Accountancy firm EIN	2018-12-31	420174325
2017 : ELITE SEM, INC. RETIREMENT TRUST 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
Total income from all sources (including contributions)	2017-12-31	$2,581,195
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$251,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$223,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,876,035
Value of total assets at end of year	2017-12-31	$5,004,194
Value of total assets at beginning of year	2017-12-31	$2,674,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$27,476
Total interest from all sources	2017-12-31	$216
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$90,812
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	$90,812
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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	$1,024,352
Participant contributions at end of year	2017-12-31	$19,066
Participant contributions at beginning of year	2017-12-31	$0
Participant contributions at end of year	2017-12-31	$49,716
Participant contributions at beginning of year	2017-12-31	$20,531
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$196,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$-427
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$2,329,852
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,004,194
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,674,342
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
Investment advisory and management fees	2017-12-31	$27,476
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,822,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,642,312
Interest on participant loans	2017-12-31	$216
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$614,559
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	Yes
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	$654,744
Employer contributions (assets) at end of year	2017-12-31	$112,478
Employer contributions (assets) at beginning of year	2017-12-31	$11,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$223,867
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	RSM US LLP
Accountancy firm EIN	2017-12-31	420174325
2016 : ELITE SEM, INC. RETIREMENT TRUST 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	$4,289
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	$1,463,981
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$116,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$109,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,298,873
Value of total assets at end of year	2016-12-31	$2,677,643
Value of total assets at beginning of year	2016-12-31	$1,326,015
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$7,087
Total interest from all sources	2016-12-31	$85,847
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
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	$744,818
Participant contributions at end of year	2016-12-31	$23,309
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$119,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$4,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$424
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	$1,347,339
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,673,354
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,326,015
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	$2,641,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,326,015
Income. Interest from corporate debt instruments	2016-12-31	$85,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$79,261
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	Yes
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	$434,679
Employer contributions (assets) at end of year	2016-12-31	$12,450
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	$109,555
Contract administrator fees	2016-12-31	$7,087
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	2016-12-31	Yes
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	RSM US LLP
Accountancy firm EIN	2016-12-31	420174325

Form 5500 Responses for ELITE SEM, INC. RETIREMENT TRUST

2022: ELITE SEM, INC. RETIREMENT TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ELITE SEM, INC. RETIREMENT TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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: ELITE SEM, INC. RETIREMENT TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single 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: ELITE SEM, INC. RETIREMENT TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single 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: ELITE SEM, INC. RETIREMENT TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ELITE SEM, INC. RETIREMENT TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ELITE SEM, INC. RETIREMENT TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

590044-01

Policy instance

Insurance contract or identification number	590044-01
Number of Individuals Covered	7
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

590044-01

Policy instance

Insurance contract or identification number	590044-01
Number of Individuals Covered	5
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

590044-01

Policy instance

Insurance contract or identification number	590044-01
Number of Individuals Covered	4
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

590044-01

Policy instance

Insurance contract or identification number	590044-01
Number of Individuals Covered	2
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

590044-01

Policy instance

Insurance contract or identification number	590044-01
Number of Individuals Covered	2
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

590044-01

Policy instance

Insurance contract or identification number	590044-01
Number of Individuals Covered	181
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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

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Company Name:	TINUITI, INC.
Employer identification number (EIN):	201089772
NAIC Classification:	541600

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	2191117