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

AGILETHOUGHT, INC. 401(K) PLAN 401k Plan overview

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

AGILETHOUGHT, INC. 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AGILE THOUGHT, LLC has sponsored the creation of one or more 401k plans.

Company Name: AGILE THOUGHT, LLC

Employer identification number (EIN): 201167076

NAIC Classification: 541519
NAIC Description: Other Computer Related Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 ADRIANA GUARDADO 2023-07-17
002 2021-01-01 ADRIANA GUARDADO 2022-10-11
002 2020-01-01 ALLISON JONES 2021-10-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JEFF ALAGOOD
002 2016-01-01 JEFF ALAGOOD
002 2015-01-01 JEFF ALAGOOD
002 2014-01-01 ALLISON JONES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	ADRIANA GUARDADO	2023-07-17
002	2021-01-01	ADRIANA GUARDADO	2022-10-11
002	2020-01-01	ALLISON JONES	2021-10-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	JEFF ALAGOOD
002	2016-01-01	JEFF ALAGOOD
002	2015-01-01	JEFF ALAGOOD
002	2014-01-01	ALLISON JONES

Plan Statistics for AGILETHOUGHT, INC. 401(K) PLAN

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

Measure Date Value
2022: AGILETHOUGHT, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 459
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 225
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 172
Total of all active and inactive participants 2022-01-01 397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 397
Number of participants with account balances 2022-01-01 347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: AGILETHOUGHT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 436
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 287
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 172
Total of all active and inactive participants 2021-01-01 459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 459
Number of participants with account balances 2021-01-01 401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AGILETHOUGHT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 454
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 338
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 96
Total of all active and inactive participants 2020-01-01 434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 434
Number of participants with account balances 2020-01-01 338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AGILETHOUGHT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 355
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 318
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 72
Total of all active and inactive participants 2019-01-01 390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 390
Number of participants with account balances 2019-01-01 345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AGILETHOUGHT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 341
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 28
Total of all active and inactive participants 2018-01-01 369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 369
Number of participants with account balances 2018-01-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AGILETHOUGHT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 233
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 25
Total of all active and inactive participants 2017-01-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 258
Number of participants with account balances 2017-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AGILETHOUGHT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 171
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 23
Total of all active and inactive participants 2016-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 194
Number of participants with account balances 2016-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: AGILETHOUGHT, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 118
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 17
Total of all active and inactive participants 2015-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 135
Number of participants with account balances 2015-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: AGILETHOUGHT, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 95
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 24
Total of all active and inactive participants 2014-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 119
Number of participants with account balances 2014-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: AGILETHOUGHT, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	459
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	225
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	172
Total of all active and inactive participants	2022-01-01	397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	397
Number of participants with account balances	2022-01-01	347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: AGILETHOUGHT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	436
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	287
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	172
Total of all active and inactive participants	2021-01-01	459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	459
Number of participants with account balances	2021-01-01	401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AGILETHOUGHT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	454
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	338
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	96
Total of all active and inactive participants	2020-01-01	434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	434
Number of participants with account balances	2020-01-01	338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AGILETHOUGHT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	355
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	318
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	72
Total of all active and inactive participants	2019-01-01	390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	390
Number of participants with account balances	2019-01-01	345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AGILETHOUGHT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	341
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	28
Total of all active and inactive participants	2018-01-01	369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	369
Number of participants with account balances	2018-01-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AGILETHOUGHT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	233
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	25
Total of all active and inactive participants	2017-01-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	258
Number of participants with account balances	2017-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AGILETHOUGHT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	171
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	23
Total of all active and inactive participants	2016-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	194
Number of participants with account balances	2016-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: AGILETHOUGHT, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	118
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	17
Total of all active and inactive participants	2015-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	135
Number of participants with account balances	2015-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: AGILETHOUGHT, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	95
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	24
Total of all active and inactive participants	2014-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	119
Number of participants with account balances	2014-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on AGILETHOUGHT, INC. 401(K) PLAN

Measure	Date	Value
2022 : AGILETHOUGHT, INC. 401(K) PLAN 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	$-1,852,922
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$6,437,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$6,264,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,264,692
Value of total assets at end of year	2022-12-31	$22,336,965
Value of total assets at beginning of year	2022-12-31	$30,627,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$172,831
Total interest from all sources	2022-12-31	$33,843
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,025,438
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	$1,025,438
Administrative expenses professional fees incurred	2022-12-31	$9,000
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	$2,203,637
Participant contributions at end of year	2022-12-31	$197,913
Participant contributions at beginning of year	2022-12-31	$352,264
Participant contributions at end of year	2022-12-31	$4,626
Participant contributions at beginning of year	2022-12-31	$89,920
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$85,918
Other income not declared elsewhere	2022-12-31	$7,815
Administrative expenses (other) incurred	2022-12-31	$830
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	$-8,290,591
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$22,336,965
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$30,627,556
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	$136,974
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$21,054,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$28,814,026
Interest on participant loans	2022-12-31	$13,333
Interest earned on other investments	2022-12-31	$20,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,079,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,317,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,184,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$975,137
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$53,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$6,264,838
Contract administrator fees	2022-12-31	$26,027
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	ASSURANCE DIMENSIONS
Accountancy firm EIN	2022-12-31	263429295
2021 : AGILETHOUGHT, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$4,157,114
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	$8,715,399
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$8,824,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$8,598,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,518,669
Value of total assets at end of year	2021-12-31	$30,627,556
Value of total assets at beginning of year	2021-12-31	$26,579,793
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$225,853
Total interest from all sources	2021-12-31	$48,380
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,449,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,449,850
Administrative expenses professional fees incurred	2021-12-31	$7,500
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	$2,549,123
Participant contributions at end of year	2021-12-31	$352,264
Participant contributions at beginning of year	2021-12-31	$262,067
Participant contributions at end of year	2021-12-31	$89,920
Participant contributions at beginning of year	2021-12-31	$114,443
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$672,957
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$14,114
Other income not declared elsewhere	2021-12-31	$1,204
Administrative expenses (other) incurred	2021-12-31	$934
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	$-109,351
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$30,627,556
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$26,579,793
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	$204,161
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$28,814,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$24,558,277
Interest on participant loans	2021-12-31	$22,017
Interest earned on other investments	2021-12-31	$26,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,317,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,598,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,697,296
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
Contributions received in cash from employer	2021-12-31	$1,296,589
Employer contributions (assets) at end of year	2021-12-31	$53,849
Employer contributions (assets) at beginning of year	2021-12-31	$46,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$8,584,783
Contract administrator fees	2021-12-31	$13,258
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	ASSURANCE DIMENSIONS
Accountancy firm EIN	2021-12-31	263429295
2020 : AGILETHOUGHT, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$11,098
Total income from all sources (including contributions)	2020-12-31	$8,170,243
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,503,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,272,752
Expenses. Certain deemed distributions of participant loans	2020-12-31	$19,826
Value of total corrective distributions	2020-12-31	$14,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,169,593
Value of total assets at end of year	2020-12-31	$26,579,793
Value of total assets at beginning of year	2020-12-31	$20,923,709
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$196,050
Total interest from all sources	2020-12-31	$49,328
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$750,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$750,432
Administrative expenses professional fees incurred	2020-12-31	$8,211
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	$2,493,175
Participant contributions at end of year	2020-12-31	$262,067
Participant contributions at beginning of year	2020-12-31	$360,462
Participant contributions at end of year	2020-12-31	$114,443
Participant contributions at beginning of year	2020-12-31	$95,574
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$416,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$11,098
Other income not declared elsewhere	2020-12-31	$15,365
Administrative expenses (other) incurred	2020-12-31	$431
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	$5,667,182
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$26,579,793
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$20,912,611
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	$180,726
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$24,558,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$18,739,568
Interest on participant loans	2020-12-31	$19,320
Interest earned on other investments	2020-12-31	$30,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,598,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,685,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,185,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,260,229
Employer contributions (assets) at end of year	2020-12-31	$46,236
Employer contributions (assets) at beginning of year	2020-12-31	$42,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,272,752
Contract administrator fees	2020-12-31	$6,682
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	ASSURANCE DIMENSIONS
Accountancy firm EIN	2020-12-31	263429295
2019 : AGILETHOUGHT, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$11,098
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	$7,804,203
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$710,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$554,249
Expenses. Certain deemed distributions of participant loans	2019-12-31	$4,244
Value of total corrective distributions	2019-12-31	$7,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,305,274
Value of total assets at end of year	2019-12-31	$20,923,709
Value of total assets at beginning of year	2019-12-31	$13,819,314
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$144,487
Total interest from all sources	2019-12-31	$51,262
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$591,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$591,279
Administrative expenses professional fees incurred	2019-12-31	$4,000
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	$2,498,021
Participant contributions at end of year	2019-12-31	$360,462
Participant contributions at beginning of year	2019-12-31	$371,441
Participant contributions at end of year	2019-12-31	$95,574
Participant contributions at beginning of year	2019-12-31	$85,815
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$457,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$11,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$522
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	$7,093,297
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,912,611
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,819,314
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	$135,615
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$18,739,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,503,350
Interest on participant loans	2019-12-31	$22,755
Interest earned on other investments	2019-12-31	$28,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,685,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$801,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,856,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,350,016
Employer contributions (assets) at end of year	2019-12-31	$42,477
Employer contributions (assets) at beginning of year	2019-12-31	$56,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$554,249
Contract administrator fees	2019-12-31	$4,350
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	ASSURANCE DIMENSIONS
Accountancy firm EIN	2019-12-31	263429295
2018 : AGILETHOUGHT, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$3,318,103
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$856,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$765,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,152,280
Value of total assets at end of year	2018-12-31	$13,819,314
Value of total assets at beginning of year	2018-12-31	$11,358,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$91,029
Total interest from all sources	2018-12-31	$30,386
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$472,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$472,727
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	$2,051,598
Participant contributions at end of year	2018-12-31	$371,441
Participant contributions at beginning of year	2018-12-31	$164,505
Participant contributions at end of year	2018-12-31	$85,815
Participant contributions at beginning of year	2018-12-31	$53,730
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$903,885
Administrative expenses (other) incurred	2018-12-31	$258
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	$2,461,204
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,819,314
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,358,110
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	$86,704
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,503,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,506,428
Interest on participant loans	2018-12-31	$13,423
Interest earned on other investments	2018-12-31	$16,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$801,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$608,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,337,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,196,797
Employer contributions (assets) at end of year	2018-12-31	$56,782
Employer contributions (assets) at beginning of year	2018-12-31	$25,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$765,870
Contract administrator fees	2018-12-31	$4,067
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	2018-12-31	No
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	ASSURANCE DIMENSIONS
Accountancy firm EIN	2018-12-31	263429295
2017 : AGILETHOUGHT, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,484,372
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$510,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$446,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,952,200
Value of total assets at end of year	2017-12-31	$11,358,110
Value of total assets at beginning of year	2017-12-31	$7,384,521
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$64,190
Total interest from all sources	2017-12-31	$263,423
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$64,190
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	$1,493,028
Participant contributions at end of year	2017-12-31	$164,505
Participant contributions at beginning of year	2017-12-31	$130,972
Participant contributions at end of year	2017-12-31	$53,730
Participant contributions at beginning of year	2017-12-31	$86,585
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$690,225
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	$3,973,589
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,358,110
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,384,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,506,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,712,791
Interest on participant loans	2017-12-31	$7,293
Interest earned on other investments	2017-12-31	$256,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$608,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$414,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,268,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$768,947
Employer contributions (assets) at end of year	2017-12-31	$25,339
Employer contributions (assets) at beginning of year	2017-12-31	$39,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$446,593
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	2017-12-31	No
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	ASSURANCE DIMENSIONS
Accountancy firm EIN	2017-12-31	263429295
2016 : AGILETHOUGHT, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,115,079
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$383,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$350,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,707,040
Value of total assets at end of year	2016-12-31	$7,384,521
Value of total assets at beginning of year	2016-12-31	$5,653,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$33,439
Total interest from all sources	2016-12-31	$29,852
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
Administrative expenses professional fees incurred	2016-12-31	$33,439
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
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	$983,155
Participant contributions at end of year	2016-12-31	$130,972
Participant contributions at beginning of year	2016-12-31	$161,010
Participant contributions at end of year	2016-12-31	$86,585
Participant contributions at beginning of year	2016-12-31	$427
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$181,191
Other income not declared elsewhere	2016-12-31	$35,375
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	$1,731,158
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,384,521
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,653,363
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	$6,712,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,334,117
Interest on participant loans	2016-12-31	$7,674
Interest earned on other investments	2016-12-31	$22,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$414,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$157,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$342,812
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	$542,694
Employer contributions (assets) at end of year	2016-12-31	$39,718
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	$350,482
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	BARLEY MCNAMARA WILD
Accountancy firm EIN	2016-12-31	273236857
2015 : AGILETHOUGHT, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,692,089
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$261,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$241,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,725,769
Value of total assets at end of year	2015-12-31	$5,653,363
Value of total assets at beginning of year	2015-12-31	$4,223,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$20,626
Total interest from all sources	2015-12-31	$7,865
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$20,626
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$422,316
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$734,184
Participant contributions at end of year	2015-12-31	$161,010
Participant contributions at beginning of year	2015-12-31	$66,679
Participant contributions at end of year	2015-12-31	$427
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$593,324
Other income not declared elsewhere	2015-12-31	$17,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,430,211
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,653,363
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,223,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,334,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$0
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,034,599
Interest on participant loans	2015-12-31	$5,753
Interest earned on other investments	2015-12-31	$2,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$157,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$121,874
Net investment gain/loss from pooled separate accounts	2015-12-31	$-59,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$398,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$241,252
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BARLEY MCNAMARA WILD
Accountancy firm EIN	2015-12-31	273236857
2014 : AGILETHOUGHT, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$2,983,108
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,438,750
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$198,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$176,576
Expenses. Certain deemed distributions of participant loans	2014-12-31	$19,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,211,968
Value of total assets at end of year	2014-12-31	$4,223,152
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,802
Total interest from all sources	2014-12-31	$3,944
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,628
Administrative expenses professional fees incurred	2014-12-31	$2,802
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$647,553
Participant contributions at end of year	2014-12-31	$66,679
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$237,798
Other income not declared elsewhere	2014-12-31	$3,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,240,044
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,223,152
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,034,599
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$2,246
Interest earned on other investments	2014-12-31	$1,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$121,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$217,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$326,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$176,576
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	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BARLEY MCNAMARA WILD
Accountancy firm EIN	2014-12-31	273236857

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

2022: AGILETHOUGHT, INC. 401(K) PLAN 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: AGILETHOUGHT, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – 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: AGILETHOUGHT, INC. 401(K) PLAN 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: AGILETHOUGHT, INC. 401(K) PLAN 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: AGILETHOUGHT, INC. 401(K) PLAN 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: AGILETHOUGHT, INC. 401(K) PLAN 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: AGILETHOUGHT, INC. 401(K) PLAN 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
2015: AGILETHOUGHT, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AGILETHOUGHT, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62314-1

Policy instance

Insurance contract or identification number	MR 62314-1
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-10-28
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

777586-01

Policy instance

Insurance contract or identification number	777586-01
Number of Individuals Covered	46
Insurance policy start date	2022-10-29
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62314-1

Policy instance

Insurance contract or identification number	MR 62314-1
Number of Individuals Covered	401
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62314-1

Policy instance

Insurance contract or identification number	MR 62314-1
Number of Individuals Covered	338
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62314-1

Policy instance

Insurance contract or identification number	MR 62314-1
Number of Individuals Covered	345
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62314-1

Policy instance

Insurance contract or identification number	MR 62314-1
Number of Individuals Covered	293
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62314-1

Policy instance

Insurance contract or identification number	MR 62314-1
Number of Individuals Covered	211
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-833891

Policy instance

Insurance contract or identification number	GA-833891
Number of Individuals Covered	117
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,192
Are there contracts with allocated funds for individual policies?	No
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?	No
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
Amount paid for insurance broker fees	2192
Additional information about fees paid to insurance broker	TPA ADMINISTRATIVE ALLOWANCE
Insurance broker organization code?	5
Insurance broker name	RETIREMENT SOLUTIONS SPECIALISTS

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-833891

Policy instance

Insurance contract or identification number	GA-833891
Number of Individuals Covered	105
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $7,438
Total amount of fees paid to insurance company	USD $1,468
Are there contracts with allocated funds for individual policies?	No
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?	No
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 $7,438
Insurance broker organization code?	3
Amount paid for insurance broker fees	1468
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	RETIREMENT SOLUTIONS SPECIALISTS

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Company Name:	AGILE THOUGHT, LLC
Employer identification number (EIN):	201167076
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services