401k Plan data: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING plan

OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 401k Plan overview

Plan Name	OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING
Plan identification number	001

OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Unknown benefit code

401k Sponsoring company profile

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

Company Name: OUTSOURCING STRATEGIES, INC.

Employer identification number (EIN): 203151312

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Additional information about OUTSOURCING STRATEGIES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1992-02-04

Company Identification Number: 812251

Legal Registered Office Address: 200 PUBLIC SQ #2300
-
CLEVELAND
United States of America (USA)
44114

More information about OUTSOURCING STRATEGIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JASON EISENHUT JASON EISENHUT 2018-10-10
001 2016-01-01 JASON EISENHUT

Plan Statistics for OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING

401k plan membership statisitcs for OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING

Measure Date Value
2022: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2022 401k membership
Total participants, beginning-of-year 2022-01-01 807
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,029
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 173
Total of all active and inactive participants 2022-01-01 2,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 2,204
Number of participants with account balances 2022-01-01 1,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 75
2021: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,381
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 280
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 0
Total of all active and inactive participants 2021-01-01 280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 280
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,436
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,255
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 55
Total of all active and inactive participants 2020-01-01 1,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,312
Number of participants with account balances 2020-01-01 447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 21
2019: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,345
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,250
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 25
Total of all active and inactive participants 2019-01-01 1,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,277
Number of participants with account balances 2019-01-01 317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year 2018-01-01 907
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,247
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 30
Total of all active and inactive participants 2018-01-01 1,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,277
Number of participants with account balances 2018-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 19
2017: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year 2017-01-01 778
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 850
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 20
Total of all active and inactive participants 2017-01-01 870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 870
Number of participants with account balances 2017-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year 2016-01-01 490
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 704
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 22
Total of all active and inactive participants 2016-01-01 726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 726
Number of participants with account balances 2016-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3

Measure	Date	Value
2022: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2022 401k membership
Total participants, beginning-of-year	2022-01-01	807
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,029
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	173
Total of all active and inactive participants	2022-01-01	2,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	2,204
Number of participants with account balances	2022-01-01	1,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	75
2021: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,381
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	280
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	0
Total of all active and inactive participants	2021-01-01	280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	280
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,436
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,255
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	55
Total of all active and inactive participants	2020-01-01	1,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,312
Number of participants with account balances	2020-01-01	447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	21
2019: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,345
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,250
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	25
Total of all active and inactive participants	2019-01-01	1,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,277
Number of participants with account balances	2019-01-01	317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year	2018-01-01	907
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,247
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	30
Total of all active and inactive participants	2018-01-01	1,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,277
Number of participants with account balances	2018-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	19
2017: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year	2017-01-01	778
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	850
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	20
Total of all active and inactive participants	2017-01-01	870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	870
Number of participants with account balances	2017-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year	2016-01-01	490
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	704
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	22
Total of all active and inactive participants	2016-01-01	726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	726
Number of participants with account balances	2016-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3

Financial Data on OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING

Measure	Date	Value
2022 : OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2022 401k financial data
Total transfer of assets to this plan	2022-12-31	$3,353,984
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$8,227
Total income from all sources (including contributions)	2022-12-31	$2,002,276
Total of all expenses incurred	2022-12-31	$2,362,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,244,108
Expenses. Certain deemed distributions of participant loans	2022-12-31	$10,953
Value of total corrective distributions	2022-12-31	$-6,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,533,246
Value of total assets at end of year	2022-12-31	$18,702,863
Value of total assets at beginning of year	2022-12-31	$15,717,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$113,827
Total interest from all sources	2022-12-31	$38,135
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$285,744
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	$285,744
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$3,140,936
Participant contributions at end of year	2022-12-31	$457,008
Participant contributions at beginning of year	2022-12-31	$0
Participant contributions at end of year	2022-12-31	$101,767
Participant contributions at beginning of year	2022-12-31	$43,952
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$250,324
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$1,573
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$8,227
Administrative expenses (other) incurred	2022-12-31	$82,308
Total non interest bearing cash at end of year	2022-12-31	$18,314
Total non interest bearing cash at beginning of year	2022-12-31	$15,659,054
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	$-360,611
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$18,702,548
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,709,175
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	$31,519
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$16,580,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$26,922
Interest earned on other investments	2022-12-31	$11,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,421,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,854,849
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	$1,141,986
Employer contributions (assets) at end of year	2022-12-31	$120,509
Employer contributions (assets) at beginning of year	2022-12-31	$14,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,244,108
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
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	MILLER COOPER & CO. LTD.
Accountancy firm EIN	2022-12-31	362897372
2021 : OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$760,707
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$8,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$49,514
Total income from all sources (including contributions)	2021-12-31	$4,882,857
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,375,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,217,671
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,993,041
Value of total assets at end of year	2021-12-31	$15,717,402
Value of total assets at beginning of year	2021-12-31	$13,012,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$157,808
Total interest from all sources	2021-12-31	$17,025
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,616,984
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	$1,616,984
Administrative expenses professional fees incurred	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,142,729
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$110,755
Participant contributions at end of year	2021-12-31	$43,952
Participant contributions at beginning of year	2021-12-31	$84,218
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$127,803
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$8,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$49,514
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$15,659,054
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	$3,507,378
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,709,175
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,962,504
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	$149,920
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,618,930
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$4,744
Interest earned on other investments	2021-12-31	$12,281
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,103,637
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$255,807
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$0
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
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$722,509
Employer contributions (assets) at end of year	2021-12-31	$14,396
Employer contributions (assets) at beginning of year	2021-12-31	$94,478
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,217,671
Contract administrator fees	2021-12-31	$7,888
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	MILLER COOPER & CO. LTD.
Accountancy firm EIN	2021-12-31	362897372
2020 : OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$830,110
Total transfer of assets from this plan	2020-12-31	$273
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$49,514
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$56,706
Total income from all sources (including contributions)	2020-12-31	$4,837,122
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,591,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,467,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,848,699
Value of total assets at end of year	2020-12-31	$13,012,018
Value of total assets at beginning of year	2020-12-31	$8,943,745
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$124,463
Total interest from all sources	2020-12-31	$4,942
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$746,960
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	$746,960
Administrative expenses professional fees incurred	2020-12-31	$0
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,522,172
Participant contributions at end of year	2020-12-31	$110,755
Participant contributions at beginning of year	2020-12-31	$46,052
Participant contributions at end of year	2020-12-31	$84,218
Participant contributions at beginning of year	2020-12-31	$79,611
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$522,130
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$49,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$56,706
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$249
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	$3,245,628
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,962,504
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,887,039
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	$117,141
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,618,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,489,106
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$4,942
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,103,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$305,665
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,236,521
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
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
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$804,397
Employer contributions (assets) at end of year	2020-12-31	$94,478
Employer contributions (assets) at beginning of year	2020-12-31	$23,311
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,467,031
Contract administrator fees	2020-12-31	$7,073
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MILLER COOPER & CO. LTD.
Accountancy firm EIN	2020-12-31	362897372
2019 : OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 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	$56,706
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$53,334
Total income from all sources (including contributions)	2019-12-31	$3,022,530
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,454,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,355,645
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,525,420
Value of total assets at end of year	2019-12-31	$8,943,745
Value of total assets at beginning of year	2019-12-31	$7,372,060
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$98,572
Total interest from all sources	2019-12-31	$2,486
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$344,916
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	$344,916
Administrative expenses professional fees incurred	2019-12-31	$0
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,053,598
Participant contributions at end of year	2019-12-31	$46,052
Participant contributions at beginning of year	2019-12-31	$50,544
Participant contributions at end of year	2019-12-31	$79,611
Participant contributions at beginning of year	2019-12-31	$55,251
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$170,757
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$1,035,209
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$56,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$53,334
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	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	$1,568,313
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,887,039
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,318,726
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	$95,070
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,489,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,971,198
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$2,486
Interest earned on other investments	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$305,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$284,521
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,149,708
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$0
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
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$301,065
Employer contributions (assets) at end of year	2019-12-31	$23,311
Employer contributions (assets) at beginning of year	2019-12-31	$10,546
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$320,436
Contract administrator fees	2019-12-31	$3,502
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	MILLER COOPER & CO. LTD.
Accountancy firm EIN	2019-12-31	362897372
2018 : OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 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	$53,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$97,566
Total income from all sources (including contributions)	2018-12-31	$2,784,960
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,146,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$968,219
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$83,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,306,651
Value of total assets at end of year	2018-12-31	$7,372,060
Value of total assets at beginning of year	2018-12-31	$5,778,043
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$94,720
Total interest from all sources	2018-12-31	$5,104
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$220,005
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	$220,005
Administrative expenses professional fees incurred	2018-12-31	$0
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$929,224
Participant contributions at end of year	2018-12-31	$50,544
Participant contributions at beginning of year	2018-12-31	$31,343
Participant contributions at end of year	2018-12-31	$55,251
Participant contributions at beginning of year	2018-12-31	$35,647
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,057,549
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$281,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$53,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$97,566
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	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	$1,638,249
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,318,726
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,680,477
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	$92,185
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,971,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,516,297
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$1,589
Interest earned on other investments	2018-12-31	$3,515
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$284,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$148,437
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-746,800
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
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
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$319,878
Employer contributions (assets) at end of year	2018-12-31	$10,546
Employer contributions (assets) at beginning of year	2018-12-31	$46,319
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$686,378
Contract administrator fees	2018-12-31	$2,535
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	MILLER COOPER & CO. LTD.
Accountancy firm EIN	2018-12-31	362897372
2017 : OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 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	$97,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$90,351
Total income from all sources (including contributions)	2017-12-31	$2,320,608
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,292,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,053,193
Expenses. Certain deemed distributions of participant loans	2017-12-31	$90,089
Value of total corrective distributions	2017-12-31	$62,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,426,826
Value of total assets at end of year	2017-12-31	$5,778,043
Value of total assets at beginning of year	2017-12-31	$5,743,099
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$86,824
Total interest from all sources	2017-12-31	$21,651
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$140,980
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	$140,980
Administrative expenses professional fees incurred	2017-12-31	$0
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
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$765,457
Participant contributions at end of year	2017-12-31	$31,343
Participant contributions at beginning of year	2017-12-31	$76,895
Participant contributions at end of year	2017-12-31	$35,647
Participant contributions at beginning of year	2017-12-31	$53,498
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$350,106
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$1,501,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$97,566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$90,351
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	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	$27,729
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,680,477
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,652,748
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	$84,479
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,516,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,344,025
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$17,701
Interest earned on other investments	2017-12-31	$3,950
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$148,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$170,448
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$731,151
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$0
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
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$311,263
Employer contributions (assets) at end of year	2017-12-31	$46,319
Employer contributions (assets) at beginning of year	2017-12-31	$98,233
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$551,404
Contract administrator fees	2017-12-31	$2,345
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	MILLER COOPER & CO. LTD.
Accountancy firm EIN	2017-12-31	362897372
2016 : OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$478,919
Total transfer of assets from this plan	2016-12-31	$97,385
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$90,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$78,046
Total income from all sources (including contributions)	2016-12-31	$1,064,645
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$853,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$800,566
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$-9,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$943,522
Value of total assets at end of year	2016-12-31	$5,743,099
Value of total assets at beginning of year	2016-12-31	$5,137,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$62,348
Total interest from all sources	2016-12-31	$4,266
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$105,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$105,409
Administrative expenses professional fees incurred	2016-12-31	$0
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	$646,937
Participant contributions at end of year	2016-12-31	$76,895
Participant contributions at beginning of year	2016-12-31	$95,811
Participant contributions at end of year	2016-12-31	$53,498
Participant contributions at beginning of year	2016-12-31	$11,439
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$56,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$90,351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$78,046
Other income not declared elsewhere	2016-12-31	$-2,857
Administrative expenses (other) incurred	2016-12-31	$2,649
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	$211,328
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,652,748
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,059,886
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
Investment advisory and management fees	2016-12-31	$58,664
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,344,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,922,696
Interest on participant loans	2016-12-31	$3,136
Interest earned on other investments	2016-12-31	$1,130
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$170,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$44,955
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$271,978
Net investment gain/loss from pooled separate accounts	2016-12-31	$-257,673
Net investment gain or loss from common/collective trusts	2016-12-31	$0
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
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$240,085
Employer contributions (assets) at end of year	2016-12-31	$98,233
Employer contributions (assets) at beginning of year	2016-12-31	$63,031
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$800,566
Contract administrator fees	2016-12-31	$1,035
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	MILLER, COOPER AND CO., LTD.
Accountancy firm EIN	2016-12-31	362897372

Form 5500 Responses for OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING

2022: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
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: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – 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: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple 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: OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple 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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

935037

Policy instance

Insurance contract or identification number	935037
Number of Individuals Covered	1030
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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 62082

Policy instance

Insurance contract or identification number	MR 62082
Number of Individuals Covered	280
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 62082

Policy instance

Insurance contract or identification number	MR 62082
Number of Individuals Covered	1312
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

MR 62082

Policy instance

Insurance contract or identification number	MR 62082
Number of Individuals Covered	1277
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 62082

Policy instance

Insurance contract or identification number	MR 62082
Number of Individuals Covered	1277
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 62082

Policy instance

Insurance contract or identification number	MR 62082
Number of Individuals Covered	870
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	OUTSOURCING STRATEGIES, INC.
Employer identification number (EIN):	203151312
NAIC Classification:	541219
NAIC Description:	Other Accounting Services

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1992-02-04
Company Identification Number:	812251
Legal Registered Office Address:	200 PUBLIC SQ #2300 - CLEVELAND United States of America (USA) 44114