401k Plan data: LEND SMART MORTGAGE, LLC 401(K) PLAN plan

LEND SMART MORTGAGE, LLC 401(K) PLAN 401k Plan overview

Plan Name	LEND SMART MORTGAGE, LLC 401(K) PLAN
Plan identification number	001

LEND SMART MORTGAGE, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

LEND SMART MORTGAGE, LLC has sponsored the creation of one or more 401k plans.

Company Name: LEND SMART MORTGAGE, LLC

Employer identification number (EIN): 204224234

NAIC Classification: 522292
NAIC Description: Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEND SMART MORTGAGE, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SHAWN VAIANA 2024-10-14
001 2022-01-01 SHAWN VAIANA 2023-10-15
001 2021-01-01 SHAWN VAIANA 2022-10-04
001 2020-01-01 SHAWN VAIANA 2021-10-03
001 2020-01-01 SHAWN VAIANA 2021-10-03
001 2019-01-01 SHAWN VAIANA 2020-10-08
001 2018-01-01 SHAWN VAIANA 2019-10-13
001 2017-01-01 SHAWN VAIANA
001 2016-01-01 SHAWN VAIANA
001 2015-01-01 SCOTT FLAHERTY 2016-10-13
001 2014-01-01 SCOTT FLAHERTY 2015-10-13
001 2013-01-01 BRANDI ARETZ 2016-11-18
001 2012-01-01 BRANDI ARETZ 2016-11-18
001 2011-01-01 SCOTT FLAHERTY 2014-08-06
001 2010-01-01 JEFF WETZEL 2011-06-17
001 2009-01-01 JEFF WETZEL JEFF WETZEL 2010-07-15
001 2009-01-01 JEFF WETZEL
001 2009-01-01 JEFF WETZEL
001 2009-01-01 JEFF WETZEL SCOTT FLAHERTY 2010-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	SHAWN VAIANA	2024-10-14
001	2022-01-01	SHAWN VAIANA	2023-10-15
001	2021-01-01	SHAWN VAIANA	2022-10-04
001	2020-01-01	SHAWN VAIANA	2021-10-03
001	2020-01-01	SHAWN VAIANA	2021-10-03
001	2019-01-01	SHAWN VAIANA	2020-10-08
001	2018-01-01	SHAWN VAIANA	2019-10-13
001	2017-01-01	SHAWN VAIANA
001	2016-01-01	SHAWN VAIANA
001	2015-01-01	SCOTT FLAHERTY	2016-10-13
001	2014-01-01	SCOTT FLAHERTY	2015-10-13
001	2013-01-01	BRANDI ARETZ	2016-11-18
001	2012-01-01	BRANDI ARETZ	2016-11-18
001	2011-01-01	SCOTT FLAHERTY	2014-08-06
001	2010-01-01	JEFF WETZEL	2011-06-17
001	2009-01-01	JEFF WETZEL		JEFF WETZEL	2010-07-15
001	2009-01-01	JEFF WETZEL
001	2009-01-01	JEFF WETZEL
001	2009-01-01	JEFF WETZEL		SCOTT FLAHERTY	2010-07-15

Plan Statistics for LEND SMART MORTGAGE, LLC 401(K) PLAN

401k plan membership statisitcs for LEND SMART MORTGAGE, LLC 401(K) PLAN

Measure Date Value
2023: LEND SMART MORTGAGE, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 3
2022: LEND SMART MORTGAGE, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 146
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 47
Total of all active and inactive participants 2022-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 193
Number of participants with account balances 2022-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 54
2021: LEND SMART MORTGAGE, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 174
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 33
Total of all active and inactive participants 2021-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 207
Number of participants with account balances 2021-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 29
2020: LEND SMART MORTGAGE, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 173
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 24
Total of all active and inactive participants 2020-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 197
Number of participants with account balances 2020-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 20
2019: LEND SMART MORTGAGE, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 173
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 24
Total of all active and inactive participants 2019-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 197
Number of participants with account balances 2019-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 21
2018: LEND SMART MORTGAGE, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 214
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 174
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 8
Total of all active and inactive participants 2018-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 182
Number of participants with account balances 2018-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 15
2017: LEND SMART MORTGAGE, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 206
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 7
Total of all active and inactive participants 2017-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 213
Number of participants with account balances 2017-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: LEND SMART MORTGAGE, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 140
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 6
Total of all active and inactive participants 2016-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 146
Number of participants with account balances 2016-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2009: LEND SMART MORTGAGE, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 33
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 38
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: LEND SMART MORTGAGE, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	3
2022: LEND SMART MORTGAGE, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	146
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	47
Total of all active and inactive participants	2022-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	193
Number of participants with account balances	2022-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	54
2021: LEND SMART MORTGAGE, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	174
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	33
Total of all active and inactive participants	2021-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	207
Number of participants with account balances	2021-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	29
2020: LEND SMART MORTGAGE, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	173
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	24
Total of all active and inactive participants	2020-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	197
Number of participants with account balances	2020-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	20
2019: LEND SMART MORTGAGE, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	173
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	24
Total of all active and inactive participants	2019-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	197
Number of participants with account balances	2019-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	21
2018: LEND SMART MORTGAGE, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	214
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	174
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	8
Total of all active and inactive participants	2018-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	182
Number of participants with account balances	2018-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	15
2017: LEND SMART MORTGAGE, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	206
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	7
Total of all active and inactive participants	2017-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	213
Number of participants with account balances	2017-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: LEND SMART MORTGAGE, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	140
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	6
Total of all active and inactive participants	2016-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	146
Number of participants with account balances	2016-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2009: LEND SMART MORTGAGE, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	33
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	38
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LEND SMART MORTGAGE, LLC 401(K) PLAN

Measure	Date	Value
2023 : LEND SMART MORTGAGE, LLC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$950,782
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$9,281,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$9,156,739
Value of total corrective distributions	2023-12-31	$23,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$169,298
Value of total assets at end of year	2023-12-31	$0
Value of total assets at beginning of year	2023-12-31	$8,330,698
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$101,042
Total interest from all sources	2023-12-31	$15,897
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$43,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$43,140
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$147,305
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$205,575
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$16,016
Total non interest bearing cash at end of year	2023-12-31	$0
Total non interest bearing cash at beginning of year	2023-12-31	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$-8,330,698
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$8,330,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$13,681
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$7,554,321
Interest on participant loans	2023-12-31	$5,360
Interest earned on other investments	2023-12-31	$10,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$550,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$722,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$21,993
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$4,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$9,156,739
Contract administrator fees	2023-12-31	$87,361
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	HAWKINS ASH CPAS
Accountancy firm EIN	2023-12-31	390912608
2022 : LEND SMART MORTGAGE, LLC 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	$-517,477
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$559,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$482,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,139,302
Value of total assets at end of year	2022-12-31	$8,330,698
Value of total assets at beginning of year	2022-12-31	$9,407,977
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$76,897
Total interest from all sources	2022-12-31	$19,526
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$334,156
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	$334,156
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$880,021
Participant contributions at end of year	2022-12-31	$205,575
Participant contributions at beginning of year	2022-12-31	$183,382
Participant contributions at end of year	2022-12-31	$16,016
Participant contributions at beginning of year	2022-12-31	$22,969
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$63,699
Total non interest bearing cash at end of year	2022-12-31	$3
Total non interest bearing cash at beginning of year	2022-12-31	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,077,279
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,330,698
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,407,977
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,554,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,785,721
Interest on participant loans	2022-12-31	$8,249
Interest earned on other investments	2022-12-31	$11,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$550,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$409,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,010,461
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	$195,582
Employer contributions (assets) at end of year	2022-12-31	$4,102
Employer contributions (assets) at beginning of year	2022-12-31	$6,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$482,905
Contract administrator fees	2022-12-31	$76,897
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	HAWKINS ASH CPAS
Accountancy firm EIN	2022-12-31	390912608
2021 : LEND SMART MORTGAGE, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,734,638
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,231,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,149,782
Value of total corrective distributions	2021-12-31	$5,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,545,545
Value of total assets at end of year	2021-12-31	$9,407,977
Value of total assets at beginning of year	2021-12-31	$7,905,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$76,367
Total interest from all sources	2021-12-31	$18,579
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$511,826
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	$511,826
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,189,087
Participant contributions at end of year	2021-12-31	$183,382
Participant contributions at beginning of year	2021-12-31	$289,316
Participant contributions at end of year	2021-12-31	$22,969
Participant contributions at beginning of year	2021-12-31	$35,860
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$100,185
Total non interest bearing cash at end of year	2021-12-31	$3
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,502,774
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,407,977
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,905,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,785,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,117,204
Interest on participant loans	2021-12-31	$12,198
Interest earned on other investments	2021-12-31	$6,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$409,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$453,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$658,688
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	$256,273
Employer contributions (assets) at end of year	2021-12-31	$6,705
Employer contributions (assets) at beginning of year	2021-12-31	$9,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,149,782
Contract administrator fees	2021-12-31	$76,367
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	HAWKINS ASH CPAS
Accountancy firm EIN	2021-12-31	390912608
2020 : LEND SMART MORTGAGE, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,538,611
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$172,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$91,315
Value of total corrective distributions	2020-12-31	$29,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,401,164
Value of total assets at end of year	2020-12-31	$7,905,203
Value of total assets at beginning of year	2020-12-31	$5,538,694
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$51,477
Total interest from all sources	2020-12-31	$26,048
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$174,698
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	$174,698
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,022,365
Participant contributions at end of year	2020-12-31	$289,316
Participant contributions at beginning of year	2020-12-31	$311,451
Participant contributions at end of year	2020-12-31	$35,860
Participant contributions at beginning of year	2020-12-31	$26,492
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$150,016
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$2
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	$2,366,509
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,905,203
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,538,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,117,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,953,872
Interest on participant loans	2020-12-31	$18,417
Interest earned on other investments	2020-12-31	$7,631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$453,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$239,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$936,701
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	$228,783
Employer contributions (assets) at end of year	2020-12-31	$9,541
Employer contributions (assets) at beginning of year	2020-12-31	$6,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$91,315
Contract administrator fees	2020-12-31	$51,477
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	HAWKINS ASH CPAS
Accountancy firm EIN	2020-12-31	390912608
2019 : LEND SMART MORTGAGE, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total 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	$1,923,629
Total income from all sources (including contributions)	2019-12-31	$1,923,629
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$168,351
Total of all expenses incurred	2019-12-31	$168,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$127,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$127,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$987,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$987,275
Value of total assets at end of year	2019-12-31	$5,538,694
Value of total assets at beginning of year	2019-12-31	$3,783,416
Value of total assets at beginning of year	2019-12-31	$3,783,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$41,196
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$41,196
Total interest from all sources	2019-12-31	$19,328
Total interest from all sources	2019-12-31	$19,328
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$167,404
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$167,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$167,404
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$717,992
Participant contributions at end of year	2019-12-31	$311,451
Participant contributions at beginning of year	2019-12-31	$214,194
Participant contributions at beginning of year	2019-12-31	$214,194
Participant contributions at end of year	2019-12-31	$26,492
Participant contributions at end of year	2019-12-31	$26,492
Participant contributions at beginning of year	2019-12-31	$16,514
Participant contributions at beginning of year	2019-12-31	$16,514
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$96,986
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$96,986
Total non interest bearing cash at end of year	2019-12-31	$2
Total non interest bearing cash at end of year	2019-12-31	$2
Total non interest bearing cash at beginning of year	2019-12-31	$3
Total non interest bearing cash at beginning of year	2019-12-31	$3
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
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	$1,755,278
Value of net income/loss	2019-12-31	$1,755,278
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,538,694
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,538,694
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,783,416
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,783,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,953,872
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,953,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,388,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,388,172
Interest on participant loans	2019-12-31	$14,285
Interest on participant loans	2019-12-31	$14,285
Interest earned on other investments	2019-12-31	$5,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$239,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$239,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$160,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$160,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$749,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$749,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$172,297
Employer contributions (assets) at end of year	2019-12-31	$6,976
Employer contributions (assets) at end of year	2019-12-31	$6,976
Employer contributions (assets) at beginning of year	2019-12-31	$4,365
Employer contributions (assets) at beginning of year	2019-12-31	$4,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$127,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$127,155
Contract administrator fees	2019-12-31	$41,196
Contract administrator fees	2019-12-31	$41,196
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HAWKINS ASH CPAS
Accountancy firm name	2019-12-31	HAWKINS ASH CPAS
Accountancy firm EIN	2019-12-31	390912608
Accountancy firm EIN	2019-12-31	390912608
2018 : LEND SMART MORTGAGE, LLC 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	$627,840
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$130,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$97,679
Expenses. Certain deemed distributions of participant loans	2018-12-31	$9,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$722,179
Value of total assets at end of year	2018-12-31	$3,783,416
Value of total assets at beginning of year	2018-12-31	$3,286,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$23,400
Total interest from all sources	2018-12-31	$10,394
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$175,895
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	$175,895
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
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	$570,250
Participant contributions at end of year	2018-12-31	$214,194
Participant contributions at beginning of year	2018-12-31	$116,829
Participant contributions at end of year	2018-12-31	$16,514
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$24,808
Total non interest bearing cash at end of year	2018-12-31	$3
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	$496,954
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,783,416
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,286,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$3,388,172
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,074,459
Interest on participant loans	2018-12-31	$7,288
Interest earned on other investments	2018-12-31	$3,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$160,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$95,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-402,129
Net investment gain/loss from pooled separate accounts	2018-12-31	$121,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$127,121
Employer contributions (assets) at end of year	2018-12-31	$4,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$97,679
Contract administrator fees	2018-12-31	$23,400
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	Yes
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	HAWKINS ASH CPAS
Accountancy firm EIN	2018-12-31	390912608
2017 : LEND SMART MORTGAGE, LLC 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	$1,157,254
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$137,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$57,751
Expenses. Certain deemed distributions of participant loans	2017-12-31	$8,957
Value of total corrective distributions	2017-12-31	$65,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$703,966
Value of total assets at end of year	2017-12-31	$3,286,462
Value of total assets at beginning of year	2017-12-31	$2,267,169
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,927
Total interest from all sources	2017-12-31	$5,057
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
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
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	$560,065
Participant contributions at end of year	2017-12-31	$116,829
Participant contributions at beginning of year	2017-12-31	$67,904
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$14,005
Other income not declared elsewhere	2017-12-31	$599
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	$1,019,293
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,286,462
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,267,169
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 pooled separate accounts at end of year	2017-12-31	$3,074,459
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,111,114
Interest on participant loans	2017-12-31	$5,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$95,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$88,151
Net investment gain/loss from pooled separate accounts	2017-12-31	$447,632
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	$129,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$57,751
Contract administrator fees	2017-12-31	$5,927
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	HAWKINS ASH CPAS
Accountancy firm EIN	2017-12-31	390912608
2016 : LEND SMART MORTGAGE, LLC 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	$713,447
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$158,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$12,966
Value of total corrective distributions	2016-12-31	$137,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$561,399
Value of total assets at end of year	2016-12-31	$2,267,169
Value of total assets at beginning of year	2016-12-31	$1,711,907
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$7,968
Total interest from all sources	2016-12-31	$8,904
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$476,951
Participant contributions at end of year	2016-12-31	$67,904
Participant contributions at beginning of year	2016-12-31	$101,522
Other income not declared elsewhere	2016-12-31	$671
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	$555,262
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,267,169
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,711,907
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 pooled separate accounts at end of year	2016-12-31	$2,111,114
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,442,098
Interest on participant loans	2016-12-31	$8,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$88,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$168,287
Net investment gain/loss from pooled separate accounts	2016-12-31	$142,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$84,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$12,966
Contract administrator fees	2016-12-31	$7,968
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	HAWKINS ASH CPAS
Accountancy firm EIN	2016-12-31	390912608
2009 : LEND SMART MORTGAGE, LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LEND SMART MORTGAGE, LLC 401(K) PLAN

2023: LEND SMART MORTGAGE, LLC 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LEND SMART MORTGAGE, LLC 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: LEND SMART MORTGAGE, LLC 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: LEND SMART MORTGAGE, LLC 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: LEND SMART MORTGAGE, LLC 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: LEND SMART MORTGAGE, LLC 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: LEND SMART MORTGAGE, LLC 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: LEND SMART MORTGAGE, LLC 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
2009: LEND SMART MORTGAGE, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811973

Policy instance

Insurance contract or identification number	811973
Number of Individuals Covered	0
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
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	1
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811973

Policy instance

Insurance contract or identification number	811973
Number of Individuals Covered	193
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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	1
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811973

Policy instance

Insurance contract or identification number	811973
Number of Individuals Covered	207
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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	1
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811973

Policy instance

Insurance contract or identification number	811973
Number of Individuals Covered	197
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	1
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811973

Policy instance

Insurance contract or identification number	811973
Number of Individuals Covered	197
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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	1
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

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

Policy contract number

803322-000

Policy instance

Insurance contract or identification number	803322-000
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,345
Total amount of fees paid to insurance company	USD $136
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	136
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811973

Policy instance

Insurance contract or identification number	811973
Number of Individuals Covered	214
Insurance policy start date	2018-01-18
Insurance policy end date	2018-12-31
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	1
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

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

Policy contract number

803322-000

Policy instance

Insurance contract or identification number	803322-000
Number of Individuals Covered	213
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $13,136
Total amount of fees paid to insurance company	USD $1,326
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,136
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	THE RETIREMENT ADVANTAGE, INC

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Company Name:	LEND SMART MORTGAGE, LLC
Employer identification number (EIN):	204224234
NAIC Classification:	522292
NAIC Description:	Real Estate Credit