401k Plan data: SIMPLICITY CONSULTING, LLC 401(K) PLAN plan

SIMPLICITY CONSULTING, LLC 401(K) PLAN 401k Plan overview

Plan Name	SIMPLICITY CONSULTING, LLC 401(K) PLAN
Plan identification number	001

SIMPLICITY CONSULTING, 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.
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

SIMPLICITY CONSULTING, LLC has sponsored the creation of one or more 401k plans.

Company Name: SIMPLICITY CONSULTING, LLC

Employer identification number (EIN): 205759195

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMPLICITY CONSULTING, LLC 401(K) PLAN

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 LISA HUFFORD
001 2016-01-01 LISA HUFFORD
001 2015-01-01 LISA HUFFORD
001 2014-01-01 LISA HUFFORD LISA HUFFORD 2015-10-05
001 2013-01-01 LISA HUFFORD LISA HUFFORD 2014-10-10
001 2012-01-01 KIM MARTIN 2013-07-03
001 2011-01-01 LISA HUFFORD 2012-05-04
001 2010-01-01 LISA HUFFORD 2011-04-14

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	LISA HUFFORD
001	2016-01-01	LISA HUFFORD
001	2015-01-01	LISA HUFFORD
001	2014-01-01	LISA HUFFORD		LISA HUFFORD	2015-10-05
001	2013-01-01	LISA HUFFORD		LISA HUFFORD	2014-10-10
001	2012-01-01	KIM MARTIN	2013-07-03
001	2011-01-01	LISA HUFFORD	2012-05-04
001	2010-01-01	LISA HUFFORD	2011-04-14

Plan Statistics for SIMPLICITY CONSULTING, LLC 401(K) PLAN

401k plan membership statisitcs for SIMPLICITY CONSULTING, LLC 401(K) PLAN

Measure Date Value
2022: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
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 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 55
2021: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 140
Number of retired or separated participants receiving benefits 2021-01-01 122
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 262
Number of participants with account balances 2021-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 22
2020: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 129
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 107
Total of all active and inactive participants 2020-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 236
Number of participants with account balances 2020-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 13
2019: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 98
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 132
Total of all active and inactive participants 2019-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 230
Number of participants with account balances 2019-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 349
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 124
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 102
Total of all active and inactive participants 2018-01-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 226
Number of participants with account balances 2018-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 336
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 118
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 231
Total of all active and inactive participants 2017-01-01 349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 349
Number of participants with account balances 2017-01-01 335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 172
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 163
Total of all active and inactive participants 2016-01-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 336
Number of participants with account balances 2016-01-01 300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 20
2015: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 187
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 91
Total of all active and inactive participants 2015-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 279
Number of participants with account balances 2015-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 212
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 18
Total of all active and inactive participants 2014-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 230
Number of participants with account balances 2014-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 257
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 18
Total of all active and inactive participants 2013-01-01 275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 275
Number of participants with account balances 2013-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2022: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
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	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	55
2021: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	140
Number of retired or separated participants receiving benefits	2021-01-01	122
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	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	262
Number of participants with account balances	2021-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	22
2020: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	129
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	107
Total of all active and inactive participants	2020-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	236
Number of participants with account balances	2020-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	13
2019: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	98
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	132
Total of all active and inactive participants	2019-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	230
Number of participants with account balances	2019-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	349
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	124
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	102
Total of all active and inactive participants	2018-01-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	226
Number of participants with account balances	2018-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	336
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	118
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	231
Total of all active and inactive participants	2017-01-01	349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	349
Number of participants with account balances	2017-01-01	335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	172
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	163
Total of all active and inactive participants	2016-01-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	336
Number of participants with account balances	2016-01-01	300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	20
2015: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	187
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	91
Total of all active and inactive participants	2015-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	279
Number of participants with account balances	2015-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	212
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	18
Total of all active and inactive participants	2014-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	230
Number of participants with account balances	2014-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	257
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	18
Total of all active and inactive participants	2013-01-01	275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	275
Number of participants with account balances	2013-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on SIMPLICITY CONSULTING, LLC 401(K) PLAN

Measure	Date	Value
2022 : SIMPLICITY CONSULTING, LLC 401(K) PLAN 2022 401k financial data
Total transfer of assets from this plan	2022-12-31	$8,889,995
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	$17,687
Total income from all sources (including contributions)	2022-12-31	$871,250
Total of all expenses incurred	2022-12-31	$1,079,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,025,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,538,328
Value of total assets at end of year	2022-12-31	$0
Value of total assets at beginning of year	2022-12-31	$9,115,943
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$53,664
Total interest from all sources	2022-12-31	$3,501
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$285
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
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,742,881
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$220,056
Other income not declared elsewhere	2022-12-31	$59
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	$-208,261
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,098,256
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,862,427
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$3,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$253,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,670,923
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	$575,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,025,847
Contract administrator fees	2022-12-31	$53,664
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$17,687
Did the plan have assets held for investment	2022-12-31	No
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	Yes
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLARK NUBER PS
Accountancy firm EIN	2022-12-31	911194016
2021 : SIMPLICITY CONSULTING, LLC 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$17,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$3,576
Total income from all sources (including contributions)	2021-12-31	$2,910,644
Total of all expenses incurred	2021-12-31	$1,312,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,258,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,656,579
Value of total assets at end of year	2021-12-31	$9,115,943
Value of total assets at beginning of year	2021-12-31	$7,503,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$53,963
Total interest from all sources	2021-12-31	$2,391
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$200,902
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	$200,902
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$900,000
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	$1,149,479
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$160,251
Liabilities. Value of operating payables at beginning of year	2021-12-31	$390
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	$1,598,191
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,098,256
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,500,065
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	$8,862,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,375,588
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$253,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$128,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,050,772
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	$346,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,258,490
Contract administrator fees	2021-12-31	$53,963
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$17,687
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$3,186
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	CLARK NUBER P.S.
Accountancy firm EIN	2021-12-31	911194016
2020 : SIMPLICITY CONSULTING, LLC 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$3,576
Total income from all sources (including contributions)	2020-12-31	$2,300,981
Total of all expenses incurred	2020-12-31	$1,642,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,599,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,342,553
Value of total assets at end of year	2020-12-31	$7,503,641
Value of total assets at beginning of year	2020-12-31	$6,841,391
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$42,878
Total interest from all sources	2020-12-31	$1,668
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$129,016
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	$129,016
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$650,000
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	$1,006,569
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$52,383
Liabilities. Value of operating payables at end of year	2020-12-31	$390
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	$658,674
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,500,065
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,841,391
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	$7,375,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,738,568
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$128,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$102,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$827,744
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	$283,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,599,429
Contract administrator fees	2020-12-31	$42,878
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$3,186
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	CLARK NUBER P.S.
Accountancy firm EIN	2020-12-31	911194016
2019 : SIMPLICITY CONSULTING, LLC 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,499,513
Total of all expenses incurred	2019-12-31	$677,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$637,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,227,249
Value of total assets at end of year	2019-12-31	$6,841,391
Value of total assets at beginning of year	2019-12-31	$5,019,043
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$39,454
Total interest from all sources	2019-12-31	$1,054
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$129,100
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	$129,100
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$891,760
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$63,583
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	$1,822,348
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,841,391
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,019,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,738,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,944,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$102,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$74,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,142,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$271,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$637,711
Contract administrator fees	2019-12-31	$39,454
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	2019-12-31	No
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	CLARK NUBER P.S.
Accountancy firm EIN	2019-12-31	911194016
2018 : SIMPLICITY CONSULTING, LLC 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,019,527
Total of all expenses incurred	2018-12-31	$997,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$960,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,348,175
Value of total assets at end of year	2018-12-31	$5,019,043
Value of total assets at beginning of year	2018-12-31	$4,997,232
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$37,677
Total interest from all sources	2018-12-31	$732
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$-332,337
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	$-332,337
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$937,261
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$103,820
Other income not declared elsewhere	2018-12-31	$2,957
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	$21,811
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,019,043
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,997,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,944,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,947,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$74,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$49,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$307,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$960,039
Contract administrator fees	2018-12-31	$37,677
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SHANNON & ASSOCIATES, LLP
Accountancy firm EIN	2018-12-31	911125800
2017 : SIMPLICITY CONSULTING, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,470,556
Total of all expenses incurred	2017-12-31	$900,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$883,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,748,234
Value of total assets at end of year	2017-12-31	$4,997,232
Value of total assets at beginning of year	2017-12-31	$3,427,239
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$16,962
Total interest from all sources	2017-12-31	$54
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$722,268
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	$722,268
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,035,312
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,569,993
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,997,232
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,427,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,947,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,818,816
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	$608,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$54
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$49,243
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	$711,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$883,601
Contract administrator fees	2017-12-31	$16,962
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SHANNON & ASSOCIATES, LLP
Accountancy firm EIN	2017-12-31	911125800
2016 : SIMPLICITY CONSULTING, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	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	$1,484,579
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$310,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$307,190
Value of total corrective distributions	2016-12-31	$1,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,257,559
Value of total assets at end of year	2016-12-31	$3,427,239
Value of total assets at beginning of year	2016-12-31	$2,252,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,400
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$94,879
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	$94,879
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$226,000
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	$981,968
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$142,214
Other income not declared elsewhere	2016-12-31	$357
Administrative expenses (other) incurred	2016-12-31	$1,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,174,392
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,427,239
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,252,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,818,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,870,736
Value of interest in common/collective trusts at end of year	2016-12-31	$608,423
Value of interest in common/collective trusts at beginning of year	2016-12-31	$382,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$81,954
Net investment gain or loss from common/collective trusts	2016-12-31	$49,830
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	$133,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$307,190
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	SHANNON & ASSOCIATES, LLP
Accountancy firm EIN	2016-12-31	911125800
2015 : SIMPLICITY CONSULTING, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,000,389
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$888,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$829,092
Value of total corrective distributions	2015-12-31	$58,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,014,396
Value of total assets at end of year	2015-12-31	$2,252,847
Value of total assets at beginning of year	2015-12-31	$2,141,157
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,485
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$92,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$92,100
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$215,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,014,396
Administrative expenses (other) incurred	2015-12-31	$1,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$111,690
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,252,847
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,141,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,870,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,519,135
Value of interest in common/collective trusts at end of year	2015-12-31	$382,111
Value of interest in common/collective trusts at beginning of year	2015-12-31	$622,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-103,584
Net investment gain or loss from common/collective trusts	2015-12-31	$-2,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$829,092
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SHANNON & ASSOCIATES, LLP
Accountancy firm EIN	2015-12-31	911125800
2014 : SIMPLICITY CONSULTING, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$972,380
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$614,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$565,996
Value of total corrective distributions	2014-12-31	$46,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$814,594
Value of total assets at end of year	2014-12-31	$2,141,157
Value of total assets at beginning of year	2014-12-31	$1,783,358
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,614
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$74,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$74,453
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$179,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$737,594
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$77,000
Other income not declared elsewhere	2014-12-31	$57,798
Administrative expenses (other) incurred	2014-12-31	$1,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$357,799
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,141,157
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,783,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,519,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,003,414
Value of interest in common/collective trusts at end of year	2014-12-31	$622,022
Value of interest in common/collective trusts at beginning of year	2014-12-31	$779,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-8,521
Net investment gain or loss from common/collective trusts	2014-12-31	$34,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$565,996
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SHANNON & ASSOCIATES, LLP
Accountancy firm EIN	2014-12-31	911125800
2013 : SIMPLICITY CONSULTING, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,084,958
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$316,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$277,420
Value of total corrective distributions	2013-12-31	$38,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$851,347
Value of total assets at end of year	2013-12-31	$1,783,358
Value of total assets at beginning of year	2013-12-31	$1,015,103
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$850
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$36,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$36,375
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$102,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$617,800
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$233,547
Administrative expenses (other) incurred	2013-12-31	$850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$768,255
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,783,358
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,015,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,003,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$754,547
Value of interest in common/collective trusts at end of year	2013-12-31	$779,944
Value of interest in common/collective trusts at beginning of year	2013-12-31	$260,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$124,568
Net investment gain or loss from common/collective trusts	2013-12-31	$72,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$277,420
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SHANNON AND ASSOCIATES, LLP
Accountancy firm EIN	2013-12-31	911125800

Form 5500 Responses for SIMPLICITY CONSULTING, LLC 401(K) PLAN

2022: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	Yes
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: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
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: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
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: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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: SIMPLICITY CONSULTING, 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SIMPLICITY CONSULTING, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

512958-000

Policy instance

Insurance contract or identification number	512958-000
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of fees paid to insurance company	USD $13,103
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	13103
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

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

Policy contract number

512958-000

Policy instance

Insurance contract or identification number	512958-000
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of fees paid to insurance company	USD $13,026
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
Amount paid for insurance broker fees	13026
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

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

Policy contract number

512958-000

Policy instance

Insurance contract or identification number	512958-000
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 $9,979
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	9979
Insurance broker organization code?	5

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

Policy contract number

512958-000

Policy instance

Insurance contract or identification number	512958-000
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $9,220
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	9220
Insurance broker organization code?	5

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

Policy contract number

512958-000

Policy instance

Insurance contract or identification number	512958-000
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $9,083
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	9083
Insurance broker organization code?	5

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

Policy contract number

512958 000

Policy instance

Insurance contract or identification number	512958 000
Number of Individuals Covered	349
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $11,927
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	11927
Insurance broker organization code?	5
Insurance broker name	HUNNEX AND SHOEMAKER, INC.

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Company Name:	SIMPLICITY CONSULTING, LLC
Employer identification number (EIN):	205759195
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services