401k Plan data: THE SAWTOOTH GROUP 401(K) PLAN plan

THE SAWTOOTH GROUP 401(K) PLAN 401k Plan overview

Plan Name	THE SAWTOOTH GROUP 401(K) PLAN
Plan identification number	002

THE SAWTOOTH GROUP 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

THE SAWTOOTH GROUP has sponsored the creation of one or more 401k plans.

Company Name: THE SAWTOOTH GROUP

Employer identification number (EIN): 222794917

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SAWTOOTH GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ANNE-MARIE CONNORS 2024-08-30
002 2022-01-01 ANNE-MARIE CONNORS 2023-07-26 KRISTI BRIDGES 2023-07-26
002 2021-01-01 ANNE-MARIE CONNORS 2022-07-12 KRISTI BRIDGES 2022-07-12
002 2020-01-01 ANNE-MARIE CONNORS 2021-08-05 KRISTI BRIDGES 2021-08-05
002 2019-01-01 ANNE-MARIE CONNORS 2020-10-12 KRISTI BRIDGES 2020-10-12
002 2018-01-01 ANNE-MARIE CONNORS 2019-08-06 KRISTI BRIDGES 2019-08-06
002 2017-01-01 ANNE-MARIE CONNORS KRISTI BRIDGES 2018-10-11
002 2016-01-01 ANNE-MARIE CONNORS
002 2015-01-01 ANNE-MARIE CONNORS WILLIAM SCHMERMUND 2016-10-14
002 2014-01-01 ANNE-MARIE CONNORS WILLIAM SCHMERMUND 2015-10-14
002 2013-01-01 ANNE-MARIE CONNORS WILLIAM SCHMERMUND 2014-09-22
002 2012-01-01 ANNE-MARIE CONNORS
002 2011-01-01 ANNE-MARIE CONNORS
002 2010-01-01 ANNE-MARIE CONNORS
002 2009-01-01 ANNE-MARIE CONNORS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	ANNE-MARIE CONNORS	2024-08-30
002	2022-01-01	ANNE-MARIE CONNORS	2023-07-26	KRISTI BRIDGES	2023-07-26
002	2021-01-01	ANNE-MARIE CONNORS	2022-07-12	KRISTI BRIDGES	2022-07-12
002	2020-01-01	ANNE-MARIE CONNORS	2021-08-05	KRISTI BRIDGES	2021-08-05
002	2019-01-01	ANNE-MARIE CONNORS	2020-10-12	KRISTI BRIDGES	2020-10-12
002	2018-01-01	ANNE-MARIE CONNORS	2019-08-06	KRISTI BRIDGES	2019-08-06
002	2017-01-01	ANNE-MARIE CONNORS		KRISTI BRIDGES	2018-10-11
002	2016-01-01	ANNE-MARIE CONNORS
002	2015-01-01	ANNE-MARIE CONNORS		WILLIAM SCHMERMUND	2016-10-14
002	2014-01-01	ANNE-MARIE CONNORS		WILLIAM SCHMERMUND	2015-10-14
002	2013-01-01	ANNE-MARIE CONNORS		WILLIAM SCHMERMUND	2014-09-22
002	2012-01-01	ANNE-MARIE CONNORS
002	2011-01-01	ANNE-MARIE CONNORS
002	2010-01-01	ANNE-MARIE CONNORS
002	2009-01-01	ANNE-MARIE CONNORS

Plan Statistics for THE SAWTOOTH GROUP 401(K) PLAN

401k plan membership statisitcs for THE SAWTOOTH GROUP 401(K) PLAN

Measure Date Value
2025: THE SAWTOOTH GROUP 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-09-12 47
Total number of particpants at end of year 2025-09-12 41
Number of Participants With Account Balances 2025-09-12 38
2024: THE SAWTOOTH GROUP 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-08-30 51
Total number of particpants at end of year 2024-08-30 47
Number of Participants With Account Balances 2024-08-30 47
2017: THE SAWTOOTH GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 39
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 23
Total of all active and inactive participants 2017-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 62
Number of participants with account balances 2017-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE SAWTOOTH GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 35
Number of other retired or separated participants entitled to future benefits 2016-01-01 26
Total of all active and inactive participants 2016-01-01 61
Total participants 2016-01-01 61
Number of participants with account balances 2016-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: THE SAWTOOTH GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 37
Number of other retired or separated participants entitled to future benefits 2015-01-01 37
Total of all active and inactive participants 2015-01-01 74
Total participants 2015-01-01 74
Number of participants with account balances 2015-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: THE SAWTOOTH GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 39
Number of other retired or separated participants entitled to future benefits 2014-01-01 41
Total of all active and inactive participants 2014-01-01 80
Total participants 2014-01-01 80
Number of participants with account balances 2014-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: THE SAWTOOTH GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 50
Number of other retired or separated participants entitled to future benefits 2013-01-01 69
Total of all active and inactive participants 2013-01-01 119
Total participants 2013-01-01 119
Number of participants with account balances 2013-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: THE SAWTOOTH GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 108
Number of other retired or separated participants entitled to future benefits 2012-01-01 21
Total of all active and inactive participants 2012-01-01 129
Total participants 2012-01-01 129
Number of participants with account balances 2012-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: THE SAWTOOTH GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 85
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 95
Total participants 2011-01-01 95
Number of participants with account balances 2011-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: THE SAWTOOTH GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 68
Number of other retired or separated participants entitled to future benefits 2010-01-01 9
Total of all active and inactive participants 2010-01-01 77
Total participants 2010-01-01 77
Number of participants with account balances 2010-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: THE SAWTOOTH GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 66
Number of other retired or separated participants entitled to future benefits 2009-01-01 8
Total of all active and inactive participants 2009-01-01 74
Total participants 2009-01-01 74
Number of participants with account balances 2009-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2025: THE SAWTOOTH GROUP 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-12	47
Total number of particpants at end of year	2025-09-12	41
Number of Participants With Account Balances	2025-09-12	38
2024: THE SAWTOOTH GROUP 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-08-30	51
Total number of particpants at end of year	2024-08-30	47
Number of Participants With Account Balances	2024-08-30	47
2017: THE SAWTOOTH GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	39
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	23
Total of all active and inactive participants	2017-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	62
Number of participants with account balances	2017-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE SAWTOOTH GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	35
Number of other retired or separated participants entitled to future benefits	2016-01-01	26
Total of all active and inactive participants	2016-01-01	61
Total participants	2016-01-01	61
Number of participants with account balances	2016-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: THE SAWTOOTH GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	37
Number of other retired or separated participants entitled to future benefits	2015-01-01	37
Total of all active and inactive participants	2015-01-01	74
Total participants	2015-01-01	74
Number of participants with account balances	2015-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: THE SAWTOOTH GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	39
Number of other retired or separated participants entitled to future benefits	2014-01-01	41
Total of all active and inactive participants	2014-01-01	80
Total participants	2014-01-01	80
Number of participants with account balances	2014-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: THE SAWTOOTH GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	50
Number of other retired or separated participants entitled to future benefits	2013-01-01	69
Total of all active and inactive participants	2013-01-01	119
Total participants	2013-01-01	119
Number of participants with account balances	2013-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: THE SAWTOOTH GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	108
Number of other retired or separated participants entitled to future benefits	2012-01-01	21
Total of all active and inactive participants	2012-01-01	129
Total participants	2012-01-01	129
Number of participants with account balances	2012-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: THE SAWTOOTH GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	85
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	95
Total participants	2011-01-01	95
Number of participants with account balances	2011-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: THE SAWTOOTH GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	68
Number of other retired or separated participants entitled to future benefits	2010-01-01	9
Total of all active and inactive participants	2010-01-01	77
Total participants	2010-01-01	77
Number of participants with account balances	2010-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: THE SAWTOOTH GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	66
Number of other retired or separated participants entitled to future benefits	2009-01-01	8
Total of all active and inactive participants	2009-01-01	74
Total participants	2009-01-01	74
Number of participants with account balances	2009-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on THE SAWTOOTH GROUP 401(K) PLAN

Measure	Date	Value
2025 : THE SAWTOOTH GROUP 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-09-12	0
Total expenses incurred by plan in this plan year	2025-09-12	330459
Net assets as of the end of the plan year	2025-09-12	3544986
Total assets as of the beginning of the plan year	2025-09-12	3464679
Value of plan covered by a fidelity bond	2025-09-12	500000
Participant contributions to plan in this plan year	2025-09-12	42093
Other income to plan in this plan year	2025-09-12	350754
Plan net income in this plan year	2025-09-12	80307
Net assets as of the end of the plan year	2025-09-12	3544986
Net assets as of the beginning of the plan year	2025-09-12	3464679
Employer contributions to plan in this plan year	2025-09-12	17919
Fees paid to broker by Benefit Provider	2025-09-12	1829
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-12	3588
2024 : THE SAWTOOTH GROUP 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-08-30	44702
Net assets as of the end of the plan year	2024-08-30	3464679
Total assets as of the beginning of the plan year	2024-08-30	3028291
Value of plan covered by a fidelity bond	2024-08-30	500000
Participant contributions to plan in this plan year	2024-08-30	56576
Other income to plan in this plan year	2024-08-30	399769
Plan net income in this plan year	2024-08-30	436388
Net assets as of the end of the plan year	2024-08-30	3464679
Net assets as of the beginning of the plan year	2024-08-30	3028291
Employer contributions to plan in this plan year	2024-08-30	24745
Fees paid to broker by Benefit Provider	2024-08-30	1691
Expensese paid to adminstrative service provicers from plan in this plan year	2024-08-30	3608
2017 : THE SAWTOOTH GROUP 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$769,991
Expenses. Total of all expenses incurred	2017-12-31	$1,307,275
Benefits paid (including direct rollovers)	2017-12-31	$1,307,225
Total plan assets at end of year	2017-12-31	$4,428,724
Total plan assets at beginning of year	2017-12-31	$4,966,008
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$74,442
Contributions received from other sources (not participants or employers)	2017-12-31	$3,173
Other income received	2017-12-31	$656,484
Net income (gross income less expenses)	2017-12-31	$-537,284
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,428,724
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,966,008
Assets. Value of participant loans	2017-12-31	$17,859
Total contributions received or receivable from employer(s)	2017-12-31	$35,892
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : THE SAWTOOTH GROUP 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$512,371
Expenses. Total of all expenses incurred	2016-12-31	$743,396
Benefits paid (including direct rollovers)	2016-12-31	$736,442
Total plan assets at end of year	2016-12-31	$4,966,008
Total plan assets at beginning of year	2016-12-31	$5,197,033
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$115,167
Other income received	2016-12-31	$317,858
Net income (gross income less expenses)	2016-12-31	$-231,025
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,966,008
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,197,033
Assets. Value of participant loans	2016-12-31	$31,051
Total contributions received or receivable from employer(s)	2016-12-31	$79,346
Value of certain deemed distributions of participant loans	2016-12-31	$6,954
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2016-12-31	0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
2015 : THE SAWTOOTH GROUP 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$176,859
Expenses. Total of all expenses incurred	2015-12-31	$771,226
Benefits paid (including direct rollovers)	2015-12-31	$771,226
Total plan assets at end of year	2015-12-31	$5,197,033
Total plan assets at beginning of year	2015-12-31	$5,791,400
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$165,094
Other income received	2015-12-31	$-69,981
Net income (gross income less expenses)	2015-12-31	$-594,367
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,197,033
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,791,400
Assets. Value of participant loans	2015-12-31	$39,383
Total contributions received or receivable from employer(s)	2015-12-31	$81,746
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2015-12-31	0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2014 : THE SAWTOOTH GROUP 401(K) PLAN 2014 401k financial data
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	$587,358
Total of all expenses incurred	2014-12-31	$922,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$829,700
Expenses. Certain deemed distributions of participant loans	2014-12-31	$92,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$268,367
Value of total assets at end of year	2014-12-31	$5,791,400
Value of total assets at beginning of year	2014-12-31	$6,126,234
Total interest from all sources	2014-12-31	$29,179
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$63,583
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	$63,583
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2014-12-31	0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$181,960
Participant contributions at end of year	2014-12-31	$20,496
Participant contributions at beginning of year	2014-12-31	$116,807
Participant contributions at end of year	2014-12-31	$6,724
Participant contributions at beginning of year	2014-12-31	$7,289
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$187,864
Liabilities. Value of operating payables at end of year	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$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	2014-12-31	No
Value of net income/loss	2014-12-31	$-334,834
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,791,400
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,126,234
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
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,787,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,878,904
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$669
Interest earned on other investments	2014-12-31	$28,510
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$973,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,119,863
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$38,365
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
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Assets. Value of employer real property at end of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$86,407
Employer contributions (assets) at end of year	2014-12-31	$3,495
Employer contributions (assets) at beginning of year	2014-12-31	$3,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$829,700
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
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
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
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	WITHUMSMITHBROWN, PC
Accountancy firm EIN	2014-12-31	222027092
2013 : THE SAWTOOTH GROUP 401(K) PLAN 2013 401k financial data
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	$1,533,281
Total of all expenses incurred	2013-12-31	$205,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$205,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$552,073
Value of total assets at end of year	2013-12-31	$6,126,234
Value of total assets at beginning of year	2013-12-31	$4,798,727
Total interest from all sources	2013-12-31	$17,284
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$43,270
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	$43,270
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2013-12-31	0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$372,265
Participant contributions at end of year	2013-12-31	$116,807
Participant contributions at beginning of year	2013-12-31	$78,471
Participant contributions at end of year	2013-12-31	$7,289
Participant contributions at beginning of year	2013-12-31	$15,081
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$9,126
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$171,740
Liabilities. Value of operating payables at end of year	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$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	2013-12-31	No
Value of net income/loss	2013-12-31	$1,327,507
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,126,234
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,798,727
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
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,878,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,401,080
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$3,775
Interest earned on other investments	2013-12-31	$13,509
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,119,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$298,912
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$748,914
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
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Assets. Value of employer real property at end of year	2013-12-31	$0
Assets. Value of employer real property at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$170,682
Employer contributions (assets) at end of year	2013-12-31	$3,371
Employer contributions (assets) at beginning of year	2013-12-31	$5,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$205,774
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$0
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
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
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	WITHUMSMITHBROWN, PC
Accountancy firm EIN	2013-12-31	222027092
2012 : THE SAWTOOTH GROUP 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$964,270
Expenses. Total of all expenses incurred	2012-12-31	$171,037
Benefits paid (including direct rollovers)	2012-12-31	$171,037
Total plan assets at end of year	2012-12-31	$4,798,727
Total plan assets at beginning of year	2012-12-31	$4,005,494
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$308,572
Other income received	2012-12-31	$504,986
Net income (gross income less expenses)	2012-12-31	$793,233
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,798,727
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,005,494
Assets. Value of participant loans	2012-12-31	$78,471
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$10,984
Total contributions received or receivable from employer(s)	2012-12-31	$150,712
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2012-12-31	0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : THE SAWTOOTH GROUP 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$141,515
Expenses. Total of all expenses incurred	2011-12-31	$112,409
Benefits paid (including direct rollovers)	2011-12-31	$109,906
Total plan assets at end of year	2011-12-31	$4,005,494
Total plan assets at beginning of year	2011-12-31	$3,976,388
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$239,656
Other income received	2011-12-31	$-206,829
Net income (gross income less expenses)	2011-12-31	$29,106
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,005,494
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,976,388
Assets. Value of participant loans	2011-12-31	$75,579
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$10,984
Total contributions received or receivable from employer(s)	2011-12-31	$108,688
Value of certain deemed distributions of participant loans	2011-12-31	$2,503
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : THE SAWTOOTH GROUP 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$722,152
Expenses. Total of all expenses incurred	2010-12-31	$59,949
Benefits paid (including direct rollovers)	2010-12-31	$59,949
Total plan assets at end of year	2010-12-31	$3,976,388
Total plan assets at beginning of year	2010-12-31	$3,314,185
Value of fidelity bond covering the plan	2010-12-31	$400,000
Total contributions received or receivable from participants	2010-12-31	$260,914
Other income received	2010-12-31	$363,847
Net income (gross income less expenses)	2010-12-31	$662,203
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,976,388
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,314,185
Assets. Value of participant loans	2010-12-31	$88,928
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$10,984
Total contributions received or receivable from employer(s)	2010-12-31	$97,391
2009 : THE SAWTOOTH GROUP 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 THE SAWTOOTH GROUP 401(K) PLAN

2017: THE SAWTOOTH GROUP 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: THE SAWTOOTH GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE SAWTOOTH GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE SAWTOOTH GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE SAWTOOTH GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE SAWTOOTH GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE SAWTOOTH GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE SAWTOOTH GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE SAWTOOTH GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	105581
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	105581
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	105581
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	7725
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	7725
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	7725
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	105581
Policy instance	1

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Company Name:	THE SAWTOOTH GROUP
Employer identification number (EIN):	222794917
NAIC Classification:	541800