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

FORMSTACK, LLC 401(K) PLAN 401k Plan overview

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

FORMSTACK, 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.
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

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

Company Name: FORMSTACK, LLC

Employer identification number (EIN): 262860913

NAIC Classification: 541519
NAIC Description: Other Computer Related Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 MATT GARD
001 2023-01-01
001 2023-01-01 MICHELLE JORGENSEN
001 2022-01-01
001 2022-01-01 ROBERT BYERS
001 2021-01-01
001 2021-01-01 CHRIS BYERS
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CHRIS BYERS 2018-10-04
001 2016-01-01 CHRIS BYERS 2017-08-31 CHRIS BYERS 2017-08-31
001 2015-01-01 ROBERT BYERS 2016-07-14 ROBERT BYERS 2016-07-14
001 2014-01-01 ROBERT BYERS ROBERT BYERS 2015-07-14
001 2013-01-01 ROBERT BYERS ROBERT BYERS 2015-09-02
001 2012-01-01 MIRANDA NICHOLSON
001 2011-01-01 ROBERT BYERS
001 2009-01-01 ROBERT BYERS ROBERT BYERS 2010-09-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	MATT GARD
001	2023-01-01
001	2023-01-01	MICHELLE JORGENSEN
001	2022-01-01
001	2022-01-01	ROBERT BYERS
001	2021-01-01
001	2021-01-01	CHRIS BYERS
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	CHRIS BYERS	2018-10-04
001	2016-01-01	CHRIS BYERS	2017-08-31	CHRIS BYERS	2017-08-31
001	2015-01-01	ROBERT BYERS	2016-07-14	ROBERT BYERS	2016-07-14
001	2014-01-01	ROBERT BYERS		ROBERT BYERS	2015-07-14
001	2013-01-01	ROBERT BYERS		ROBERT BYERS	2015-09-02
001	2012-01-01	MIRANDA NICHOLSON
001	2011-01-01	ROBERT BYERS
001	2009-01-01	ROBERT BYERS		ROBERT BYERS	2010-09-09

Plan Statistics for FORMSTACK, LLC 401(K) PLAN

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

Measure Date Value
2023: FORMSTACK, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 343
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 143
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 129
Total of all active and inactive participants 2023-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 272
Number of participants with account balances 2023-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: FORMSTACK, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 244
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 90
Total of all active and inactive participants 2022-01-01 334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 334
Number of participants with account balances 2022-01-01 269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: FORMSTACK, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 200
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 61
Total of all active and inactive participants 2021-01-01 261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 261
Number of participants with account balances 2021-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: FORMSTACK, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 201
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 31
Total of all active and inactive participants 2020-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 232
Number of participants with account balances 2020-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: FORMSTACK, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 161
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 21
Total of all active and inactive participants 2019-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 182
Number of participants with account balances 2019-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FORMSTACK, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 103
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 33
Total of all active and inactive participants 2018-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 136
Number of participants with account balances 2018-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2014: FORMSTACK, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 34
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 8
Total of all active and inactive participants 2014-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 42
Number of participants with account balances 2014-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FORMSTACK, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 22
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 5
Total of all active and inactive participants 2013-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 27
Number of participants with account balances 2013-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FORMSTACK, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 18
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 23
Number of participants with account balances 2012-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FORMSTACK, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: FORMSTACK, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: FORMSTACK, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	343
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	143
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	129
Total of all active and inactive participants	2023-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	272
Number of participants with account balances	2023-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: FORMSTACK, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	244
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	90
Total of all active and inactive participants	2022-01-01	334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	334
Number of participants with account balances	2022-01-01	269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: FORMSTACK, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	200
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	61
Total of all active and inactive participants	2021-01-01	261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	261
Number of participants with account balances	2021-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: FORMSTACK, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	201
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	31
Total of all active and inactive participants	2020-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	232
Number of participants with account balances	2020-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: FORMSTACK, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	161
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	21
Total of all active and inactive participants	2019-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	182
Number of participants with account balances	2019-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FORMSTACK, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	103
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	33
Total of all active and inactive participants	2018-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	136
Number of participants with account balances	2018-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2014: FORMSTACK, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	34
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	8
Total of all active and inactive participants	2014-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	42
Number of participants with account balances	2014-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FORMSTACK, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	22
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	5
Total of all active and inactive participants	2013-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	27
Number of participants with account balances	2013-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FORMSTACK, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	18
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	23
Number of participants with account balances	2012-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FORMSTACK, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: FORMSTACK, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FORMSTACK, LLC 401(K) PLAN

Measure	Date	Value
2023 : FORMSTACK, LLC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$4,172,396
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,119,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,102,955
Value of total corrective distributions	2023-12-31	$9,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,330,180
Value of total assets at end of year	2023-12-31	$10,710,297
Value of total assets at beginning of year	2023-12-31	$8,657,331
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$6,535
Total interest from all sources	2023-12-31	$5,297
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$215,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$215,855
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,499,873
Participant contributions at end of year	2023-12-31	$2,660
Participant contributions at beginning of year	2023-12-31	$30,979
Participant contributions at end of year	2023-12-31	$40,491
Participant contributions at beginning of year	2023-12-31	$53,997
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$135,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$2,052,966
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$10,710,297
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$8,657,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$10,543,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$8,483,862
Interest on participant loans	2023-12-31	$797
Income. Interest from loans (other than to participants)	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$104,888
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$61,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$61,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$4,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,621,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$695,181
Employer contributions (assets) at end of year	2023-12-31	$18,926
Employer contributions (assets) at beginning of year	2023-12-31	$27,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,102,955
Contract administrator fees	2023-12-31	$6,535
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	KATZ, SAPPER, AND MILLER,LLP
Accountancy firm EIN	2023-12-31	351090346
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$4,172,396
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$2,119,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$2,102,955
Value of total corrective distributions	2023-01-01	$9,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$2,330,180
Value of total assets at end of year	2023-01-01	$10,710,297
Value of total assets at beginning of year	2023-01-01	$8,657,331
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$6,535
Total interest from all sources	2023-01-01	$5,297
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$215,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$215,855
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$1,499,873
Participant contributions at end of year	2023-01-01	$2,660
Participant contributions at beginning of year	2023-01-01	$30,979
Participant contributions at end of year	2023-01-01	$40,491
Participant contributions at beginning of year	2023-01-01	$53,997
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$135,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$2,052,966
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$10,710,297
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$8,657,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$10,543,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$8,483,862
Interest on participant loans	2023-01-01	$797
Income. Interest from loans (other than to participants)	2023-01-01	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$104,888
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-01	$4,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$1,621,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$695,181
Employer contributions (assets) at end of year	2023-01-01	$18,926
Employer contributions (assets) at beginning of year	2023-01-01	$27,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$2,102,955
Contract administrator fees	2023-01-01	$6,535
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	KATZ, SAPPER, AND MILLER,LLP
Accountancy firm EIN	2023-01-01	351090346
2022 : FORMSTACK, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$1,061,717
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$726,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$723,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,670,678
Value of total assets at end of year	2022-12-31	$8,657,331
Value of total assets at beginning of year	2022-12-31	$8,321,959
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,045
Total interest from all sources	2022-12-31	$1,406
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$166,124
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	$166,124
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,498,897
Participant contributions at end of year	2022-12-31	$30,979
Participant contributions at beginning of year	2022-12-31	$43,350
Participant contributions at end of year	2022-12-31	$53,997
Participant contributions at beginning of year	2022-12-31	$450
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$450,811
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	$335,372
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,657,331
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,321,959
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	$8,483,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,251,625
Interest on participant loans	2022-12-31	$1,294
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$61,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$3,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$3,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$112
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,776,491
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	$720,970
Employer contributions (assets) at end of year	2022-12-31	$27,219
Employer contributions (assets) at beginning of year	2022-12-31	$23,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$723,300
Contract administrator fees	2022-12-31	$3,045
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KATZ, SAPPER, AND MILLER,LLP
Accountancy firm EIN	2022-12-31	351090346
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$1,061,717
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$726,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$723,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$2,670,678
Value of total assets at end of year	2022-01-01	$8,657,331
Value of total assets at beginning of year	2022-01-01	$8,321,959
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$3,045
Total interest from all sources	2022-01-01	$1,406
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$166,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$166,124
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$1,498,897
Participant contributions at end of year	2022-01-01	$30,979
Participant contributions at beginning of year	2022-01-01	$43,350
Participant contributions at end of year	2022-01-01	$53,997
Participant contributions at beginning of year	2022-01-01	$450
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$450,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$335,372
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$8,657,331
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$8,321,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$8,483,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$8,251,625
Interest on participant loans	2022-01-01	$1,294
Income. Interest from loans (other than to participants)	2022-01-01	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$61,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-01-01	$112
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-1,776,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$720,970
Employer contributions (assets) at end of year	2022-01-01	$27,219
Employer contributions (assets) at beginning of year	2022-01-01	$23,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$723,300
Contract administrator fees	2022-01-01	$3,045
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	KATZ, SAPPER, AND MILLER,LLP
Accountancy firm EIN	2022-01-01	351090346
2021 : FORMSTACK, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,463,891
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$986,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$983,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,389,328
Value of total assets at end of year	2021-12-31	$8,321,959
Value of total assets at beginning of year	2021-12-31	$5,844,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$3,075
Total interest from all sources	2021-12-31	$1,477
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$137,988
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	$137,988
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,230,593
Participant contributions at end of year	2021-12-31	$43,350
Participant contributions at beginning of year	2021-12-31	$54,567
Participant contributions at end of year	2021-12-31	$450
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$505,805
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	$2,477,813
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,321,959
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,844,146
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	$8,251,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,756,678
Interest on participant loans	2021-12-31	$1,477
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$3,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$17,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$17,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$935,098
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	$652,930
Employer contributions (assets) at end of year	2021-12-31	$23,356
Employer contributions (assets) at beginning of year	2021-12-31	$15,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$983,003
Contract administrator fees	2021-12-31	$3,075
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	KATZ, SAPPER, AND MILLER,LLP
Accountancy firm EIN	2021-12-31	351090346
2020 : FORMSTACK, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,904,482
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$456,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$451,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,018,122
Value of total assets at end of year	2020-12-31	$5,844,146
Value of total assets at beginning of year	2020-12-31	$3,396,235
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$5,197
Total interest from all sources	2020-12-31	$1,282
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$83,390
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	$83,390
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,065,764
Participant contributions at end of year	2020-12-31	$54,567
Participant contributions at beginning of year	2020-12-31	$15,442
Participant contributions at end of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$371,308
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$29,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,447,911
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,844,146
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,396,235
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	$5,756,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,327,433
Interest on participant loans	2020-12-31	$1,282
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$17,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,691
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$801,688
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	$581,050
Employer contributions (assets) at end of year	2020-12-31	$15,184
Employer contributions (assets) at beginning of year	2020-12-31	$22,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$451,374
Contract administrator fees	2020-12-31	$5,197
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	KATZ, SAPPER, AND MILLER,LLP
Accountancy firm EIN	2020-12-31	351090346
2019 : FORMSTACK, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$61,793
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,692,102
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$821,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$819,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,029,179
Value of total assets at end of year	2019-12-31	$3,396,235
Value of total assets at beginning of year	2019-12-31	$2,464,176
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,130
Total interest from all sources	2019-12-31	$653
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$71,337
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	$71,337
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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	$590,735
Participant contributions at end of year	2019-12-31	$15,442
Participant contributions at beginning of year	2019-12-31	$15,237
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$14,122
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$104,649
Total non interest bearing cash at end of year	2019-12-31	$29,196
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	$870,266
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,396,235
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,464,176
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	$3,327,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,415,764
Interest on participant loans	2019-12-31	$617
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,691
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,183
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$36
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$590,933
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	$333,795
Employer contributions (assets) at end of year	2019-12-31	$22,473
Employer contributions (assets) at beginning of year	2019-12-31	$17,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$819,706
Contract administrator fees	2019-12-31	$2,130
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	KATZ, SAPPER, AND MILLER
Accountancy firm EIN	2019-12-31	351090346
2018 : FORMSTACK, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$565,076
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$286,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$285,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$751,744
Value of total assets at end of year	2018-12-31	$2,464,176
Value of total assets at beginning of year	2018-12-31	$2,185,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$930
Total interest from all sources	2018-12-31	$751
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$52,027
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	$52,027
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	$463,582
Participant contributions at end of year	2018-12-31	$15,237
Participant contributions at beginning of year	2018-12-31	$21,364
Participant contributions at end of year	2018-12-31	$14,122
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$61,691
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	$278,377
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,464,176
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,185,799
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	$2,415,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,163,804
Interest on participant loans	2018-12-31	$734
Income. Interest from loans (other than to participants)	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,183
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-239,446
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	$226,471
Employer contributions (assets) at end of year	2018-12-31	$17,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$285,769
Contract administrator fees	2018-12-31	$930
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	KATZ, SAPPER & MILLER
Accountancy firm EIN	2018-12-31	351090346
2014 : FORMSTACK, LLC 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$189,628
Expenses. Total of all expenses incurred	2014-12-31	$882
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$527,534
Total plan assets at beginning of year	2014-12-31	$338,788
Value of fidelity bond covering the plan	2014-12-31	$10,000
Total contributions received or receivable from participants	2014-12-31	$107,033
Expenses. Other expenses not covered elsewhere	2014-12-31	$882
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$15,274
Net income (gross income less expenses)	2014-12-31	$188,746
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$527,534
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$338,788
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$67,321
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
2013 : FORMSTACK, LLC 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$138,000
Expenses. Total of all expenses incurred	2013-12-31	$2,606
Benefits paid (including direct rollovers)	2013-12-31	$2,056
Total plan assets at end of year	2013-12-31	$338,788
Total plan assets at beginning of year	2013-12-31	$203,394
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$62,845
Expenses. Other expenses not covered elsewhere	2013-12-31	$550
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$33,931
Net income (gross income less expenses)	2013-12-31	$135,394
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$338,788
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$203,394
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$41,224
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	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
2012 : FORMSTACK, LLC 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$138
Total income from all sources	2012-12-31	$83,207
Expenses. Total of all expenses incurred	2012-12-31	$8,056
Benefits paid (including direct rollovers)	2012-12-31	$7,675
Total plan assets at end of year	2012-12-31	$203,394
Total plan assets at beginning of year	2012-12-31	$128,105
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$41,277
Expenses. Other expenses not covered elsewhere	2012-12-31	$381
Other income received	2012-12-31	$18,574
Net income (gross income less expenses)	2012-12-31	$75,151
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$203,394
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$128,105
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$23,356
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	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 : FORMSTACK, LLC 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$40,236
Expenses. Total of all expenses incurred	2011-12-31	$6,350
Benefits paid (including direct rollovers)	2011-12-31	$6,081
Total plan assets at end of year	2011-12-31	$128,105
Total plan assets at beginning of year	2011-12-31	$94,219
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$26,808
Expenses. Other expenses not covered elsewhere	2011-12-31	$269
Contributions received from other sources (not participants or employers)	2011-12-31	$638
Other income received	2011-12-31	$-6,145
Net income (gross income less expenses)	2011-12-31	$33,886
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$128,105
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$94,219
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$18,935
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
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 : FORMSTACK, LLC 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$33,934
Expenses. Total of all expenses incurred	2010-12-31	$181
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$94,219
Total plan assets at beginning of year	2010-12-31	$60,466
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$12,607
Expenses. Other expenses not covered elsewhere	2010-12-31	$181
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$11,499
Net income (gross income less expenses)	2010-12-31	$33,753
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$94,219
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$60,466
Assets. Value of participant loans	2010-12-31	$0
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	$170
Total contributions received or receivable from employer(s)	2010-12-31	$9,828
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0

Form 5500 Responses for FORMSTACK, LLC 401(K) PLAN

2023: FORMSTACK, LLC 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: FORMSTACK, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FORMSTACK, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FORMSTACK, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FORMSTACK, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FORMSTACK, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2014: FORMSTACK, 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: FORMSTACK, 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: FORMSTACK, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: FORMSTACK, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: FORMSTACK, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-811239
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-811239
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-811239
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-811239
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-811239
Policy instance	1

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Company Name:	FORMSTACK, LLC
Employer identification number (EIN):	262860913
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services