401k Plan data: APPDIRECT 401(K) PLAN plan

APPDIRECT 401(K) PLAN 401k Plan overview

Plan Name	APPDIRECT 401(K) PLAN
Plan identification number	001

APPDIRECT 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

APPDIRECT has sponsored the creation of one or more 401k plans.

Company Name: APPDIRECT

Employer identification number (EIN): 270610966

NAIC Classification: 541512
NAIC Description: Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APPDIRECT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MARK LIU 2023-10-03 MARK LIU 2023-10-03
001 2021-01-01 MARK LIU 2022-10-04 MARK LIU 2022-10-04
001 2020-01-01 LENNART LEPNER 2021-10-12 LENNART LEPNER 2021-10-12
001 2019-01-01 LENNART LEPNER 2020-10-05 LENNART LEPNER 2020-10-01
001 2018-01-01 NEIL INTENDENCIA 2019-10-02
001 2017-01-01
001 2016-01-01
001 2015-01-01 FRANK HUANG
001 2014-01-01 FRANK HUANG 2015-07-30
001 2013-01-01 KRISTEN SCULLY 2014-07-18
001 2012-01-01 JOHN MOFFETT 2013-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MARK LIU	2023-10-03	MARK LIU	2023-10-03
001	2021-01-01	MARK LIU	2022-10-04	MARK LIU	2022-10-04
001	2020-01-01	LENNART LEPNER	2021-10-12	LENNART LEPNER	2021-10-12
001	2019-01-01	LENNART LEPNER	2020-10-05	LENNART LEPNER	2020-10-01
001	2018-01-01	NEIL INTENDENCIA	2019-10-02
001	2017-01-01
001	2016-01-01
001	2015-01-01	FRANK HUANG
001	2014-01-01	FRANK HUANG	2015-07-30
001	2013-01-01	KRISTEN SCULLY	2014-07-18
001	2012-01-01	JOHN MOFFETT	2013-07-15

Plan Statistics for APPDIRECT 401(K) PLAN

401k plan membership statisitcs for APPDIRECT 401(K) PLAN

Measure Date Value
2022: APPDIRECT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 411
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 196
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 213
Total of all active and inactive participants 2022-01-01 409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 409
Number of participants with account balances 2022-01-01 400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: APPDIRECT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 329
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 224
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 179
Total of all active and inactive participants 2021-01-01 403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 403
Number of participants with account balances 2021-01-01 391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: APPDIRECT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 214
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 208
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 120
Total of all active and inactive participants 2020-01-01 328
Total participants 2020-01-01 328
Number of participants with account balances 2020-01-01 313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: APPDIRECT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 87
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 127
Total of all active and inactive participants 2019-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 214
Number of participants with account balances 2019-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: APPDIRECT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 110
Number of other retired or separated participants entitled to future benefits 2018-01-01 126
Total of all active and inactive participants 2018-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 236
Number of participants with account balances 2018-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: APPDIRECT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 158
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 74
Total of all active and inactive participants 2017-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 232
Number of participants with account balances 2017-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: APPDIRECT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 172
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 54
Total of all active and inactive participants 2016-01-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 226
Number of participants with account balances 2016-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: APPDIRECT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 161
Number of other retired or separated participants entitled to future benefits 2015-01-01 38
Total of all active and inactive participants 2015-01-01 199
Total participants 2015-01-01 199
Number of participants with account balances 2015-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: APPDIRECT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	411
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	196
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	213
Total of all active and inactive participants	2022-01-01	409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	409
Number of participants with account balances	2022-01-01	400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: APPDIRECT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	329
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	224
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	179
Total of all active and inactive participants	2021-01-01	403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	403
Number of participants with account balances	2021-01-01	391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: APPDIRECT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	214
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	208
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	120
Total of all active and inactive participants	2020-01-01	328
Total participants	2020-01-01	328
Number of participants with account balances	2020-01-01	313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: APPDIRECT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	87
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	127
Total of all active and inactive participants	2019-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	214
Number of participants with account balances	2019-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: APPDIRECT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	110
Number of other retired or separated participants entitled to future benefits	2018-01-01	126
Total of all active and inactive participants	2018-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	236
Number of participants with account balances	2018-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: APPDIRECT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	158
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	74
Total of all active and inactive participants	2017-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	232
Number of participants with account balances	2017-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: APPDIRECT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	172
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	54
Total of all active and inactive participants	2016-01-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	226
Number of participants with account balances	2016-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: APPDIRECT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	161
Number of other retired or separated participants entitled to future benefits	2015-01-01	38
Total of all active and inactive participants	2015-01-01	199
Total participants	2015-01-01	199
Number of participants with account balances	2015-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on APPDIRECT 401(K) PLAN

Measure	Date	Value
2022 : APPDIRECT 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$860,217
Total of all expenses incurred	2022-12-31	$1,875,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,816,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,296,209
Value of total assets at end of year	2022-12-31	$12,617,107
Value of total assets at beginning of year	2022-12-31	$13,632,368
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$59,218
Total interest from all sources	2022-12-31	$3,898
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$321,258
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	$321,258
Administrative expenses professional fees incurred	2022-12-31	$59,218
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,962,189
Participant contributions at end of year	2022-12-31	$97,837
Participant contributions at beginning of year	2022-12-31	$84,268
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$672,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,015,261
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,617,107
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,632,368
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	$12,519,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,548,100
Interest on participant loans	2022-12-31	$3,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,761,148
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	Yes
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	$661,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,816,260
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	AUDIT AND TAX SOLUTIONS, CPAS, INC
Accountancy firm EIN	2022-12-31	943211753
2021 : APPDIRECT 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$4,338,487
Total of all expenses incurred	2021-12-31	$1,867,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,811,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,433,613
Value of total assets at end of year	2021-12-31	$13,632,368
Value of total assets at beginning of year	2021-12-31	$11,161,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$56,398
Total interest from all sources	2021-12-31	$2,753
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$225,385
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	$225,385
Administrative expenses professional fees incurred	2021-12-31	$56,398
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,343,523
Participant contributions at end of year	2021-12-31	$84,268
Participant contributions at beginning of year	2021-12-31	$51,780
Participant contributions at beginning of year	2021-12-31	$37,518
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$90,090
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	$2,470,676
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,632,368
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,161,692
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	$13,548,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,072,394
Interest on participant loans	2021-12-31	$2,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,676,736
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	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,811,413
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	ARMANINO LLP
Accountancy firm EIN	2021-12-31	946214841
2020 : APPDIRECT 401(K) PLAN 2020 401k financial data
Total transfer of assets to this plan	2020-12-31	$540,116
Total income from all sources (including contributions)	2020-12-31	$3,335,159
Total of all expenses incurred	2020-12-31	$1,853,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,811,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,746,866
Value of total assets at end of year	2020-12-31	$11,124,174
Value of total assets at beginning of year	2020-12-31	$9,101,978
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$41,166
Total interest from all sources	2020-12-31	$229
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$254,227
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	$254,227
Administrative expenses professional fees incurred	2020-12-31	$41,166
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,622,085
Participant contributions at end of year	2020-12-31	$51,780
Participant contributions at beginning of year	2020-12-31	$10,715
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$124,781
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	$1,482,080
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,124,174
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,101,978
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	$11,072,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,091,263
Interest on participant loans	2020-12-31	$229
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,333,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,811,913
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ARMANINO LLP
Accountancy firm EIN	2020-12-31	946214841
2019 : APPDIRECT 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,938,589
Total of all expenses incurred	2019-12-31	$1,260,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,225,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,065,920
Value of total assets at end of year	2019-12-31	$9,101,978
Value of total assets at beginning of year	2019-12-31	$7,424,130
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$34,759
Total interest from all sources	2019-12-31	$289
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$205,302
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	$205,302
Administrative expenses professional fees incurred	2019-12-31	$34,759
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$939,104
Participant contributions at end of year	2019-12-31	$10,715
Participant contributions at beginning of year	2019-12-31	$19,331
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$126,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,677,848
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,101,978
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,424,130
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	$9,091,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,404,799
Interest on participant loans	2019-12-31	$289
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,667,078
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,225,982
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	ARMANINO LLP
Accountancy firm EIN	2019-12-31	946214841
2018 : APPDIRECT 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,165,420
Total of all expenses incurred	2018-12-31	$750,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$720,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,709,403
Value of total assets at end of year	2018-12-31	$7,424,130
Value of total assets at beginning of year	2018-12-31	$7,009,366
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$30,164
Total interest from all sources	2018-12-31	$1,102
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$215,873
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	$215,873
Administrative expenses professional fees incurred	2018-12-31	$30,164
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,677,794
Participant contributions at end of year	2018-12-31	$19,331
Participant contributions at beginning of year	2018-12-31	$30,029
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$31,609
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	$414,764
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,424,130
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,009,366
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	$7,404,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,979,337
Interest on participant loans	2018-12-31	$1,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-760,958
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$720,492
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	BPM LLP
Accountancy firm EIN	2018-12-31	814234542
2017 : APPDIRECT 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,755,364
Total of all expenses incurred	2017-12-31	$747,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$717,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,643,087
Value of total assets at end of year	2017-12-31	$7,009,366
Value of total assets at beginning of year	2017-12-31	$5,001,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$30,061
Total interest from all sources	2017-12-31	$900
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$202,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$202,691
Administrative expenses professional fees incurred	2017-12-31	$30,061
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,607,780
Participant contributions at end of year	2017-12-31	$30,029
Participant contributions at beginning of year	2017-12-31	$6,847
Participant contributions at beginning of year	2017-12-31	$58,642
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$35,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,008,185
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,009,366
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,001,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,979,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,935,692
Interest on participant loans	2017-12-31	$900
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$908,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$717,118
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BPM LLP
Accountancy firm EIN	2017-12-31	814234542
2016 : APPDIRECT 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,082,431
Total of all expenses incurred	2016-12-31	$841,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$798,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,686,461
Value of total assets at end of year	2016-12-31	$5,001,181
Value of total assets at beginning of year	2016-12-31	$3,760,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$43,351
Total interest from all sources	2016-12-31	$675
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$75,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$75,753
Administrative expenses professional fees incurred	2016-12-31	$43,351
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$494,254
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,642,319
Participant contributions at end of year	2016-12-31	$6,847
Participant contributions at beginning of year	2016-12-31	$35,299
Participant contributions at end of year	2016-12-31	$58,642
Participant contributions at beginning of year	2016-12-31	$54,042
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$44,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,240,442
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,001,181
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,760,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,935,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,671,398
Interest on participant loans	2016-12-31	$675
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$319,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$798,638
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BPM LLP
Accountancy firm EIN	2016-12-31	814234542
2015 : APPDIRECT 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,951,341
Total of all expenses incurred	2015-12-31	$123,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$100,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,960,451
Value of total assets at end of year	2015-12-31	$3,760,739
Value of total assets at beginning of year	2015-12-31	$1,932,678
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$22,406
Total interest from all sources	2015-12-31	$3,833
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$50,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$50,123
Administrative expenses professional fees incurred	2015-12-31	$22,406
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$200,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,395,666
Participant contributions at end of year	2015-12-31	$35,299
Participant contributions at beginning of year	2015-12-31	$92,293
Participant contributions at end of year	2015-12-31	$54,042
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$564,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,828,061
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,760,739
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,932,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,671,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,840,385
Interest on participant loans	2015-12-31	$3,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-63,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$100,874
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BURR PILGER MAYER
Accountancy firm EIN	2015-12-31	263839190

Form 5500 Responses for APPDIRECT 401(K) PLAN

2022: APPDIRECT 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: APPDIRECT 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: APPDIRECT 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: APPDIRECT 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: APPDIRECT 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: APPDIRECT 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: APPDIRECT 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: APPDIRECT 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	APPDIRECT
Employer identification number (EIN):	270610966
NAIC Classification:	541512
NAIC Description:	Computer Systems Design Services