LEADQUAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEADQUAL 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : LEADQUAL 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-11 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-11 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-11 | 423432 |
| Net assets as of the end of the plan year | 2025-08-11 | 3608281 |
| Total assets as of the beginning of the plan year | 2025-08-11 | 3257911 |
| Value of plan covered by a fidelity bond | 2025-08-11 | 500000 |
| Participant contributions to plan in this plan year | 2025-08-11 | 272240 |
| Value of participant loans at end of plan year | 2025-08-11 | 19081 |
| Other expenses paid from plan in this plan year | 2025-08-11 | 0 |
| Other contributions to plan in this plan year | 2025-08-11 | 0 |
| Other income to plan in this plan year | 2025-08-11 | 501562 |
| Plan net income in this plan year | 2025-08-11 | 350370 |
| Net assets as of the end of the plan year | 2025-08-11 | 3608281 |
| Net assets as of the beginning of the plan year | 2025-08-11 | 3257911 |
| Employer contributions to plan in this plan year | 2025-08-11 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-11 | 10535 |
| 2024 : LEADQUAL 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-09 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-09 | 200353 |
| Net assets as of the end of the plan year | 2024-04-09 | 3257911 |
| Total assets as of the beginning of the plan year | 2024-04-09 | 2616605 |
| Value of plan covered by a fidelity bond | 2024-04-09 | 500000 |
| Participant contributions to plan in this plan year | 2024-04-09 | 324600 |
| Value of participant loans at end of plan year | 2024-04-09 | 35510 |
| Other expenses paid from plan in this plan year | 2024-04-09 | 0 |
| Other contributions to plan in this plan year | 2024-04-09 | 0 |
| Other income to plan in this plan year | 2024-04-09 | 517059 |
| Plan net income in this plan year | 2024-04-09 | 641306 |
| Net assets as of the end of the plan year | 2024-04-09 | 3257911 |
| Net assets as of the beginning of the plan year | 2024-04-09 | 2616605 |
| Employer contributions to plan in this plan year | 2024-04-09 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-09 | 3905 |
| 2022 : LEADQUAL 401 K PROFIT SHARING PLAN TRUST 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 | $-20,372 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $380,781 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $377,701 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $579,361 |
| Value of total assets at end of year | 2022-12-31 | $2,616,605 |
| Value of total assets at beginning of year | 2022-12-31 | $3,017,758 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,080 |
| Total interest from all sources | 2022-12-31 | $902 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $3,080 |
| 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 | $395,686 |
| Participant contributions at end of year | 2022-12-31 | $20,712 |
| Participant contributions at beginning of year | 2022-12-31 | $9,146 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $183,675 |
| Other income not declared elsewhere | 2022-12-31 | $20 |
| 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 | $-401,153 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,616,605 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,017,758 |
| 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 | $2,574,660 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $19,556 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $2,989,056 |
| Interest on participant loans | 2022-12-31 | $902 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $21,233 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-600,655 |
| 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 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $377,701 |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2022-12-31 | 410746749 |
| 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 | $-20,372 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $380,781 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $377,701 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $579,361 |
| Value of total assets at end of year | 2022-01-01 | $2,616,605 |
| Value of total assets at beginning of year | 2022-01-01 | $3,017,758 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $3,080 |
| Total interest from all sources | 2022-01-01 | $902 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Administrative expenses professional fees incurred | 2022-01-01 | $3,080 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| 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 | $395,686 |
| Participant contributions at end of year | 2022-01-01 | $20,712 |
| Participant contributions at beginning of year | 2022-01-01 | $9,146 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $183,675 |
| Other income not declared elsewhere | 2022-01-01 | $20 |
| 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 | $-401,153 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,616,605 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $3,017,758 |
| 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 | $2,574,660 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $19,556 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $2,989,056 |
| Interest on participant loans | 2022-01-01 | $902 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $21,233 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-600,655 |
| 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 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $377,701 |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2022-01-01 | 410746749 |
| 2021 : LEADQUAL 401 K PROFIT SHARING PLAN TRUST 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 | $883,929 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $164,937 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $161,989 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $444,656 |
| Value of total assets at end of year | 2021-12-31 | $3,017,758 |
| Value of total assets at beginning of year | 2021-12-31 | $2,298,766 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,948 |
| Total interest from all sources | 2021-12-31 | $295 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $2,948 |
| 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 |
| 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 | $444,656 |
| Participant contributions at end of year | 2021-12-31 | $9,146 |
| Participant contributions at beginning of year | 2021-12-31 | $7,996 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
| Other income not declared elsewhere | 2021-12-31 | $92 |
| 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 | $718,992 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,017,758 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,298,766 |
| 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 | $19,556 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $17,385 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $2,989,056 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $2,273,385 |
| Interest on participant loans | 2021-12-31 | $295 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $438,886 |
| 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 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $161,989 |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2021-12-31 | 410746749 |
| 2020 : LEADQUAL 401 K PROFIT SHARING PLAN TRUST 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 | $742,951 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $59,417 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $48,884 |
| Value of total corrective distributions | 2020-12-31 | $8,453 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $423,435 |
| Value of total assets at end of year | 2020-12-31 | $2,298,766 |
| Value of total assets at beginning of year | 2020-12-31 | $1,615,232 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,080 |
| Total interest from all sources | 2020-12-31 | $435 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $2,080 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $177,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
| 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 | $386,779 |
| Participant contributions at end of year | 2020-12-31 | $7,996 |
| Participant contributions at beginning of year | 2020-12-31 | $8,437 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $683,534 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,298,766 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,615,232 |
| 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 | $17,385 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $10,469 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $2,273,385 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $1,579,812 |
| Interest on participant loans | 2020-12-31 | $435 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $16,514 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $16,514 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $319,081 |
| 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 | $36,656 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $48,884 |
| 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 | CLIFTONLARSONALLEN |
| Accountancy firm EIN | 2020-12-31 | 410746749 |
| 2019 : LEADQUAL 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at 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 | $722,032 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $67,473 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $53,680 |
| Value of total corrective distributions | 2019-12-31 | $10,433 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $459,401 |
| Value of total assets at end of year | 2019-12-31 | $1,615,232 |
| Value of total assets at beginning of year | 2019-12-31 | $960,673 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,360 |
| Total interest from all sources | 2019-12-31 | $332 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $3,360 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $161,523 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
| 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 | $344,415 |
| Participant contributions at end of year | 2019-12-31 | $8,437 |
| Participant contributions at beginning of year | 2019-12-31 | $2,623 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $654,559 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,615,232 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $960,673 |
| 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 | $1,579,812 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $941,997 |
| Interest on participant loans | 2019-12-31 | $332 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $16,514 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $11,792 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $11,792 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $10,469 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $4,261 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $262,299 |
| 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 | $114,986 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $53,680 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
| 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 | CLIFTONLARSONALLEN |
| Accountancy firm EIN | 2019-12-31 | 410746749 |
| 2018 : LEADQUAL 401 K PROFIT SHARING PLAN TRUST 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 | $491,356 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $211,644 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $205,356 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $587,358 |
| Value of total assets at end of year | 2018-12-31 | $960,673 |
| Value of total assets at beginning of year | 2018-12-31 | $680,961 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,288 |
| Total interest from all sources | 2018-12-31 | $193 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $6,288 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $96,068 |
| 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 | $373,296 |
| Participant contributions at end of year | 2018-12-31 | $2,623 |
| Participant contributions at beginning of year | 2018-12-31 | $3,338 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $91,924 |
| 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 | $279,712 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $960,673 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $680,961 |
| 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 | $941,997 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $664,339 |
| Interest on participant loans | 2018-12-31 | $193 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $11,792 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $13,284 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $13,284 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $4,261 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-96,195 |
| 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 | $122,138 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $205,356 |
| 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 | CLIFTONLARSONALLEN |
| Accountancy firm EIN | 2018-12-31 | 410746749 |
| 2017 : LEADQUAL 401 K PROFIT SHARING PLAN TRUST 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $400,044 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $51,822 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $19,471 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of total corrective distributions | 2017-12-31 | $23,649 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $319,863 |
| Value of total assets at end of year | 2017-12-31 | $680,961 |
| Value of total assets at beginning of year | 2017-12-31 | $332,739 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $8,702 |
| Total interest from all sources | 2017-12-31 | $77 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $10,747 |
| 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 | $10,747 |
| Assets. Real estate other than employer real property at beginning of year | 2017-12-31 | $0 |
| Administrative expenses professional fees incurred | 2017-12-31 | $2,934 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $33,274 |
| 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 | $228,976 |
| Participant contributions at end of year | 2017-12-31 | $3,338 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
| Administrative expenses (other) incurred | 2017-12-31 | $450 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $348,222 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $680,961 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $332,739 |
| 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 |
| Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $0 |
| Investment advisory and management fees | 2017-12-31 | $119 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $664,339 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $324,274 |
| Interest on participant loans | 2017-12-31 | $76 |
| Value of interest in master investment trust accounts at end of year | 2017-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $13,284 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $8,465 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $8,465 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $69,357 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
| 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 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
| Assets. Value of employer real property at beginning of year | 2017-12-31 | $0 |
| Contributions received in cash from employer | 2017-12-31 | $90,887 |
| Employer contributions (assets) at end of year | 2017-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $19,471 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $0 |
| Contract administrator fees | 2017-12-31 | $5,199 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $0 |
| 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 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2017-12-31 | 410746749 |
