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

Plan NameMOBILITYWARE, LLC 401(K) PLAN
Plan identification number 001

MOBILITYWARE, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:UPSTANDING, LLC
Employer identification number (EIN):330644068
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Additional information about UPSTANDING, LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 199500110020

More information about UPSTANDING, LLC

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN LIBBY
0012016-01-01JOHN LIBBY2017-09-18
0012015-01-01JOHN LIBBY2016-10-16
0012014-01-01JOHN LIBBY2015-10-15
0012013-01-01LEE H. MCELROY2014-10-15
0012012-01-01JOHN LIBBY2013-10-10
0012011-01-01JOHN LIBBY2012-10-04
0012010-01-01JOHN LIBBY
0012009-01-01JOHN LIBBY

Plan Statistics for MOBILITYWARE, LLC 401(K) PLAN

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

Measure Date Value
2023: MOBILITYWARE, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01317
Total number of active participants reported on line 7a of the Form 55002023-01-01220
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0198
Total of all active and inactive participants2023-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01318
Number of participants with account balances2023-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-017
2022: MOBILITYWARE, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01293
Total number of active participants reported on line 7a of the Form 55002022-01-01213
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01104
Total of all active and inactive participants2022-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01317
Number of participants with account balances2022-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: MOBILITYWARE, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01302
Total number of active participants reported on line 7a of the Form 55002021-01-01203
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0187
Total of all active and inactive participants2021-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01290
Number of participants with account balances2021-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: MOBILITYWARE, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01285
Total number of active participants reported on line 7a of the Form 55002020-01-01196
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01104
Total of all active and inactive participants2020-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01300
Number of participants with account balances2020-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: MOBILITYWARE, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01237
Total number of active participants reported on line 7a of the Form 55002019-01-01214
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0171
Total of all active and inactive participants2019-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01285
Number of participants with account balances2019-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0131
2018: MOBILITYWARE, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01188
Total number of active participants reported on line 7a of the Form 55002018-01-01183
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01216
Number of participants with account balances2018-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: MOBILITYWARE, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01162
Total number of active participants reported on line 7a of the Form 55002017-01-01170
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01202
Number of participants with account balances2017-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2010: MOBILITYWARE, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0117
Total number of active participants reported on line 7a of the Form 55002010-01-0111
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0117
Number of participants with account balances2010-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MOBILITYWARE, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0116
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0117
Number of participants with account balances2009-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MOBILITYWARE, LLC 401(K) PLAN

Measure Date Value
2023 : MOBILITYWARE, LLC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$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$6,329,452
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,280,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,207,699
Expenses. Certain deemed distributions of participant loans2023-12-31$3,366
Value of total corrective distributions2023-12-31$1,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,681,287
Value of total assets at end of year2023-12-31$26,868,977
Value of total assets at beginning of year2023-12-31$21,820,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$68,311
Total interest from all sources2023-12-31$16,217
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$460,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$460,798
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,427,985
Participant contributions at end of year2023-12-31$235,929
Participant contributions at beginning of year2023-12-31$183,298
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$153,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$5,048,948
Value of net assets at end of year (total assets less liabilities)2023-12-31$26,868,977
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$21,820,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$36,920
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$21,902,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$16,897,304
Interest on participant loans2023-12-31$16,217
Value of interest in common/collective trusts at end of year2023-12-31$4,730,849
Value of interest in common/collective trusts at beginning of year2023-12-31$4,739,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,041,651
Net investment gain or loss from common/collective trusts2023-12-31$129,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$99,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,207,699
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DAVID L. BUCK CPA
Accountancy firm EIN2023-12-31752988353
2022 : MOBILITYWARE, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,100,951
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,051,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,971,758
Expenses. Certain deemed distributions of participant loans2022-12-31$3,184
Value of total corrective distributions2022-12-31$7,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,355,946
Value of total assets at end of year2022-12-31$21,820,029
Value of total assets at beginning of year2022-12-31$24,972,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$68,714
Total interest from all sources2022-12-31$8,633
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$744,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$744,943
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,086,850
Participant contributions at end of year2022-12-31$183,298
Participant contributions at beginning of year2022-12-31$103,955
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$97,664
Administrative expenses (other) incurred2022-12-31$68,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,152,335
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,820,029
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,972,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,897,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,469,341
Interest on participant loans2022-12-31$8,633
Value of interest in common/collective trusts at end of year2022-12-31$4,739,427
Value of interest in common/collective trusts at beginning of year2022-12-31$4,399,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,324,139
Net investment gain or loss from common/collective trusts2022-12-31$113,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,171,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,971,758
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DAVID L. BUCK CPA
Accountancy firm EIN2022-12-31752988353
2021 : MOBILITYWARE, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$6,193,846
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,286,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,212,936
Expenses. Certain deemed distributions of participant loans2021-12-31$3,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,480,633
Value of total assets at end of year2021-12-31$24,972,364
Value of total assets at beginning of year2021-12-31$21,065,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$70,920
Total interest from all sources2021-12-31$7,088
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,056,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,056,898
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,038,626
Participant contributions at end of year2021-12-31$103,955
Participant contributions at beginning of year2021-12-31$94,364
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$168,763
Administrative expenses (other) incurred2021-12-31$70,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,906,971
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,972,364
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,065,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,469,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,584,510
Interest on participant loans2021-12-31$7,088
Value of interest in common/collective trusts at end of year2021-12-31$4,399,068
Value of interest in common/collective trusts at beginning of year2021-12-31$5,386,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,542,803
Net investment gain or loss from common/collective trusts2021-12-31$106,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,273,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,212,936
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DAVID L. BUCK CPA
Accountancy firm EIN2021-12-31752988353
2020 : MOBILITYWARE, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$6,301,428
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$778,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$659,611
Expenses. Certain deemed distributions of participant loans2020-12-31$52,504
Value of total corrective distributions2020-12-31$6,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,146,437
Value of total assets at end of year2020-12-31$21,065,393
Value of total assets at beginning of year2020-12-31$15,542,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$60,118
Total interest from all sources2020-12-31$3,847
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$468,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$468,269
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,827,315
Participant contributions at end of year2020-12-31$94,364
Participant contributions at beginning of year2020-12-31$33,754
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$205,684
Other income not declared elsewhere2020-12-31$1
Administrative expenses (other) incurred2020-12-31$60,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,522,588
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,065,393
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,542,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,584,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,027,776
Interest on participant loans2020-12-31$3,847
Value of interest in common/collective trusts at end of year2020-12-31$5,386,519
Value of interest in common/collective trusts at beginning of year2020-12-31$5,481,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,558,261
Net investment gain or loss from common/collective trusts2020-12-31$124,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,113,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$659,611
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DAVID L. BUCK, CPA
Accountancy firm EIN2020-12-31752988353
2019 : MOBILITYWARE, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$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$4,786,920
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$454,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$403,588
Value of total corrective distributions2019-12-31$2,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,942,726
Value of total assets at end of year2019-12-31$15,542,805
Value of total assets at beginning of year2019-12-31$11,209,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,037
Total interest from all sources2019-12-31$1,406
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$309,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$309,918
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,533,118
Participant contributions at end of year2019-12-31$33,754
Participant contributions at beginning of year2019-12-31$23,092
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$408,484
Other income not declared elsewhere2019-12-31$8,769
Administrative expenses (other) incurred2019-12-31$48,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,332,860
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,542,805
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,209,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,027,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,090,567
Interest on participant loans2019-12-31$1,406
Value of interest in common/collective trusts at end of year2019-12-31$5,481,275
Value of interest in common/collective trusts at beginning of year2019-12-31$5,096,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,374,946
Net investment gain or loss from common/collective trusts2019-12-31$149,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,001,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$403,588
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO
Accountancy firm EIN2019-12-31135381590
2018 : MOBILITYWARE, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$1,362,282
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$333,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$311,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,747,839
Value of total assets at end of year2018-12-31$11,209,945
Value of total assets at beginning of year2018-12-31$10,180,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,976
Total interest from all sources2018-12-31$2,527
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$216,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$216,790
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,180,135
Participant contributions at end of year2018-12-31$23,092
Participant contributions at beginning of year2018-12-31$4,433
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$567,704
Administrative expenses (other) incurred2018-12-31$21,976
Total non interest bearing cash at beginning of year2018-12-31$326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,029,206
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,209,945
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,180,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,090,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,134,297
Interest on participant loans2018-12-31$2,527
Value of interest in common/collective trusts at end of year2018-12-31$5,096,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,242,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,242,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-604,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at beginning of year2018-12-31$799,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$311,100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO
Accountancy firm EIN2018-12-31135381590
2017 : MOBILITYWARE, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$3,390,443
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$530,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$523,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,353,960
Value of total assets at end of year2017-12-31$10,180,739
Value of total assets at beginning of year2017-12-31$7,320,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,132
Total interest from all sources2017-12-31$9,642
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$539,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$7,132
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$825,569
Participant contributions at end of year2017-12-31$4,433
Participant contributions at beginning of year2017-12-31$15,567
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$29,427
Total non interest bearing cash at end of year2017-12-31$326
Total non interest bearing cash at beginning of year2017-12-31$18
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,859,903
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,180,739
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,320,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,134,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,509,571
Interest on participant loans2017-12-31$343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,242,076
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,795,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,795,680
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$9,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$487,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,498,964
Employer contributions (assets) at end of year2017-12-31$799,607
Income. Dividends from common stock2017-12-31$539,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$523,408
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2010 : MOBILITYWARE, LLC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$389,556
Expenses. Total of all expenses incurred2010-12-31$5,532
Benefits paid (including direct rollovers)2010-12-31$2,151
Total plan assets at end of year2010-12-31$3,183,713
Total plan assets at beginning of year2010-12-31$2,799,689
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$72,469
Expenses. Other expenses not covered elsewhere2010-12-31$3,381
Other income received2010-12-31$273,045
Net income (gross income less expenses)2010-12-31$384,024
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,183,713
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,799,689
Total contributions received or receivable from employer(s)2010-12-31$44,042
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : MOBILITYWARE, LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

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

2023: MOBILITYWARE, LLC 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MOBILITYWARE, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MOBILITYWARE, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MOBILITYWARE, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MOBILITYWARE, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MOBILITYWARE, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MOBILITYWARE, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2010: MOBILITYWARE, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MOBILITYWARE, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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