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THE PACT, INC. TAX DEFERRED 403(B)PLAN 401k Plan overview

Plan NameTHE PACT, INC. TAX DEFERRED 403(B)PLAN
Plan identification number 001

THE PACT, INC. TAX DEFERRED 403(B)PLAN Benefits

401k Plan TypeDefined 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:DAYONE PACT
Employer identification number (EIN):363125214
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PACT, INC. TAX DEFERRED 403(B)PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01JOHN FEERY
0012016-07-01JOHN FEERY
0012015-07-01JOHN FEERY2016-10-27
0012014-07-01KENNETH WOJCIK2015-12-28
0012013-07-01KENNETH WOJCIK2014-10-30
0012012-07-01KENNETH WOJCIK2013-11-20
0012011-07-01KENNETH C WOJCIK
0012010-07-01KENNETH C WOJCIK
0012009-07-01KENNETH C WOJCIK
0012009-07-01KENNETH C WOJCIK

Plan Statistics for THE PACT, INC. TAX DEFERRED 403(B)PLAN

401k plan membership statisitcs for THE PACT, INC. TAX DEFERRED 403(B)PLAN

Measure Date Value
2021: THE PACT, INC. TAX DEFERRED 403(B)PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01122
Total number of active participants reported on line 7a of the Form 55002021-07-0165
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0166
Total of all active and inactive participants2021-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01131
Number of participants with account balances2021-07-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-019
2020: THE PACT, INC. TAX DEFERRED 403(B)PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01131
Total number of active participants reported on line 7a of the Form 55002020-07-0169
Number of retired or separated participants receiving benefits2020-07-011
Number of other retired or separated participants entitled to future benefits2020-07-0155
Total of all active and inactive participants2020-07-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01125
Number of participants with account balances2020-07-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-015
2019: THE PACT, INC. TAX DEFERRED 403(B)PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01156
Total number of active participants reported on line 7a of the Form 55002019-07-0181
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-0149
Total of all active and inactive participants2019-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01131
Number of participants with account balances2019-07-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0110
2018: THE PACT, INC. TAX DEFERRED 403(B)PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01159
Total number of active participants reported on line 7a of the Form 55002018-07-0188
Number of retired or separated participants receiving benefits2018-07-011
Number of other retired or separated participants entitled to future benefits2018-07-0167
Total of all active and inactive participants2018-07-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01156
Number of participants with account balances2018-07-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0112
2017: THE PACT, INC. TAX DEFERRED 403(B)PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01153
Total number of active participants reported on line 7a of the Form 55002017-07-01135
Number of retired or separated participants receiving benefits2017-07-012
Number of other retired or separated participants entitled to future benefits2017-07-0122
Total of all active and inactive participants2017-07-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01159
Number of participants with account balances2017-07-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-019
2016: THE PACT, INC. TAX DEFERRED 403(B)PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0186
Total number of active participants reported on line 7a of the Form 55002016-07-01125
Number of retired or separated participants receiving benefits2016-07-012
Number of other retired or separated participants entitled to future benefits2016-07-0126
Total of all active and inactive participants2016-07-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01153
Number of participants with account balances2016-07-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0113
2011: THE PACT, INC. TAX DEFERRED 403(B)PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0188
Total number of active participants reported on line 7a of the Form 55002011-07-0164
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0123
Total of all active and inactive participants2011-07-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0187
Number of participants with account balances2011-07-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2010: THE PACT, INC. TAX DEFERRED 403(B)PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0187
Total number of active participants reported on line 7a of the Form 55002010-07-0162
Number of other retired or separated participants entitled to future benefits2010-07-0126
Total of all active and inactive participants2010-07-0188
Total participants2010-07-0188
Number of participants with account balances2010-07-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-011
2009: THE PACT, INC. TAX DEFERRED 403(B)PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0167
Total number of active participants reported on line 7a of the Form 55002009-07-0162
Number of other retired or separated participants entitled to future benefits2009-07-0125
Total of all active and inactive participants2009-07-0187
Total participants2009-07-0187
Number of participants with account balances2009-07-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-013

Financial Data on THE PACT, INC. TAX DEFERRED 403(B)PLAN

Measure Date Value
2022 : THE PACT, INC. TAX DEFERRED 403(B)PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-774,467
Total unrealized appreciation/depreciation of assets2022-06-30$-774,467
Total transfer of assets to this plan2022-06-30$0
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-326,734
Total loss/gain on sale of assets2022-06-30$-29,927
Total of all expenses incurred2022-06-30$287,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$263,709
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$334,820
Value of total assets at end of year2022-06-30$3,471,264
Value of total assets at beginning of year2022-06-30$4,085,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$23,479
Total interest from all sources2022-06-30$364
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$276,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$276,965
Assets. Real estate other than employer real property at end of year2022-06-30$0
Assets. Real estate other than employer real property at beginning of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$157,266
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$14,701
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Assets. Other investments not covered elsewhere at end of year2022-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$0
Assets. Loans (other than to participants) at end of year2022-06-30$0
Assets. Loans (other than to participants) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$869
Administrative expenses (other) incurred2022-06-30$23,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$-613,922
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,471,264
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$4,085,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$0
Assets. partnership/joint venture interests at beginning of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$3,471,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$4,070,485
Value of interest in pooled separate accounts at end of year2022-06-30$0
Value of interest in pooled separate accounts at beginning of year2022-06-30$0
Interest on participant loans2022-06-30$364
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$0
Income. Interest from US Government securities2022-06-30$0
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest in master investment trust accounts at end of year2022-06-30$0
Value of interest in master investment trust accounts at beginning of year2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Asset value of US Government securities at end of year2022-06-30$0
Asset value of US Government securities at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-135,358
Net investment gain/loss from pooled separate accounts2022-06-30$0
Net investment gain or loss from common/collective trusts2022-06-30$0
Net gain/loss from 103.12 investment entities2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$177,554
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$0
Income. Dividends from preferred stock2022-06-30$0
Income. Dividends from common stock2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$263,709
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$770,697
Aggregate carrying amount (costs) on sale of assets2022-06-30$800,624
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30PKF MUELLER
Accountancy firm EIN2022-06-30362658780
2021 : THE PACT, INC. TAX DEFERRED 403(B)PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,127,471
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$113,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$85,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$114,425
Value of total assets at end of year2021-06-30$4,085,186
Value of total assets at beginning of year2021-06-30$3,070,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$27,114
Total interest from all sources2021-06-30$1,145
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$129,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$129,719
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$114,425
Participant contributions at end of year2021-06-30$14,701
Participant contributions at beginning of year2021-06-30$21,314
Administrative expenses (other) incurred2021-06-30$70
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,014,414
Value of net assets at end of year (total assets less liabilities)2021-06-30$4,085,186
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,070,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$22,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$4,070,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,049,458
Interest on participant loans2021-06-30$1,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$882,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$85,943
Contract administrator fees2021-06-30$4,450
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30PKF MUELLER
Accountancy firm EIN2021-06-30362658780
2020 : THE PACT, INC. TAX DEFERRED 403(B)PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$251,249
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$620,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$588,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$113,857
Value of total assets at end of year2020-06-30$3,070,772
Value of total assets at beginning of year2020-06-30$3,440,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$32,485
Total interest from all sources2020-06-30$1,601
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$97,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$97,946
Administrative expenses professional fees incurred2020-06-30$5,105
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$112,313
Participant contributions at end of year2020-06-30$21,314
Participant contributions at beginning of year2020-06-30$38,946
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$1,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-369,435
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,070,772
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,440,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$12,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,049,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,401,261
Interest on participant loans2020-06-30$1,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$37,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$588,199
Contract administrator fees2020-06-30$14,690
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MUELLER & CO., LLP
Accountancy firm EIN2020-06-30362658780
2019 : THE PACT, INC. TAX DEFERRED 403(B)PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$542,672
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$762,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$732,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$327,724
Value of total assets at end of year2019-06-30$3,440,207
Value of total assets at beginning of year2019-06-30$3,659,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$29,934
Total interest from all sources2019-06-30$1,397
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$168,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$168,729
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$230,868
Participant contributions at end of year2019-06-30$38,946
Participant contributions at beginning of year2019-06-30$22,038
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$26,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-219,683
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,440,207
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,659,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$14,813
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,401,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,628,165
Interest on participant loans2019-06-30$1,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$44,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$70,856
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$9,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$732,421
Contract administrator fees2019-06-30$15,121
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MUELLER & CO., LLP
Accountancy firm EIN2019-06-30362658780
2018 : THE PACT, INC. TAX DEFERRED 403(B)PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$630,645
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$260,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$232,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$310,282
Value of total assets at end of year2018-06-30$3,659,890
Value of total assets at beginning of year2018-06-30$3,290,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$28,293
Total interest from all sources2018-06-30$1,289
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$126,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$126,935
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$194,354
Participant contributions at end of year2018-06-30$22,038
Participant contributions at beginning of year2018-06-30$11,255
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$369,830
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,659,890
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,290,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,628,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,278,805
Interest on participant loans2018-06-30$1,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$192,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$115,754
Employer contributions (assets) at end of year2018-06-30$9,687
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$232,522
Contract administrator fees2018-06-30$28,293
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MUELLER & CO., LLP
Accountancy firm EIN2018-06-30362658780
2017 : THE PACT, INC. TAX DEFERRED 403(B)PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$10,645
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,377,857
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$355,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$332,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$986,608
Value of total assets at end of year2017-06-30$3,290,060
Value of total assets at beginning of year2017-06-30$2,257,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$22,986
Total interest from all sources2017-06-30$682
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$97,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$97,182
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$157,591
Participant contributions at end of year2017-06-30$11,255
Participant contributions at beginning of year2017-06-30$1,285
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$729,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,022,328
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,290,060
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,257,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$11,702
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$3,278,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,255,802
Interest on participant loans2017-06-30$682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$293,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$99,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$332,543
Contract administrator fees2017-06-30$11,284
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MUELLER & CO., LLP
Accountancy firm EIN2017-06-30362658780
2012 : THE PACT, INC. TAX DEFERRED 403(B)PLAN 2012 401k financial data
Total income from all sources2012-06-30$204,197
Expenses. Total of all expenses incurred2012-06-30$97,719
Benefits paid (including direct rollovers)2012-06-30$85,723
Total plan assets at end of year2012-06-30$1,411,912
Total plan assets at beginning of year2012-06-30$1,305,434
Total contributions received or receivable from participants2012-06-30$91,406
Contributions received from other sources (not participants or employers)2012-06-30$6,982
Other income received2012-06-30$25,340
Net income (gross income less expenses)2012-06-30$106,478
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,411,912
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,305,434
Assets. Value of participant loans2012-06-30$4,739
Total contributions received or receivable from employer(s)2012-06-30$80,469
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$11,996
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : THE PACT, INC. TAX DEFERRED 403(B)PLAN 2011 401k financial data
Total income from all sources2011-06-30$372,680
Expenses. Total of all expenses incurred2011-06-30$136,971
Benefits paid (including direct rollovers)2011-06-30$123,869
Total plan assets at end of year2011-06-30$1,305,434
Total plan assets at beginning of year2011-06-30$1,069,725
Total contributions received or receivable from participants2011-06-30$88,115
Contributions received from other sources (not participants or employers)2011-06-30$59,776
Other income received2011-06-30$224,789
Net income (gross income less expenses)2011-06-30$235,709
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,305,434
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,069,725
Assets. Value of participant loans2011-06-30$2,577
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$13,102
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : THE PACT, INC. TAX DEFERRED 403(B)PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE PACT, INC. TAX DEFERRED 403(B)PLAN

2021: THE PACT, INC. TAX DEFERRED 403(B)PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE PACT, INC. TAX DEFERRED 403(B)PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THE PACT, INC. TAX DEFERRED 403(B)PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE PACT, INC. TAX DEFERRED 403(B)PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE PACT, INC. TAX DEFERRED 403(B)PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE PACT, INC. TAX DEFERRED 403(B)PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2011: THE PACT, INC. TAX DEFERRED 403(B)PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: THE PACT, INC. TAX DEFERRED 403(B)PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: THE PACT, INC. TAX DEFERRED 403(B)PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA068752
Policy instance 1
Insurance contract or identification numberFA068752
Number of Individuals Covered0
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INVESTMENT
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA068752
Policy instance 1
Insurance contract or identification numberFA068752
Number of Individuals Covered3
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INVESTMENT

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