401k Plan data: MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN plan

MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN 401k Plan overview

Plan Name	MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN
Plan identification number	001

MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN Benefits

401k Plan Type

Defined 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.
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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MACRO SOLUTIONS, INC has sponsored the creation of one or more 401k plans.

Company Name: MACRO SOLUTIONS, INC

Employer identification number (EIN): 364480652

NAIC Classification: 541511
NAIC Description: Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SUSAN M. DISILVESTRE 2023-10-16
001 2021-01-01 SUSAN M. DISILVESTRE 2022-10-19
001 2020-01-01 SUSAN M. DISILVESTRE 2021-11-30
001 2020-01-01 SUSAN M. DISILVESTRE 2021-10-15
001 2019-01-01 SUSAN M. DISILVESTRE 2020-10-15
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 BENJAMIN T. BARNES 2014-06-17
001 2012-01-01 BENJAMIN T. BARNES 2013-05-28
001 2011-01-01 BENJAMIN T. BARNES 2012-07-19
001 2010-01-01 BENJAMIN T. BARNES 2011-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	SUSAN M. DISILVESTRE	2023-10-16
001	2021-01-01	SUSAN M. DISILVESTRE	2022-10-19
001	2020-01-01	SUSAN M. DISILVESTRE	2021-11-30
001	2020-01-01	SUSAN M. DISILVESTRE	2021-10-15
001	2019-01-01	SUSAN M. DISILVESTRE	2020-10-15
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	BENJAMIN T. BARNES	2014-06-17
001	2012-01-01	BENJAMIN T. BARNES	2013-05-28
001	2011-01-01	BENJAMIN T. BARNES	2012-07-19
001	2010-01-01	BENJAMIN T. BARNES	2011-10-06

Plan Statistics for MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN

401k plan membership statisitcs for MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN

Measure Date Value
2022: MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 116
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 81
Total of all active and inactive participants 2022-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 197
Number of participants with account balances 2022-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 21
2021: MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 123
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 61
Total of all active and inactive participants 2021-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 185
Number of participants with account balances 2021-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 106
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 72
Total of all active and inactive participants 2020-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 178
Number of participants with account balances 2020-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 21
2019: MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 116
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 49
Total of all active and inactive participants 2019-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 165
Number of participants with account balances 2019-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13

Measure	Date	Value
2022: MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	116
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	81
Total of all active and inactive participants	2022-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	197
Number of participants with account balances	2022-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	21
2021: MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	123
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	61
Total of all active and inactive participants	2021-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	185
Number of participants with account balances	2021-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	106
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	72
Total of all active and inactive participants	2020-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	178
Number of participants with account balances	2020-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	21
2019: MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	116
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	49
Total of all active and inactive participants	2019-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	165
Number of participants with account balances	2019-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13

Financial Data on MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN

Measure	Date	Value
2022 : MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-325,202
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,335,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,275,976
Expenses. Certain deemed distributions of participant loans	2022-12-31	$4,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,675,341
Value of total assets at end of year	2022-12-31	$10,423,799
Value of total assets at beginning of year	2022-12-31	$12,084,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$55,310
Total interest from all sources	2022-12-31	$14,767
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$27,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$27,453
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,043,808
Participant contributions at end of year	2022-12-31	$232,976
Participant contributions at beginning of year	2022-12-31	$191,892
Participant contributions at end of year	2022-12-31	$44,206
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$27,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,660,887
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,423,799
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,084,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,325,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,455,498
Value of interest in pooled separate accounts at end of year	2022-12-31	$635,315
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,219,060
Interest on participant loans	2022-12-31	$11,785
Interest earned on other investments	2022-12-31	$2,982
Value of interest in common/collective trusts at end of year	2022-12-31	$7,999,639
Value of interest in common/collective trusts at beginning of year	2022-12-31	$8,983,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$186,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$234,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-224,509
Net investment gain/loss from pooled separate accounts	2022-12-31	$-364,531
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,453,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$604,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,275,976
Contract administrator fees	2022-12-31	$55,310
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MATTHEWS, CARTER AND BOYCE
Accountancy firm EIN	2022-12-31	541487262
2021 : MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,987,141
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$808,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$744,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,877,242
Value of total assets at end of year	2021-12-31	$12,084,686
Value of total assets at beginning of year	2021-12-31	$9,905,697
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$63,399
Total interest from all sources	2021-12-31	$11,055
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$31,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$31,634
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$987,019
Participant contributions at end of year	2021-12-31	$191,892
Participant contributions at beginning of year	2021-12-31	$111,449
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$31,016
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$289,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,178,989
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,084,686
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,905,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,455,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,522,149
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,219,060
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$999,367
Interest on participant loans	2021-12-31	$9,020
Interest earned on other investments	2021-12-31	$2,035
Value of interest in common/collective trusts at end of year	2021-12-31	$8,983,465
Value of interest in common/collective trusts at beginning of year	2021-12-31	$7,114,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$234,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$126,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$167,537
Net investment gain/loss from pooled separate accounts	2021-12-31	$206,845
Net investment gain or loss from common/collective trusts	2021-12-31	$692,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$600,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$744,753
Contract administrator fees	2021-12-31	$63,399
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MATTHEWS, CARTER AND BOYCE
Accountancy firm EIN	2021-12-31	541487262
2020 : MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,076,595
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,205,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,141,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,872,377
Value of total assets at end of year	2020-12-31	$9,905,697
Value of total assets at beginning of year	2020-12-31	$8,034,453
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$63,674
Total interest from all sources	2020-12-31	$9,183
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$34,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$34,000
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,092,755
Participant contributions at end of year	2020-12-31	$111,449
Participant contributions at beginning of year	2020-12-31	$93,953
Participant contributions at end of year	2020-12-31	$31,016
Participant contributions at beginning of year	2020-12-31	$30,167
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$324,091
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$2,024
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,871,244
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,905,697
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,034,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,522,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,173,497
Value of interest in pooled separate accounts at end of year	2020-12-31	$999,367
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$487,891
Interest on participant loans	2020-12-31	$5,406
Interest earned on other investments	2020-12-31	$3,777
Value of interest in common/collective trusts at end of year	2020-12-31	$7,114,717
Value of interest in common/collective trusts at beginning of year	2020-12-31	$6,108,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$126,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$140,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$158,286
Net investment gain/loss from pooled separate accounts	2020-12-31	$210,942
Net investment gain or loss from common/collective trusts	2020-12-31	$791,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$455,531
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,139,653
Contract administrator fees	2020-12-31	$63,674
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MATTHEWS, CARTER AND BOYCE
Accountancy firm EIN	2020-12-31	541487262
2019 : MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total 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	$2,672,543
Total income from all sources (including contributions)	2019-12-31	$2,672,543
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$695,348
Total of all expenses incurred	2019-12-31	$695,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$688,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$688,493
Value of total corrective distributions	2019-12-31	$1,811
Value of total corrective distributions	2019-12-31	$1,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,395,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,395,945
Value of total assets at end of year	2019-12-31	$8,034,453
Value of total assets at end of year	2019-12-31	$8,034,453
Value of total assets at beginning of year	2019-12-31	$6,057,258
Value of total assets at beginning of year	2019-12-31	$6,057,258
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,044
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,044
Total interest from all sources	2019-12-31	$5,334
Total interest from all sources	2019-12-31	$5,334
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$51,215
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$51,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$51,215
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$51,215
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$923,483
Contributions received from participants	2019-12-31	$923,483
Participant contributions at end of year	2019-12-31	$93,953
Participant contributions at end of year	2019-12-31	$93,953
Participant contributions at beginning of year	2019-12-31	$35,070
Participant contributions at beginning of year	2019-12-31	$35,070
Participant contributions at end of year	2019-12-31	$30,167
Participant contributions at end of year	2019-12-31	$30,167
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$40,336
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$40,336
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,977,195
Value of net income/loss	2019-12-31	$1,977,195
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,034,453
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,034,453
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,057,258
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,057,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,173,497
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,173,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$707,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$707,143
Value of interest in pooled separate accounts at end of year	2019-12-31	$487,891
Value of interest in pooled separate accounts at end of year	2019-12-31	$487,891
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$795,168
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$795,168
Interest on participant loans	2019-12-31	$5,334
Interest on participant loans	2019-12-31	$5,334
Value of interest in common/collective trusts at end of year	2019-12-31	$6,108,903
Value of interest in common/collective trusts at end of year	2019-12-31	$6,108,903
Value of interest in common/collective trusts at beginning of year	2019-12-31	$4,450,490
Value of interest in common/collective trusts at beginning of year	2019-12-31	$4,450,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$140,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$140,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$69,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$69,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$152,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$152,719
Net investment gain/loss from pooled separate accounts	2019-12-31	$208,277
Net investment gain/loss from pooled separate accounts	2019-12-31	$208,277
Net investment gain or loss from common/collective trusts	2019-12-31	$859,053
Net investment gain or loss from common/collective trusts	2019-12-31	$859,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$432,126
Contributions received in cash from employer	2019-12-31	$432,126
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$688,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$688,493
Contract administrator fees	2019-12-31	$5,044
Contract administrator fees	2019-12-31	$5,044
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MATTHEWS, CARTER AND BOYCE
Accountancy firm name	2019-12-31	MATTHEWS, CARTER AND BOYCE
Accountancy firm EIN	2019-12-31	541487262
Accountancy firm EIN	2019-12-31	541487262

Form 5500 Responses for MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN

2022: MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MSOL, INC. DBA MACRO SOLUTIONS 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	203
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $438
Total amount of fees paid to insurance company	USD $88
Are there contracts with allocated funds for individual policies?	0
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?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $438
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

714631

Policy instance

Insurance contract or identification number	714631
Number of Individuals Covered	203
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $2,299
Total amount of fees paid to insurance company	USD $460
Are there contracts with allocated funds for individual policies?	0
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?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $2,299
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	201
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $258
Total amount of fees paid to insurance company	USD $52
Are there contracts with allocated funds for individual policies?	0
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?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $258
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

714631

Policy instance

Insurance contract or identification number	714631
Number of Individuals Covered	201
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $2,749
Total amount of fees paid to insurance company	USD $550
Are there contracts with allocated funds for individual policies?	0
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?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $2,749
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	167
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $492
Total amount of fees paid to insurance company	USD $98
Are there contracts with allocated funds for individual policies?	0
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?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $492
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

714631

Policy instance

Insurance contract or identification number	714631
Number of Individuals Covered	167
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,613
Total amount of fees paid to insurance company	USD $323
Are there contracts with allocated funds for individual policies?	0
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?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $1,613
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	164
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $213
Total amount of fees paid to insurance company	USD $43
Are there contracts with allocated funds for individual policies?	0
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?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $95
Insurance broker organization code?	3
Amount paid for insurance broker fees	43
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

714631

Policy instance

Insurance contract or identification number	714631
Number of Individuals Covered	164
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $2,253
Total amount of fees paid to insurance company	USD $451
Are there contracts with allocated funds for individual policies?	0
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?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $1,049
Insurance broker organization code?	3
Amount paid for insurance broker fees	451
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

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Company Name:	MACRO SOLUTIONS, INC
Employer identification number (EIN):	364480652
NAIC Classification:	541511
NAIC Description:	Custom Computer Programming Services