401k Plan data: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN plan

IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 401k Plan overview

Plan Name	IMPACT STRATEGIES EMPLOYEES 401(K) PLAN
Plan identification number	001

IMPACT STRATEGIES EMPLOYEES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

THE HINRICHS GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE HINRICHS GROUP, INC.

Employer identification number (EIN): 383649889

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IMPACT STRATEGIES EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MARK HINRICHS 2024-07-03
001 2022-01-01 MARK HINRICHS 2023-07-12
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 MARK HINRICHS MARK HINRICHS 2019-07-24
001 2017-01-01 MARK HINRICHS MARK HINRICHS 2018-07-17
001 2016-01-01 MARK HINRICHS MARK HINRICHS 2017-07-24
001 2015-01-01 MARK HINRICHS MARK HINRICHS 2016-06-28
001 2014-01-01 MARK HINRICHS MARK HINRICHS 2015-07-20
001 2013-01-01 MARK HINRICHS MARK HINRICHS 2014-06-16
001 2012-01-01 MARK HINRICHS MARK HINRICHS 2013-07-10
001 2011-01-01 MARK HINRICHS MARK HINRICHS 2012-07-20
001 2009-01-01 MARK HINRICHS MARK HINRICHS 2010-08-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MARK HINRICHS	2024-07-03
001	2022-01-01	MARK HINRICHS	2023-07-12
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	MARK HINRICHS		MARK HINRICHS	2019-07-24
001	2017-01-01	MARK HINRICHS		MARK HINRICHS	2018-07-17
001	2016-01-01	MARK HINRICHS		MARK HINRICHS	2017-07-24
001	2015-01-01	MARK HINRICHS		MARK HINRICHS	2016-06-28
001	2014-01-01	MARK HINRICHS		MARK HINRICHS	2015-07-20
001	2013-01-01	MARK HINRICHS		MARK HINRICHS	2014-06-16
001	2012-01-01	MARK HINRICHS		MARK HINRICHS	2013-07-10
001	2011-01-01	MARK HINRICHS		MARK HINRICHS	2012-07-20
001	2009-01-01	MARK HINRICHS		MARK HINRICHS	2010-08-30

Plan Statistics for IMPACT STRATEGIES EMPLOYEES 401(K) PLAN

401k plan membership statisitcs for IMPACT STRATEGIES EMPLOYEES 401(K) PLAN

Measure Date Value
2021: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 18
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 2
Total of all active and inactive participants 2021-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 20
Number of participants with account balances 2021-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 20
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 0
Total of all active and inactive participants 2020-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 20
Number of participants with account balances 2020-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 20
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 0
Total of all active and inactive participants 2019-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 20
Number of participants with account balances 2019-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 18
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 18
Number of participants with account balances 2018-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 14
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 14
Number of participants with account balances 2017-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 15
Number of participants with account balances 2016-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 15
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 16
Number of participants with account balances 2015-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9

Measure	Date	Value
2021: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	18
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	2
Total of all active and inactive participants	2021-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	20
Number of participants with account balances	2021-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	20
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	0
Total of all active and inactive participants	2020-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	20
Number of participants with account balances	2020-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	20
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	0
Total of all active and inactive participants	2019-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	20
Number of participants with account balances	2019-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	18
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	18
Number of participants with account balances	2018-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	14
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	14
Number of participants with account balances	2017-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	15
Number of participants with account balances	2016-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	15
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	16
Number of participants with account balances	2015-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9

Financial Data on IMPACT STRATEGIES EMPLOYEES 401(K) PLAN

Measure	Date	Value
2021 : IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$614,523
Expenses. Total of all expenses incurred	2021-12-31	$30,838
Benefits paid (including direct rollovers)	2021-12-31	$30,778
Total plan assets at end of year	2021-12-31	$3,746,830
Total plan assets at beginning of year	2021-12-31	$3,163,145
Value of fidelity bond covering the plan	2021-12-31	$200,000
Total contributions received or receivable from participants	2021-12-31	$173,218
Expenses. Other expenses not covered elsewhere	2021-12-31	$60
Other income received	2021-12-31	$353,486
Net income (gross income less expenses)	2021-12-31	$583,685
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,746,830
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,163,145
Total contributions received or receivable from employer(s)	2021-12-31	$87,819
2020 : IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$953,336
Expenses. Total of all expenses incurred	2020-12-31	$421,385
Benefits paid (including direct rollovers)	2020-12-31	$421,235
Total plan assets at end of year	2020-12-31	$3,163,145
Total plan assets at beginning of year	2020-12-31	$2,631,194
Value of fidelity bond covering the plan	2020-12-31	$200,000
Total contributions received or receivable from participants	2020-12-31	$180,125
Expenses. Other expenses not covered elsewhere	2020-12-31	$150
Other income received	2020-12-31	$685,714
Net income (gross income less expenses)	2020-12-31	$531,951
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,163,145
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,631,194
Total contributions received or receivable from employer(s)	2020-12-31	$87,497
2019 : IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$717,929
Total plan assets at end of year	2019-12-31	$2,631,194
Total plan assets at beginning of year	2019-12-31	$1,913,265
Value of fidelity bond covering the plan	2019-12-31	$200,000
Total contributions received or receivable from participants	2019-12-31	$161,689
Other income received	2019-12-31	$473,615
Net income (gross income less expenses)	2019-12-31	$717,929
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,631,194
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,913,265
Total contributions received or receivable from employer(s)	2019-12-31	$82,625
2018 : IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$69,322
Expenses. Total of all expenses incurred	2018-12-31	$952
Benefits paid (including direct rollovers)	2018-12-31	$952
Total plan assets at end of year	2018-12-31	$1,913,265
Total plan assets at beginning of year	2018-12-31	$1,844,895
Value of fidelity bond covering the plan	2018-12-31	$200,000
Total contributions received or receivable from participants	2018-12-31	$125,094
Contributions received from other sources (not participants or employers)	2018-12-31	$5,765
Other income received	2018-12-31	$-120,668
Net income (gross income less expenses)	2018-12-31	$68,370
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,913,265
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,844,895
Total contributions received or receivable from employer(s)	2018-12-31	$59,131
2017 : IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$408,514
Expenses. Total of all expenses incurred	2017-12-31	$44,874
Benefits paid (including direct rollovers)	2017-12-31	$44,874
Total plan assets at end of year	2017-12-31	$1,844,895
Total plan assets at beginning of year	2017-12-31	$1,481,255
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$113,183
Other income received	2017-12-31	$239,134
Net income (gross income less expenses)	2017-12-31	$363,640
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,844,895
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,481,255
Total contributions received or receivable from employer(s)	2017-12-31	$56,197
2016 : IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$224,042
Expenses. Total of all expenses incurred	2016-12-31	$7,129
Benefits paid (including direct rollovers)	2016-12-31	$7,129
Total plan assets at end of year	2016-12-31	$1,481,255
Total plan assets at beginning of year	2016-12-31	$1,264,342
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$107,172
Other income received	2016-12-31	$60,776
Net income (gross income less expenses)	2016-12-31	$216,913
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,481,255
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,264,342
Total contributions received or receivable from employer(s)	2016-12-31	$56,094
2015 : IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$132,608
Total plan assets at end of year	2015-12-31	$1,264,342
Total plan assets at beginning of year	2015-12-31	$1,131,734
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$104,876
Other income received	2015-12-31	$-26,245
Net income (gross income less expenses)	2015-12-31	$132,608
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,264,342
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,131,734
Total contributions received or receivable from employer(s)	2015-12-31	$53,977
2014 : IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$7,034
Total income from all sources	2014-12-31	$164,967
Expenses. Total of all expenses incurred	2014-12-31	$870
Benefits paid (including direct rollovers)	2014-12-31	$870
Total plan assets at end of year	2014-12-31	$1,131,734
Total plan assets at beginning of year	2014-12-31	$960,603
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$61,529
Other income received	2014-12-31	$28,626
Net income (gross income less expenses)	2014-12-31	$164,097
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,131,734
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$960,603
Total contributions received or receivable from employer(s)	2014-12-31	$74,812
2013 : IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$460,860
Expenses. Total of all expenses incurred	2013-12-31	$851,821
Benefits paid (including direct rollovers)	2013-12-31	$851,821
Total plan assets at end of year	2013-12-31	$960,603
Total plan assets at beginning of year	2013-12-31	$1,351,564
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$57,365
Other income received	2013-12-31	$367,709
Net income (gross income less expenses)	2013-12-31	$-390,961
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$960,603
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,351,564
Total contributions received or receivable from employer(s)	2013-12-31	$35,786
2012 : IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$226,408
Expenses. Total of all expenses incurred	2012-12-31	$9,394
Benefits paid (including direct rollovers)	2012-12-31	$9,394
Total plan assets at end of year	2012-12-31	$1,351,564
Total plan assets at beginning of year	2012-12-31	$1,134,550
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$55,852
Other income received	2012-12-31	$129,271
Net income (gross income less expenses)	2012-12-31	$217,014
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,351,564
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,134,550
Total contributions received or receivable from employer(s)	2012-12-31	$41,285
2011 : IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$13,375
Total plan assets at end of year	2011-12-31	$1,134,550
Total plan assets at beginning of year	2011-12-31	$1,121,175
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$36,536
Other income received	2011-12-31	$-23,161
Net income (gross income less expenses)	2011-12-31	$13,375
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,134,550
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,121,175
2010 : IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$186,655
Expenses. Total of all expenses incurred	2010-12-31	$54
Benefits paid (including direct rollovers)	2010-12-31	$54
Total plan assets at end of year	2010-12-31	$1,121,175
Total plan assets at beginning of year	2010-12-31	$934,574
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$39,622
Other income received	2010-12-31	$147,033
Net income (gross income less expenses)	2010-12-31	$186,601
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,121,175
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$934,574

Form 5500 Responses for IMPACT STRATEGIES EMPLOYEES 401(K) PLAN

2021: IMPACT STRATEGIES EMPLOYEES 401(K) 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	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: IMPACT STRATEGIES EMPLOYEES 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

242240

Policy instance

Insurance contract or identification number	242240
Number of Individuals Covered	22
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $1,316
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,316

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Company Name:	THE HINRICHS GROUP, INC.
Employer identification number (EIN):	383649889
NAIC Classification:	236200