401k Plan data: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN plan

SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 401k Plan overview

Plan Name	SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN
Plan identification number	020

SMART SOLUTIONS, INC. 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

Company Name: SMART SOLUTIONS, INC.

Employer identification number (EIN): 391848243

NAIC Classification: 331310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
020 2022-01-01 AMANDA BASHAM 2023-05-25
020 2021-01-01
020 2020-01-01
020 2019-01-01
020 2018-01-01
020 2017-01-01 AMANDA BASHAM
020 2016-01-01 AMANDA BASHAM
020 2015-01-01 AMANDA BASHAM
020 2014-01-01 AMANDA BASHAM
020 2013-01-01
020 2012-01-01 ANGELA PICKEL 2013-09-23
020 2011-06-01 BRANDON ZINKLE 2012-10-08

Plan Statistics for SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN

401k plan membership statisitcs for SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN

Measure Date Value
2021: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 68
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 20
Total of all active and inactive participants 2021-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 88
Number of participants with account balances 2021-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 77
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 24
Total of all active and inactive participants 2020-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 101
Number of participants with account balances 2020-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 90
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 17
Total of all active and inactive participants 2019-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 107
Number of participants with account balances 2019-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 107
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 16
Total of all active and inactive participants 2018-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 123
Number of participants with account balances 2018-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 118
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 30
Total of all active and inactive participants 2017-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 148
Number of participants with account balances 2017-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 137
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 17
Total of all active and inactive participants 2016-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 154
Number of participants with account balances 2016-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 104
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 20
Total of all active and inactive participants 2015-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 124
Number of participants with account balances 2015-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 105
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 120
Number of participants with account balances 2014-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2021: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	68
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	20
Total of all active and inactive participants	2021-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	88
Number of participants with account balances	2021-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	77
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	24
Total of all active and inactive participants	2020-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	101
Number of participants with account balances	2020-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	90
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	17
Total of all active and inactive participants	2019-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	107
Number of participants with account balances	2019-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	107
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	16
Total of all active and inactive participants	2018-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	123
Number of participants with account balances	2018-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	118
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	30
Total of all active and inactive participants	2017-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	148
Number of participants with account balances	2017-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	137
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	17
Total of all active and inactive participants	2016-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	154
Number of participants with account balances	2016-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	104
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	20
Total of all active and inactive participants	2015-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	124
Number of participants with account balances	2015-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	105
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	120
Number of participants with account balances	2014-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN

Measure	Date	Value
2021 : SMART SOLUTIONS, INC. EMPLOYEES 401(K) 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	$71,897
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	$1,336,406
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,435,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,347,421
Value of total corrective distributions	2021-12-31	$71,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$592,644
Value of total assets at end of year	2021-12-31	$5,025,272
Value of total assets at beginning of year	2021-12-31	$5,052,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$15,958
Total interest from all sources	2021-12-31	$1,207
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$89,118
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	$89,118
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	$462,132
Participant contributions at end of year	2021-12-31	$1,806
Participant contributions at beginning of year	2021-12-31	$18,896
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$130,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$71,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$-98,870
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,953,375
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,052,245
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	$4,942,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,033,251
Interest on participant loans	2021-12-31	$251
Interest earned on other investments	2021-12-31	$956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$98
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$98
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$80,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$653,437
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,347,421
Contract administrator fees	2021-12-31	$15,958
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	WIPFLILLP
Accountancy firm EIN	2021-12-31	390758449
2020 : SMART SOLUTIONS, INC. EMPLOYEES 401(K) 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	$558
Total income from all sources (including contributions)	2020-12-31	$1,250,873
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$513,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$492,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$494,556
Value of total assets at end of year	2020-12-31	$5,052,245
Value of total assets at beginning of year	2020-12-31	$4,315,191
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$21,111
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$200,425
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	$200,425
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	$494,556
Participant contributions at end of year	2020-12-31	$18,896
Participant contributions at beginning of year	2020-12-31	$22,086
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	$737,612
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,052,245
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,314,633
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	$5,033,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,293,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$98
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$98
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$98
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$555,892
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$492,150
Contract administrator fees	2020-12-31	$21,111
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$558
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	WIPFLILLP
Accountancy firm EIN	2020-12-31	390758449
2019 : SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$34,310
Total income from all sources (including contributions)	2019-12-31	$1,335,116
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$579,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$561,179
Value of total corrective distributions	2019-12-31	$558
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$500,770
Value of total assets at end of year	2019-12-31	$4,315,191
Value of total assets at beginning of year	2019-12-31	$3,593,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$17,608
Total interest from all sources	2019-12-31	$2,848
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$1,455
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
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
Contributions received from participants	2019-12-31	$430,643
Participant contributions at end of year	2019-12-31	$22,086
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$70,127
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	$755,771
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,314,633
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,558,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,293,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,593,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$98
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$95
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$95
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$831,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$561,179
Contract administrator fees	2019-12-31	$16,153
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$558
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$34,310
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WIPFLILLP
Accountancy firm EIN	2019-12-31	390758449
2018 : SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$34,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$26,317
Total income from all sources (including contributions)	2018-12-31	$423,463
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,314,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,257,578
Value of total corrective distributions	2018-12-31	$34,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$649,982
Value of total assets at end of year	2018-12-31	$3,593,172
Value of total assets at beginning of year	2018-12-31	$4,476,228
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$22,624
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$63,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$63,238
Administrative expenses professional fees incurred	2018-12-31	$3,795
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$482,524
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$167,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$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	2018-12-31	No
Value of net income/loss	2018-12-31	$-891,049
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,558,862
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,449,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$18,829
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,593,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,476,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$95
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$94
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$94
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-289,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,257,578
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$34,310
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$26,317
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WIPFLILLP
Accountancy firm EIN	2018-12-31	390758449
2017 : SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$26,317
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$161
Total income from all sources (including contributions)	2017-12-31	$1,301,568
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$502,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$482,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$739,073
Value of total assets at end of year	2017-12-31	$4,476,228
Value of total assets at beginning of year	2017-12-31	$3,650,707
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,391
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$68,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$68,812
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$575,987
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$163,086
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$799,365
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,449,911
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,650,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$19,391
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,476,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,650,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$94
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$94
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$94
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$493,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$482,812
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$26,317
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WIPFLILLP
Accountancy firm EIN	2017-12-31	390758449
2016 : SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$161
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$20,097
Total income from all sources (including contributions)	2016-12-31	$1,028,701
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$175,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$159,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$779,316
Value of total assets at end of year	2016-12-31	$3,650,707
Value of total assets at beginning of year	2016-12-31	$2,817,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$15,786
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$62,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$62,476
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$623,851
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$240
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$153,078
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$20,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$853,518
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,650,546
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,797,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$15,786
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,650,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,816,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$94
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$94
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$94
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$186,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$159,397
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WIPFLILLP
Accountancy firm EIN	2016-12-31	390758449
2015 : SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$607,947
Expenses. Total of all expenses incurred	2015-12-31	$215,304
Benefits paid (including direct rollovers)	2015-12-31	$198,967
Total plan assets at end of year	2015-12-31	$2,797,028
Total plan assets at beginning of year	2015-12-31	$2,404,385
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$420,483
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$191,701
Other income received	2015-12-31	$-4,237
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$392,643
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,797,028
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,404,385
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$2,396
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$13,941
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$449,278
Expenses. Total of all expenses incurred	2014-12-31	$332,383
Benefits paid (including direct rollovers)	2014-12-31	$319,204
Total plan assets at end of year	2014-12-31	$2,404,385
Total plan assets at beginning of year	2014-12-31	$2,287,490
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$305,683
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$27,033
Other income received	2014-12-31	$116,440
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$116,895
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,404,385
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,287,490
Total contributions received or receivable from employer(s)	2014-12-31	$122
Value of certain deemed distributions of participant loans	2014-12-31	$3,616
Value of corrective distributions	2014-12-31	$5,639
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,924
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN

2021: SMART SOLUTIONS, INC. 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	No
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 – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SMART SOLUTIONS, INC. EMPLOYEES 401(K) 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SMART SOLUTIONS, INC. EMPLOYEES 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513742-000

Policy instance

Insurance contract or identification number	513742-000
Number of Individuals Covered	58
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $11,450
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
Amount paid for insurance broker fees	11450
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

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Company Name:	SMART SOLUTIONS, INC.
Employer identification number (EIN):	391848243
NAIC Classification:	331310

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
020	2022-01-01	AMANDA BASHAM	2023-05-25
020	2021-01-01
020	2020-01-01
020	2019-01-01
020	2018-01-01
020	2017-01-01	AMANDA BASHAM
020	2016-01-01	AMANDA BASHAM
020	2015-01-01	AMANDA BASHAM
020	2014-01-01	AMANDA BASHAM
020	2013-01-01
020	2012-01-01	ANGELA PICKEL	2013-09-23
020	2011-06-01	BRANDON ZINKLE	2012-10-08