401k Plan data: OUTREACH 401(K) PLAN plan

OUTREACH 401(K) PLAN 401k Plan overview

Plan Name	OUTREACH 401(K) PLAN
Plan identification number	001

OUTREACH 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.
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.

401k Sponsoring company profile

OUTREACH CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: OUTREACH CORPORATION

Employer identification number (EIN): 450914779

NAIC Classification: 511210
NAIC Description: Software Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OUTREACH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DANIELLE BARTOLETTI
001 2017-01-01 DANIELLE BARTOLETTI
001 2016-01-01 PETE PRICE 2017-07-19 PETE PRICE 2017-07-19

Plan Statistics for OUTREACH 401(K) PLAN

401k plan membership statisitcs for OUTREACH 401(K) PLAN

Measure Date Value
2022: OUTREACH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,200
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 940
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 364
Total of all active and inactive participants 2022-01-01 1,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 1,305
Number of participants with account balances 2022-01-01 1,253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: OUTREACH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 771
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 912
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 287
Total of all active and inactive participants 2021-01-01 1,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 1,200
Number of participants with account balances 2021-01-01 1,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: OUTREACH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 599
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 596
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 175
Total of all active and inactive participants 2020-01-01 771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 771
Number of participants with account balances 2020-01-01 724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: OUTREACH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 419
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 418
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 181
Total of all active and inactive participants 2019-01-01 599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 599
Number of participants with account balances 2019-01-01 566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: OUTREACH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 292
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 298
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 121
Total of all active and inactive participants 2018-01-01 419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 419
Number of participants with account balances 2018-01-01 396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: OUTREACH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 241
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 51
Total of all active and inactive participants 2017-01-01 292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 292
Number of participants with account balances 2017-01-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: OUTREACH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,200
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	940
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	364
Total of all active and inactive participants	2022-01-01	1,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	1,305
Number of participants with account balances	2022-01-01	1,253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: OUTREACH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	771
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	912
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	287
Total of all active and inactive participants	2021-01-01	1,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	1,200
Number of participants with account balances	2021-01-01	1,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: OUTREACH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	599
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	596
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	175
Total of all active and inactive participants	2020-01-01	771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	771
Number of participants with account balances	2020-01-01	724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: OUTREACH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	419
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	418
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	181
Total of all active and inactive participants	2019-01-01	599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	599
Number of participants with account balances	2019-01-01	566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: OUTREACH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	292
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	298
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	121
Total of all active and inactive participants	2018-01-01	419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	419
Number of participants with account balances	2018-01-01	396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: OUTREACH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	241
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	51
Total of all active and inactive participants	2017-01-01	292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	292
Number of participants with account balances	2017-01-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on OUTREACH 401(K) PLAN

Measure	Date	Value
2022 : OUTREACH 401(K) 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	$9,201,582
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,258,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,165,551
Value of total corrective distributions	2022-12-31	$30,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$14,465,052
Value of total assets at end of year	2022-12-31	$32,473,286
Value of total assets at beginning of year	2022-12-31	$26,530,391
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$63,100
Total interest from all sources	2022-12-31	$10,741
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$612,677
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	$612,677
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$11,861,675
Participant contributions at end of year	2022-12-31	$189,422
Participant contributions at beginning of year	2022-12-31	$118,764
Participant contributions at end of year	2022-12-31	$312,214
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,603,377
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	$5,942,895
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$32,473,286
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$26,530,391
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
Investment advisory and management fees	2022-12-31	$44,110
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$31,816,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$26,252,746
Interest on participant loans	2022-12-31	$7,880
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$155,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$158,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$158,881
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$2,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,886,888
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,165,551
Contract administrator fees	2022-12-31	$18,990
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
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	VWC, P.S.
Accountancy firm EIN	2022-12-31	911007261
2021 : OUTREACH 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	$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	$14,104,301
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,077,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,012,566
Value of total corrective distributions	2021-12-31	$11,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$10,812,648
Value of total assets at end of year	2021-12-31	$26,530,391
Value of total assets at beginning of year	2021-12-31	$15,504,083
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$54,224
Total interest from all sources	2021-12-31	$3,466
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$409,559
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	$409,559
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$8,511,884
Participant contributions at end of year	2021-12-31	$118,764
Participant contributions at beginning of year	2021-12-31	$38,280
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,300,764
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	$11,026,308
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$26,530,391
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,504,083
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
Investment advisory and management fees	2021-12-31	$37,767
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$26,252,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$15,264,955
Interest on participant loans	2021-12-31	$3,440
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$158,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$200,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$200,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,878,628
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	$3,012,566
Contract administrator fees	2021-12-31	$16,457
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	GRANT THORNTON
Accountancy firm EIN	2021-12-31	366055558
2020 : OUTREACH 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	$0
Total income from all sources (including contributions)	2020-12-31	$8,659,836
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,067,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,051,117
Value of total corrective distributions	2020-12-31	$1,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$6,430,658
Value of total assets at end of year	2020-12-31	$15,504,083
Value of total assets at beginning of year	2020-12-31	$7,911,559
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$14,352
Total interest from all sources	2020-12-31	$1,352
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$225,184
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	$225,184
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$5,341,401
Participant contributions at end of year	2020-12-31	$38,280
Participant contributions at beginning of year	2020-12-31	$31,477
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,089,257
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	$7,592,524
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,504,083
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,911,559
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
Investment advisory and management fees	2020-12-31	$4,768
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$15,264,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,820,197
Interest on participant loans	2020-12-31	$960
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$200,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$59,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$59,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$392
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,002,642
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	$1,051,117
Contract administrator fees	2020-12-31	$9,584
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	GRANT THORNTON
Accountancy firm EIN	2020-12-31	366055558
2019 : OUTREACH 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,835,388
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$811,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$807,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,625,466
Value of total assets at end of year	2019-12-31	$7,911,559
Value of total assets at beginning of year	2019-12-31	$3,887,818
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,430
Total interest from all sources	2019-12-31	$2,267
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$157,905
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	$157,905
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	$3,084,531
Participant contributions at end of year	2019-12-31	$31,477
Participant contributions at beginning of year	2019-12-31	$7,112
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$87,057
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$540,935
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	$4,023,741
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,911,559
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,887,818
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	$7,820,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,756,909
Interest on participant loans	2019-12-31	$1,432
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$59,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$36,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$36,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$835
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,049,750
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	Yes
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	$807,217
Contract administrator fees	2019-12-31	$4,430
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	SHANNON & ASSOCIATES, LLP
Accountancy firm EIN	2019-12-31	911125800
2018 : OUTREACH 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$2,421,045
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$245,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$226,770
Value of total corrective distributions	2018-12-31	$5,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,745,417
Value of total assets at end of year	2018-12-31	$3,887,818
Value of total assets at beginning of year	2018-12-31	$1,711,975
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$12,522
Total interest from all sources	2018-12-31	$360
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$80,616
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	$80,616
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	$2,136,081
Participant contributions at end of year	2018-12-31	$7,112
Participant contributions at end of year	2018-12-31	$87,057
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$609,336
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	$2,175,843
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,887,818
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,711,975
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,756,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,711,055
Interest on participant loans	2018-12-31	$216
Income. Interest from loans (other than to participants)	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$36,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$144
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-405,348
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	Yes
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	$226,770
Contract administrator fees	2018-12-31	$12,522
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	SHANNON & ASSOCIATES, LLP
Accountancy firm EIN	2018-12-31	911125800
2017 : OUTREACH 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,483,555
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$36,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$35,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,320,628
Value of total assets at end of year	2017-12-31	$1,711,975
Value of total assets at beginning of year	2017-12-31	$264,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$422
Total interest from all sources	2017-12-31	$2
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$29,017
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	$29,017
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$40,000
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	$1,076,273
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$244,355
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	$1,447,507
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,711,975
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$264,468
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,711,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$264,468
Interest on participant loans	2017-12-31	$0
Income. Interest from loans (other than to participants)	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$133,908
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$35,626
Contract administrator fees	2017-12-31	$422
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	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2017-12-31	134008324

Form 5500 Responses for OUTREACH 401(K) PLAN

2022: OUTREACH 401(K) 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OUTREACH 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OUTREACH 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: OUTREACH 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: OUTREACH 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: OUTREACH 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

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Company Name:	OUTREACH CORPORATION
Employer identification number (EIN):	450914779
NAIC Classification:	511210
NAIC Description:	Software Publishers