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

CHARTBOOST 401(K) PLAN 401k Plan overview

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

CHARTBOOST 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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: CHARTBOOST

Employer identification number (EIN): 451065743

NAIC Classification: 541519
NAIC Description: Other Computer Related Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2021-01-01 RICHARD IZZO
001 2020-01-01
001 2019-01-01
001 2017-01-01 JONATHAN WEISS
001 2016-01-01 RICHARD IZZO
001 2015-01-01 JOHN BAILEY
001 2013-06-01 NATALIE JEW 2014-06-17

Plan Statistics for CHARTBOOST 401(K) PLAN

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

Measure Date Value
2021: CHARTBOOST 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
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 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CHARTBOOST 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 60
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 97
Total of all active and inactive participants 2020-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 157
Number of participants with account balances 2020-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CHARTBOOST 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 59
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 114
Total of all active and inactive participants 2019-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 173
Number of participants with account balances 2019-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: CHARTBOOST 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 90
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 134
Total of all active and inactive participants 2017-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 224
Number of participants with account balances 2017-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CHARTBOOST 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 122
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 102
Total of all active and inactive participants 2016-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 224
Number of participants with account balances 2016-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CHARTBOOST 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 129
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 60
Total of all active and inactive participants 2015-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 189
Number of participants with account balances 2015-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2021: CHARTBOOST 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
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	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CHARTBOOST 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	60
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	97
Total of all active and inactive participants	2020-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	157
Number of participants with account balances	2020-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CHARTBOOST 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	59
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	114
Total of all active and inactive participants	2019-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	173
Number of participants with account balances	2019-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: CHARTBOOST 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	90
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	134
Total of all active and inactive participants	2017-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	224
Number of participants with account balances	2017-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CHARTBOOST 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	122
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	102
Total of all active and inactive participants	2016-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	224
Number of participants with account balances	2016-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CHARTBOOST 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	129
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	60
Total of all active and inactive participants	2015-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	189
Number of participants with account balances	2015-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on CHARTBOOST 401(K) PLAN

Measure	Date	Value
2021 : CHARTBOOST 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-11-19	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-11-19	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-11-19	$0
Total income from all sources (including contributions)	2021-11-19	$1,205,005
Total loss/gain on sale of assets	2021-11-19	$0
Total of all expenses incurred	2021-11-19	$5,592,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-11-19	$5,566,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-11-19	$454,264
Value of total assets at end of year	2021-11-19	$0
Value of total assets at beginning of year	2021-11-19	$4,387,577
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-11-19	$26,052
Total interest from all sources	2021-11-19	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-11-19	$24,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-11-19	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-11-19	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-11-19	$24,684
Was this plan covered by a fidelity bond	2021-11-19	Yes
Value of fidelity bond cover	2021-11-19	$500,000
If this is an individual account plan, was there a blackout period	2021-11-19	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-11-19	$0
Were there any nonexempt tranactions with any party-in-interest	2021-11-19	No
Contributions received from participants	2021-11-19	$417,248
Income. Received or receivable in cash from other sources (including rollovers)	2021-11-19	$37,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-11-19	No
Value of net income/loss	2021-11-19	$-4,387,577
Value of net assets at end of year (total assets less liabilities)	2021-11-19	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-11-19	$4,387,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-11-19	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-11-19	No
Were any leases to which the plan was party in default or uncollectible	2021-11-19	No
Investment advisory and management fees	2021-11-19	$13,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-11-19	$4,387,212
Interest on participant loans	2021-11-19	$0
Income. Interest from loans (other than to participants)	2021-11-19	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-11-19	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-11-19	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-11-19	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-11-19	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-11-19	$726,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-11-19	No
Was there a failure to transmit to the plan any participant contributions	2021-11-19	No
Has the plan failed to provide any benefit when due under the plan	2021-11-19	No
Contributions received in cash from employer	2021-11-19	$0
Employer contributions (assets) at beginning of year	2021-11-19	$365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-11-19	$5,566,530
Contract administrator fees	2021-11-19	$12,221
Did the plan have assets held for investment	2021-11-19	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-11-19	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-11-19	Yes
Opinion of an independent qualified public accountant for this plan	2021-11-19	Unqualified
Accountancy firm name	2021-11-19	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2021-11-19	431947695
2020 : CHARTBOOST 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	$1,152,314
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$851,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$839,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$548,662
Value of total assets at end of year	2020-12-31	$4,387,577
Value of total assets at beginning of year	2020-12-31	$4,086,807
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$11,920
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$99,024
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	$99,024
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	$508,230
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$38,480
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	$300,770
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,387,577
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,086,807
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	$9,179
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,387,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,086,087
Interest on participant loans	2020-12-31	$0
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	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$504,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,952
Employer contributions (assets) at end of year	2020-12-31	$365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$839,624
Contract administrator fees	2020-12-31	$2,741
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	Unqualified
Accountancy firm name	2020-12-31	SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN	2020-12-31	942290202
2019 : CHARTBOOST 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	$1,385,835
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$740,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$728,328
Value of total corrective distributions	2019-12-31	$948
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$535,849
Value of total assets at end of year	2019-12-31	$4,086,807
Value of total assets at beginning of year	2019-12-31	$3,441,965
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,717
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$123,089
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	$123,089
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$400,000
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	$449,381
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$86,468
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	$644,842
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,086,807
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,441,965
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
Investment advisory and management fees	2019-12-31	$7,201
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,086,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,441,965
Interest on participant loans	2019-12-31	$0
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	$720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$726,897
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	$728,328
Contract administrator fees	2019-12-31	$4,516
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	SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN	2019-12-31	942290202
2018 : CHARTBOOST 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	$5,230
Total income from all sources (including contributions)	2018-12-31	$462,652
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,009,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$989,611
Value of total corrective distributions	2018-12-31	$5,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$722,114
Value of total assets at end of year	2018-12-31	$3,441,965
Value of total assets at beginning of year	2018-12-31	$3,993,623
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$13,809
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$119,197
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	$119,197
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$400,000
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	$707,953
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$33,913
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$14,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$5,230
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	$-546,428
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,441,965
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,988,393
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	$9,679
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,441,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,959,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-378,659
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	$989,611
Contract administrator fees	2018-12-31	$4,130
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	SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN	2018-12-31	942290202
2017 : CHARTBOOST 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	$5,230
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	$1,673,422
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$841,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$826,116
Value of total corrective distributions	2017-12-31	$3,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$991,848
Value of total assets at end of year	2017-12-31	$3,993,623
Value of total assets at beginning of year	2017-12-31	$3,156,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$11,520
Total interest from all sources	2017-12-31	$198
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$69,079
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	$69,079
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$400,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$787,301
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$9,229
Participant contributions at end of year	2017-12-31	$33,913
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$204,547
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$30,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$5,230
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	$832,094
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,988,393
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,156,299
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	$8,674
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,959,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,116,372
Interest on participant loans	2017-12-31	$198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
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	$612,297
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	$826,116
Contract administrator fees	2017-12-31	$2,846
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	SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN	2017-12-31	942290202
2016 : CHARTBOOST 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,290,890
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$410,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$399,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,040,508
Value of total assets at end of year	2016-12-31	$3,156,299
Value of total assets at beginning of year	2016-12-31	$2,275,874
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,152
Total interest from all sources	2016-12-31	$501
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$55,163
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	$55,163
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
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	$964,495
Participant contributions at end of year	2016-12-31	$9,229
Participant contributions at beginning of year	2016-12-31	$11,839
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$43,257
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$76,013
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$30,698
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	$880,425
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,156,299
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,275,874
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	$6,319
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,116,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,220,778
Interest on participant loans	2016-12-31	$501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$194,718
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	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$399,313
Contract administrator fees	2016-12-31	$4,833
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	SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN	2016-12-31	942290202
2015 : CHARTBOOST 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,155,223
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$201,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$193,304
Value of total corrective distributions	2015-12-31	$2,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,196,913
Value of total assets at end of year	2015-12-31	$2,275,874
Value of total assets at beginning of year	2015-12-31	$1,321,961
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,347
Total interest from all sources	2015-12-31	$276
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$41,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$41,553
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,073,722
Participant contributions at end of year	2015-12-31	$11,839
Participant contributions at end of year	2015-12-31	$43,257
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$123,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$953,913
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,275,874
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,321,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$4,353
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,220,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,321,961
Interest on participant loans	2015-12-31	$276
Income. Interest from loans (other than to participants)	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-83,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$193,304
Contract administrator fees	2015-12-31	$994
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN	2015-12-31	942290202

Form 5500 Responses for CHARTBOOST 401(K) PLAN

2021: CHARTBOOST 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	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: CHARTBOOST 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: CHARTBOOST 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
2017: CHARTBOOST 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: CHARTBOOST 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: CHARTBOOST 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

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Company Name:	CHARTBOOST
Employer identification number (EIN):	451065743
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01
001	2021-01-01	RICHARD IZZO
001	2020-01-01
001	2019-01-01
001	2017-01-01	JONATHAN WEISS
001	2016-01-01	RICHARD IZZO
001	2015-01-01	JOHN BAILEY
001	2013-06-01	NATALIE JEW	2014-06-17