401k Plan data: LEVER1 RETIREMENT SAVINGS PLAN plan

LEVER1 RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	LEVER1 RETIREMENT SAVINGS PLAN
Plan identification number	333

LEVER1 RETIREMENT SAVINGS 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.
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

LEVER1 has sponsored the creation of one or more 401k plans.

Company Name: LEVER1

Employer identification number (EIN): 454152888

NAIC Classification: 541214
NAIC Description: Payroll Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEVER1 RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2023-01-01
333 2022-01-01
333 2021-01-01
333 2020-01-01
333 2019-01-01
333 2018-01-01
333 2017-01-01 ERICA BRUNE
333 2016-01-01 ERICA BRUNE
333 2015-01-01 ERICA BRUNE
333 2014-01-01 ERICA BRUNE
333 2014-01-01 ERICA BRUNE
333 2014-01-01 ERICA BRUNE
333 2013-01-01 ERICA BRUNE 2014-07-15
333 2012-07-01 ERICA BRUNE 2013-07-22

Plan Statistics for LEVER1 RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for LEVER1 RETIREMENT SAVINGS PLAN

Measure Date Value
2023: LEVER1 RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,717
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1,495
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 365
Total of all active and inactive participants 2023-01-01 1,860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 1,860
Number of participants with account balances 2023-01-01 1,165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 11
2022: LEVER1 RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,308
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,354
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 363
Total of all active and inactive participants 2022-01-01 1,717
Total participants 2022-01-01 1,717
Number of participants with account balances 2022-01-01 1,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: LEVER1 RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 667
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 874
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 225
Total of all active and inactive participants 2021-01-01 1,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,099
Number of participants with account balances 2021-01-01 676
2020: LEVER1 RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,356
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 503
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 164
Total of all active and inactive participants 2020-01-01 667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 667
Number of participants with account balances 2020-01-01 421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LEVER1 RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,138
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 668
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 435
Total of all active and inactive participants 2019-01-01 1,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,103
Number of participants with account balances 2019-01-01 731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LEVER1 RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,049
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 609
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 313
Total of all active and inactive participants 2018-01-01 922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 922
Number of participants with account balances 2018-01-01 731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: LEVER1 RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 379
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 721
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 289
Total of all active and inactive participants 2017-01-01 1,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,010
Number of participants with account balances 2017-01-01 743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LEVER1 RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 382
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 259
Number of other retired or separated participants entitled to future benefits 2016-01-01 94
Total of all active and inactive participants 2016-01-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 353
Number of participants with account balances 2016-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LEVER1 RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 262
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 271
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 89
Total of all active and inactive participants 2015-01-01 360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 360
Number of participants with account balances 2015-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: LEVER1 RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 215
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 39
Total of all active and inactive participants 2014-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 254
Number of participants with account balances 2014-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2023: LEVER1 RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,717
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1,495
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	365
Total of all active and inactive participants	2023-01-01	1,860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	1,860
Number of participants with account balances	2023-01-01	1,165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	11
2022: LEVER1 RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,308
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,354
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	363
Total of all active and inactive participants	2022-01-01	1,717
Total participants	2022-01-01	1,717
Number of participants with account balances	2022-01-01	1,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: LEVER1 RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	667
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	874
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	225
Total of all active and inactive participants	2021-01-01	1,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,099
Number of participants with account balances	2021-01-01	676
2020: LEVER1 RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,356
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	503
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	164
Total of all active and inactive participants	2020-01-01	667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	667
Number of participants with account balances	2020-01-01	421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LEVER1 RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,138
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	668
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	435
Total of all active and inactive participants	2019-01-01	1,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,103
Number of participants with account balances	2019-01-01	731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LEVER1 RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,049
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	609
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	313
Total of all active and inactive participants	2018-01-01	922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	922
Number of participants with account balances	2018-01-01	731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: LEVER1 RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	379
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	721
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	289
Total of all active and inactive participants	2017-01-01	1,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,010
Number of participants with account balances	2017-01-01	743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LEVER1 RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	382
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	259
Number of other retired or separated participants entitled to future benefits	2016-01-01	94
Total of all active and inactive participants	2016-01-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	353
Number of participants with account balances	2016-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LEVER1 RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	262
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	271
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	89
Total of all active and inactive participants	2015-01-01	360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	360
Number of participants with account balances	2015-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: LEVER1 RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	215
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	39
Total of all active and inactive participants	2014-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	254
Number of participants with account balances	2014-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on LEVER1 RETIREMENT SAVINGS PLAN

Measure	Date	Value
2023 : LEVER1 RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$5,976,046
Total transfer of assets from this plan	2023-12-31	$489,483
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$12,178,871
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$3,302,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,941,968
Value of total corrective distributions	2023-12-31	$105,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$7,110,610
Value of total assets at end of year	2023-12-31	$36,924,013
Value of total assets at beginning of year	2023-12-31	$22,560,924
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$255,322
Total interest from all sources	2023-12-31	$30,756
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$854,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$854,767
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$5,234,969
Participant contributions at end of year	2023-12-31	$702,322
Participant contributions at beginning of year	2023-12-31	$409,870
Participant contributions at end of year	2023-12-31	$197,657
Participant contributions at beginning of year	2023-12-31	$176,880
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$285,989
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$5,592
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$3,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$8,876,526
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$36,924,013
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$22,560,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$49,771
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$35,957,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$21,699,420
Interest on participant loans	2023-12-31	$30,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$4,182,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,589,652
Employer contributions (assets) at end of year	2023-12-31	$61,430
Employer contributions (assets) at beginning of year	2023-12-31	$270,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,941,968
Contract administrator fees	2023-12-31	$205,551
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	2023-12-31	Yes
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	JASON F. CLAUSEN, P.C.
Accountancy firm EIN	2023-12-31	274097479
2022 : LEVER1 RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$3,478,076
Total transfer of assets from this plan	2022-12-31	$982,566
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	$3,157,489
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,868,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,694,874
Value of total corrective distributions	2022-12-31	$4,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,551,726
Value of total assets at end of year	2022-12-31	$22,560,924
Value of total assets at beginning of year	2022-12-31	$18,776,037
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$168,828
Total interest from all sources	2022-12-31	$14,269
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$652,432
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	$652,432
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$3,882,473
Participant contributions at end of year	2022-12-31	$409,870
Participant contributions at beginning of year	2022-12-31	$248,598
Participant contributions at end of year	2022-12-31	$176,880
Participant contributions at beginning of year	2022-12-31	$174,160
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,099,315
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$3,973
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$3,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$1,289,377
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$22,560,924
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$18,776,037
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	$33,918
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$21,699,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$18,142,491
Interest on participant loans	2022-12-31	$14,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,060,938
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	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,569,938
Employer contributions (assets) at end of year	2022-12-31	$270,781
Employer contributions (assets) at beginning of year	2022-12-31	$207,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,694,874
Contract administrator fees	2022-12-31	$134,910
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	JASON F. CLAUSEN, P.C.
Accountancy firm EIN	2022-12-31	274097479
2021 : LEVER1 RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$2,705,424
Total transfer of assets from this plan	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	$5,491,784
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,370,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,235,342
Value of total corrective distributions	2021-12-31	$16,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,413,243
Value of total assets at end of year	2021-12-31	$18,776,037
Value of total assets at beginning of year	2021-12-31	$11,949,204
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$118,051
Total interest from all sources	2021-12-31	$8,910
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$690,671
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	$690,671
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,362,821
Participant contributions at end of year	2021-12-31	$248,598
Participant contributions at beginning of year	2021-12-31	$167,256
Participant contributions at end of year	2021-12-31	$174,160
Participant contributions at beginning of year	2021-12-31	$81,940
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$17,694
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$3,760
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$2,322
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	$4,121,409
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$18,776,037
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,949,204
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	$25,649
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$18,142,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,672,540
Interest on participant loans	2021-12-31	$8,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,378,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,032,728
Employer contributions (assets) at end of year	2021-12-31	$207,028
Employer contributions (assets) at beginning of year	2021-12-31	$25,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,235,342
Contract administrator fees	2021-12-31	$92,402
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	2021-12-31	Yes
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	JASON F. CLAUSEN, P.C.
Accountancy firm EIN	2021-12-31	274097479
2020 : LEVER1 RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$217,850
Total transfer of assets from this plan	2020-12-31	$10,743,124
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	$8,599,527
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,346,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,224,854
Value of total corrective distributions	2020-12-31	$2,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,852,908
Value of total assets at end of year	2020-12-31	$11,949,204
Value of total assets at beginning of year	2020-12-31	$16,221,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$118,867
Total interest from all sources	2020-12-31	$11,867
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$361,101
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	$361,101
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,256,624
Participant contributions at end of year	2020-12-31	$167,256
Participant contributions at beginning of year	2020-12-31	$294,729
Participant contributions at end of year	2020-12-31	$81,940
Participant contributions at beginning of year	2020-12-31	$61,983
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,598,996
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$2,322
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$2,324
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	$6,253,300
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,949,204
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,221,178
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	$26,630
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,672,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$15,834,894
Interest on participant loans	2020-12-31	$11,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,373,651
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	$997,288
Employer contributions (assets) at end of year	2020-12-31	$25,146
Employer contributions (assets) at beginning of year	2020-12-31	$27,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,224,854
Contract administrator fees	2020-12-31	$92,237
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	2020-12-31	Yes
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	JASON F. CLAUSEN, P.C.
Accountancy firm EIN	2020-12-31	274097479
2019 : LEVER1 RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$601,332
Total transfer of assets from this plan	2019-12-31	$597,649
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	$5,379,511
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,127,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,004,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,411,403
Value of total assets at end of year	2019-12-31	$16,221,178
Value of total assets at beginning of year	2019-12-31	$12,965,838
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$123,539
Total interest from all sources	2019-12-31	$12,803
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$471,308
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	$471,308
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,568,322
Participant contributions at end of year	2019-12-31	$294,729
Participant contributions at beginning of year	2019-12-31	$203,169
Participant contributions at end of year	2019-12-31	$61,983
Participant contributions at beginning of year	2019-12-31	$56,711
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$23,778
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$2,324
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,796
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	$3,251,657
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,221,178
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,965,838
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	$26,019
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$15,834,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,669,903
Interest on participant loans	2019-12-31	$12,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,483,997
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
Contributions received in cash from employer	2019-12-31	$819,303
Employer contributions (assets) at end of year	2019-12-31	$27,248
Employer contributions (assets) at beginning of year	2019-12-31	$34,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,004,315
Contract administrator fees	2019-12-31	$97,520
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	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	JASON F. CLAUSEN, P.C.
Accountancy firm EIN	2019-12-31	274097479
2018 : LEVER1 RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$3,698,165
Total transfer of assets from this plan	2018-12-31	$380,731
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	$1,499,409
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$997,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$883,012
Value of total corrective distributions	2018-12-31	$1,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,390,400
Value of total assets at end of year	2018-12-31	$12,965,838
Value of total assets at beginning of year	2018-12-31	$9,146,844
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$113,180
Total interest from all sources	2018-12-31	$8,450
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$482,419
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	$482,419
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$360,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,426,258
Participant contributions at end of year	2018-12-31	$203,169
Participant contributions at beginning of year	2018-12-31	$58,471
Participant contributions at end of year	2018-12-31	$56,711
Participant contributions at beginning of year	2018-12-31	$18,606
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$206,575
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$1,796
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	$501,560
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,965,838
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,146,844
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	$28,676
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,669,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,065,769
Interest on participant loans	2018-12-31	$8,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,381,860
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
Contributions received in cash from employer	2018-12-31	$757,567
Employer contributions (assets) at end of year	2018-12-31	$34,259
Employer contributions (assets) at beginning of year	2018-12-31	$3,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$883,012
Contract administrator fees	2018-12-31	$84,504
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	2018-12-31	Yes
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	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	JASON F. CLAUSEN, P.C.
Accountancy firm EIN	2018-12-31	274097479
2017 : LEVER1 RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$4,431,866
Total transfer of assets from this plan	2017-12-31	$28,240
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	$1,901,227
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$300,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$239,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,164,274
Value of total assets at end of year	2017-12-31	$9,146,844
Value of total assets at beginning of year	2017-12-31	$3,142,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$61,171
Total interest from all sources	2017-12-31	$1,883
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$234,813
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	$234,813
Administrative expenses professional fees incurred	2017-12-31	$12,500
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$360,000
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	$768,095
Participant contributions at end of year	2017-12-31	$58,471
Participant contributions at beginning of year	2017-12-31	$44,295
Participant contributions at end of year	2017-12-31	$18,606
Participant contributions at beginning of year	2017-12-31	$10,275
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$13,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$96
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	$1,600,428
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,146,844
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,142,790
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	$8,988
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,065,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,028,759
Interest on participant loans	2017-12-31	$1,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$500,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$382,622
Employer contributions (assets) at end of year	2017-12-31	$3,998
Employer contributions (assets) at beginning of year	2017-12-31	$59,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$239,628
Contract administrator fees	2017-12-31	$39,683
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	JASON F. CLAUSEN, P.C.
Accountancy firm EIN	2017-12-31	274097479
2016 : LEVER1 RETIREMENT SAVINGS 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	$777,944
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$160,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$129,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$560,471
Value of total assets at end of year	2016-12-31	$3,142,790
Value of total assets at beginning of year	2016-12-31	$2,525,026
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$30,798
Total interest from all sources	2016-12-31	$1,582
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$87,484
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	$87,484
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$360,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$352,718
Participant contributions at end of year	2016-12-31	$44,295
Participant contributions at beginning of year	2016-12-31	$40,312
Participant contributions at end of year	2016-12-31	$10,275
Participant contributions at beginning of year	2016-12-31	$11,219
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$495
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$96
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$96
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	$617,764
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,142,790
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,525,026
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	$1,364
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,028,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,401,864
Interest on participant loans	2016-12-31	$1,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$128,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$207,258
Employer contributions (assets) at end of year	2016-12-31	$59,365
Employer contributions (assets) at beginning of year	2016-12-31	$71,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$129,382
Contract administrator fees	2016-12-31	$29,434
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	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	JASON F. CLAUSEN, P.C.
Accountancy firm EIN	2016-12-31	274097479
2015 : LEVER1 RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$348,731
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	$524,403
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$287,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$261,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$560,277
Value of total assets at end of year	2015-12-31	$2,525,026
Value of total assets at beginning of year	2015-12-31	$1,939,489
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$26,514
Total interest from all sources	2015-12-31	$1,416
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$84,561
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	$84,561
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$360,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$360,503
Participant contributions at end of year	2015-12-31	$40,312
Participant contributions at beginning of year	2015-12-31	$31,605
Participant contributions at end of year	2015-12-31	$11,219
Participant contributions at beginning of year	2015-12-31	$6,047
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$2,713
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$96
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$182
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	$236,806
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,525,026
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,939,489
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	$6,749
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,401,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,898,579
Interest on participant loans	2015-12-31	$1,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-121,851
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	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$197,061
Employer contributions (assets) at end of year	2015-12-31	$71,535
Employer contributions (assets) at beginning of year	2015-12-31	$3,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$261,083
Contract administrator fees	2015-12-31	$19,765
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	2015-12-31	Yes
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	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	JASON F. CLAUSEN, P.C.
Accountancy firm EIN	2015-12-31	274097479
2014 : LEVER1 RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$10,132
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$471,514
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$117,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$97,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$372,729
Value of total assets at end of year	2014-12-31	$1,939,489
Value of total assets at beginning of year	2014-12-31	$1,575,445
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$20,284
Total interest from all sources	2014-12-31	$1,269
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$59,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$59,649
Was this plan covered by a fidelity bond	2014-12-31	No
Value of fidelity bond cover	2014-12-31	$360,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$262,591
Participant contributions at end of year	2014-12-31	$31,605
Participant contributions at beginning of year	2014-12-31	$33,669
Participant contributions at end of year	2014-12-31	$6,047
Participant contributions at beginning of year	2014-12-31	$23,880
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$4,585
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$182
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$353,912
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,939,489
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,575,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$5,084
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,898,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,506,867
Interest on participant loans	2014-12-31	$1,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$37,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$105,553
Employer contributions (assets) at end of year	2014-12-31	$3,076
Employer contributions (assets) at beginning of year	2014-12-31	$10,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$97,318
Contract administrator fees	2014-12-31	$15,200
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	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	MEARA WELCH BROWNE, P. C.
Accountancy firm EIN	2014-12-31	431618427

Form 5500 Responses for LEVER1 RETIREMENT SAVINGS PLAN

2023: LEVER1 RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Mulitple employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LEVER1 RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple 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: LEVER1 RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple 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: LEVER1 RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple 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: LEVER1 RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple 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: LEVER1 RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple 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: LEVER1 RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple 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: LEVER1 RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple 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: LEVER1 RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEVER1 RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	LEVER1
Employer identification number (EIN):	454152888
NAIC Classification:	541214
NAIC Description:	Payroll Services