BLUEPEAK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CLARITY TELECOM LLC 401(K) PLAN
Measure | Date | Value |
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2023 : CLARITY TELECOM LLC 401(K) PLAN 2023 401k financial data |
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Total income from all sources (including contributions) | 2023-12-31 | $5,417,198 |
Total of all expenses incurred | 2023-12-31 | $1,468,860 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,428,340 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $3,443,880 |
Value of total assets at end of year | 2023-12-31 | $16,133,822 |
Value of total assets at beginning of year | 2023-12-31 | $12,185,484 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $40,520 |
Total interest from all sources | 2023-12-31 | $18,102 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
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 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $2,230,189 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $408,387 |
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 | $3,948,338 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $16,133,822 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $12,185,484 |
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 | $2,814 |
Value of interest in pooled separate accounts at end of year | 2023-12-31 | $14,537,744 |
Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $10,743,423 |
Interest earned on other investments | 2023-12-31 | $18,102 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $1,596,078 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $1,442,061 |
Net investment gain/loss from pooled separate accounts | 2023-12-31 | $1,955,216 |
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 | $805,304 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,428,340 |
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 | No |
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 | KERBER, ECK & BRAECKEL, LLP |
Accountancy firm EIN | 2023-12-31 | 430352985 |
2022 : CLARITY TELECOM LLC 401(K) PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $1,201,653 |
Total of all expenses incurred | 2022-12-31 | $689,310 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $667,844 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,030,316 |
Value of total assets at end of year | 2022-12-31 | $12,185,484 |
Value of total assets at beginning of year | 2022-12-31 | $11,673,141 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $21,466 |
Total interest from all sources | 2022-12-31 | $11,253 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $13,000 |
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 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,853,887 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $1,442 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $50,222 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $437,501 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $5 |
Administrative expenses (other) incurred | 2022-12-31 | $6,238 |
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 | $512,343 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,185,484 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,673,141 |
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 | $2,228 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $10,743,423 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $10,356,680 |
Interest on participant loans | 2022-12-31 | $13 |
Interest earned on other investments | 2022-12-31 | $11,240 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,442,061 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,244,242 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,839,916 |
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 | $738,928 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $20,550 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $667,844 |
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 | No |
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 | KERBER, ECK & BRAECKEL, LLP |
Accountancy firm EIN | 2022-12-31 | 430352985 |
2021 : CLARITY TELECOM LLC 401(K) PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $3,297,685 |
Total of all expenses incurred | 2021-12-31 | $8,330,739 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $8,318,679 |
Value of total corrective distributions | 2021-12-31 | $6,591 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,971,919 |
Value of total assets at end of year | 2021-12-31 | $11,673,141 |
Value of total assets at beginning of year | 2021-12-31 | $16,706,195 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $5,469 |
Total interest from all sources | 2021-12-31 | $11,353 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,038,259 |
Participant contributions at end of year | 2021-12-31 | $1,442 |
Participant contributions at beginning of year | 2021-12-31 | $110,620 |
Participant contributions at end of year | 2021-12-31 | $50,222 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $542,740 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $5 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $255 |
Administrative expenses (other) incurred | 2021-12-31 | $3,008 |
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 | $-5,033,054 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $11,673,141 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $16,706,195 |
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 | $2,461 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $10,356,680 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $14,855,943 |
Interest on participant loans | 2021-12-31 | $1,259 |
Interest earned on other investments | 2021-12-31 | $10,094 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,244,242 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,739,377 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,314,413 |
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 | Yes |
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 | $390,920 |
Employer contributions (assets) at end of year | 2021-12-31 | $20,550 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $8,318,679 |
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 | No |
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 | KERBER, ECK & BRAECKEL LLP |
Accountancy firm EIN | 2021-12-31 | 430352985 |
2020 : CLARITY TELECOM LLC 401(K) PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $4,106,724 |
Total of all expenses incurred | 2020-12-31 | $705,048 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $698,915 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,044,165 |
Value of total assets at end of year | 2020-12-31 | $16,706,195 |
Value of total assets at beginning of year | 2020-12-31 | $13,304,519 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $6,133 |
Total interest from all sources | 2020-12-31 | $22,303 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
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 | $1,503,084 |
Participant contributions at end of year | 2020-12-31 | $110,620 |
Participant contributions at beginning of year | 2020-12-31 | $201,103 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $897 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $255 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $536,354 |
Administrative expenses (other) incurred | 2020-12-31 | $3,360 |
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 | $3,401,676 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $16,706,195 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,304,519 |
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 | $2,773 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $14,855,943 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $11,226,685 |
Interest on participant loans | 2020-12-31 | $9,623 |
Interest earned on other investments | 2020-12-31 | $12,680 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,739,377 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,340,377 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $2,040,256 |
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 | Yes |
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 | $540,184 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $698,915 |
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 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | KERBER, ECK & BRAECKEL LLP |
Accountancy firm EIN | 2020-12-31 | 430352985 |
2019 : CLARITY TELECOM LLC 401(K) PLAN 2019 401k financial data |
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Total transfer of assets to this plan | 2019-12-31 | $3,670,005 |
Total transfer of assets to this plan | 2019-12-31 | $3,670,005 |
Total income from all sources (including contributions) | 2019-12-31 | $2,868,195 |
Total income from all sources (including contributions) | 2019-12-31 | $2,868,195 |
Total of all expenses incurred | 2019-12-31 | $467,028 |
Total of all expenses incurred | 2019-12-31 | $467,028 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $446,570 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $446,570 |
Value of total corrective distributions | 2019-12-31 | $69 |
Value of total corrective distributions | 2019-12-31 | $69 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,456,087 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,456,087 |
Value of total assets at end of year | 2019-12-31 | $13,304,519 |
Value of total assets at end of year | 2019-12-31 | $13,304,519 |
Value of total assets at beginning of year | 2019-12-31 | $7,233,347 |
Value of total assets at beginning of year | 2019-12-31 | $7,233,347 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $20,389 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $20,389 |
Total interest from all sources | 2019-12-31 | $8,630 |
Total interest from all sources | 2019-12-31 | $8,630 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $7,900 |
Administrative expenses professional fees incurred | 2019-12-31 | $7,900 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $917,310 |
Contributions received from participants | 2019-12-31 | $917,310 |
Participant contributions at end of year | 2019-12-31 | $201,103 |
Participant contributions at end of year | 2019-12-31 | $201,103 |
Participant contributions at beginning of year | 2019-12-31 | $19,959 |
Participant contributions at beginning of year | 2019-12-31 | $19,959 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $200,664 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $200,664 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $536,354 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $536,354 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $21 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $21 |
Administrative expenses (other) incurred | 2019-12-31 | $10,811 |
Administrative expenses (other) incurred | 2019-12-31 | $10,811 |
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 |
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 | $2,401,167 |
Value of net income/loss | 2019-12-31 | $2,401,167 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,304,519 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,304,519 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,233,347 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,233,347 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
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 | $1,678 |
Investment advisory and management fees | 2019-12-31 | $1,678 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $11,226,685 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $11,226,685 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $6,397,411 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $6,397,411 |
Interest on participant loans | 2019-12-31 | $661 |
Interest on participant loans | 2019-12-31 | $661 |
Interest earned on other investments | 2019-12-31 | $7,969 |
Interest earned on other investments | 2019-12-31 | $7,969 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,340,377 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,340,377 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $815,956 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $815,956 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,403,478 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,403,478 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $338,113 |
Contributions received in cash from employer | 2019-12-31 | $338,113 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $446,570 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $446,570 |
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 | No |
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 | No |
Did the plan have assets held for investment | 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 |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | KERBER, ECK & BRAECKEL LLP |
Accountancy firm name | 2019-12-31 | KERBER, ECK & BRAECKEL LLP |
Accountancy firm EIN | 2019-12-31 | 430352985 |
Accountancy firm EIN | 2019-12-31 | 430352985 |
2018 : CLARITY TELECOM LLC 401(K) PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $678,805 |
Total of all expenses incurred | 2018-12-31 | $394,267 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $375,194 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,017,845 |
Value of total assets at end of year | 2018-12-31 | $7,233,347 |
Value of total assets at beginning of year | 2018-12-31 | $6,948,809 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $19,073 |
Total interest from all sources | 2018-12-31 | $7,549 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $7,900 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
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 | $720,286 |
Participant contributions at end of year | 2018-12-31 | $19,959 |
Participant contributions at beginning of year | 2018-12-31 | $41,067 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $16,589 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $21 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $9,714 |
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 | $284,538 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,233,347 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,948,809 |
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 | $1,459 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $6,397,411 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $6,116,652 |
Interest on participant loans | 2018-12-31 | $1,438 |
Interest earned on other investments | 2018-12-31 | $6,111 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $815,956 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $791,090 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-346,589 |
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 | $280,970 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $375,194 |
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 | No |
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 | KERBER, ECK & BRAECKEL LLP |
Accountancy firm EIN | 2018-12-31 | 430352985 |
2017 : CLARITY TELECOM LLC 401(K) PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $2,265,178 |
Total of all expenses incurred | 2017-12-31 | $636,942 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $607,995 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $9,017 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,545,949 |
Value of total assets at end of year | 2017-12-31 | $6,948,809 |
Value of total assets at beginning of year | 2017-12-31 | $5,320,573 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $19,930 |
Total interest from all sources | 2017-12-31 | $7,858 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $7,800 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $652,246 |
Participant contributions at end of year | 2017-12-31 | $41,067 |
Participant contributions at beginning of year | 2017-12-31 | $83,257 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $613,013 |
Administrative expenses (other) incurred | 2017-12-31 | $10,919 |
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 | $1,628,236 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,948,809 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,320,573 |
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 | $1,211 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $6,116,652 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $4,592,663 |
Interest on participant loans | 2017-12-31 | $2,765 |
Interest earned on other investments | 2017-12-31 | $5,093 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $791,090 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $644,653 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $711,371 |
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 | $280,690 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $607,995 |
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 | 2017-12-31 | No |
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 | KERBER, ECK & BRAECKEL LLP |
Accountancy firm EIN | 2017-12-31 | 430352985 |
2016 : CLARITY TELECOM LLC 401(K) PLAN 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-12-31 | $1,482,483 |
Total of all expenses incurred | 2016-12-31 | $323,923 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $313,318 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,167,796 |
Value of total assets at end of year | 2016-12-31 | $5,320,573 |
Value of total assets at beginning of year | 2016-12-31 | $4,162,013 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $10,605 |
Total interest from all sources | 2016-12-31 | $7,719 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $633,353 |
Participant contributions at end of year | 2016-12-31 | $83,257 |
Participant contributions at beginning of year | 2016-12-31 | $105,642 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $262,472 |
Administrative expenses (other) incurred | 2016-12-31 | $10,605 |
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 | $1,158,560 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,320,573 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,162,013 |
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 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $4,592,663 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $3,589,322 |
Interest on participant loans | 2016-12-31 | $3,527 |
Interest earned on other investments | 2016-12-31 | $4,192 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $644,653 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $467,049 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $306,968 |
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 | $271,971 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $313,318 |
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 | 2016-12-31 | No |
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 | KERBER, ECK & BRAECKEL LLP |
Accountancy firm EIN | 2016-12-31 | 430352985 |
2015 : CLARITY TELECOM LLC 401(K) PLAN 2015 401k financial data |
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Total income from all sources (including contributions) | 2015-12-31 | $1,253,091 |
Total of all expenses incurred | 2015-12-31 | $329,792 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $314,419 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,271,131 |
Value of total assets at end of year | 2015-12-31 | $4,162,013 |
Value of total assets at beginning of year | 2015-12-31 | $3,238,714 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $15,373 |
Total interest from all sources | 2015-12-31 | $4,195 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $6,964 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $688,925 |
Participant contributions at end of year | 2015-12-31 | $105,642 |
Participant contributions at beginning of year | 2015-12-31 | $170,739 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $277,163 |
Other income not declared elsewhere | 2015-12-31 | $-15,052 |
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 | $923,299 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,162,013 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,238,714 |
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 | $8,409 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $3,589,322 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $2,691,771 |
Interest on participant loans | 2015-12-31 | $4,195 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $18,336 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $18,336 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $467,049 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $357,868 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-7,183 |
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 | $305,043 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $314,419 |
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 | KERBER, ECK & BRAECKEL LLP |
Accountancy firm EIN | 2015-12-31 | 430352985 |
2014 : CLARITY TELECOM LLC 401(K) PLAN 2014 401k financial data |
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Total transfer of assets to this plan | 2014-12-31 | $170,739 |
Total income from all sources (including contributions) | 2014-12-31 | $3,070,137 |
Total of all expenses incurred | 2014-12-31 | $2,162 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,989,192 |
Value of total assets at end of year | 2014-12-31 | $3,238,714 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,162 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $255 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $92,981 |
Participant contributions at end of year | 2014-12-31 | $170,739 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,857,368 |
Other income not declared elsewhere | 2014-12-31 | $507 |
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 | $3,067,975 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,238,714 |
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 | $1,907 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $2,691,771 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $18,336 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $357,868 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $80,438 |
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 | $38,843 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | KERBER, ECK & BRAECKEL LLP |
Accountancy firm EIN | 2014-12-31 | 430352985 |