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EVERYACTION, INC. 401(K) PLAN 401k Plan overview

Plan NameEVERYACTION, INC. 401(K) PLAN
Plan identification number 001

EVERYACTION, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:EVERYACTION, INC.
Employer identification number (EIN):522013900
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Additional information about EVERYACTION, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2017-04-13
Company Identification Number: 0802702750
Legal Registered Office Address: 655 15TH ST NW STE 650

WASHINGTON
United States of America (USA)
20005

More information about EVERYACTION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVERYACTION, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01RUDY GARCIA2023-01-22
0012020-01-01ALY NESSON2021-10-12
0012020-01-01MYLE CHANG2022-07-29
0012019-01-01ALYSON NESSON2020-10-07
0012018-01-01ALY NESSON2019-10-07
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01BETSY KITTREDGE BETSY KITTREDGE2015-10-13
0012013-01-01STUART TREVELYAN STUART TREVELYAN2014-10-07
0012012-01-01PEGGY PAGE
0012011-01-01PEGGY PAGE2012-08-01
0012010-01-01PEGGY PAGE2011-09-02

Plan Statistics for EVERYACTION, INC. 401(K) PLAN

401k plan membership statisitcs for EVERYACTION, INC. 401(K) PLAN

Measure Date Value
2021: EVERYACTION, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01458
Total number of active participants reported on line 7a of the Form 55002021-01-01379
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01250
Total of all active and inactive participants2021-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01629
Number of participants with account balances2021-01-01609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0171
2020: EVERYACTION, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01414
Total number of active participants reported on line 7a of the Form 55002020-01-01296
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01155
Total of all active and inactive participants2020-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01451
Number of participants with account balances2020-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0143
2019: EVERYACTION, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01284
Total number of active participants reported on line 7a of the Form 55002019-01-01286
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01107
Total of all active and inactive participants2019-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01393
Number of participants with account balances2019-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0122
2018: EVERYACTION, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01264
Total number of active participants reported on line 7a of the Form 55002018-01-01205
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0171
Total of all active and inactive participants2018-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01276
Number of participants with account balances2018-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: EVERYACTION, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01250
Total number of active participants reported on line 7a of the Form 55002017-01-01165
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0199
Total of all active and inactive participants2017-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01264
Number of participants with account balances2017-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: EVERYACTION, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01227
Total number of active participants reported on line 7a of the Form 55002016-01-01172
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01250
Number of participants with account balances2016-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: EVERYACTION, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01194
Total number of active participants reported on line 7a of the Form 55002015-01-01155
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0166
Total of all active and inactive participants2015-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01221
Number of participants with account balances2015-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: EVERYACTION, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01167
Total number of active participants reported on line 7a of the Form 55002014-01-01138
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01189
Number of participants with account balances2014-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: EVERYACTION, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01153
Total number of active participants reported on line 7a of the Form 55002013-01-01110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01152
Number of participants with account balances2013-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: EVERYACTION, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01126
Total number of active participants reported on line 7a of the Form 55002012-01-01128
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01148
Number of participants with account balances2012-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112

Financial Data on EVERYACTION, INC. 401(K) PLAN

Measure Date Value
2021 : EVERYACTION, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,593
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,112
Total income from all sources (including contributions)2021-12-31$11,503,878
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,567,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,485,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,466,924
Value of total assets at end of year2021-12-31$32,717,610
Value of total assets at beginning of year2021-12-31$22,780,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$82,568
Total interest from all sources2021-12-31$4,386
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,235,376
Participant contributions at end of year2021-12-31$86,695
Participant contributions at beginning of year2021-12-31$90,254
Participant contributions at end of year2021-12-31$128,240
Participant contributions at beginning of year2021-12-31$106,535
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,394,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$3,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,936,150
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,714,017
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,777,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$31,665,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,984,944
Interest on participant loans2021-12-31$4,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$140,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,032,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$836,900
Employer contributions (assets) at end of year2021-12-31$836,900
Employer contributions (assets) at beginning of year2021-12-31$599,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,485,160
Contract administrator fees2021-12-31$82,568
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BD & COMPANY, INC.
Accountancy firm EIN2021-12-31451135289
2020 : EVERYACTION, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,329
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,112
Total income from all sources (including contributions)2020-12-31$6,354,585
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$729,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$663,298
Expenses. Certain deemed distributions of participant loans2020-12-31$4,557
Value of total corrective distributions2020-12-31$1,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,201,200
Value of total assets at end of year2020-12-31$22,755,979
Value of total assets at beginning of year2020-12-31$17,130,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$60,584
Total interest from all sources2020-12-31$1,909
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,333,336
Participant contributions at end of year2020-12-31$90,254
Participant contributions at beginning of year2020-12-31$49,197
Participant contributions at end of year2020-12-31$106,535
Participant contributions at beginning of year2020-12-31$4,659
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$293,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,624,896
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,752,650
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,127,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,984,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,533,724
Interest on participant loans2020-12-31$1,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,151,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$574,231
Employer contributions (assets) at end of year2020-12-31$574,246
Employer contributions (assets) at beginning of year2020-12-31$543,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$663,298
Contract administrator fees2020-12-31$60,584
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31REGAN SCHICKNER HARPER LLC
Accountancy firm EIN2020-12-31462374336
2019 : EVERYACTION, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,113
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$5,683,297
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$362,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$274,021
Expenses. Certain deemed distributions of participant loans2019-12-31$27,343
Value of total corrective distributions2019-12-31$3,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,806,425
Value of total assets at end of year2019-12-31$17,130,866
Value of total assets at beginning of year2019-12-31$11,807,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$58,298
Total interest from all sources2019-12-31$1,832
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,954,653
Participant contributions at end of year2019-12-31$49,197
Participant contributions at beginning of year2019-12-31$64,270
Participant contributions at end of year2019-12-31$4,659
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$300,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,320,437
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,127,753
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,807,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,533,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,012,272
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$310,129
Interest on participant loans2019-12-31$1,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,875,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$551,499
Employer contributions (assets) at end of year2019-12-31$543,286
Employer contributions (assets) at beginning of year2019-12-31$420,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$274,021
Contract administrator fees2019-12-31$58,298
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REGAN SCHICKNER HARPER LLC
Accountancy firm EIN2019-12-31462374336
2018 : EVERYACTION, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,619,820
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$586,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$551,916
Value of total corrective distributions2018-12-31$3,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,312,178
Value of total assets at end of year2018-12-31$11,807,316
Value of total assets at beginning of year2018-12-31$10,774,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$30,833
Total interest from all sources2018-12-31$5,136
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$6,450
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,373,130
Participant contributions at end of year2018-12-31$64,270
Participant contributions at beginning of year2018-12-31$73,599
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$518,403
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$9,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,033,124
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,807,316
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,774,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,012,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$310,129
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,359,111
Interest on participant loans2018-12-31$5,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-697,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$420,645
Employer contributions (assets) at end of year2018-12-31$420,645
Employer contributions (assets) at beginning of year2018-12-31$327,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$551,916
Contract administrator fees2018-12-31$24,383
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31REGAN SCHICKNER SHAH HARPER, LLC
Accountancy firm EIN2018-12-31462374336
2017 : EVERYACTION, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,117,353
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$678,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$626,736
Value of total corrective distributions2017-12-31$26,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,528,662
Value of total assets at end of year2017-12-31$10,774,192
Value of total assets at beginning of year2017-12-31$8,334,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,847
Total interest from all sources2017-12-31$3,832
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,133,579
Participant contributions at end of year2017-12-31$73,599
Participant contributions at beginning of year2017-12-31$64,628
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$67,455
Total non interest bearing cash at end of year2017-12-31$9,683
Total non interest bearing cash at beginning of year2017-12-31$16,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,439,218
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,774,192
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,334,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$10,359,111
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,943,511
Interest on participant loans2017-12-31$3,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,584,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$327,628
Employer contributions (assets) at end of year2017-12-31$327,628
Employer contributions (assets) at beginning of year2017-12-31$305,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$626,736
Contract administrator fees2017-12-31$23,347
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31REGAN SCHICKNER SHAH HARPER, LLC
Accountancy firm EIN2017-12-31462374336
2016 : EVERYACTION, INC. 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,952,023
Total of all expenses incurred2016-12-31$285,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$241,418
Value of total corrective distributions2016-12-31$24,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,372,850
Value of total assets at end of year2016-12-31$8,334,974
Value of total assets at beginning of year2016-12-31$6,668,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,045
Total interest from all sources2016-12-31$2,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$1,150
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,052,030
Participant contributions at end of year2016-12-31$64,628
Participant contributions at beginning of year2016-12-31$43,080
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,968
Total non interest bearing cash at end of year2016-12-31$16,844
Total non interest bearing cash at beginning of year2016-12-31$396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,666,770
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,334,974
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,668,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$7,943,511
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,335,528
Interest on participant loans2016-12-31$2,200
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$576,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$305,852
Employer contributions (assets) at end of year2016-12-31$305,852
Employer contributions (assets) at beginning of year2016-12-31$285,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$241,418
Contract administrator fees2016-12-31$17,895
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31REGAN SCHICKNER SHAH HARPER LLC
Accountancy firm EIN2016-12-31462374336
2015 : EVERYACTION, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,107,649
Total of all expenses incurred2015-12-31$251,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$230,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,180,761
Value of total assets at end of year2015-12-31$6,668,204
Value of total assets at beginning of year2015-12-31$5,811,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,300
Total interest from all sources2015-12-31$1,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$6,046
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$820,111
Participant contributions at end of year2015-12-31$43,080
Participant contributions at beginning of year2015-12-31$28,037
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$75,558
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$2,098
Total non interest bearing cash at end of year2015-12-31$396
Total non interest bearing cash at beginning of year2015-12-31$895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$856,205
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,668,204
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,811,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$6,335,528
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,520,071
Interest on participant loans2015-12-31$1,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$25
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-76,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$285,092
Employer contributions (assets) at end of year2015-12-31$285,092
Employer contributions (assets) at beginning of year2015-12-31$260,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$230,144
Contract administrator fees2015-12-31$15,254
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REGAN SCHICKNER SHAH HARPER LLC
Accountancy firm EIN2015-12-31462374336
2014 : EVERYACTION, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,313,657
Total of all expenses incurred2014-12-31$429,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$409,742
Value of total corrective distributions2014-12-31$5,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,039,145
Value of total assets at end of year2014-12-31$5,811,999
Value of total assets at beginning of year2014-12-31$4,927,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,147
Total interest from all sources2014-12-31$1,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,100
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$697,445
Participant contributions at end of year2014-12-31$28,037
Participant contributions at beginning of year2014-12-31$29,880
Participant contributions at end of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$89,048
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$895
Total non interest bearing cash at beginning of year2014-12-31$8,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$884,652
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,811,999
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,927,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$5,520,071
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,694,271
Interest on participant loans2014-12-31$1,260
Interest earned on other investments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,309
Net investment gain/loss from pooled separate accounts2014-12-31$273,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$252,652
Employer contributions (assets) at end of year2014-12-31$260,293
Employer contributions (assets) at beginning of year2014-12-31$193,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$409,742
Contract administrator fees2014-12-31$13,047
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31REGAN SCHICKNER SHAH HARPER LLC
Accountancy firm EIN2014-12-31462374336
2013 : EVERYACTION, INC. 401(K) PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,654,522
Total of all expenses incurred2013-12-31$442,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$429,805
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$802,896
Value of total assets at end of year2013-12-31$4,927,347
Value of total assets at beginning of year2013-12-31$3,714,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,269
Total interest from all sources2013-12-31$1,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,700
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$608,497
Participant contributions at end of year2013-12-31$29,880
Participant contributions at beginning of year2013-12-31$14,238
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$539
Total non interest bearing cash at end of year2013-12-31$8,027
Total non interest bearing cash at beginning of year2013-12-31$5,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,212,448
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,927,347
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,714,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,694,271
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,473,384
Interest on participant loans2013-12-31$998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$850,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$193,860
Employer contributions (assets) at end of year2013-12-31$193,860
Employer contributions (assets) at beginning of year2013-12-31$221,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$429,805
Contract administrator fees2013-12-31$10,569
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31REGAN SCHICKNER SHAH HARPER LLC
Accountancy firm EIN2013-12-31462374336
2012 : EVERYACTION, INC. 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,249,800
Total of all expenses incurred2012-12-31$48,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$39,051
Value of total corrective distributions2012-12-31$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$850,815
Value of total assets at end of year2012-12-31$3,714,899
Value of total assets at beginning of year2012-12-31$2,513,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,266
Total interest from all sources2012-12-31$365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$800
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$598,966
Participant contributions at end of year2012-12-31$14,238
Participant contributions at beginning of year2012-12-31$2,312
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$50,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$5,442
Total non interest bearing cash at beginning of year2012-12-31$20,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,201,483
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,714,899
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,513,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,473,384
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,292,302
Interest on participant loans2012-12-31$365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$398,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$201,717
Employer contributions (assets) at end of year2012-12-31$221,835
Employer contributions (assets) at beginning of year2012-12-31$198,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$39,051
Contract administrator fees2012-12-31$7,466
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31REGAN SCHICKNER SHAH HARPER LLC
Accountancy firm EIN2012-12-31462374336

Form 5500 Responses for EVERYACTION, INC. 401(K) PLAN

2021: EVERYACTION, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EVERYACTION, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EVERYACTION, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EVERYACTION, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EVERYACTION, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EVERYACTION, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EVERYACTION, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EVERYACTION, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EVERYACTION, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EVERYACTION, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number01-0233346
Policy instance 1
Insurance contract or identification number01-0233346
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $518
Total amount of fees paid to insurance companyUSD $91
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $518
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number01-0233346
Policy instance 1
Insurance contract or identification number01-0233346
Number of Individuals Covered52
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $16,147
Total amount of fees paid to insurance companyUSD $3,232
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,147
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number01-0233346
Policy instance 1
Insurance contract or identification number01-0233346
Number of Individuals Covered266
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $30,398
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,606
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameNEWPORT GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number01-0233346
Policy instance 1
Insurance contract or identification number01-0233346
Number of Individuals Covered207
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,870
Total amount of fees paid to insurance companyUSD $3,016
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,524
Insurance broker organization code?3
Amount paid for insurance broker fees2747
Additional information about fees paid to insurance brokerTPA COMPENSATION, OTHER ALLOWANCES
Insurance broker nameVERISIGHT, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number01-0233346
Policy instance 1
Insurance contract or identification number01-0233346
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,672
Total amount of fees paid to insurance companyUSD $3,655
Commission paid to Insurance BrokerUSD $12,672
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees3655
Insurance broker nameMGA CONSULTANTS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number49002
Policy instance 1
Insurance contract or identification number49002
Number of Individuals Covered149
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,152
Total amount of fees paid to insurance companyUSD $3,727
Commission paid to Insurance BrokerUSD $10,152
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees3727
Insurance broker nameMGA CONSULTANTS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number49002
Policy instance 1
Insurance contract or identification number49002
Number of Individuals Covered141
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,107
Total amount of fees paid to insurance companyUSD $2,220
Commission paid to Insurance BrokerUSD $7,107
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees2220
Insurance broker nameMGA CONSULTANTS, INC.

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