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

PORTELLIGENT 401(K) PLAN 401k Plan overview

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

PORTELLIGENT 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: TECHINSIGHTS USA, INC.

Employer identification number (EIN): 742964766

NAIC Classification: 519100

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PLAN SPONSOR 2024-08-14
001 2022-01-01 PLAN SPONSOR 2023-10-02
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-05-01 JENNIFER RANTZ
001 2014-01-01 CYNTHIA MEVORAH
001 2013-01-01 CYNTHIA MEVORAH
001 2012-01-01 GWEN DEUTSCH GWEN DEUTSCH 2013-10-09
001 2011-01-01 HOWARD CURTIS
001 2009-01-01 HOWARD CURTIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	PLAN SPONSOR	2024-08-14
001	2022-01-01	PLAN SPONSOR	2023-10-02
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-05-01	JENNIFER RANTZ
001	2014-01-01	CYNTHIA MEVORAH
001	2013-01-01	CYNTHIA MEVORAH
001	2012-01-01	GWEN DEUTSCH		GWEN DEUTSCH	2013-10-09
001	2011-01-01	HOWARD CURTIS
001	2009-01-01	HOWARD CURTIS

Plan Statistics for PORTELLIGENT 401(K) PLAN

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

Measure Date Value
2021: PORTELLIGENT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 37
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 8
Total of all active and inactive participants 2021-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 45
Number of participants with account balances 2021-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 14
2020: PORTELLIGENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 33
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 36
Number of participants with account balances 2020-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: PORTELLIGENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: PORTELLIGENT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PORTELLIGENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-05-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-05-01 3
Number of retired or separated participants receiving benefits 2017-05-01 0
Number of other retired or separated participants entitled to future benefits 2017-05-01 0
Total of all active and inactive participants 2017-05-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-05-01 0
Total participants 2017-05-01 3
Number of participants with account balances 2017-05-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-05-01 0
2014: PORTELLIGENT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PORTELLIGENT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PORTELLIGENT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 18
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 20
Number of participants with account balances 2012-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PORTELLIGENT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 21
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PORTELLIGENT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 18
Number of participants with account balances 2009-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: PORTELLIGENT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	37
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	8
Total of all active and inactive participants	2021-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	45
Number of participants with account balances	2021-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	14
2020: PORTELLIGENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	33
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	36
Number of participants with account balances	2020-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: PORTELLIGENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: PORTELLIGENT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PORTELLIGENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-05-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-05-01	3
Number of retired or separated participants receiving benefits	2017-05-01	0
Number of other retired or separated participants entitled to future benefits	2017-05-01	0
Total of all active and inactive participants	2017-05-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-05-01	0
Total participants	2017-05-01	3
Number of participants with account balances	2017-05-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-05-01	0
2014: PORTELLIGENT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PORTELLIGENT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PORTELLIGENT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	18
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	20
Number of participants with account balances	2012-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PORTELLIGENT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	21
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PORTELLIGENT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PORTELLIGENT 401(K) PLAN

Measure	Date	Value
2021 : PORTELLIGENT 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$595,365
Expenses. Total of all expenses incurred	2021-12-31	$317,190
Benefits paid (including direct rollovers)	2021-12-31	$309,909
Total plan assets at end of year	2021-12-31	$1,392,409
Total plan assets at beginning of year	2021-12-31	$1,114,234
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$340,828
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$14,480
Other income received	2021-12-31	$135,356
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$278,175
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,392,409
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,114,234
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$104,701
Value of certain deemed distributions of participant loans	2021-12-31	$6,104
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$1,177
2020 : PORTELLIGENT 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$948,402
Expenses. Total of all expenses incurred	2020-12-31	$68,789
Benefits paid (including direct rollovers)	2020-12-31	$68,172
Total plan assets at end of year	2020-12-31	$1,114,234
Total plan assets at beginning of year	2020-12-31	$234,621
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$225,170
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$520,421
Other income received	2020-12-31	$141,480
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$879,613
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,114,234
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$234,621
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$61,331
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$617
2019 : PORTELLIGENT 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$233,735
Expenses. Total of all expenses incurred	2019-12-31	$253,669
Benefits paid (including direct rollovers)	2019-12-31	$253,530
Total plan assets at end of year	2019-12-31	$234,621
Total plan assets at beginning of year	2019-12-31	$254,555
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$140,706
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$68,027
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-19,934
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$234,621
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$254,555
Total contributions received or receivable from employer(s)	2019-12-31	$25,002
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$139
2018 : PORTELLIGENT 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$97,170
Expenses. Total of all expenses incurred	2018-12-31	$7,577
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$254,555
Total plan assets at beginning of year	2018-12-31	$164,962
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$94,465
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-14,760
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$89,593
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$254,555
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$164,962
Total contributions received or receivable from employer(s)	2018-12-31	$17,465
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$7,321
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$256
2017 : PORTELLIGENT 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$164,962
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$164,962
Total plan assets at beginning of year	2017-12-31	$0
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$30,958
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$108,778
Other income received	2017-12-31	$16,894
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$164,962
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$164,962
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$8,332
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2014 : PORTELLIGENT 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-02-03	$-812,932
Total plan liabilities at end of year	2014-02-03	$0
Total plan liabilities at beginning of year	2014-02-03	$0
Total income from all sources	2014-02-03	$-32,809
Expenses. Total of all expenses incurred	2014-02-03	$11
Benefits paid (including direct rollovers)	2014-02-03	$0
Total plan assets at end of year	2014-02-03	$0
Total plan assets at beginning of year	2014-02-03	$845,752
Value of fidelity bond covering the plan	2014-02-03	$500,000
Total contributions received or receivable from participants	2014-02-03	$0
Expenses. Other expenses not covered elsewhere	2014-02-03	$0
Contributions received from other sources (not participants or employers)	2014-02-03	$0
Other income received	2014-02-03	$-32,809
Noncash contributions received	2014-02-03	$0
Net income (gross income less expenses)	2014-02-03	$-32,820
Net plan assets at end of year (total assets less liabilities)	2014-02-03	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-02-03	$845,752
Assets. Value of participant loans	2014-02-03	$0
Total contributions received or receivable from employer(s)	2014-02-03	$0
Value of certain deemed distributions of participant loans	2014-02-03	$0
Value of corrective distributions	2014-02-03	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-02-03	$11
2013 : PORTELLIGENT 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$377,896
Expenses. Total of all expenses incurred	2013-12-31	$910,673
Benefits paid (including direct rollovers)	2013-12-31	$910,650
Total plan assets at end of year	2013-12-31	$845,752
Total plan assets at beginning of year	2013-12-31	$1,378,529
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$63,864
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$280,273
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-532,777
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$845,752
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,378,529
Assets. Value of participant loans	2013-12-31	$16,457
Total contributions received or receivable from employer(s)	2013-12-31	$33,759
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$23
2012 : PORTELLIGENT 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$394,030
Expenses. Total of all expenses incurred	2012-12-31	$781,375
Benefits paid (including direct rollovers)	2012-12-31	$781,374
Total plan assets at end of year	2012-12-31	$1,378,529
Total plan assets at beginning of year	2012-12-31	$1,765,874
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$97,172
Other income received	2012-12-31	$251,530
Net income (gross income less expenses)	2012-12-31	$-387,345
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,378,529
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,765,874
Assets. Value of participant loans	2012-12-31	$21,755
Total contributions received or receivable from employer(s)	2012-12-31	$45,328
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PORTELLIGENT 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$166,558
Expenses. Total of all expenses incurred	2011-12-31	$165,033
Benefits paid (including direct rollovers)	2011-12-31	$164,958
Total plan assets at end of year	2011-12-31	$1,765,874
Total plan assets at beginning of year	2011-12-31	$1,764,349
Total contributions received or receivable from participants	2011-12-31	$146,270
Other income received	2011-12-31	$-41,865
Net income (gross income less expenses)	2011-12-31	$1,525
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,765,874
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,764,349
Assets. Value of participant loans	2011-12-31	$27,776
Total contributions received or receivable from employer(s)	2011-12-31	$62,153
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PORTELLIGENT 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$436,244
Expenses. Total of all expenses incurred	2010-12-31	$20,296
Benefits paid (including direct rollovers)	2010-12-31	$20,000
Total plan assets at end of year	2010-12-31	$1,764,349
Total plan assets at beginning of year	2010-12-31	$1,348,401
Total contributions received or receivable from participants	2010-12-31	$150,636
Other income received	2010-12-31	$224,745
Net income (gross income less expenses)	2010-12-31	$415,948
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,764,349
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,348,401
Assets. Value of participant loans	2010-12-31	$18,790
Total contributions received or receivable from employer(s)	2010-12-31	$60,863
Value of corrective distributions	2010-12-31	$50
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$246
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for PORTELLIGENT 401(K) PLAN

2021: PORTELLIGENT 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PORTELLIGENT 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PORTELLIGENT 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PORTELLIGENT 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PORTELLIGENT 401(K) PLAN 2017 form 5500 responses
2017-05-01	Type of plan entity	Single employer plan
2017-05-01	First time form 5500 has been submitted	Yes
2017-05-01	Submission has been amended	No
2017-05-01	This submission is the final filing	No
2017-05-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-05-01	Plan is a collectively bargained plan	No
2017-05-01	Plan funding arrangement – Trust	Yes
2017-05-01	Plan benefit arrangement - Trust	Yes
2014: PORTELLIGENT 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PORTELLIGENT 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PORTELLIGENT 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PORTELLIGENT 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PORTELLIGENT 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TECHINSIGHTS USA, INC.
Employer identification number (EIN):	742964766
NAIC Classification:	519100