401k Plan data: ABOVE AND BEYOND 401(K) PLAN plan

ABOVE AND BEYOND 401(K) PLAN 401k Plan overview

Plan Name	ABOVE AND BEYOND 401(K) PLAN
Plan identification number	001

ABOVE AND BEYOND 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ABOVE & BEYOND - BUSINESS TOOLS AND SERVICES FOR ENTREPRENEURS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ABOVE & BEYOND - BUSINESS TOOLS AND SERVICES FOR ENTREPRENEURS, INC.

Employer identification number (EIN): 814137537

NAIC Classification: 423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ABOVE AND BEYOND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOAN JUSKIW 2018-10-01

Plan Statistics for ABOVE AND BEYOND 401(K) PLAN

401k plan membership statisitcs for ABOVE AND BEYOND 401(K) PLAN

Measure Date Value
2022: ABOVE AND BEYOND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 485
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 391
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 90
Total of all active and inactive participants 2022-01-01 484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 484
Number of participants with account balances 2022-01-01 288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: ABOVE AND BEYOND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 477
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 358
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 67
Total of all active and inactive participants 2021-01-01 428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 428
Number of participants with account balances 2021-01-01 271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: ABOVE AND BEYOND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 592
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 374
Number of retired or separated participants receiving benefits 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 82
Total of all active and inactive participants 2020-01-01 464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 464
Number of participants with account balances 2020-01-01 279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 37
2019: ABOVE AND BEYOND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 558
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 545
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 44
Total of all active and inactive participants 2019-01-01 592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 592
Number of participants with account balances 2019-01-01 284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ABOVE AND BEYOND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 440
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 530
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 28
Total of all active and inactive participants 2018-01-01 558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 558
Number of participants with account balances 2018-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: ABOVE AND BEYOND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	485
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	391
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	90
Total of all active and inactive participants	2022-01-01	484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	484
Number of participants with account balances	2022-01-01	288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: ABOVE AND BEYOND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	477
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	358
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	67
Total of all active and inactive participants	2021-01-01	428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	428
Number of participants with account balances	2021-01-01	271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: ABOVE AND BEYOND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	592
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	374
Number of retired or separated participants receiving benefits	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	82
Total of all active and inactive participants	2020-01-01	464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	464
Number of participants with account balances	2020-01-01	279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	37
2019: ABOVE AND BEYOND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	558
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	545
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	44
Total of all active and inactive participants	2019-01-01	592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	592
Number of participants with account balances	2019-01-01	284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ABOVE AND BEYOND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	440
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	530
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	28
Total of all active and inactive participants	2018-01-01	558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	558
Number of participants with account balances	2018-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on ABOVE AND BEYOND 401(K) PLAN

Measure	Date	Value
2022 : ABOVE AND BEYOND 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$5,218
Total income from all sources (including contributions)	2022-12-31	$550,136
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$646,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$595,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,404,430
Value of total assets at end of year	2022-12-31	$9,951,458
Value of total assets at beginning of year	2022-12-31	$10,052,627
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$50,148
Total interest from all sources	2022-12-31	$14,617
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$210,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$210,109
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,433,956
Participant contributions at end of year	2022-12-31	$208,072
Participant contributions at beginning of year	2022-12-31	$246,917
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$5,393
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$318,507
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$45,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$14,914
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$190
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$5,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-95,951
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,951,458
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,047,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$35,234
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,510,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,722,084
Interest on participant loans	2022-12-31	$11,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$232,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$24,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$24,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$3,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,079,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$651,967
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$2,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$595,939
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$5,028
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WITHUMSMITH+BROWN
Accountancy firm EIN	2022-12-31	222027092
2021 : ABOVE AND BEYOND 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$5,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$17,397
Total income from all sources (including contributions)	2021-12-31	$3,602,680
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,422,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,359,521
Value of total corrective distributions	2021-12-31	$7,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,268,437
Value of total assets at end of year	2021-12-31	$10,052,627
Value of total assets at beginning of year	2021-12-31	$7,884,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$55,748
Total interest from all sources	2021-12-31	$14,432
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$730,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$730,773
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,308,399
Participant contributions at end of year	2021-12-31	$246,917
Participant contributions at beginning of year	2021-12-31	$283,874
Participant contributions at end of year	2021-12-31	$5,393
Participant contributions at beginning of year	2021-12-31	$6,465
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$336,824
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$45,997
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$29,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$11,665
Administrative expenses (other) incurred	2021-12-31	$25,322
Liabilities. Value of operating payables at end of year	2021-12-31	$190
Liabilities. Value of operating payables at beginning of year	2021-12-31	$170
Total non interest bearing cash at end of year	2021-12-31	$5,218
Total non interest bearing cash at beginning of year	2021-12-31	$10,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,180,397
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,047,409
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,867,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$30,426
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,722,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,489,774
Interest on participant loans	2021-12-31	$14,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$24,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$63,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$63,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$589,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$623,214
Employer contributions (assets) at end of year	2021-12-31	$2,742
Employer contributions (assets) at beginning of year	2021-12-31	$1,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,359,521
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$5,028
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$5,562
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WITHUMSMITH+BROWN
Accountancy firm EIN	2021-12-31	222027092
2020 : ABOVE AND BEYOND 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$17,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$13
Total income from all sources (including contributions)	2020-12-31	$2,551,634
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$841,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$803,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,536,512
Value of total assets at end of year	2020-12-31	$7,884,409
Value of total assets at beginning of year	2020-12-31	$6,156,485
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$37,958
Total interest from all sources	2020-12-31	$11,235
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$169,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$169,425
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,195,454
Participant contributions at end of year	2020-12-31	$283,874
Participant contributions at beginning of year	2020-12-31	$190,320
Participant contributions at end of year	2020-12-31	$6,465
Participant contributions at beginning of year	2020-12-31	$29,588
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$26,789
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$29,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$11,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$13
Administrative expenses (other) incurred	2020-12-31	$12,649
Liabilities. Value of operating payables at end of year	2020-12-31	$170
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$10,382
Total non interest bearing cash at beginning of year	2020-12-31	$72
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,710,540
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,867,012
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,156,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$25,309
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,489,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,887,938
Interest on participant loans	2020-12-31	$11,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$63,108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$30,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$30,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$834,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$314,269
Employer contributions (assets) at end of year	2020-12-31	$1,737
Employer contributions (assets) at beginning of year	2020-12-31	$18,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$803,136
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$5,562
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WITHUMSMITH+BROWN
Accountancy firm EIN	2020-12-31	222027092
2019 : ABOVE AND BEYOND 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$13
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$309
Total income from all sources (including contributions)	2019-12-31	$3,335,788
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$650,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$620,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,405,358
Value of total assets at end of year	2019-12-31	$6,156,485
Value of total assets at beginning of year	2019-12-31	$3,471,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$30,518
Total interest from all sources	2019-12-31	$7,730
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$132,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$132,627
Administrative expenses professional fees incurred	2019-12-31	$8,630
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,315,726
Participant contributions at end of year	2019-12-31	$190,320
Participant contributions at beginning of year	2019-12-31	$147,802
Participant contributions at end of year	2019-12-31	$29,588
Participant contributions at beginning of year	2019-12-31	$35,838
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$405,786
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$13
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$123
Total non interest bearing cash at end of year	2019-12-31	$72
Total non interest bearing cash at beginning of year	2019-12-31	$13,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,684,912
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,156,472
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,471,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$21,888
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,887,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,256,174
Interest on participant loans	2019-12-31	$7,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$30,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$11,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$11,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$790,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$683,846
Employer contributions (assets) at end of year	2019-12-31	$18,009
Employer contributions (assets) at beginning of year	2019-12-31	$6,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$620,358
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$186
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WITHUMSMITH+BROWN
Accountancy firm EIN	2019-12-31	222027092
2018 : ABOVE AND BEYOND 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$309
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	$2,647,687
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$449,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$432,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,940,798
Value of total assets at end of year	2018-12-31	$3,471,869
Value of total assets at beginning of year	2018-12-31	$1,273,118
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$16,795
Total interest from all sources	2018-12-31	$6,442
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$82,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$82,145
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$987,498
Participant contributions at end of year	2018-12-31	$147,802
Participant contributions at beginning of year	2018-12-31	$107,727
Participant contributions at end of year	2018-12-31	$35,838
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,460,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$123
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$13,627
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$2,198,442
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,471,560
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,273,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$11,926
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,256,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,163,234
Interest on participant loans	2018-12-31	$6,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$11,545
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$2,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$2,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-381,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$492,427
Employer contributions (assets) at end of year	2018-12-31	$6,883
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$432,450
Contract administrator fees	2018-12-31	$4,869
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$186
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WITHUMSMITH+BROWN
Accountancy firm EIN	2018-12-31	222027092

Form 5500 Responses for ABOVE AND BEYOND 401(K) PLAN

2022: ABOVE AND BEYOND 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ABOVE AND BEYOND 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ABOVE AND BEYOND 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ABOVE AND BEYOND 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: ABOVE AND BEYOND 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

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Company Name:	ABOVE & BEYOND - BUSINESS TOOLS AND SERVICES FOR ENTREPRENEURS, INC.
Employer identification number (EIN):	814137537
NAIC Classification:	423800