401k Plan data: KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN plan

KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN 401k Plan overview

Plan Name	KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN
Plan identification number	001

KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

SCRIBE OPCO, INC. DBA KOOZIE GROUP has sponsored the creation of one or more 401k plans.

Company Name: SCRIBE OPCO, INC. DBA KOOZIE GROUP

Employer identification number (EIN): 821795538

NAIC Classification: 541400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-07-01 CAMILLA JOHNSON
001 2017-07-01 CAMILLA JOHNSON

Plan Statistics for KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN

401k plan membership statisitcs for KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN

Measure Date Value
2022: KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,878
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,458
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 421
Total of all active and inactive participants 2022-01-01 1,879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,879
Number of participants with account balances 2022-01-01 1,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 39
2020: KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,816
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,305
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 389
Total of all active and inactive participants 2020-01-01 1,694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,694
Number of participants with account balances 2020-01-01 1,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 76
2019: KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,783
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,564
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 251
Total of all active and inactive participants 2019-01-01 1,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,816
Number of participants with account balances 2019-01-01 1,318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 57
2018: KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,421
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,651
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 132
Total of all active and inactive participants 2018-01-01 1,783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,783
Number of participants with account balances 2018-01-01 1,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 33
2017: KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 1,376
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 1,408
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 13
Total of all active and inactive participants 2017-07-01 1,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 1,421
Number of participants with account balances 2017-07-01 1,261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 4

Measure	Date	Value
2022: KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,878
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,458
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	421
Total of all active and inactive participants	2022-01-01	1,879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,879
Number of participants with account balances	2022-01-01	1,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	39
2020: KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,816
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,305
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	389
Total of all active and inactive participants	2020-01-01	1,694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,694
Number of participants with account balances	2020-01-01	1,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	76
2019: KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,783
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,564
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	251
Total of all active and inactive participants	2019-01-01	1,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,816
Number of participants with account balances	2019-01-01	1,318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	57
2018: KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,421
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,651
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	132
Total of all active and inactive participants	2018-01-01	1,783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,783
Number of participants with account balances	2018-01-01	1,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	33
2017: KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	1,376
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	1,408
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	13
Total of all active and inactive participants	2017-07-01	1,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	1,421
Number of participants with account balances	2017-07-01	1,261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	4

Financial Data on KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN

Measure	Date	Value
2022 : KOOZIE GROUP 401(K) SAVINGS & INVESTMENT 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	$0
Total income from all sources (including contributions)	2022-12-31	$-697,068
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,488,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,458,422
Expenses. Certain deemed distributions of participant loans	2022-12-31	$4,396
Value of total corrective distributions	2022-12-31	$2,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,673,872
Value of total assets at end of year	2022-12-31	$28,320,860
Value of total assets at beginning of year	2022-12-31	$31,506,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$22,925
Total interest from all sources	2022-12-31	$24,711
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$534,787
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	$534,787
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$3,368,787
Participant contributions at end of year	2022-12-31	$466,175
Participant contributions at beginning of year	2022-12-31	$468,179
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$189,810
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	$-3,185,439
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$28,320,860
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$31,506,299
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$27,127,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$30,506,354
Interest on participant loans	2022-12-31	$24,711
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$726,961
Value of interest in common/collective trusts at beginning of year	2022-12-31	$531,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,938,030
Net investment gain or loss from common/collective trusts	2022-12-31	$7,592
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	$1,115,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,458,422
Contract administrator fees	2022-12-31	$22,925
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	Disclaimer
Accountancy firm name	2022-12-31	BDO USA LLP
Accountancy firm EIN	2022-12-31	135381590
2020 : KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$4,856
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$6,661,080
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,835,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,812,541
Expenses. Certain deemed distributions of participant loans	2020-12-31	$3,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,245,609
Value of total assets at end of year	2020-12-31	$25,646,686
Value of total assets at beginning of year	2020-12-31	$21,815,920
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$19,319
Total interest from all sources	2020-12-31	$37,334
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$364,702
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	$364,702
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,822,351
Participant contributions at end of year	2020-12-31	$537,421
Participant contributions at beginning of year	2020-12-31	$684,036
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$148,357
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$167,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,825,910
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$25,646,686
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$21,815,920
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$24,792,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$20,932,202
Interest on participant loans	2020-12-31	$37,334
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$315,412
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,007,768
Net investment gain or loss from common/collective trusts	2020-12-31	$5,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$255,706
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$51,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,812,541
Contract administrator fees	2020-12-31	$19,319
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	BDO USA LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total 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	$10,795,555
Total income from all sources (including contributions)	2019-12-31	$10,795,555
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,373,441
Total of all expenses incurred	2019-12-31	$1,373,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,345,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,601,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,601,895
Value of total assets at end of year	2019-12-31	$21,815,920
Value of total assets at end of year	2019-12-31	$21,815,920
Value of total assets at beginning of year	2019-12-31	$12,393,806
Value of total assets at beginning of year	2019-12-31	$12,393,806
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$28,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$28,293
Total interest from all sources	2019-12-31	$28,121
Total interest from all sources	2019-12-31	$28,121
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$438,465
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$438,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$438,465
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$438,465
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$4,009,877
Contributions received from participants	2019-12-31	$4,009,877
Participant contributions at end of year	2019-12-31	$684,036
Participant contributions at end of year	2019-12-31	$684,036
Participant contributions at beginning of year	2019-12-31	$277,252
Participant contributions at beginning of year	2019-12-31	$277,252
Participant contributions at end of year	2019-12-31	$148,357
Participant contributions at end of year	2019-12-31	$148,357
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,193,900
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,193,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$9,422,114
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,815,920
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,815,920
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,393,806
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,393,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$20,932,202
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$20,932,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,101,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,101,107
Interest on participant loans	2019-12-31	$28,121
Interest on participant loans	2019-12-31	$28,121
Income. Interest from loans (other than to participants)	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$15,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$15,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$15,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$15,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,727,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,727,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,398,118
Contributions received in cash from employer	2019-12-31	$1,398,118
Employer contributions (assets) at end of year	2019-12-31	$51,324
Employer contributions (assets) at end of year	2019-12-31	$51,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,345,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,345,148
Contract administrator fees	2019-12-31	$28,293
Contract administrator fees	2019-12-31	$28,293
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA LLP
Accountancy firm name	2019-12-31	BDO USA LLP
Accountancy firm EIN	2019-12-31	135381590
Accountancy firm EIN	2019-12-31	135381590
2018 : KOOZIE GROUP 401(K) SAVINGS & INVESTMENT 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	$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	$12,285,303
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$784,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$771,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$13,204,250
Value of total assets at end of year	2018-12-31	$12,393,806
Value of total assets at beginning of year	2018-12-31	$893,397
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$13,762
Total interest from all sources	2018-12-31	$7,698
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$258,182
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	$258,182
Was this plan covered by a fidelity bond	2018-12-31	No
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	$4,078,788
Participant contributions at end of year	2018-12-31	$277,252
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$277,106
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$7,672,508
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	$11,500,409
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,393,806
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$893,397
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,101,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$425,705
Interest on participant loans	2018-12-31	$7,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$15,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$42,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$42,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,184,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,452,954
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$147,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$771,132
Contract administrator fees	2018-12-31	$13,762
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	BDO USA LLP
Accountancy firm EIN	2018-12-31	135381590
2017 : KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$893,397
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$891,449
Value of total assets at end of year	2017-12-31	$893,397
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$6,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$6,145
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$509,920
Participant contributions at end of year	2017-12-31	$277,106
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$176,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$893,397
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$893,397
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$425,705
Interest on participant loans	2017-12-31	$0
Income. Interest from loans (other than to participants)	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$42,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$-4,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$205,394
Employer contributions (assets) at end of year	2017-12-31	$147,940
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No

Form 5500 Responses for KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN

2022: KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2020: KOOZIE GROUP 401(K) SAVINGS & INVESTMENT 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: KOOZIE GROUP 401(K) SAVINGS & INVESTMENT 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: KOOZIE GROUP 401(K) SAVINGS & INVESTMENT 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: KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	First time form 5500 has been submitted	Yes
2017-07-01	Submission has been amended	Yes
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	SCRIBE OPCO, INC. DBA KOOZIE GROUP
Employer identification number (EIN):	821795538
NAIC Classification:	541400