401k Plan data: ACT! LLC 401(K) PLAN plan

ACT! LLC 401(K) PLAN 401k Plan overview

Plan Name	ACT! LLC 401(K) PLAN
Plan identification number	001

ACT! LLC 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ACT! LLC has sponsored the creation of one or more 401k plans.

Company Name: ACT! LLC

Employer identification number (EIN): 841599982

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACT! LLC 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 2019-01-01
001 2018-01-01
001 2017-01-01 LANAE FEHR
001 2016-01-01 LANAE FEHR
001 2015-01-01 LANAE FEHR
001 2014-01-01 LANAE FEHR
001 2013-01-01 LANAE FEHR 2014-06-16
001 2012-01-01 LANAE FEHR 2013-05-15
001 2011-01-01 LANAE FEHR 2012-04-16
001 2010-01-01 LANAE FEHR 2011-06-06

Plan Statistics for ACT! LLC 401(K) PLAN

401k plan membership statisitcs for ACT! LLC 401(K) PLAN

Measure Date Value
2022: ACT! LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 60
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 74
Total of all active and inactive participants 2022-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 136
Number of participants with account balances 2022-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ACT! LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 70
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 80
Total of all active and inactive participants 2021-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 151
Number of participants with account balances 2021-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ACT! LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 66
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 94
Total of all active and inactive participants 2020-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 160
Number of participants with account balances 2020-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ACT! LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 88
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 84
Total of all active and inactive participants 2019-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 173
Number of participants with account balances 2019-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ACT! LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 87
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 84
Total of all active and inactive participants 2018-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 172
Number of participants with account balances 2018-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ACT! LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 97
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 76
Total of all active and inactive participants 2017-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 173
Number of participants with account balances 2017-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ACT! LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 95
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 122
Total of all active and inactive participants 2016-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 217
Number of participants with account balances 2016-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ACT! LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 100
Number of other retired or separated participants entitled to future benefits 2015-01-01 126
Total of all active and inactive participants 2015-01-01 226
Total participants 2015-01-01 226
Number of participants with account balances 2015-01-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ACT! LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 121
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 112
Total of all active and inactive participants 2014-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 233
Number of participants with account balances 2014-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: ACT! LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	60
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	74
Total of all active and inactive participants	2022-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	136
Number of participants with account balances	2022-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ACT! LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	70
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	80
Total of all active and inactive participants	2021-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	151
Number of participants with account balances	2021-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ACT! LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	66
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	94
Total of all active and inactive participants	2020-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	160
Number of participants with account balances	2020-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ACT! LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	88
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	84
Total of all active and inactive participants	2019-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	173
Number of participants with account balances	2019-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ACT! LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	87
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	84
Total of all active and inactive participants	2018-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	172
Number of participants with account balances	2018-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ACT! LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	97
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	76
Total of all active and inactive participants	2017-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	173
Number of participants with account balances	2017-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ACT! LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	95
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	122
Total of all active and inactive participants	2016-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	217
Number of participants with account balances	2016-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ACT! LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	100
Number of other retired or separated participants entitled to future benefits	2015-01-01	126
Total of all active and inactive participants	2015-01-01	226
Total participants	2015-01-01	226
Number of participants with account balances	2015-01-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ACT! LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	121
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	112
Total of all active and inactive participants	2014-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	233
Number of participants with account balances	2014-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on ACT! LLC 401(K) PLAN

Measure	Date	Value
2022 : ACT! LLC 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	$0
Total income from all sources (including contributions)	2022-12-31	$-723,963
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$997,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$950,987
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$998,814
Value of total assets at end of year	2022-12-31	$7,906,077
Value of total assets at beginning of year	2022-12-31	$9,627,070
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$46,043
Total interest from all sources	2022-12-31	$5,836
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$146,667
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	$146,667
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	$548,609
Participant contributions at end of year	2022-12-31	$69,944
Participant contributions at beginning of year	2022-12-31	$80,705
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$176,077
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$81
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$24,992
Total non interest bearing cash at end of year	2022-12-31	$47,641
Total non interest bearing cash at beginning of year	2022-12-31	$37,996
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	$-1,720,993
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,906,077
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,627,070
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	$21,051
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,556,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,293,889
Interest on participant loans	2022-12-31	$3,865
Interest earned on other investments	2022-12-31	$1,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$231,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$214,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,875,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$274,128
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$950,987
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	WIPFI LLP
Accountancy firm EIN	2022-12-31	390758449
2021 : ACT! LLC 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,911,988
Total of all expenses incurred	2021-12-31	$532,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$471,462
Expenses. Certain deemed distributions of participant loans	2021-12-31	$9,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$787,209
Value of total assets at end of year	2021-12-31	$9,627,070
Value of total assets at beginning of year	2021-12-31	$8,247,223
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$51,373
Total interest from all sources	2021-12-31	$7,222
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$183,612
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	$183,612
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$522,970
Participant contributions at end of year	2021-12-31	$80,705
Participant contributions at beginning of year	2021-12-31	$56,240
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$247
Administrative expenses (other) incurred	2021-12-31	$29,413
Total non interest bearing cash at end of year	2021-12-31	$37,996
Total non interest bearing cash at beginning of year	2021-12-31	$2
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	$1,379,847
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,627,070
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,247,223
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	$21,960
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,293,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,916,954
Interest on participant loans	2021-12-31	$7,222
Interest earned on other investments	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$214,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$271,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$933,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$264,239
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$2,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$471,462
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WIPFI LLP
Accountancy firm EIN	2021-12-31	390758449
2020 : ACT! LLC 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,884,038
Total of all expenses incurred	2020-12-31	$1,713,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,646,840
Expenses. Certain deemed distributions of participant loans	2020-12-31	$6,916
Value of total corrective distributions	2020-12-31	$5,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$717,346
Value of total assets at end of year	2020-12-31	$8,247,223
Value of total assets at beginning of year	2020-12-31	$8,076,846
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$54,316
Total interest from all sources	2020-12-31	$3,628
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$124,199
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$124,199
Administrative expenses professional fees incurred	2020-12-31	$5,589
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	$447,096
Participant contributions at end of year	2020-12-31	$56,240
Participant contributions at beginning of year	2020-12-31	$87,970
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$21,381
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$106
Administrative expenses (other) incurred	2020-12-31	$30,065
Total non interest bearing cash at end of year	2020-12-31	$2
Total non interest bearing cash at beginning of year	2020-12-31	$3,348
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	$170,377
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,247,223
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,076,846
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	$18,662
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,916,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,962,814
Interest on participant loans	2020-12-31	$3,628
Interest earned on other investments	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$271,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$22,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,038,865
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	$248,869
Employer contributions (assets) at end of year	2020-12-31	$2,720
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,646,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WIPFLI LLP
Accountancy firm EIN	2020-12-31	390758449
2019 : ACT! LLC 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,307,885
Total income from all sources (including contributions)	2019-12-31	$2,307,885
Total of all expenses incurred	2019-12-31	$1,066,577
Total of all expenses incurred	2019-12-31	$1,066,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,003,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,003,200
Expenses. Certain deemed distributions of participant loans	2019-12-31	$4,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$770,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$770,326
Value of total assets at end of year	2019-12-31	$8,076,846
Value of total assets at end of year	2019-12-31	$8,076,846
Value of total assets at beginning of year	2019-12-31	$6,835,538
Value of total assets at beginning of year	2019-12-31	$6,835,538
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$58,449
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$58,449
Total interest from all sources	2019-12-31	$8,129
Total interest from all sources	2019-12-31	$8,129
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$159,492
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	$159,492
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$159,492
Administrative expenses professional fees incurred	2019-12-31	$7,500
Administrative expenses professional fees incurred	2019-12-31	$7,500
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	$1,000,000
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
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	$482,465
Contributions received from participants	2019-12-31	$482,465
Participant contributions at end of year	2019-12-31	$87,970
Participant contributions at end of year	2019-12-31	$87,970
Participant contributions at beginning of year	2019-12-31	$53,254
Participant contributions at beginning of year	2019-12-31	$53,254
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$22,860
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$22,860
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$106
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$106
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$128
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$128
Total non interest bearing cash at end of year	2019-12-31	$3,348
Total non interest bearing cash at end of year	2019-12-31	$3,348
Total non interest bearing cash at beginning of year	2019-12-31	$9,370
Total non interest bearing cash at beginning of year	2019-12-31	$9,370
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	$1,241,308
Value of net income/loss	2019-12-31	$1,241,308
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,076,846
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,076,846
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,835,538
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,835,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$20,169
Investment advisory and management fees	2019-12-31	$20,169
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,962,814
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,962,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,228,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,228,201
Interest on participant loans	2019-12-31	$3,854
Interest on participant loans	2019-12-31	$3,854
Interest earned on other investments	2019-12-31	$4,275
Interest earned on other investments	2019-12-31	$4,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$22,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$22,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$544,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$544,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,369,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,369,938
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	$265,001
Contributions received in cash from employer	2019-12-31	$265,001
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$315
Employer contributions (assets) at beginning of year	2019-12-31	$315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,003,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,003,200
Contract administrator fees	2019-12-31	$30,780
Contract administrator fees	2019-12-31	$30,780
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WIPFLI LLP
Accountancy firm name	2019-12-31	WIPFLI LLP
Accountancy firm EIN	2019-12-31	390758449
Accountancy firm EIN	2019-12-31	390758449
2018 : ACT! LLC 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$338,758
Total of all expenses incurred	2018-12-31	$565,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$527,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$808,479
Value of total assets at end of year	2018-12-31	$6,835,538
Value of total assets at beginning of year	2018-12-31	$7,062,051
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$37,698
Total interest from all sources	2018-12-31	$4,516
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$142,985
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	$142,985
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
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	$471,507
Participant contributions at end of year	2018-12-31	$53,254
Participant contributions at beginning of year	2018-12-31	$43,023
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$80,013
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$128
Administrative expenses (other) incurred	2018-12-31	$14,435
Total non interest bearing cash at end of year	2018-12-31	$9,370
Total non interest bearing cash at beginning of year	2018-12-31	$4,106
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	$-226,513
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,835,538
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,062,051
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	$23,263
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,228,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,980,117
Interest on participant loans	2018-12-31	$1,676
Interest earned on other investments	2018-12-31	$2,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$544,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$34,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-617,222
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	$256,959
Employer contributions (assets) at end of year	2018-12-31	$315
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	$527,573
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WIPFLI LLP
Accountancy firm EIN	2018-12-31	390758449
2017 : ACT! LLC 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,910,933
Total of all expenses incurred	2017-12-31	$788,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$744,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$831,333
Value of total assets at end of year	2017-12-31	$7,062,051
Value of total assets at beginning of year	2017-12-31	$5,939,151
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$43,287
Total interest from all sources	2017-12-31	$1,654
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$119,993
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	$119,993
Administrative expenses professional fees incurred	2017-12-31	$8,027
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$431,750
Participant contributions at end of year	2017-12-31	$43,023
Participant contributions at beginning of year	2017-12-31	$39,626
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$16,596
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$133,323
Administrative expenses (other) incurred	2017-12-31	$15,534
Total non interest bearing cash at end of year	2017-12-31	$4,106
Total non interest bearing cash at beginning of year	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$1,122,900
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,062,051
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,939,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$19,726
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,980,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,861,110
Interest on participant loans	2017-12-31	$1,498
Interest earned on other investments	2017-12-31	$156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$34,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$16,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$957,953
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	Yes
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	$266,260
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$5,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$744,746
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WIPFLI LLP
Accountancy firm EIN	2017-12-31	390758449
2016 : ACT! LLC 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,090,691
Total of all expenses incurred	2016-12-31	$997,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$934,491
Value of total corrective distributions	2016-12-31	$1,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$543,333
Value of total assets at end of year	2016-12-31	$5,939,151
Value of total assets at beginning of year	2016-12-31	$5,845,611
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$61,165
Total interest from all sources	2016-12-31	$1,814
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$103,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$103,710
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$443,606
Participant contributions at end of year	2016-12-31	$39,626
Participant contributions at beginning of year	2016-12-31	$60,466
Participant contributions at end of year	2016-12-31	$16,596
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$5,510
Other income not declared elsewhere	2016-12-31	$27,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$93,540
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,939,151
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,845,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,861,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,754,285
Interest on participant loans	2016-12-31	$1,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$16,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$30,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$414,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$94,217
Employer contributions (assets) at end of year	2016-12-31	$5,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$934,491
Contract administrator fees	2016-12-31	$61,165
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BAUERLE AND COMPANY, PC
Accountancy firm EIN	2016-12-31	840817888
2015 : ACT! LLC 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$840,194
Total of all expenses incurred	2015-12-31	$1,227,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,129,217
Expenses. Certain deemed distributions of participant loans	2015-12-31	$38,494
Value of total corrective distributions	2015-12-31	$2,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$887,794
Value of total assets at end of year	2015-12-31	$5,845,611
Value of total assets at beginning of year	2015-12-31	$6,233,248
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$57,833
Total interest from all sources	2015-12-31	$2,548
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$225,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$225,008
Administrative expenses professional fees incurred	2015-12-31	$3,700
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$576,314
Participant contributions at end of year	2015-12-31	$60,466
Participant contributions at beginning of year	2015-12-31	$143,929
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$23,949
Other income not declared elsewhere	2015-12-31	$19,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-387,637
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,845,611
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,233,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$54,133
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,754,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,069,349
Interest on participant loans	2015-12-31	$2,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$30,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$19,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-294,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$287,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,129,217
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BAUERLE AND COMPANY, PC
Accountancy firm EIN	2015-12-31	840817888
2014 : ACT! LLC 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,154,485
Total of all expenses incurred	2014-12-31	$1,406,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,313,352
Expenses. Certain deemed distributions of participant loans	2014-12-31	$34,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,715,628
Value of total assets at end of year	2014-12-31	$6,233,248
Value of total assets at beginning of year	2014-12-31	$5,484,950
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$57,932
Total interest from all sources	2014-12-31	$3,642
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$178,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$178,559
Administrative expenses professional fees incurred	2014-12-31	$4,572
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$794,632
Participant contributions at end of year	2014-12-31	$143,929
Participant contributions at beginning of year	2014-12-31	$157,445
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$415,079
Other income not declared elsewhere	2014-12-31	$18,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$748,298
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,233,248
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,484,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$53,360
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,069,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,322,881
Interest on participant loans	2014-12-31	$3,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$19,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$4,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$237,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$505,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,313,352
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BAUERLE AND COMPANY, PC
Accountancy firm EIN	2014-12-31	840817888

Form 5500 Responses for ACT! LLC 401(K) PLAN

2022: ACT! LLC 401(K) 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ACT! LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ACT! LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ACT! LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ACT! LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ACT! LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ACT! LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ACT! LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ACT! LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513292

Policy instance

Insurance contract or identification number	513292
Number of Individuals Covered	136
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513292

Policy instance

Insurance contract or identification number	513292
Number of Individuals Covered	148
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513292

Policy instance

Insurance contract or identification number	513292
Number of Individuals Covered	158
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512167 513292

Policy instance

Insurance contract or identification number	512167 513292
Number of Individuals Covered	173
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512167

Policy instance

Insurance contract or identification number	512167
Number of Individuals Covered	169
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512167

Policy instance

Insurance contract or identification number	512167
Number of Individuals Covered	169
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512167

Policy instance

Insurance contract or identification number	512167
Number of Individuals Covered	222
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512167

Policy instance

Insurance contract or identification number	512167
Number of Individuals Covered	227
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ACT! LLC
Employer identification number (EIN):	841599982
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services