401k Plan data: ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN plan

ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 401k Plan overview

Plan Name	ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN
Plan identification number	001

ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

ARIZONA TECHNOLOGY COUNCIL has sponsored the creation of one or more 401k plans.

Company Name: ARIZONA TECHNOLOGY COUNCIL

Employer identification number (EIN): 860684848

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about ARIZONA TECHNOLOGY COUNCIL

Jurisdiction of Incorporation: Arizona Corporation Commission

Incorporation Date:

Company Identification Number: 02330221

More information about ARIZONA TECHNOLOGY COUNCIL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 LAWRENCE EGORT LAWRENCE EGORT 2018-10-12
001 2016-01-01 LAWRENCE EGORT
001 2015-01-01 STEVEN ZYLSTRA
001 2015-01-01 STEVEN ZYLSTRA
001 2015-01-01 STEVEN ZYLSTRA
001 2014-01-01 WILLIAM KROPKOF WILLIAM KROPKOF 2015-10-14
001 2014-01-01 WILLIAM KROPKOF WILLIAM KROPKOF 2015-10-14
001 2014-01-01 WILLIAM KROPKOF
001 2014-01-01 WILLIAM KROPKOF WILLIAM KROPKOF 2015-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	LAWRENCE EGORT	LAWRENCE EGORT	2018-10-12
001	2016-01-01	LAWRENCE EGORT
001	2015-01-01	STEVEN ZYLSTRA
001	2015-01-01	STEVEN ZYLSTRA
001	2015-01-01	STEVEN ZYLSTRA
001	2014-01-01	WILLIAM KROPKOF	WILLIAM KROPKOF	2015-10-14
001	2014-01-01	WILLIAM KROPKOF	WILLIAM KROPKOF	2015-10-14
001	2014-01-01	WILLIAM KROPKOF
001	2014-01-01	WILLIAM KROPKOF	WILLIAM KROPKOF	2015-10-14

Plan Statistics for ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN

401k plan membership statisitcs for ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN

Measure Date Value
2019: ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,020
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,002
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 291
Total of all active and inactive participants 2019-01-01 1,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,293
Number of participants with account balances 2019-01-01 798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 39
2018: ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 581
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 597
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 185
Total of all active and inactive participants 2018-01-01 782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 782
Number of participants with account balances 2018-01-01 654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 291
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 356
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 97
Total of all active and inactive participants 2017-01-01 453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 453
Number of participants with account balances 2017-01-01 384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 454
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 142
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 81
Total of all active and inactive participants 2016-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 223
Number of participants with account balances 2016-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 365
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 367
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 22
Total of all active and inactive participants 2015-01-01 389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 389
Number of participants with account balances 2015-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 256
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 357
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 8
Total of all active and inactive participants 2014-01-01 365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 365
Number of participants with account balances 2014-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2019: ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,020
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,002
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	291
Total of all active and inactive participants	2019-01-01	1,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,293
Number of participants with account balances	2019-01-01	798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	39
2018: ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	581
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	597
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	185
Total of all active and inactive participants	2018-01-01	782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	782
Number of participants with account balances	2018-01-01	654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	291
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	356
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	97
Total of all active and inactive participants	2017-01-01	453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	453
Number of participants with account balances	2017-01-01	384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	454
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	142
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	81
Total of all active and inactive participants	2016-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	223
Number of participants with account balances	2016-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	365
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	367
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	22
Total of all active and inactive participants	2015-01-01	389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	389
Number of participants with account balances	2015-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	256
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	357
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	8
Total of all active and inactive participants	2014-01-01	365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	365
Number of participants with account balances	2014-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN

Measure	Date	Value
2019 : ARIZONA TECHNOLOGY COUNCIL 401(K) 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 transfer of assets to this plan	2019-12-31	$2,782,605
Total transfer of assets to this plan	2019-12-31	$2,782,605
Total transfer of assets from this plan	2019-12-31	$2,229,185
Total transfer of assets from this plan	2019-12-31	$2,229,185
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	$9,218,820
Total income from all sources (including contributions)	2019-12-31	$9,218,820
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	$1,778,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,671,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,671,877
Value of total corrective distributions	2019-12-31	$5,714
Value of total corrective distributions	2019-12-31	$5,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$5,996,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$5,996,704
Value of total assets at end of year	2019-12-31	$19,440,143
Value of total assets at end of year	2019-12-31	$19,440,143
Value of total assets at beginning of year	2019-12-31	$11,446,503
Value of total assets at beginning of year	2019-12-31	$11,446,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$101,009
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$101,009
Total interest from all sources	2019-12-31	$10,918
Total interest from all sources	2019-12-31	$10,918
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$640,075
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$640,075
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	$640,075
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$640,075
Administrative expenses professional fees incurred	2019-12-31	$3,869
Administrative expenses professional fees incurred	2019-12-31	$3,869
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	Yes
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
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	$4,308,616
Contributions received from participants	2019-12-31	$4,308,616
Participant contributions at end of year	2019-12-31	$200,305
Participant contributions at end of year	2019-12-31	$200,305
Participant contributions at beginning of year	2019-12-31	$179,017
Participant contributions at beginning of year	2019-12-31	$179,017
Participant contributions at end of year	2019-12-31	$25,309
Participant contributions at end of year	2019-12-31	$25,309
Participant contributions at beginning of year	2019-12-31	$22,556
Participant contributions at beginning of year	2019-12-31	$22,556
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$662,330
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$662,330
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$2,513
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$2,513
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$952
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$952
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	$7,440,220
Value of net income/loss	2019-12-31	$7,440,220
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,440,143
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,440,143
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,446,503
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	$31,026
Investment advisory and management fees	2019-12-31	$31,026
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$19,056,234
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$19,056,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,149,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,149,703
Interest on participant loans	2019-12-31	$10,918
Interest on participant loans	2019-12-31	$10,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,571,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,571,123
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	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
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	$1,025,758
Contributions received in cash from employer	2019-12-31	$1,025,758
Employer contributions (assets) at end of year	2019-12-31	$155,782
Employer contributions (assets) at end of year	2019-12-31	$155,782
Employer contributions (assets) at beginning of year	2019-12-31	$94,275
Employer contributions (assets) at beginning of year	2019-12-31	$94,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,671,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,671,877
Contract administrator fees	2019-12-31	$66,114
Contract administrator fees	2019-12-31	$66,114
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	Yes
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	Yes
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
Accountancy firm name	2019-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm name	2019-12-31	METZ & ASSOCIATES, PLLC
Accountancy firm EIN	2019-12-31	464558541
Accountancy firm EIN	2019-12-31	464558541
2018 : ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$747,928
Total transfer of assets from this plan	2018-12-31	$102
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	$3,392,847
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$655,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$571,747
Value of total corrective distributions	2018-12-31	$6,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,128,865
Value of total assets at end of year	2018-12-31	$11,442,444
Value of total assets at beginning of year	2018-12-31	$7,957,275
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$77,485
Total interest from all sources	2018-12-31	$7,741
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$335,905
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	$335,905
Administrative expenses professional fees incurred	2018-12-31	$7,131
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$3,010,681
Participant contributions at end of year	2018-12-31	$179,017
Participant contributions at beginning of year	2018-12-31	$160,000
Participant contributions at end of year	2018-12-31	$19,364
Participant contributions at beginning of year	2018-12-31	$15,596
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$383,999
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$91
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$2,737,343
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,442,444
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,957,275
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	$20,822
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$11,149,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,691,082
Interest on participant loans	2018-12-31	$7,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,079,664
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	$734,185
Employer contributions (assets) at end of year	2018-12-31	$93,943
Employer contributions (assets) at beginning of year	2018-12-31	$90,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$571,747
Contract administrator fees	2018-12-31	$49,532
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	Yes
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	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	GOLDSTEIN,ZUGMAN,WEINSTEIN & POOLE
Accountancy firm EIN	2018-12-31	200453834
2017 : ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$664,606
Total transfer of assets from this plan	2017-12-31	$64,412
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	$2,526,868
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$551,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$480,402
Value of total corrective distributions	2017-12-31	$7,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,496,258
Value of total assets at end of year	2017-12-31	$7,957,275
Value of total assets at beginning of year	2017-12-31	$5,381,698
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$63,470
Total interest from all sources	2017-12-31	$5,546
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$179,439
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	$179,439
Administrative expenses professional fees incurred	2017-12-31	$11,000
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,066,956
Participant contributions at end of year	2017-12-31	$160,000
Participant contributions at beginning of year	2017-12-31	$116,224
Participant contributions at end of year	2017-12-31	$15,596
Participant contributions at beginning of year	2017-12-31	$26,862
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$13,371
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$91
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$1,505
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	$1,975,383
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,957,275
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,381,698
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	$17,855
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,691,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,233,668
Interest on participant loans	2017-12-31	$5,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$845,625
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	$415,931
Employer contributions (assets) at end of year	2017-12-31	$90,506
Employer contributions (assets) at beginning of year	2017-12-31	$3,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$480,402
Contract administrator fees	2017-12-31	$34,615
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	Yes
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	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	WEINSTEIN ZUGMAN, LLC
Accountancy firm EIN	2017-12-31	200453834
2016 : ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$1,412,985
Total transfer of assets from this plan	2016-12-31	$4,323,388
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,949,902
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$667,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$550,208
Expenses. Certain deemed distributions of participant loans	2016-12-31	$5,968
Value of total corrective distributions	2016-12-31	$57,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,387,387
Value of total assets at end of year	2016-12-31	$5,381,698
Value of total assets at beginning of year	2016-12-31	$7,009,993
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$53,714
Total interest from all sources	2016-12-31	$6,175
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$125,676
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	$125,676
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,073,659
Participant contributions at end of year	2016-12-31	$116,224
Participant contributions at beginning of year	2016-12-31	$135,296
Participant contributions at end of year	2016-12-31	$26,862
Participant contributions at beginning of year	2016-12-31	$29,873
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,393
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$1,505
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$248
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	$1,282,108
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,381,698
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,009,993
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
Investment advisory and management fees	2016-12-31	$13,332
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,233,668
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$5,915,510
Interest on participant loans	2016-12-31	$5,428
Interest earned on other investments	2016-12-31	$747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$928,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$825,651
Net investment gain/loss from pooled separate accounts	2016-12-31	$-394,987
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	$311,335
Employer contributions (assets) at end of year	2016-12-31	$3,439
Employer contributions (assets) at beginning of year	2016-12-31	$932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$550,208
Contract administrator fees	2016-12-31	$40,382
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	2016-12-31	Yes
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	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	GOLDSTEIN,ZUGMAN,WEINSTEIN & POOLE
Accountancy firm EIN	2016-12-31	200453834
2015 : ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,663,641
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$292,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$149,914
Value of total corrective distributions	2015-12-31	$99,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,774,283
Value of total assets at end of year	2015-12-31	$7,009,745
Value of total assets at beginning of year	2015-12-31	$5,638,395
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$42,648
Total interest from all sources	2015-12-31	$5,423
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,092,581
Participant contributions at end of year	2015-12-31	$135,296
Participant contributions at beginning of year	2015-12-31	$136,745
Participant contributions at end of year	2015-12-31	$29,873
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$588,426
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$248
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	$1,371,350
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,009,745
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,638,395
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
Value of interest in pooled separate accounts at end of year	2015-12-31	$5,915,510
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,628,770
Interest on participant loans	2015-12-31	$5,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$928,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$872,880
Net investment gain/loss from pooled separate accounts	2015-12-31	$-116,065
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	$93,276
Employer contributions (assets) at end of year	2015-12-31	$932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$149,914
Contract administrator fees	2015-12-31	$42,648
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	2015-12-31	Yes
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	GOLDSTEIN, ZUGMAN, WEINSTEIN& POOLE
Accountancy firm EIN	2015-12-31	200453834
2014 : ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$3,604,060
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,248,162
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$214,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$192,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,048,608
Value of total assets at end of year	2014-12-31	$5,638,395
Value of total assets at beginning of year	2014-12-31	$1,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$22,508
Total interest from all sources	2014-12-31	$4,145
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
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	$744,459
Participant contributions at end of year	2014-12-31	$136,745
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,265,276
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	$2,033,333
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,638,395
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,002
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
Value of interest in pooled separate accounts at end of year	2014-12-31	$5,501,650
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,002
Interest on participant loans	2014-12-31	$4,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$872,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$46
Net investment gain/loss from pooled separate accounts	2014-12-31	$195,409
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	Yes
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	$38,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$192,321
Contract administrator fees	2014-12-31	$22,508
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	2014-12-31	Yes
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	TO BE DETERMINED
Accountancy firm EIN	2014-12-31	860684848

Form 5500 Responses for ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN

2019: ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple 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: ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple 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: ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ARIZONA TECHNOLOGY COUNCIL 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932347-000

Policy instance

Insurance contract or identification number	932347-000
Number of Individuals Covered	164
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $21,172
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932347-000

Policy instance

Insurance contract or identification number	932347-000
Number of Individuals Covered	141
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $23,041
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Are there contracts with allocated funds for individual policies?	No
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?	No
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
Commission paid to Insurance Broker	USD $12,245
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIALSERVICES INS AGENCY

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Company Name:	ARIZONA TECHNOLOGY COUNCIL
Employer identification number (EIN):	860684848
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Arizona Corporation Commission
Incorporation Date:
Company Identification Number:	02330221