CONNECTIFY HR LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CONNECTIFY HR RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023 : CONNECTIFY HR RETIREMENT SAVINGS PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total transfer of assets to this plan | 2023-12-31 | $7,038,692 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $13,769,863 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $3,728,500 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $3,449,086 |
| Value of total corrective distributions | 2023-12-31 | $15,820 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $8,004,571 |
| Value of total assets at end of year | 2023-12-31 | $43,724,248 |
| Value of total assets at beginning of year | 2023-12-31 | $26,644,193 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $263,594 |
| Total interest from all sources | 2023-12-31 | $31,698 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $1,084,491 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $1,084,491 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $4,497,226 |
| Participant contributions at end of year | 2023-12-31 | $676,178 |
| Participant contributions at beginning of year | 2023-12-31 | $451,534 |
| Participant contributions at end of year | 2023-12-31 | $76,781 |
| Participant contributions at beginning of year | 2023-12-31 | $15,998 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $1,737,635 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $1,473 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $10,041,363 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $43,724,248 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $26,644,193 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $78,336 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $42,911,757 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $26,147,757 |
| Interest on participant loans | 2023-12-31 | $31,698 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $4,649,103 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $1,769,710 |
| Employer contributions (assets) at end of year | 2023-12-31 | $58,059 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $28,904 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $3,449,086 |
| Contract administrator fees | 2023-12-31 | $178,258 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | JASON F. CLAUSEN, P.C |
| Accountancy firm EIN | 2023-12-31 | 274097479 |
| 2022 : CONNECTIFY HR RETIREMENT SAVINGS PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $17,790,525 |
| 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 | $-344,087 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,457,881 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,402,340 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,596,313 |
| Value of total assets at end of year | 2022-12-31 | $26,644,193 |
| Value of total assets at beginning of year | 2022-12-31 | $10,655,636 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $55,541 |
| Total interest from all sources | 2022-12-31 | $2,603 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $611,214 |
| 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 | $611,214 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,128,240 |
| Participant contributions at end of year | 2022-12-31 | $451,534 |
| Participant contributions at beginning of year | 2022-12-31 | $22,591 |
| Participant contributions at end of year | 2022-12-31 | $15,998 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $97,858 |
| 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 | $-1,801,968 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $26,644,193 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,655,636 |
| 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 | $22,844 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $26,147,757 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $10,633,045 |
| Interest on participant loans | 2022-12-31 | $2,603 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,554,217 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $370,215 |
| Employer contributions (assets) at end of year | 2022-12-31 | $28,904 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,402,340 |
| Contract administrator fees | 2022-12-31 | $32,697 |
| 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 | JASON F. CLAUSEN, P.C. |
| Accountancy firm EIN | 2022-12-31 | 274097479 |
