401k Plan data: ASCEND HR SOLUTIONS RETIREMENT PLAN plan

ASCEND HR SOLUTIONS RETIREMENT PLAN 401k Plan overview

Plan Name	ASCEND HR SOLUTIONS RETIREMENT PLAN
Plan identification number	333

ASCEND HR SOLUTIONS RETIREMENT 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

ASCEND HR SOLUTIONS has sponsored the creation of one or more 401k plans.

Company Name: ASCEND HR SOLUTIONS

Employer identification number (EIN): 870535799

NAIC Classification: 541214
NAIC Description: Payroll Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASCEND HR SOLUTIONS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2017-01-01 NICOLE GREEN
333 2016-01-01 NICOLE GREEN NICOLE GREEN 2017-09-20
333 2015-01-01 NICOLE GREEN NICOLE GREEN 2016-10-14
333 2014-01-01 NICOLE GREEN NICOLE GREEN 2015-10-14
333 2013-01-01 JOSH HENDERSON JOSH HENDERSON 2014-10-15
333 2012-01-01 JOSH NELSON JOSH NELSON 2013-10-08
333 2011-01-01 JOSH NELSON
333 2010-01-01 JOSH NELSON JOSH NELSON 2011-10-13
333 2009-01-01 JAMI GREEN ROBERT BECK 2010-09-24

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
333	2017-01-01	NICOLE GREEN
333	2016-01-01	NICOLE GREEN	NICOLE GREEN	2017-09-20
333	2015-01-01	NICOLE GREEN	NICOLE GREEN	2016-10-14
333	2014-01-01	NICOLE GREEN	NICOLE GREEN	2015-10-14
333	2013-01-01	JOSH HENDERSON	JOSH HENDERSON	2014-10-15
333	2012-01-01	JOSH NELSON	JOSH NELSON	2013-10-08
333	2011-01-01	JOSH NELSON
333	2010-01-01	JOSH NELSON	JOSH NELSON	2011-10-13
333	2009-01-01	JAMI GREEN	ROBERT BECK	2010-09-24

Plan Statistics for ASCEND HR SOLUTIONS RETIREMENT PLAN

401k plan membership statisitcs for ASCEND HR SOLUTIONS RETIREMENT PLAN

Measure Date Value
2017: ASCEND HR SOLUTIONS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 105
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 0
Total of all active and inactive participants 2017-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 105
Number of participants with account balances 2017-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ASCEND HR SOLUTIONS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 81
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 28
Total of all active and inactive participants 2016-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 109
Number of participants with account balances 2016-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ASCEND HR SOLUTIONS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 249
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 35
Total of all active and inactive participants 2015-01-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 285
Number of participants with account balances 2015-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ASCEND HR SOLUTIONS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 541
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 548
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 26
Total of all active and inactive participants 2014-01-01 574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 574
Number of participants with account balances 2014-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ASCEND HR SOLUTIONS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 563
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 542
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 25
Total of all active and inactive participants 2013-01-01 567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 567
Number of participants with account balances 2013-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ASCEND HR SOLUTIONS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,282
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,357
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 32
Total of all active and inactive participants 2012-01-01 1,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,391
Number of participants with account balances 2012-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ASCEND HR SOLUTIONS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,935
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,901
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 64
Total of all active and inactive participants 2011-01-01 1,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,970
Number of participants with account balances 2011-01-01 304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: ASCEND HR SOLUTIONS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2,701
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2,824
Number of retired or separated participants receiving benefits 2010-01-01 8
Number of other retired or separated participants entitled to future benefits 2010-01-01 122
Total of all active and inactive participants 2010-01-01 2,954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 2,955
Number of participants with account balances 2010-01-01 494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 25
2009: ASCEND HR SOLUTIONS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,996
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,126
Number of retired or separated participants receiving benefits 2009-01-01 8
Number of other retired or separated participants entitled to future benefits 2009-01-01 201
Total of all active and inactive participants 2009-01-01 2,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2,335
Number of participants with account balances 2009-01-01 1,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 107

Measure	Date	Value
2017: ASCEND HR SOLUTIONS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	105
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	0
Total of all active and inactive participants	2017-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	105
Number of participants with account balances	2017-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ASCEND HR SOLUTIONS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	81
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	28
Total of all active and inactive participants	2016-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	109
Number of participants with account balances	2016-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ASCEND HR SOLUTIONS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	249
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	35
Total of all active and inactive participants	2015-01-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	285
Number of participants with account balances	2015-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ASCEND HR SOLUTIONS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	541
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	548
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	26
Total of all active and inactive participants	2014-01-01	574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	574
Number of participants with account balances	2014-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ASCEND HR SOLUTIONS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	563
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	542
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	25
Total of all active and inactive participants	2013-01-01	567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	567
Number of participants with account balances	2013-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ASCEND HR SOLUTIONS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,282
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,357
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	32
Total of all active and inactive participants	2012-01-01	1,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,391
Number of participants with account balances	2012-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ASCEND HR SOLUTIONS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,935
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,901
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	64
Total of all active and inactive participants	2011-01-01	1,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,970
Number of participants with account balances	2011-01-01	304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: ASCEND HR SOLUTIONS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2,701
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2,824
Number of retired or separated participants receiving benefits	2010-01-01	8
Number of other retired or separated participants entitled to future benefits	2010-01-01	122
Total of all active and inactive participants	2010-01-01	2,954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	2,955
Number of participants with account balances	2010-01-01	494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	25
2009: ASCEND HR SOLUTIONS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,996
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,126
Number of retired or separated participants receiving benefits	2009-01-01	8
Number of other retired or separated participants entitled to future benefits	2009-01-01	201
Total of all active and inactive participants	2009-01-01	2,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2,335
Number of participants with account balances	2009-01-01	1,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	107

Financial Data on ASCEND HR SOLUTIONS RETIREMENT PLAN

Measure	Date	Value
2017 : ASCEND HR SOLUTIONS RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,981,186
Expenses. Total of all expenses incurred	2017-12-31	$19,727
Benefits paid (including direct rollovers)	2017-12-31	$10,978
Total plan assets at end of year	2017-12-31	$1,961,459
Total plan assets at beginning of year	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$9,044
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$1,838,012
Other income received	2017-12-31	$129,034
Net income (gross income less expenses)	2017-12-31	$1,961,459
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,961,459
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Assets. Value of participant loans	2017-12-31	$24,079
Total contributions received or receivable from employer(s)	2017-12-31	$5,096
Value of certain deemed distributions of participant loans	2017-12-31	$1,321
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,428
2016 : ASCEND HR SOLUTIONS RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$587,576
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	$450,428
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$494,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$463,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$267,447
Value of total assets at end of year	2016-12-31	$1,837,108
Value of total assets at beginning of year	2016-12-31	$2,468,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$31,020
Total interest from all sources	2016-12-31	$2,126
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$3,749
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$750,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$175,644
Participant contributions at end of year	2016-12-31	$31,280
Participant contributions at beginning of year	2016-12-31	$48,141
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$23,440
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	$-44,060
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,837,108
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,468,744
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 pooled separate accounts at end of year	2016-12-31	$1,767,712
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,347,960
Interest on participant loans	2016-12-31	$2,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$35,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$72,368
Net investment gain/loss from pooled separate accounts	2016-12-31	$180,855
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	$68,363
Employer contributions (assets) at end of year	2016-12-31	$2,143
Employer contributions (assets) at beginning of year	2016-12-31	$275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$463,468
Contract administrator fees	2016-12-31	$27,271
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	WSRP, LLC
Accountancy firm EIN	2016-12-31	870517754
2015 : ASCEND HR SOLUTIONS RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$703,156
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	$285,187
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$136,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$92,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$312,115
Value of total assets at end of year	2015-12-31	$2,468,744
Value of total assets at beginning of year	2015-12-31	$3,023,592
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$44,327
Total interest from all sources	2015-12-31	$3,425
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
Administrative expenses professional fees incurred	2015-12-31	$8,807
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$750,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$223,997
Participant contributions at end of year	2015-12-31	$48,141
Participant contributions at beginning of year	2015-12-31	$148,705
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	$148,308
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,468,744
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,023,592
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	$2,347,960
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,726,660
Interest on participant loans	2015-12-31	$3,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$72,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$148,227
Net investment gain/loss from pooled separate accounts	2015-12-31	$-30,353
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	$88,118
Employer contributions (assets) at end of year	2015-12-31	$275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$92,552
Contract administrator fees	2015-12-31	$35,520
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	WSRP, LLC
Accountancy firm EIN	2015-12-31	870517754
2014 : ASCEND HR SOLUTIONS RETIREMENT 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	$70,095
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	$777,789
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$550,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$514,415
Value of total corrective distributions	2014-12-31	$1,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$625,208
Value of total assets at end of year	2014-12-31	$3,023,592
Value of total assets at beginning of year	2014-12-31	$2,726,499
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$35,229
Total interest from all sources	2014-12-31	$4,493
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
Administrative expenses professional fees incurred	2014-12-31	$5,225
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$750,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$186,289
Participant contributions at end of year	2014-12-31	$148,705
Participant contributions at beginning of year	2014-12-31	$97,013
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$358,111
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	$226,998
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,023,592
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,726,499
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	$2,726,660
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,486,172
Interest on participant loans	2014-12-31	$4,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$148,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$143,314
Net investment gain/loss from pooled separate accounts	2014-12-31	$148,088
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	$80,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$514,415
Contract administrator fees	2014-12-31	$30,004
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	WSRP, LLC
Accountancy firm EIN	2014-12-31	870517754
2013 : ASCEND HR SOLUTIONS RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$4,951
Total transfer of assets from this plan	2013-12-31	$3,084,466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$762,968
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$154,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$154,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$284,442
Value of total assets at end of year	2013-12-31	$2,726,499
Value of total assets at beginning of year	2013-12-31	$5,197,165
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$2,455
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$250,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$212,140
Participant contributions at end of year	2013-12-31	$97,013
Participant contributions at beginning of year	2013-12-31	$135,294
Participant contributions at beginning of year	2013-12-31	$14,949
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$2,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$608,849
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,726,499
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,197,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Interest on participant loans	2013-12-31	$2,455
Value of interest in common/collective trusts at end of year	2013-12-31	$2,486,172
Value of interest in common/collective trusts at beginning of year	2013-12-31	$4,942,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$143,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$476,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$72,302
Employer contributions (assets) at beginning of year	2013-12-31	$102,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$154,119
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WISAN, SMITH, RACKER & PRESCOTT
Accountancy firm EIN	2013-12-31	870517754
2012 : ASCEND HR SOLUTIONS RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$788,451
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,333,516
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$397,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$390,064
Value of total corrective distributions	2012-12-31	$6,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$826,567
Value of total assets at end of year	2012-12-31	$5,197,165
Value of total assets at beginning of year	2012-12-31	$5,049,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$4,463
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$250,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$439,561
Participant contributions at end of year	2012-12-31	$135,294
Participant contributions at beginning of year	2012-12-31	$84,027
Participant contributions at end of year	2012-12-31	$14,949
Participant contributions at beginning of year	2012-12-31	$25,994
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$62,934
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$2,081
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$3,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$936,466
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,197,165
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,049,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Interest on participant loans	2012-12-31	$4,463
Value of interest in common/collective trusts at end of year	2012-12-31	$4,942,837
Value of interest in common/collective trusts at beginning of year	2012-12-31	$4,814,959
Net investment gain/loss from pooled separate accounts	2012-12-31	$502,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$324,072
Employer contributions (assets) at end of year	2012-12-31	$102,004
Employer contributions (assets) at beginning of year	2012-12-31	$120,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$390,064
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WISAN, SMITH, RACKER & PRESCOTT
Accountancy firm EIN	2012-12-31	870517754
2011 : ASCEND HR SOLUTIONS RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$99,498
Total transfer of assets from this plan	2011-12-31	$2,766,507
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$776,133
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,101,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,080,228
Value of total corrective distributions	2011-12-31	$17,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$907,992
Value of total assets at end of year	2011-12-31	$5,049,150
Value of total assets at beginning of year	2011-12-31	$8,041,599
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,322
Total interest from all sources	2011-12-31	$8,302
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$4,322
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$250,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$554,603
Participant contributions at end of year	2011-12-31	$84,027
Participant contributions at beginning of year	2011-12-31	$348,418
Participant contributions at end of year	2011-12-31	$25,994
Participant contributions at beginning of year	2011-12-31	$74,717
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$31,948
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$3,966
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$-73,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-325,440
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,049,150
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,041,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Interest on participant loans	2011-12-31	$8,302
Value of interest in common/collective trusts at end of year	2011-12-31	$4,814,959
Value of interest in common/collective trusts at beginning of year	2011-12-31	$7,624,095
Net investment gain/loss from pooled separate accounts	2011-12-31	$-140,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$321,441
Employer contributions (assets) at end of year	2011-12-31	$120,204
Employer contributions (assets) at beginning of year	2011-12-31	$68,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,080,228
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WISAN, SMITH, RACKER & PRESCOTT
Accountancy firm EIN	2011-12-31	870517754
2010 : ASCEND HR SOLUTIONS RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$444,034
Total transfer of assets from this plan	2010-12-31	$7,255,973
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,401,883
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,327,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,305,974
Value of total corrective distributions	2010-12-31	$14,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,672,101
Value of total assets at end of year	2010-12-31	$8,041,599
Value of total assets at beginning of year	2010-12-31	$13,779,477
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$6,968
Total interest from all sources	2010-12-31	$15,985
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$250,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$933,401
Participant contributions at end of year	2010-12-31	$348,418
Participant contributions at beginning of year	2010-12-31	$527,697
Participant contributions at end of year	2010-12-31	$74,717
Participant contributions at beginning of year	2010-12-31	$261,447
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$3,816
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$-73,806
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$11,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,074,061
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,041,599
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$13,779,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Income. Interest from loans (other than to participants)	2010-12-31	$15,985
Value of interest in common/collective trusts at end of year	2010-12-31	$7,624,095
Value of interest in common/collective trusts at beginning of year	2010-12-31	$12,858,734
Net investment gain/loss from pooled separate accounts	2010-12-31	$713,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$734,884
Employer contributions (assets) at end of year	2010-12-31	$68,175
Employer contributions (assets) at beginning of year	2010-12-31	$120,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,305,974
Contract administrator fees	2010-12-31	$6,968
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WISAN, SMITH, RACKER & PRESCOTT
Accountancy firm EIN	2010-12-31	870517754

Form 5500 Responses for ASCEND HR SOLUTIONS RETIREMENT PLAN

2017: ASCEND HR SOLUTIONS RETIREMENT 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 – 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: ASCEND HR SOLUTIONS RETIREMENT 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 – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ASCEND HR SOLUTIONS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
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 – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ASCEND HR SOLUTIONS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
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 – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ASCEND HR SOLUTIONS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ASCEND HR SOLUTIONS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ASCEND HR SOLUTIONS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ASCEND HR SOLUTIONS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ASCEND HR SOLUTIONS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62603

Policy instance

Insurance contract or identification number	MR 62603
Number of Individuals Covered	105
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $297
Total amount of fees paid to insurance company	USD $0
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
Commission paid to Insurance Broker	USD $297
Insurance broker organization code?	4
Insurance broker name	PKS FINANCIAL SERVICES INC

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

Policy contract number

932342-000

Policy instance

Insurance contract or identification number	932342-000
Number of Individuals Covered	105
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,611
Total amount of fees paid to insurance company	USD $0
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?	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 $4,611
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY INSURANCES SERVICES

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

Policy contract number

932342-000

Policy instance

Insurance contract or identification number	932342-000
Number of Individuals Covered	83
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $10,790
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?	Yes
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 $10,790
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY INSURANCE SERVICES I

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

Policy contract number

932342-000

Policy instance

Insurance contract or identification number	932342-000
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $-3,170
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?	Yes
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 $-12,814
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY INSURANCE SERVICES I

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

Policy contract number

932342-000

Policy instance

Insurance contract or identification number	932342-000
Number of Individuals Covered	567
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $12,814
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?	Yes
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 $12,814
Insurance broker organization code?	3
Insurance broker name	ONEAMERICA SECURITIES INC.

Potentially related plans

ASCEND HR CORP 401K PLAN [EIN = 262890139]

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Company Name:	ASCEND HR SOLUTIONS
Employer identification number (EIN):	870535799
NAIC Classification:	541214
NAIC Description:	Payroll Services