I AM BOUNDLESS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan I AM BOUNDLESS, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : I AM BOUNDLESS, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| 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 | $3,557,831 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $2,138,391 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $2,028,590 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of total corrective distributions | 2023-12-31 | $1,169 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,495,671 |
| Value of total assets at end of year | 2023-12-31 | $9,705,380 |
| Value of total assets at beginning of year | 2023-12-31 | $8,285,940 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $108,632 |
| Total interest from all sources | 2023-12-31 | $48,078 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| 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 | $1,156,196 |
| Participant contributions at end of year | 2023-12-31 | $54,429 |
| Participant contributions at beginning of year | 2023-12-31 | $38,448 |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $530,169 |
| Assets. Loans (other than to participants) at end of year | 2023-12-31 | $218,880 |
| Assets. Loans (other than to participants) at beginning of year | 2023-12-31 | $183,414 |
| Administrative expenses (other) incurred | 2023-12-31 | $32,609 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,419,440 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $9,705,380 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,285,940 |
| 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 | $7,085 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $6,935,989 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $5,599,607 |
| Income. Interest from loans (other than to participants) | 2023-12-31 | $13,948 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $34,130 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $2,460,670 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $2,436,393 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2023-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,014,082 |
| 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 | Yes |
| 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 | $809,306 |
| Employer contributions (assets) at end of year | 2023-12-31 | $35,412 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $28,078 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $2,028,590 |
| Contract administrator fees | 2023-12-31 | $68,938 |
| 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 | HW&CO |
| Accountancy firm EIN | 2023-12-31 | 341663157 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $3,557,831 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $2,138,391 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $2,028,590 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $0 |
| Value of total corrective distributions | 2023-01-01 | $1,169 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $2,495,671 |
| Value of total assets at end of year | 2023-01-01 | $9,705,380 |
| Value of total assets at beginning of year | 2023-01-01 | $8,285,940 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $108,632 |
| Total interest from all sources | 2023-01-01 | $48,078 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,156,196 |
| Participant contributions at end of year | 2023-01-01 | $54,429 |
| Participant contributions at beginning of year | 2023-01-01 | $38,448 |
| Assets. Other investments not covered elsewhere at end of year | 2023-01-01 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $530,169 |
| Assets. Loans (other than to participants) at end of year | 2023-01-01 | $218,880 |
| Assets. Loans (other than to participants) at beginning of year | 2023-01-01 | $183,414 |
| Administrative expenses (other) incurred | 2023-01-01 | $32,609 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,419,440 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $9,705,380 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $8,285,940 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $7,085 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $6,935,989 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $5,599,607 |
| Income. Interest from loans (other than to participants) | 2023-01-01 | $13,948 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $34,130 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $2,460,670 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $2,436,393 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-01-01 | $0 |
| Asset value of US Government securities at beginning of year | 2023-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,014,082 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $809,306 |
| Employer contributions (assets) at end of year | 2023-01-01 | $35,412 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $28,078 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $2,028,590 |
| Contract administrator fees | 2023-01-01 | $68,938 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | HW&CO |
| Accountancy firm EIN | 2023-01-01 | 341663157 |
| 2022 : I AM BOUNDLESS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $4,859 |
| Total income from all sources (including contributions) | 2022-12-31 | $1,126,789 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $721,359 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $636,310 |
| Value of total corrective distributions | 2022-12-31 | $253 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,023,100 |
| Value of total assets at end of year | 2022-12-31 | $8,285,940 |
| Value of total assets at beginning of year | 2022-12-31 | $7,885,369 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $84,796 |
| Total interest from all sources | 2022-12-31 | $28,844 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $998,586 |
| Participant contributions at end of year | 2022-12-31 | $183,414 |
| Participant contributions at beginning of year | 2022-12-31 | $135,845 |
| Participant contributions at end of year | 2022-12-31 | $38,448 |
| Participant contributions at beginning of year | 2022-12-31 | $36,915 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $307,878 |
| Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $4,859 |
| Administrative expenses (other) incurred | 2022-12-31 | $22,105 |
| 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 | $405,430 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,285,940 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,880,510 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,599,607 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,355,621 |
| Interest on participant loans | 2022-12-31 | $5,886 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $22,958 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $2,436,393 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $2,331,336 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-925,155 |
| 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 | $716,636 |
| Employer contributions (assets) at end of year | 2022-12-31 | $28,078 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $25,652 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $636,310 |
| Contract administrator fees | 2022-12-31 | $62,691 |
| 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 | HW&CO |
| Accountancy firm EIN | 2022-12-31 | 341663157 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $4,859 |
| Total income from all sources (including contributions) | 2022-01-01 | $1,126,789 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $721,359 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $636,310 |
| Value of total corrective distributions | 2022-01-01 | $253 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $2,023,100 |
| Value of total assets at end of year | 2022-01-01 | $8,285,940 |
| Value of total assets at beginning of year | 2022-01-01 | $7,885,369 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $84,796 |
| Total interest from all sources | 2022-01-01 | $28,844 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Administrative expenses professional fees incurred | 2022-01-01 | $0 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $998,586 |
| Participant contributions at end of year | 2022-01-01 | $183,414 |
| Participant contributions at beginning of year | 2022-01-01 | $135,845 |
| Participant contributions at end of year | 2022-01-01 | $38,448 |
| Participant contributions at beginning of year | 2022-01-01 | $36,915 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $307,878 |
| Assets. Loans (other than to participants) at end of year | 2022-01-01 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2022-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $4,859 |
| Administrative expenses (other) incurred | 2022-01-01 | $22,105 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $405,430 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $8,285,940 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $7,880,510 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $5,599,607 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $5,355,621 |
| Interest on participant loans | 2022-01-01 | $5,886 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $22,958 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $2,436,393 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $2,331,336 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-925,155 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $716,636 |
| Employer contributions (assets) at end of year | 2022-01-01 | $28,078 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $25,652 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $636,310 |
| Contract administrator fees | 2022-01-01 | $62,691 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | HW&CO |
| Accountancy firm EIN | 2022-01-01 | 341663157 |
| 2021 : I AM BOUNDLESS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $4,859 |
| Total income from all sources (including contributions) | 2021-12-31 | $2,286,079 |
| Total of all expenses incurred | 2021-12-31 | $941,693 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $864,686 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,616,376 |
| Value of total assets at end of year | 2021-12-31 | $7,885,369 |
| Value of total assets at beginning of year | 2021-12-31 | $6,536,124 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $77,007 |
| Total interest from all sources | 2021-12-31 | $25,513 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $891,575 |
| Participant contributions at end of year | 2021-12-31 | $135,845 |
| Participant contributions at beginning of year | 2021-12-31 | $120,769 |
| Participant contributions at end of year | 2021-12-31 | $36,915 |
| Participant contributions at beginning of year | 2021-12-31 | $39,820 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $71,871 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $4,859 |
| Administrative expenses (other) incurred | 2021-12-31 | $22,477 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,344,386 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,880,510 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,536,124 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,355,621 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,140,148 |
| Interest on participant loans | 2021-12-31 | $5,051 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $20,462 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $2,331,336 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $2,208,232 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $644,190 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $652,930 |
| Employer contributions (assets) at end of year | 2021-12-31 | $25,652 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $27,155 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $864,686 |
| Contract administrator fees | 2021-12-31 | $54,530 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | HW&CO |
| Accountancy firm EIN | 2021-12-31 | 341663157 |
| 2020 : I AM BOUNDLESS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $2,085,845 |
| Total of all expenses incurred | 2020-12-31 | $1,101,154 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,036,522 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,450,760 |
| Value of total assets at end of year | 2020-12-31 | $6,536,124 |
| Value of total assets at beginning of year | 2020-12-31 | $5,551,433 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $64,632 |
| Total interest from all sources | 2020-12-31 | $31,826 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $817,373 |
| Participant contributions at end of year | 2020-12-31 | $120,769 |
| Participant contributions at beginning of year | 2020-12-31 | $124,837 |
| Participant contributions at end of year | 2020-12-31 | $39,820 |
| Participant contributions at beginning of year | 2020-12-31 | $60,752 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $47,831 |
| Administrative expenses (other) incurred | 2020-12-31 | $25,494 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $984,691 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,536,124 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,551,433 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,140,148 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,002,137 |
| Interest on participant loans | 2020-12-31 | $5,700 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $26,126 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $2,208,232 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $2,363,707 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $603,259 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $585,556 |
| Employer contributions (assets) at end of year | 2020-12-31 | $27,155 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,036,522 |
| Contract administrator fees | 2020-12-31 | $39,138 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | HW&CO |
| Accountancy firm EIN | 2020-12-31 | 341663157 |
| 2019 : I AM BOUNDLESS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $1,743,485 |
| Total of all expenses incurred | 2019-12-31 | $700,155 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $629,643 |
| Value of total corrective distributions | 2019-12-31 | $22,085 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,222,074 |
| Value of total assets at end of year | 2019-12-31 | $5,551,433 |
| Value of total assets at beginning of year | 2019-12-31 | $4,508,103 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $48,427 |
| Total interest from all sources | 2019-12-31 | $36,874 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $1,003,309 |
| Participant contributions at end of year | 2019-12-31 | $124,837 |
| Participant contributions at beginning of year | 2019-12-31 | $122,411 |
| Participant contributions at end of year | 2019-12-31 | $60,752 |
| Participant contributions at beginning of year | 2019-12-31 | $61,163 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $218,655 |
| Administrative expenses (other) incurred | 2019-12-31 | $15,562 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,043,330 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,551,433 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,508,103 |
| 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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,002,137 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,896,338 |
| Interest on participant loans | 2019-12-31 | $6,081 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $30,793 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $2,363,707 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $2,428,191 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $484,537 |
| 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 |
| 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 | $110 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $629,643 |
| Contract administrator fees | 2019-12-31 | $32,865 |
| 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 |
| 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 |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | HW&CO |
| Accountancy firm EIN | 2019-12-31 | 341663157 |
