401k Plan data: STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST plan

STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	002

STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STRATEGIC OFFICE SOLUTIONS OF PA, INC. has sponsored the creation of one or more 401k plans.

Company Name: STRATEGIC OFFICE SOLUTIONS OF PA, INC.

Employer identification number (EIN): 251413896

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01

Plan Statistics for STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 175
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 15
Total of all active and inactive participants 2022-01-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 190
Number of participants with account balances 2022-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 171
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 14
Total of all active and inactive participants 2021-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 185
Number of participants with account balances 2021-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 187
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 14
Total of all active and inactive participants 2020-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 201
Number of participants with account balances 2020-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 190
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 202
Number of participants with account balances 2019-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5

Measure	Date	Value
2022: STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	175
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	15
Total of all active and inactive participants	2022-01-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	190
Number of participants with account balances	2022-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	171
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	14
Total of all active and inactive participants	2021-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	185
Number of participants with account balances	2021-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	187
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	14
Total of all active and inactive participants	2020-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	201
Number of participants with account balances	2020-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	190
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	202
Number of participants with account balances	2019-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5

Financial Data on STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2022 : STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-294,967
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$389,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$363,719
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$335
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$280,344
Value of total assets at end of year	2022-12-31	$2,615,149
Value of total assets at beginning of year	2022-12-31	$3,299,603
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$25,433
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$498
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,452
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	$329,961
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$260,239
Participant contributions at end of year	2022-12-31	$17,627
Participant contributions at beginning of year	2022-12-31	$8,649
Participant contributions at end of year	2022-12-31	$4,761
Participant contributions at beginning of year	2022-12-31	$4,846
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$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	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-684,454
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,615,149
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,299,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$183,081
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,592,392
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$440,575
Interest on participant loans	2022-12-31	$498
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,662,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-45,989
Net investment gain/loss from pooled separate accounts	2022-12-31	$-146,229
Net investment gain or loss from common/collective trusts	2022-12-31	$-386,043
Net gain/loss from 103.12 investment entities	2022-12-31	$0
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	$20,105
Employer contributions (assets) at end of year	2022-12-31	$369
Employer contributions (assets) at beginning of year	2022-12-31	$386
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$363,719
Contract administrator fees	2022-12-31	$25,433
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
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
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BUCKLER, MCKENNEY & NADZADI
Accountancy firm EIN	2022-12-31	251769537
2021 : STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$691,423
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$281,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$249,224
Value of total corrective distributions	2021-12-31	$237
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$267,877
Value of total assets at end of year	2021-12-31	$3,299,603
Value of total assets at beginning of year	2021-12-31	$2,889,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$32,307
Total interest from all sources	2021-12-31	$1,432
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$3,229
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$288,995
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$248,006
Participant contributions at end of year	2021-12-31	$8,649
Participant contributions at beginning of year	2021-12-31	$17,116
Participant contributions at end of year	2021-12-31	$4,846
Participant contributions at beginning of year	2021-12-31	$2,968
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	$409,655
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,299,603
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,889,948
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	$183,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$315,442
Value of interest in pooled separate accounts at end of year	2021-12-31	$440,575
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$168,520
Interest on participant loans	2021-12-31	$1,432
Value of interest in common/collective trusts at end of year	2021-12-31	$2,662,066
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,385,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$28,131
Net investment gain/loss from pooled separate accounts	2021-12-31	$74,990
Net investment gain or loss from common/collective trusts	2021-12-31	$315,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$19,871
Employer contributions (assets) at end of year	2021-12-31	$386
Employer contributions (assets) at beginning of year	2021-12-31	$285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$249,224
Contract administrator fees	2021-12-31	$32,307
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	BUCKLER, MCKENNEY & NADZADI
Accountancy firm EIN	2021-12-31	251769537
2020 : STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$815,809
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$514,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$487,219
Value of total corrective distributions	2020-12-31	$1,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$434,034
Value of total assets at end of year	2020-12-31	$2,889,948
Value of total assets at beginning of year	2020-12-31	$2,588,515
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$26,136
Total interest from all sources	2020-12-31	$1,201
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$3,147
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$258,852
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$247,027
Participant contributions at end of year	2020-12-31	$17,116
Participant contributions at beginning of year	2020-12-31	$23,191
Participant contributions at end of year	2020-12-31	$2,968
Participant contributions at beginning of year	2020-12-31	$4,996
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$168,601
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	$301,433
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,889,948
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,588,515
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	$315,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$295,483
Value of interest in pooled separate accounts at end of year	2020-12-31	$168,520
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$136,480
Interest on participant loans	2020-12-31	$1,201
Value of interest in common/collective trusts at end of year	2020-12-31	$2,385,617
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,127,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$56,250
Net investment gain/loss from pooled separate accounts	2020-12-31	$22,439
Net investment gain or loss from common/collective trusts	2020-12-31	$298,738
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	$18,406
Employer contributions (assets) at end of year	2020-12-31	$285
Employer contributions (assets) at beginning of year	2020-12-31	$418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$487,219
Contract administrator fees	2020-12-31	$26,136
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	BUCKLER, MCKENNEY & NADZADI
Accountancy firm EIN	2020-12-31	251769537
2019 : STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$709,211
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$186,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$162,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$282,740
Value of total assets at end of year	2019-12-31	$2,588,515
Value of total assets at beginning of year	2019-12-31	$2,065,842
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$24,456
Total interest from all sources	2019-12-31	$1,781
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$4,771
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$206,585
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$250,991
Participant contributions at end of year	2019-12-31	$23,191
Participant contributions at beginning of year	2019-12-31	$33,667
Participant contributions at end of year	2019-12-31	$4,996
Participant contributions at beginning of year	2019-12-31	$5,275
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$12,360
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$522,673
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,588,515
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,065,842
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	$295,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$254,496
Value of interest in pooled separate accounts at end of year	2019-12-31	$136,480
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$60,564
Interest on participant loans	2019-12-31	$1,781
Value of interest in common/collective trusts at end of year	2019-12-31	$2,127,947
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,711,392
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$55,037
Net investment gain/loss from pooled separate accounts	2019-12-31	$22,830
Net investment gain or loss from common/collective trusts	2019-12-31	$342,052
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
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	$19,389
Employer contributions (assets) at end of year	2019-12-31	$418
Employer contributions (assets) at beginning of year	2019-12-31	$448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$162,082
Contract administrator fees	2019-12-31	$24,456
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	BUCKLER, MCKENNEY & NADZADI
Accountancy firm EIN	2019-12-31	251769537

Form 5500 Responses for STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST

2022: STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STRATEGIC OFFICE SOLUTIONS OF PA, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

531433

Policy instance

Insurance contract or identification number	531433
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-07
Total amount of commissions paid to insurance broker	USD $811
Total amount of fees paid to insurance company	USD $162
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $551
Insurance broker organization code?	3
Amount paid for insurance broker fees	108
Additional information about fees paid to insurance broker	TPA FORUM COMPENSATION & FEES

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

427AC

Policy instance

Insurance contract or identification number	427AC
Number of Individuals Covered	90
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

531433

Policy instance

Insurance contract or identification number	531433
Number of Individuals Covered	177
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $702
Total amount of fees paid to insurance company	USD $140
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $702
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	INVESTMENT ADVISOR
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

531433

Policy instance

Insurance contract or identification number	531433
Number of Individuals Covered	207
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $335
Total amount of fees paid to insurance company	USD $67
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $335
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	INVESTMENT ADVISOR
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

531433

Policy instance

Insurance contract or identification number	531433
Number of Individuals Covered	209
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $234
Total amount of fees paid to insurance company	USD $47
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $234
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	INVESTMENT ADVISOR
Insurance broker organization code?	3

Potentially related plans

STRATEGIC OFFICE SUPPORT 401(K) PLAN [EIN = 461842622]

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Company Name:	STRATEGIC OFFICE SOLUTIONS OF PA, INC.
Employer identification number (EIN):	251413896
NAIC Classification:	624100
NAIC Description:	Individual and Family Services