401k Plan data: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN plan

HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 401k Plan overview

Plan Name	HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN
Plan identification number	001

HUNT & HARVEST SOLUTIONS, LLC 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

ALIGNED EQUITY PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: ALIGNED EQUITY PARTNERS, LLC

Employer identification number (EIN): 454737185

NAIC Classification: 237990
NAIC Description: Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CANDY SHANKLE
001 2016-01-01 CANDY SHANKLE
001 2016-01-01
001 2015-01-01 CANDY SHANKLE 2016-06-29
001 2014-01-01 MARK RADEMAKER 2015-07-29
001 2013-01-01 MARK RADEMAKER 2014-07-23
001 2012-01-01 MARK RADEMAKER 2013-07-25

Plan Statistics for HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN

401k plan membership statisitcs for HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN

Measure Date Value
2022: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 278
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 152
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 121
Total of all active and inactive participants 2022-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 274
Number of participants with account balances 2022-01-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 68
2021: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 458
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 146
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 123
Total of all active and inactive participants 2021-01-01 269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 270
Number of participants with account balances 2021-01-01 256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 106
2020: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 417
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 236
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 219
Total of all active and inactive participants 2020-01-01 455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 455
Number of participants with account balances 2020-01-01 432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 102
2019: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 904
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 304
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 109
Total of all active and inactive participants 2019-01-01 413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 413
Number of participants with account balances 2019-01-01 391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 463
2018: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 465
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 575
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 296
Total of all active and inactive participants 2018-01-01 871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 871
Number of participants with account balances 2018-01-01 833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 385
2017: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 329
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 107
Total of all active and inactive participants 2017-01-01 436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 436
Number of participants with account balances 2017-01-01 407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 54
2016: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 215
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 58
Total of all active and inactive participants 2016-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 273
Number of participants with account balances 2016-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 11

Measure	Date	Value
2022: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	278
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	152
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	121
Total of all active and inactive participants	2022-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	274
Number of participants with account balances	2022-01-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	68
2021: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	458
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	146
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	123
Total of all active and inactive participants	2021-01-01	269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	270
Number of participants with account balances	2021-01-01	256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	106
2020: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	417
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	236
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	219
Total of all active and inactive participants	2020-01-01	455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	455
Number of participants with account balances	2020-01-01	432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	102
2019: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	904
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	304
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	109
Total of all active and inactive participants	2019-01-01	413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	413
Number of participants with account balances	2019-01-01	391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	463
2018: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	465
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	575
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	296
Total of all active and inactive participants	2018-01-01	871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	871
Number of participants with account balances	2018-01-01	833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	385
2017: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	329
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	107
Total of all active and inactive participants	2017-01-01	436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	436
Number of participants with account balances	2017-01-01	407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	54
2016: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	215
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	58
Total of all active and inactive participants	2016-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	273
Number of participants with account balances	2016-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	11

Financial Data on HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN

Measure	Date	Value
2022 : HUNT & HARVEST SOLUTIONS, LLC RETIREMENT 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	$0
Total income from all sources (including contributions)	2022-12-31	$-899,152
Total loss/gain on sale of assets	2022-12-31	$65,398
Total of all expenses incurred	2022-12-31	$1,165,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,064,241
Expenses. Certain deemed distributions of participant loans	2022-12-31	$17,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$702,816
Value of total assets at end of year	2022-12-31	$8,011,045
Value of total assets at beginning of year	2022-12-31	$10,076,038
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$84,006
Total interest from all sources	2022-12-31	$3,455
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$327,563
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	$327,563
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	$697,379
Participant contributions at end of year	2022-12-31	$71,454
Participant contributions at beginning of year	2022-12-31	$78,292
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	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
Value of net income/loss	2022-12-31	$-2,064,993
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,011,045
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,076,038
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	$7,939,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,997,746
Interest on participant loans	2022-12-31	$3,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$304
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,998,384
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	$5,437
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,064,241
Contract administrator fees	2022-12-31	$84,006
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
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	$65,398
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KRAFTCPAS
Accountancy firm EIN	2022-12-31	620713250
2021 : HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 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	$2,659,534
Total loss/gain on sale of assets	2021-12-31	$574,494
Total of all expenses incurred	2021-12-31	$1,900,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,829,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,232,725
Value of total assets at end of year	2021-12-31	$10,076,038
Value of total assets at beginning of year	2021-12-31	$9,316,770
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$70,482
Total interest from all sources	2021-12-31	$5,976
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$504,084
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	$504,084
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
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	$728,831
Participant contributions at end of year	2021-12-31	$78,292
Participant contributions at beginning of year	2021-12-31	$143,252
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$551
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$414,287
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	$759,268
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,076,038
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,316,770
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	$9,997,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,172,851
Interest on participant loans	2021-12-31	$5,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$295
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$342,255
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	$89,607
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,829,784
Contract administrator fees	2021-12-31	$70,482
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
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
Aggregate proceeds on sale of assets	2021-12-31	$574,494
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KRAFTCPAS
Accountancy firm EIN	2021-12-31	620713250
2020 : HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 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	$2,214,771
Total loss/gain on sale of assets	2020-12-31	$136,532
Total of all expenses incurred	2020-12-31	$1,029,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$938,001
Expenses. Certain deemed distributions of participant loans	2020-12-31	$22,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,021,759
Value of total assets at end of year	2020-12-31	$9,316,770
Value of total assets at beginning of year	2020-12-31	$8,131,134
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$68,692
Total interest from all sources	2020-12-31	$7,766
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$252,043
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	$252,043
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
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	$852,656
Participant contributions at end of year	2020-12-31	$143,252
Participant contributions at beginning of year	2020-12-31	$119,117
Participant contributions at end of year	2020-12-31	$551
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$196
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	$1,185,636
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,316,770
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,131,134
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	$9,172,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,012,017
Interest on participant loans	2020-12-31	$7,193
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$573
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$796,671
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	$168,907
Employer contributions (assets) at end of year	2020-12-31	$116
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$938,001
Contract administrator fees	2020-12-31	$68,692
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
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
Aggregate proceeds on sale of assets	2020-12-31	$136,532
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	KRAFTCPAS
Accountancy firm EIN	2020-12-31	620713250
2019 : HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 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	$3,190,129
Total loss/gain on sale of assets	2019-12-31	$60,487
Total of all expenses incurred	2019-12-31	$1,391,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,266,708
Expenses. Certain deemed distributions of participant loans	2019-12-31	$20,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,776,857
Value of total assets at end of year	2019-12-31	$8,131,134
Value of total assets at beginning of year	2019-12-31	$6,332,224
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$103,982
Total interest from all sources	2019-12-31	$5,548
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$280,523
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	$280,523
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
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	$1,419,008
Participant contributions at end of year	2019-12-31	$119,117
Participant contributions at beginning of year	2019-12-31	$68,264
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$56,159
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$59,606
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	$1,798,910
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,131,134
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,332,224
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	$8,012,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,195,659
Interest on participant loans	2019-12-31	$5,260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$288
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,066,714
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	$298,243
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$12,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,266,708
Contract administrator fees	2019-12-31	$103,982
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
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
Aggregate proceeds on sale of assets	2019-12-31	$60,487
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	BKD, LLP
Accountancy firm EIN	2019-12-31	440160260
2018 : HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,903,308
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$481,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$406,264
Expenses. Certain deemed distributions of participant loans	2018-12-31	$7,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,339,344
Value of total assets at end of year	2018-12-31	$6,332,224
Value of total assets at beginning of year	2018-12-31	$4,910,381
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$67,595
Total interest from all sources	2018-12-31	$3,580
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$293,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$293,801
Administrative expenses professional fees incurred	2018-12-31	$67,595
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,743,297
Participant contributions at end of year	2018-12-31	$68,264
Participant contributions at beginning of year	2018-12-31	$50,387
Participant contributions at end of year	2018-12-31	$56,159
Participant contributions at beginning of year	2018-12-31	$43,749
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$224,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,421,843
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,332,224
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,910,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,195,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,807,514
Interest on participant loans	2018-12-31	$3,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-733,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$371,772
Employer contributions (assets) at end of year	2018-12-31	$12,142
Employer contributions (assets) at beginning of year	2018-12-31	$8,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$406,264
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD, LLP
Accountancy firm EIN	2018-12-31	440160260
2017 : HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$7,165
Total income from all sources (including contributions)	2017-12-31	$2,124,006
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$521,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$450,052
Expenses. Certain deemed distributions of participant loans	2017-12-31	$33,364
Value of total corrective distributions	2017-12-31	$3,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,481,260
Value of total assets at end of year	2017-12-31	$4,910,381
Value of total assets at beginning of year	2017-12-31	$3,315,076
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$34,996
Total interest from all sources	2017-12-31	$1,804
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$160,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$160,478
Administrative expenses professional fees incurred	2017-12-31	$34,996
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$950,545
Participant contributions at end of year	2017-12-31	$50,387
Participant contributions at beginning of year	2017-12-31	$63,094
Participant contributions at end of year	2017-12-31	$43,749
Participant contributions at beginning of year	2017-12-31	$4,837
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$340,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,602,470
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,910,381
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,307,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,807,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,118,291
Interest on participant loans	2017-12-31	$1,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$125,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$480,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$190,378
Employer contributions (assets) at end of year	2017-12-31	$8,731
Employer contributions (assets) at beginning of year	2017-12-31	$3,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$450,052
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$7,165
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD, LLP
Accountancy firm EIN	2017-12-31	440160260
2016 : HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$7,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,089,337
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$776,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$754,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$797,185
Value of total assets at end of year	2016-12-31	$3,315,076
Value of total assets at beginning of year	2016-12-31	$2,995,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$22,420
Total interest from all sources	2016-12-31	$2,803
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$99,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$99,629
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$624,692
Participant contributions at end of year	2016-12-31	$63,094
Participant contributions at beginning of year	2016-12-31	$54,735
Participant contributions at end of year	2016-12-31	$4,837
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$63,810
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	$312,836
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,307,911
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,995,075
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 registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,118,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,679,147
Interest on participant loans	2016-12-31	$2,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$125,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$259,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$189,720
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	No
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	$108,683
Employer contributions (assets) at end of year	2016-12-31	$3,237
Employer contributions (assets) at beginning of year	2016-12-31	$1,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$754,081
Contract administrator fees	2016-12-31	$22,420
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$7,165
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
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	BKD, LLP
Accountancy firm EIN	2016-12-31	440160260

Form 5500 Responses for HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN

2022: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single 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: HUNT & HARVEST SOLUTIONS, LLC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

331554-01

Policy instance

Insurance contract or identification number	331554-01
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-09-29
Total amount of commissions paid to insurance broker	USD $165
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 $165
Insurance broker organization code?	3
Insurance broker name	ROBERT PULASKI

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Company Name:	ALIGNED EQUITY PARTNERS, LLC
Employer identification number (EIN):	454737185
NAIC Classification:	237990
NAIC Description:	Other Heavy and Civil Engineering Construction