401k Plan data: GREAT MINDS PBC 401K PLAN plan

GREAT MINDS PBC 401K PLAN 401k Plan overview

Plan Name	GREAT MINDS PBC 401K PLAN
Plan identification number	001

GREAT MINDS PBC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

GREAT MINDS PBC has sponsored the creation of one or more 401k plans.

Company Name: GREAT MINDS PBC

Employer identification number (EIN): 843785772

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREAT MINDS PBC 401K 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

Plan Statistics for GREAT MINDS PBC 401K PLAN

401k plan membership statisitcs for GREAT MINDS PBC 401K PLAN

Measure Date Value
2022: GREAT MINDS PBC 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 989
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,032
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 113
Total of all active and inactive participants 2022-01-01 1,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,146
Number of participants with account balances 2022-01-01 1,038
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 56
2021: GREAT MINDS PBC 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 835
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 894
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 87
Total of all active and inactive participants 2021-01-01 981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 981
Number of participants with account balances 2021-01-01 824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: GREAT MINDS PBC 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 613
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 769
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 54
Total of all active and inactive participants 2020-01-01 823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 823
Number of participants with account balances 2020-01-01 649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: GREAT MINDS PBC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 411
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 548
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 44
Total of all active and inactive participants 2019-01-01 592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 592
Number of participants with account balances 2019-01-01 437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: GREAT MINDS PBC 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	989
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,032
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	113
Total of all active and inactive participants	2022-01-01	1,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,146
Number of participants with account balances	2022-01-01	1,038
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	56
2021: GREAT MINDS PBC 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	835
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	894
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	87
Total of all active and inactive participants	2021-01-01	981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	981
Number of participants with account balances	2021-01-01	824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: GREAT MINDS PBC 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	613
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	769
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	54
Total of all active and inactive participants	2020-01-01	823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	823
Number of participants with account balances	2020-01-01	649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: GREAT MINDS PBC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	411
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	548
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	44
Total of all active and inactive participants	2019-01-01	592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	592
Number of participants with account balances	2019-01-01	437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on GREAT MINDS PBC 401K PLAN

Measure	Date	Value
2022 : GREAT MINDS PBC 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$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	$7,332,025
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,227,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,084,995
Expenses. Certain deemed distributions of participant loans	2022-12-31	$9,783
Value of total corrective distributions	2022-12-31	$13,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$13,519,817
Value of total assets at end of year	2022-12-31	$37,546,800
Value of total assets at beginning of year	2022-12-31	$32,442,179
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$118,701
Total interest from all sources	2022-12-31	$17,143
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$838,335
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	$838,335
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	$7,728,643
Participant contributions at end of year	2022-12-31	$416,807
Participant contributions at beginning of year	2022-12-31	$305,547
Participant contributions at end of year	2022-12-31	$277,518
Participant contributions at beginning of year	2022-12-31	$230,412
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,511,366
Other income not declared elsewhere	2022-12-31	$1,855
Administrative expenses (other) incurred	2022-12-31	$118,701
Total non interest bearing cash at end of year	2022-12-31	$36,572,604
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	$5,104,621
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$37,546,800
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$32,442,179
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$31,093,695
Interest on participant loans	2022-12-31	$17,143
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	$585,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,056,987
Net investment gain or loss from common/collective trusts	2022-12-31	$11,862
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	$4,279,808
Employer contributions (assets) at end of year	2022-12-31	$279,871
Employer contributions (assets) at beginning of year	2022-12-31	$227,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,084,995
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	RSM US LLP
Accountancy firm EIN	2022-12-31	420714325
2021 : GREAT MINDS PBC 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	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	$14,518,183
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,025,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$958,033
Expenses. Certain deemed distributions of participant loans	2021-12-31	$37
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$10,696,171
Value of total assets at end of year	2021-12-31	$32,442,179
Value of total assets at beginning of year	2021-12-31	$18,949,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$67,143
Total interest from all sources	2021-12-31	$10,375
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,427,745
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	$3,427,745
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	$6,000,912
Participant contributions at end of year	2021-12-31	$305,547
Participant contributions at beginning of year	2021-12-31	$177,349
Participant contributions at end of year	2021-12-31	$230,412
Participant contributions at beginning of year	2021-12-31	$165,197
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,265,647
Administrative expenses (other) incurred	2021-12-31	$67,143
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	$13,492,970
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$32,442,179
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$18,949,209
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	$31,093,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$15,061,092
Interest on participant loans	2021-12-31	$10,375
Value of interest in common/collective trusts at end of year	2021-12-31	$585,353
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,344,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-25,100
Net investment gain or loss from common/collective trusts	2021-12-31	$408,992
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	$3,429,612
Employer contributions (assets) at end of year	2021-12-31	$227,172
Employer contributions (assets) at beginning of year	2021-12-31	$201,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$958,033
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	RSM US LLP
Accountancy firm EIN	2021-12-31	420714325
2020 : GREAT MINDS PBC 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	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	$9,639,581
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$697,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$692,701
Expenses. Certain deemed distributions of participant loans	2020-12-31	$446
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$6,968,712
Value of total assets at end of year	2020-12-31	$18,949,209
Value of total assets at beginning of year	2020-12-31	$10,006,848
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,073
Total interest from all sources	2020-12-31	$5,803
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$616,774
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	$616,774
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	$3,934,937
Participant contributions at end of year	2020-12-31	$177,349
Participant contributions at beginning of year	2020-12-31	$85,425
Participant contributions at end of year	2020-12-31	$165,197
Participant contributions at beginning of year	2020-12-31	$134,489
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$652,362
Administrative expenses (other) incurred	2020-12-31	$4,073
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	$8,942,361
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,949,209
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,006,848
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	$15,061,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,685,245
Interest on participant loans	2020-12-31	$5,803
Value of interest in common/collective trusts at end of year	2020-12-31	$3,344,540
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,974,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,625,946
Net investment gain or loss from common/collective trusts	2020-12-31	$422,346
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	$2,381,413
Employer contributions (assets) at end of year	2020-12-31	$201,031
Employer contributions (assets) at beginning of year	2020-12-31	$126,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$692,701
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	Disclaimer
Accountancy firm name	2020-12-31	RSM US LLP
Accountancy firm EIN	2020-12-31	420714325
2019 : GREAT MINDS PBC 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	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	$5,704,727
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$566,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$562,366
Expenses. Certain deemed distributions of participant loans	2019-12-31	$646
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,260,520
Value of total assets at end of year	2019-12-31	$10,006,848
Value of total assets at beginning of year	2019-12-31	$4,869,104
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,971
Total interest from all sources	2019-12-31	$2,741
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$364,463
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	$364,463
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$487,000
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	$2,394,190
Participant contributions at end of year	2019-12-31	$85,425
Participant contributions at beginning of year	2019-12-31	$64,741
Participant contributions at end of year	2019-12-31	$134,489
Participant contributions at beginning of year	2019-12-31	$66,513
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$462,860
Administrative expenses (other) incurred	2019-12-31	$3,971
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	$5,137,744
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,006,848
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,869,104
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	$7,685,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,717,059
Interest on participant loans	2019-12-31	$2,741
Value of interest in common/collective trusts at end of year	2019-12-31	$1,974,985
Value of interest in common/collective trusts at beginning of year	2019-12-31	$928,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$795,366
Net investment gain or loss from common/collective trusts	2019-12-31	$281,637
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	$1,403,470
Employer contributions (assets) at end of year	2019-12-31	$126,704
Employer contributions (assets) at beginning of year	2019-12-31	$92,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$562,366
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	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325

Form 5500 Responses for GREAT MINDS PBC 401K PLAN

2022: GREAT MINDS PBC 401K 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: GREAT MINDS PBC 401K 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: GREAT MINDS PBC 401K 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: GREAT MINDS PBC 401K 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

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Company Name:	GREAT MINDS PBC
Employer identification number (EIN):	843785772
NAIC Classification:	611000