401k Plan data: FULFILLMENTWORKS LLC 401 K PROFIT SHARING PLAN TRUST plan

FULFILLMENTWORKS LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	FULFILLMENTWORKS LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

FULFILLMENTWORKS LLC 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Life insurance
Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

FULFILLMENT WORKS LLC has sponsored the creation of one or more 401k plans.

Company Name: FULFILLMENT WORKS LLC

Employer identification number (EIN): 061545015

NAIC Classification: 481000
NAIC Description: Air Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FULFILLMENTWORKS LLC 401 K PROFIT SHARING PLAN TRUST

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 AMY COOPER 2022-10-10 AMY COOPER 2022-10-10
001 2020-04-01
001 2020-01-01 AMY COOPER 2021-10-13 AMY COOPER 2021-10-13
001 2019-04-01
001 2018-01-01 AMY COOPER 2019-04-10 AMY COOPER 2019-04-10
001 2017-01-01 AMY COOPER 2018-04-05
001 2016-01-01 AMY COOPER 2017-10-04
001 2015-01-01 AMY COOPER 2016-09-27
001 2014-01-01 AMY COOPER 2015-05-27
001 2013-01-01 AMY J COOPER 2014-06-20
001 2012-01-01 FULLFILLMENT WORKS LLC 2013-07-03
001 2011-01-01 FULLFILLMENT WORKS LLC 2012-05-30
001 2010-01-01 FULLFILLMENT WORKS LLC 2011-07-07

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	AMY COOPER	2022-10-10	AMY COOPER	2022-10-10
001	2020-04-01
001	2020-01-01	AMY COOPER	2021-10-13	AMY COOPER	2021-10-13
001	2019-04-01
001	2018-01-01	AMY COOPER	2019-04-10	AMY COOPER	2019-04-10
001	2017-01-01	AMY COOPER	2018-04-05
001	2016-01-01	AMY COOPER	2017-10-04
001	2015-01-01	AMY COOPER	2016-09-27
001	2014-01-01	AMY COOPER	2015-05-27
001	2013-01-01	AMY J COOPER	2014-06-20
001	2012-01-01	FULLFILLMENT WORKS LLC	2013-07-03
001	2011-01-01	FULLFILLMENT WORKS LLC	2012-05-30
001	2010-01-01	FULLFILLMENT WORKS LLC	2011-07-07

Plan Statistics for FULFILLMENTWORKS LLC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for FULFILLMENTWORKS LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2021: FULFILLMENTWORKS LLC 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 111
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 111
Number of participants with account balances 2021-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: FULFILLMENTWORKS LLC 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year 2020-04-01 111
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 122
Total of all active and inactive participants 2020-04-01 122
Total participants 2020-04-01 122
Total participants, beginning-of-year 2020-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 150
Number of retired or separated participants receiving benefits 2020-01-01 11
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 161
Number of participants with account balances 2020-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: FULFILLMENTWORKS LLC 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year 2019-04-01 0
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 111
Total of all active and inactive participants 2019-04-01 111
Total participants 2019-04-01 111

Measure	Date	Value
2021: FULFILLMENTWORKS LLC 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	111
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	111
Number of participants with account balances	2021-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: FULFILLMENTWORKS LLC 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year	2020-04-01	111
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	122
Total of all active and inactive participants	2020-04-01	122
Total participants	2020-04-01	122
Total participants, beginning-of-year	2020-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	150
Number of retired or separated participants receiving benefits	2020-01-01	11
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	161
Number of participants with account balances	2020-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: FULFILLMENTWORKS LLC 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year	2019-04-01	0
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	111
Total of all active and inactive participants	2019-04-01	111
Total participants	2019-04-01	111

Financial Data on FULFILLMENTWORKS LLC 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2021 : FULFILLMENTWORKS LLC 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$203,492
Total of all expenses incurred	2021-12-31	$290,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$263,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$54,178
Value of total assets at end of year	2021-12-31	$1,083,806
Value of total assets at beginning of year	2021-12-31	$1,170,806
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$26,929
Total interest from all sources	2021-12-31	$207
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$11,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$11,981
Was this plan covered by a fidelity bond	2021-12-31	No
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	$54,178
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$1,500
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$2,782
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	$-87,000
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,083,806
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,170,806
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	$1,074,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$982,769
Value of interest in pooled separate accounts at end of year	2021-12-31	$3,747
Interest on participant loans	2021-12-31	$207
Interest earned on other investments	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$5,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$4,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$136,878
Net investment gain/loss from pooled separate accounts	2021-12-31	$248
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
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$179,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$263,563
Contract administrator fees	2021-12-31	$26,929
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	COHNREZNICK LLP
Accountancy firm EIN	2021-12-31	221478099
2020 : FULFILLMENTWORKS LLC 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$426,087
Total of all expenses incurred	2020-12-31	$52,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$44,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$313,499
Value of total assets at end of year	2020-12-31	$1,170,806
Value of total assets at beginning of year	2020-12-31	$797,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$7,830
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$13,206
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	$13,206
Administrative expenses professional fees incurred	2020-12-31	$7,830
Was this plan covered by a fidelity bond	2020-12-31	No
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
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	$64,125
Participant contributions at end of year	2020-12-31	$1,500
Participant contributions at end of year	2020-12-31	$2,782
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$70,361
Total non interest bearing cash at beginning of year	2020-12-31	$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	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$373,742
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,170,806
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$797,064
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	$982,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$642,205
Interest on participant loans	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$4,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$99,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
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	$179,013
Employer contributions (assets) at end of year	2020-12-31	$179,013
Employer contributions (assets) at beginning of year	2020-12-31	$154,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$44,515
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	2020-12-31	Yes
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	COHNREZNICK LLP
Accountancy firm EIN	2020-12-31	221478099

Form 5500 Responses for FULFILLMENTWORKS LLC 401 K PROFIT SHARING PLAN TRUST

2021: FULFILLMENTWORKS LLC 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: FULFILLMENTWORKS LLC 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Plan funding arrangement – Insurance	Yes
2020-04-01	Plan benefit arrangement – Insurance	Yes
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 – 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: FULFILLMENTWORKS LLC 401 K PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	First time form 5500 has been submitted	Yes
2019-04-01	Plan funding arrangement – Insurance	Yes
2019-04-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	111
Insurance policy start date	2021-03-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $25
Total amount of fees paid to insurance company	USD $3
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $25
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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

Policy contract number

000010208472

Policy instance

Insurance contract or identification number	000010208472
Number of Individuals Covered	122
Insurance policy start date	2019-10-01
Insurance policy end date	2020-09-30
Total amount of commissions paid to insurance broker	USD $2,866
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $21,162
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,866
Insurance broker organization code?	3

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

C8769

Policy instance

Insurance contract or identification number	C8769
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $41,000
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

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	130
Insurance policy start date	2020-03-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $10
Total amount of fees paid to insurance company	USD $1
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL FEE

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

Policy contract number

000010241570

Policy instance

Insurance contract or identification number	000010241570
Number of Individuals Covered	111
Insurance policy start date	2019-04-01
Insurance policy end date	2020-03-31
Total amount of commissions paid to insurance broker	USD $364
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $2,531
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $364
Insurance broker organization code?	3

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Company Name:	FULFILLMENT WORKS LLC
Employer identification number (EIN):	061545015
NAIC Classification:	481000
NAIC Description:	Air Transportation