401k Plan data: ASCION, LLC 401(K) PLAN plan

ASCION, LLC 401(K) PLAN 401k Plan overview

Plan Name	ASCION, LLC 401(K) PLAN
Plan identification number	001

ASCION, LLC 401(K) 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.
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.

401k Sponsoring company profile

ASCION, LLC has sponsored the creation of one or more 401k plans.

Company Name: ASCION, LLC

Employer identification number (EIN): 113698910

NAIC Classification: 425120
NAIC Description: Wholesale Trade Agents and Brokers

Additional information about ASCION, LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 2013-07-22

Company Identification Number: 603319392

Legal Registered Office Address: 22109 NE WORTHINGTON RD

YACOLT
United States of America (USA)
986750000

More information about ASCION, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASCION, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BRANDON FISCHER 2023-10-16
001 2021-01-01 BRANDON FISCHER 2022-10-16
001 2020-01-01 BRANDON FISCHER 2021-10-13
001 2019-01-01 BRANDON FISCHER 2020-10-13
001 2018-01-01 KEN BANACH 2019-10-07
001 2017-01-01
001 2016-01-01 GORDON SMITH GORDON SMITH 2017-10-16
001 2015-01-01 GORDON SMITH 2016-04-26 GORDON SMITH 2016-04-26
001 2014-01-01 GORDON SMITH 2015-10-29 GORDON SMITH 2015-10-29
001 2014-01-01 GORDON SMITH 2015-05-20 GORDON SMITH 2015-05-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	BRANDON FISCHER	2023-10-16
001	2021-01-01	BRANDON FISCHER	2022-10-16
001	2020-01-01	BRANDON FISCHER	2021-10-13
001	2019-01-01	BRANDON FISCHER	2020-10-13
001	2018-01-01	KEN BANACH	2019-10-07
001	2017-01-01
001	2016-01-01	GORDON SMITH		GORDON SMITH	2017-10-16
001	2015-01-01	GORDON SMITH	2016-04-26	GORDON SMITH	2016-04-26
001	2014-01-01	GORDON SMITH	2015-10-29	GORDON SMITH	2015-10-29
001	2014-01-01	GORDON SMITH	2015-05-20	GORDON SMITH	2015-05-20

Plan Statistics for ASCION, LLC 401(K) PLAN

401k plan membership statisitcs for ASCION, LLC 401(K) PLAN

Measure Date Value
2022: ASCION, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 56
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 60
Total of all active and inactive participants 2022-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 117
Number of participants with account balances 2022-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ASCION, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 92
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 81
Total of all active and inactive participants 2021-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 174
Number of participants with account balances 2021-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ASCION, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 113
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 75
Total of all active and inactive participants 2020-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 189
Number of participants with account balances 2020-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ASCION, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 130
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 106
Total of all active and inactive participants 2019-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 237
Number of participants with account balances 2019-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ASCION, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 139
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 47
Total of all active and inactive participants 2018-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 187
Number of participants with account balances 2018-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ASCION, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 132
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 38
Total of all active and inactive participants 2017-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 170
Number of participants with account balances 2017-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ASCION, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 187
Number of retired or separated participants receiving benefits 2016-01-01 17
Number of other retired or separated participants entitled to future benefits 2016-01-01 36
Total of all active and inactive participants 2016-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 240
Number of participants with account balances 2016-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: ASCION, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	56
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	60
Total of all active and inactive participants	2022-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	117
Number of participants with account balances	2022-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ASCION, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	92
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	81
Total of all active and inactive participants	2021-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	174
Number of participants with account balances	2021-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ASCION, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	113
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	75
Total of all active and inactive participants	2020-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	189
Number of participants with account balances	2020-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ASCION, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	130
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	106
Total of all active and inactive participants	2019-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	237
Number of participants with account balances	2019-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ASCION, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	139
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	47
Total of all active and inactive participants	2018-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	187
Number of participants with account balances	2018-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ASCION, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	132
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	38
Total of all active and inactive participants	2017-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	170
Number of participants with account balances	2017-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ASCION, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	187
Number of retired or separated participants receiving benefits	2016-01-01	17
Number of other retired or separated participants entitled to future benefits	2016-01-01	36
Total of all active and inactive participants	2016-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	240
Number of participants with account balances	2016-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on ASCION, LLC 401(K) PLAN

Measure	Date	Value
2022 : ASCION, LLC 401(K) 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	$-206,731
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$525,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$519,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$571,501
Value of total assets at end of year	2022-12-31	$3,530,429
Value of total assets at beginning of year	2022-12-31	$4,263,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,409
Total interest from all sources	2022-12-31	$4,593
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$377,349
Participant contributions at end of year	2022-12-31	$92,494
Participant contributions at beginning of year	2022-12-31	$49,743
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$31,935
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	$-732,694
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,530,429
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,263,123
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 pooled separate accounts at end of year	2022-12-31	$3,337,925
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$4,114,183
Interest on participant loans	2022-12-31	$3,309
Interest earned on other investments	2022-12-31	$1,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$100,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$99,197
Net investment gain/loss from pooled separate accounts	2022-12-31	$-782,825
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	$162,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$519,554
Contract administrator fees	2022-12-31	$6,409
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	WIPFLI LLP
Accountancy firm EIN	2022-12-31	390758449
2021 : ASCION, LLC 401(K) 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	$1,256,210
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$435,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$432,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$779,009
Value of total assets at end of year	2021-12-31	$4,263,123
Value of total assets at beginning of year	2021-12-31	$3,442,623
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$3,303
Total interest from all sources	2021-12-31	$4,114
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$436,459
Participant contributions at end of year	2021-12-31	$49,743
Participant contributions at beginning of year	2021-12-31	$34,060
Participant contributions at beginning of year	2021-12-31	$3,069
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$150,290
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	$820,500
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,263,123
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,442,623
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 pooled separate accounts at end of year	2021-12-31	$4,114,183
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,050,127
Interest on participant loans	2021-12-31	$2,219
Interest earned on other investments	2021-12-31	$1,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$99,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$348,890
Net investment gain/loss from pooled separate accounts	2021-12-31	$473,087
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	$192,260
Employer contributions (assets) at beginning of year	2021-12-31	$6,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$432,407
Contract administrator fees	2021-12-31	$3,303
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	CLAYTON MCKERVEY
Accountancy firm EIN	2021-12-31	382383796
2020 : ASCION, LLC 401(K) 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	$997,484
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$285,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$280,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$605,578
Value of total assets at end of year	2020-12-31	$3,442,623
Value of total assets at beginning of year	2020-12-31	$2,730,247
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$5,104
Total interest from all sources	2020-12-31	$6,580
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$366,796
Participant contributions at end of year	2020-12-31	$34,060
Participant contributions at beginning of year	2020-12-31	$58,504
Participant contributions at end of year	2020-12-31	$3,069
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$47,559
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	$712,376
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,442,623
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,730,247
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 pooled separate accounts at end of year	2020-12-31	$3,050,127
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,631,550
Interest on participant loans	2020-12-31	$2,562
Interest earned on other investments	2020-12-31	$4,018
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$348,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$40,193
Net investment gain/loss from pooled separate accounts	2020-12-31	$385,326
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	Yes
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	$191,223
Employer contributions (assets) at end of year	2020-12-31	$6,477
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	$280,004
Contract administrator fees	2020-12-31	$5,104
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	CLAYTON MCKERVEY
Accountancy firm EIN	2020-12-31	382383796
2019 : ASCION, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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 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 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	$1,219,220
Total income from all sources (including contributions)	2019-12-31	$1,219,220
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$516,824
Total of all expenses incurred	2019-12-31	$516,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$512,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$512,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$738,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$738,804
Value of total assets at end of year	2019-12-31	$2,730,247
Value of total assets at end of year	2019-12-31	$2,730,247
Value of total assets at beginning of year	2019-12-31	$2,027,851
Value of total assets at beginning of year	2019-12-31	$2,027,851
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,980
Total interest from all sources	2019-12-31	$2,469
Total interest from all sources	2019-12-31	$2,469
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$150,000
Value of fidelity bond cover	2019-12-31	$150,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$471,653
Contributions received from participants	2019-12-31	$471,653
Participant contributions at end of year	2019-12-31	$58,504
Participant contributions at end of year	2019-12-31	$58,504
Participant contributions at beginning of year	2019-12-31	$42,384
Participant contributions at beginning of year	2019-12-31	$42,384
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$16,742
Participant contributions at beginning of year	2019-12-31	$16,742
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$62,672
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$62,672
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
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	$702,396
Value of net income/loss	2019-12-31	$702,396
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,730,247
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,730,247
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,027,851
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,027,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,631,550
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,631,550
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,938,273
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,938,273
Interest on participant loans	2019-12-31	$1,932
Interest on participant loans	2019-12-31	$1,932
Interest earned on other investments	2019-12-31	$537
Interest earned on other investments	2019-12-31	$537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$40,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$40,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$23,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$23,295
Net investment gain/loss from pooled separate accounts	2019-12-31	$477,947
Net investment gain/loss from pooled separate accounts	2019-12-31	$477,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
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	$204,479
Contributions received in cash from employer	2019-12-31	$204,479
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$7,157
Employer contributions (assets) at beginning of year	2019-12-31	$7,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$512,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$512,844
Contract administrator fees	2019-12-31	$3,980
Contract administrator fees	2019-12-31	$3,980
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PLANTE & MORAN PLLC
Accountancy firm name	2019-12-31	PLANTE & MORAN PLLC
Accountancy firm EIN	2019-12-31	381357951
Accountancy firm EIN	2019-12-31	381357951
2018 : ASCION, LLC 401(K) 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	$467,587
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$338,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$330,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$622,445
Value of total assets at end of year	2018-12-31	$2,027,851
Value of total assets at beginning of year	2018-12-31	$1,899,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$8,781
Total interest from all sources	2018-12-31	$1,727
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$150,000
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	$363,375
Participant contributions at end of year	2018-12-31	$42,384
Participant contributions at beginning of year	2018-12-31	$34,147
Participant contributions at end of year	2018-12-31	$16,742
Participant contributions at beginning of year	2018-12-31	$6,380
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$52,447
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	$128,596
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,027,851
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,899,255
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 pooled separate accounts at end of year	2018-12-31	$1,938,273
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,563,315
Interest on participant loans	2018-12-31	$1,495
Interest earned on other investments	2018-12-31	$232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$23,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$6,254
Net investment gain/loss from pooled separate accounts	2018-12-31	$-156,585
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	$206,623
Employer contributions (assets) at end of year	2018-12-31	$7,157
Employer contributions (assets) at beginning of year	2018-12-31	$289,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$330,210
Contract administrator fees	2018-12-31	$8,781
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	PLANTE & MORAN PLLC
Accountancy firm EIN	2018-12-31	381357951
2017 : ASCION, LLC 401(K) 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	$0
Total income from all sources (including contributions)	2017-12-31	$915,950
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$950,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$935,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$654,477
Value of total assets at end of year	2017-12-31	$1,899,255
Value of total assets at beginning of year	2017-12-31	$1,933,658
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$15,316
Total interest from all sources	2017-12-31	$975
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$150,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
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	$356,807
Participant contributions at end of year	2017-12-31	$34,147
Participant contributions at beginning of year	2017-12-31	$49,225
Participant contributions at end of year	2017-12-31	$6,380
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$8,032
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	$-34,403
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,899,255
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,933,658
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 beginning of year	2017-12-31	$1,636,296
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,563,315
Interest on participant loans	2017-12-31	$911
Interest earned on other investments	2017-12-31	$64
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$5,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$5,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$6,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$74,767
Net investment gain/loss from pooled separate accounts	2017-12-31	$185,731
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	$289,638
Employer contributions (assets) at end of year	2017-12-31	$289,159
Employer contributions (assets) at beginning of year	2017-12-31	$242,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$935,037
Contract administrator fees	2017-12-31	$15,316
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	Yes
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	PLANTE & MORAN PLLC
Accountancy firm EIN	2017-12-31	381357951
2016 : ASCION, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$735,045
Total of all expenses incurred	2016-12-31	$83,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$64,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$631,150
Value of total assets at end of year	2016-12-31	$1,933,658
Value of total assets at beginning of year	2016-12-31	$1,282,520
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$19,014
Total interest from all sources	2016-12-31	$2,978
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$33,269
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	$33,269
Administrative expenses professional fees incurred	2016-12-31	$950
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$150,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$340,136
Participant contributions at end of year	2016-12-31	$49,225
Participant contributions at beginning of year	2016-12-31	$50,121
Participant contributions at beginning of year	2016-12-31	$36,000
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$48,398
Administrative expenses (other) incurred	2016-12-31	$11,276
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	$651,138
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,933,658
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,282,520
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
Investment advisory and management fees	2016-12-31	$6,788
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,636,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,035,351
Interest on participant loans	2016-12-31	$2,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$5,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$67,648
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	$242,616
Employer contributions (assets) at end of year	2016-12-31	$242,616
Employer contributions (assets) at beginning of year	2016-12-31	$159,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$64,893
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	PLANTE & MORAN PLLC
Accountancy firm EIN	2016-12-31	381357951

Form 5500 Responses for ASCION, LLC 401(K) PLAN

2022: ASCION, LLC 401(K) 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ASCION, LLC 401(K) 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 – 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: ASCION, LLC 401(K) 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 – 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: ASCION, LLC 401(K) 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ASCION, LLC 401(K) 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ASCION, LLC 401(K) 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: ASCION, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811229

Policy instance

Insurance contract or identification number	811229
Number of Individuals Covered	117
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $11,028
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,646
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811229

Policy instance

Insurance contract or identification number	811229
Number of Individuals Covered	174
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $12,990
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,990
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811229

Policy instance

Insurance contract or identification number	811229
Number of Individuals Covered	189
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $9,147
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,527
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811229

Policy instance

Insurance contract or identification number	811229
Number of Individuals Covered	238
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $8,518
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,685
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811229

Policy instance

Insurance contract or identification number	811229
Number of Individuals Covered	163
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $6,624
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,643
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811229

Policy instance

Insurance contract or identification number	811229
Number of Individuals Covered	170
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,220
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,321
Insurance broker organization code?	3
Insurance broker name	ASHTON YOUNG INC

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Company Name:	ASCION, LLC
Employer identification number (EIN):	113698910
NAIC Classification:	425120
NAIC Description:	Wholesale Trade Agents and Brokers

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	2013-07-22
Company Identification Number:	603319392
Legal Registered Office Address:	22109 NE WORTHINGTON RD YACOLT United States of America (USA) 986750000