401k Plan data: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE plan

401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 401k Plan overview

Plan Name	401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE
Plan identification number	001

401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

EVIDENT CHANGE has sponsored the creation of one or more 401k plans.

Company Name: EVIDENT CHANGE

Employer identification number (EIN): 131624111

NAIC Classification: 541700

Additional information about EVIDENT CHANGE

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1921-12-14

Company Identification Number: 17529

Legal Registered Office Address: ONE COMMERCE PLAZA - 99 WASHINGTON AVE.
SUITE 805-A
ALBANY
United States of America (USA)
122102822

More information about EVIDENT CHANGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 LAURIE WETZEL
001 2015-07-01 MS. LAURIE WETZEL
001 2014-07-01 MS. LAURIE WETZEL
001 2013-07-01 LAURIE WETZEL
001 2012-07-01 TIM DIETRICH
001 2011-07-01 TIM DIETRICH
001 2010-07-01 TIM DIETRICH
001 2009-07-01 TIM DIETRICH

Plan Statistics for 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE

401k plan membership statisitcs for 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE

Measure Date Value
2021: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2021 401k membership
Total participants, beginning-of-year 2021-07-01 183
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 91
Number of other retired or separated participants entitled to future benefits 2021-07-01 63
Total of all active and inactive participants 2021-07-01 154
Total participants 2021-07-01 154
Number of participants with account balances 2021-07-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 7
2020: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2020 401k membership
Total participants, beginning-of-year 2020-07-01 191
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 85
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 98
Total of all active and inactive participants 2020-07-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 183
Number of participants with account balances 2020-07-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 3
2019: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2019 401k membership
Total participants, beginning-of-year 2019-07-01 175
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 96
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 92
Total of all active and inactive participants 2019-07-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 189
Number of participants with account balances 2019-07-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 5
2018: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2018 401k membership
Total participants, beginning-of-year 2018-07-01 185
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 84
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 91
Total of all active and inactive participants 2018-07-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 175
Number of participants with account balances 2018-07-01 174
2017: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2017 401k membership
Total participants, beginning-of-year 2017-07-01 168
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 90
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 95
Total of all active and inactive participants 2017-07-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 185
Number of participants with account balances 2017-07-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 8
2016: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2016 401k membership
Total participants, beginning-of-year 2016-07-01 167
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 68
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 100
Total of all active and inactive participants 2016-07-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 168
Number of participants with account balances 2016-07-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 14
2015: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2015 401k membership
Total participants, beginning-of-year 2015-07-01 155
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 74
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 93
Total of all active and inactive participants 2015-07-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 167
Number of participants with account balances 2015-07-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 2
2014: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2014 401k membership
Total participants, beginning-of-year 2014-07-01 140
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 76
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 79
Total of all active and inactive participants 2014-07-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 155
Number of participants with account balances 2014-07-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 16
2013: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2013 401k membership
Total participants, beginning-of-year 2013-07-01 126
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 70
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 70
Total of all active and inactive participants 2013-07-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 140
Number of participants with account balances 2013-07-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 6
2012: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2012 401k membership
Total participants, beginning-of-year 2012-07-01 112
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 93
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 33
Total of all active and inactive participants 2012-07-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 126
Number of participants with account balances 2012-07-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 1
2011: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2011 401k membership
Total participants, beginning-of-year 2011-07-01 101
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 78
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 34
Total of all active and inactive participants 2011-07-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 112
Number of participants with account balances 2011-07-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2010 401k membership
Total participants, beginning-of-year 2010-07-01 98
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 66
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 35
Total of all active and inactive participants 2010-07-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 101
Number of participants with account balances 2010-07-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2009 401k membership
Total participants, beginning-of-year 2009-07-01 99
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 56
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 42
Total of all active and inactive participants 2009-07-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 98
Number of participants with account balances 2009-07-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 5

Measure	Date	Value
2021: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2021 401k membership
Total participants, beginning-of-year	2021-07-01	183
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	91
Number of other retired or separated participants entitled to future benefits	2021-07-01	63
Total of all active and inactive participants	2021-07-01	154
Total participants	2021-07-01	154
Number of participants with account balances	2021-07-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	7
2020: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2020 401k membership
Total participants, beginning-of-year	2020-07-01	191
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	85
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	98
Total of all active and inactive participants	2020-07-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	183
Number of participants with account balances	2020-07-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	3
2019: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2019 401k membership
Total participants, beginning-of-year	2019-07-01	175
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	96
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	92
Total of all active and inactive participants	2019-07-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	189
Number of participants with account balances	2019-07-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	5
2018: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2018 401k membership
Total participants, beginning-of-year	2018-07-01	185
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	84
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	91
Total of all active and inactive participants	2018-07-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	175
Number of participants with account balances	2018-07-01	174
2017: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2017 401k membership
Total participants, beginning-of-year	2017-07-01	168
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	90
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	95
Total of all active and inactive participants	2017-07-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	185
Number of participants with account balances	2017-07-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	8
2016: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2016 401k membership
Total participants, beginning-of-year	2016-07-01	167
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	68
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	100
Total of all active and inactive participants	2016-07-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	168
Number of participants with account balances	2016-07-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	14
2015: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2015 401k membership
Total participants, beginning-of-year	2015-07-01	155
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	74
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	93
Total of all active and inactive participants	2015-07-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	167
Number of participants with account balances	2015-07-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	2
2014: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2014 401k membership
Total participants, beginning-of-year	2014-07-01	140
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	76
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	79
Total of all active and inactive participants	2014-07-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	155
Number of participants with account balances	2014-07-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	16
2013: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2013 401k membership
Total participants, beginning-of-year	2013-07-01	126
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	70
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	70
Total of all active and inactive participants	2013-07-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	140
Number of participants with account balances	2013-07-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	6
2012: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2012 401k membership
Total participants, beginning-of-year	2012-07-01	112
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	93
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	33
Total of all active and inactive participants	2012-07-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	126
Number of participants with account balances	2012-07-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	1
2011: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2011 401k membership
Total participants, beginning-of-year	2011-07-01	101
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	78
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	34
Total of all active and inactive participants	2011-07-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	112
Number of participants with account balances	2011-07-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2010 401k membership
Total participants, beginning-of-year	2010-07-01	98
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	66
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	35
Total of all active and inactive participants	2010-07-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	101
Number of participants with account balances	2010-07-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2009 401k membership
Total participants, beginning-of-year	2009-07-01	99
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	56
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	42
Total of all active and inactive participants	2009-07-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	98
Number of participants with account balances	2009-07-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	5

Financial Data on 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE

Measure	Date	Value
2022 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-1,184,775
Total of all expenses incurred	2022-06-30	$418,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$417,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$296,853
Value of total assets at end of year	2022-06-30	$10,806,089
Value of total assets at beginning of year	2022-06-30	$12,409,134
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$1,055
Total interest from all sources	2022-06-30	$66,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$2,103
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$1,374
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$86,732
Assets. Loans (other than to participants) at beginning of year	2022-06-30	$2,000
Administrative expenses (other) incurred	2022-06-30	$329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,603,045
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$10,806,089
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$12,409,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$5,604,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$10,145,636
Value of interest in pooled separate accounts at end of year	2022-06-30	$3,134,872
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$58,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$66,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$1,992,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$2,026,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,128,460
Net investment gain/loss from pooled separate accounts	2022-06-30	$-419,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$294,750
Employer contributions (assets) at end of year	2022-06-30	$73,369
Employer contributions (assets) at beginning of year	2022-06-30	$90,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$417,215
Contract administrator fees	2022-06-30	$726
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	PENSION ASSURANCE LLP
Accountancy firm EIN	2022-06-30	300840934
2021 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$2,219
Total income from all sources (including contributions)	2021-06-30	$2,610,323
Total of all expenses incurred	2021-06-30	$964,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$963,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$121,979
Value of total assets at end of year	2021-06-30	$12,409,134
Value of total assets at beginning of year	2021-06-30	$10,765,262
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$438
Total interest from all sources	2021-06-30	$98,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$900,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$86,732
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$17,149
Assets. Loans (other than to participants) at end of year	2021-06-30	$2,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$2,219
Other income not declared elsewhere	2021-06-30	$3,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$1,646,091
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$12,409,134
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$10,763,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$10,145,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$7,690,799
Value of interest in pooled separate accounts at end of year	2021-06-30	$58,286
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$94,115
Interest earned on other investments	2021-06-30	$98,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$2,026,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$2,963,199
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$710,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,738,856
Net investment gain/loss from pooled separate accounts	2021-06-30	$646,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$121,979
Employer contributions (assets) at end of year	2021-06-30	$90,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$253,009
Contract administrator fees	2021-06-30	$438
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	PENSION ASSURANCE LLP
Accountancy firm EIN	2021-06-30	300840934
2020 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$2,219
Total income from all sources (including contributions)	2020-06-30	$655,869
Total of all expenses incurred	2020-06-30	$580,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$572,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$216,993
Value of total assets at end of year	2020-06-30	$10,765,262
Value of total assets at beginning of year	2020-06-30	$10,687,759
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$8,558
Total interest from all sources	2020-06-30	$107,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Administrative expenses professional fees incurred	2020-06-30	$8,558
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$900,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$17,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$2,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$75,284
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$10,763,043
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$10,687,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$7,690,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$7,848,277
Value of interest in pooled separate accounts at end of year	2020-06-30	$94,115
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$152,631
Interest earned on other investments	2020-06-30	$107,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$2,963,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$2,686,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$387,218
Net investment gain/loss from pooled separate accounts	2020-06-30	$-55,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$216,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$572,027
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	PENSION ASSURANCE LLP
Accountancy firm EIN	2020-06-30	300840934
2019 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$1,025,074
Total of all expenses incurred	2019-06-30	$419,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$419,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$532,917
Value of total assets at end of year	2019-06-30	$10,687,759
Value of total assets at beginning of year	2019-06-30	$10,082,440
Total interest from all sources	2019-06-30	$106,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$900,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$605,319
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$10,687,759
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$10,082,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$7,848,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$7,365,918
Value of interest in pooled separate accounts at end of year	2019-06-30	$152,631
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$89,559
Interest earned on other investments	2019-06-30	$106,350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$2,686,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$2,626,963
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$81,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$380,498
Net investment gain/loss from pooled separate accounts	2019-06-30	$5,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$531,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$338,142
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	PENSION ASSURANCE LLP
Accountancy firm EIN	2019-06-30	300840934
2018 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-06-30	$0
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Expenses. Interest paid	2018-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,509,164
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$936,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$936,485
Expenses. Certain deemed distributions of participant loans	2018-06-30	$0
Value of total corrective distributions	2018-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$640,913
Value of total assets at end of year	2018-06-30	$10,082,440
Value of total assets at beginning of year	2018-06-30	$9,509,761
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$0
Total income from rents	2018-06-30	$0
Total interest from all sources	2018-06-30	$101,392
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$0
Administrative expenses professional fees incurred	2018-06-30	$0
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$900,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-06-30	$0
Other income not declared elsewhere	2018-06-30	$0
Administrative expenses (other) incurred	2018-06-30	$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	2018-06-30	No
Income. Non cash contributions	2018-06-30	$0
Value of net income/loss	2018-06-30	$572,679
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$10,082,440
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$9,509,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$7,365,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$6,883,288
Value of interest in pooled separate accounts at end of year	2018-06-30	$89,559
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$85,904
Interest on participant loans	2018-06-30	$0
Income. Interest from loans (other than to participants)	2018-06-30	$0
Interest earned on other investments	2018-06-30	$101,392
Income. Interest from US Government securities	2018-06-30	$0
Income. Interest from corporate debt instruments	2018-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$2,626,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$2,540,569
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$762,523
Net investment gain/loss from pooled separate accounts	2018-06-30	$4,336
Net investment gain or loss from common/collective trusts	2018-06-30	$0
Net gain/loss from 103.12 investment entities	2018-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$640,913
Income. Dividends from preferred stock	2018-06-30	$0
Income. Dividends from common stock	2018-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$936,485
Contract administrator fees	2018-06-30	$0
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Aggregate proceeds on sale of assets	2018-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2018-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	PENSION ASSURANCE LLP
Accountancy firm EIN	2018-06-30	300840934
2017 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,371,104
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$659,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$659,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$420,810
Value of total assets at end of year	2017-06-30	$9,509,761
Value of total assets at beginning of year	2017-06-30	$8,798,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$0
Total interest from all sources	2017-06-30	$104,394
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$900,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	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	2017-06-30	No
Value of net income/loss	2017-06-30	$711,468
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$9,509,761
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$8,798,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$6,883,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$6,256,473
Value of interest in pooled separate accounts at end of year	2017-06-30	$85,904
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$101,078
Interest earned on other investments	2017-06-30	$104,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$2,540,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$2,440,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$842,102
Net investment gain/loss from pooled separate accounts	2017-06-30	$3,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$420,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$659,636
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	PENSION ASSURANCE LLP
Accountancy firm EIN	2017-06-30	300840934
2016 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$565,432
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$172,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$172,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$537,720
Value of total assets at end of year	2016-06-30	$8,798,293
Value of total assets at beginning of year	2016-06-30	$8,405,578
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$603
Total interest from all sources	2016-06-30	$97,940
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$900,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	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	2016-06-30	No
Value of net income/loss	2016-06-30	$392,715
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$8,798,293
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$8,405,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$6,256,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$6,029,229
Value of interest in pooled separate accounts at end of year	2016-06-30	$101,078
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$68,031
Interest earned on other investments	2016-06-30	$97,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$2,440,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$2,308,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-76,572
Net investment gain/loss from pooled separate accounts	2016-06-30	$6,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$537,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$172,114
Contract administrator fees	2016-06-30	$603
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	PENSION ASSURANCE LLP
Accountancy firm EIN	2016-06-30	300840934
2015 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$920,769
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$1,124,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,124,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$568,200
Value of total assets at end of year	2015-06-30	$8,405,578
Value of total assets at beginning of year	2015-06-30	$8,609,450
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$0
Total interest from all sources	2015-06-30	$89,526
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$900,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$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	2015-06-30	No
Income. Non cash contributions	2015-06-30	$0
Value of net income/loss	2015-06-30	$-203,872
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$8,405,578
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$8,609,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$6,029,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$6,418,726
Value of interest in pooled separate accounts at end of year	2015-06-30	$68,031
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$37,728
Interest earned on other investments	2015-06-30	$89,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$2,308,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$2,152,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$258,234
Net investment gain/loss from pooled separate accounts	2015-06-30	$4,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$568,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,124,641
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	PENSION ASSURANCE LLP
Accountancy firm EIN	2015-06-30	300840934
2014 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,600,981
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$438,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$438,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$493,269
Value of total assets at end of year	2014-06-30	$8,609,450
Value of total assets at beginning of year	2014-06-30	$7,446,546
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$84,810
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$300,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	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	2014-06-30	No
Value of net income/loss	2014-06-30	$1,162,904
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$8,609,450
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$7,446,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$6,418,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$5,427,478
Value of interest in pooled separate accounts at end of year	2014-06-30	$37,728
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$11,499
Interest earned on other investments	2014-06-30	$84,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$2,152,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$2,007,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$1,020,742
Net investment gain/loss from pooled separate accounts	2014-06-30	$2,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$493,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$438,077
Contract administrator fees	2014-06-30	$0
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	PENSION ASSURANCE LLP
Accountancy firm EIN	2014-06-30	300840934
2013 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2013 401k financial data
Transfers to/from the plan	2013-06-30	$0
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$1,163,856
Expenses. Total of all expenses incurred	2013-06-30	$150,586
Benefits paid (including direct rollovers)	2013-06-30	$150,586
Total plan assets at end of year	2013-06-30	$7,446,547
Total plan assets at beginning of year	2013-06-30	$6,433,277
Value of fidelity bond covering the plan	2013-06-30	$300,000
Total contributions received or receivable from participants	2013-06-30	$0
Expenses. Other expenses not covered elsewhere	2013-06-30	$0
Contributions received from other sources (not participants or employers)	2013-06-30	$0
Other income received	2013-06-30	$708,587
Noncash contributions received	2013-06-30	$0
Net income (gross income less expenses)	2013-06-30	$1,013,270
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$7,446,547
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$6,433,277
Total contributions received or receivable from employer(s)	2013-06-30	$455,269
Value of certain deemed distributions of participant loans	2013-06-30	$0
Value of corrective distributions	2013-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2012 401k financial data
Transfers to/from the plan	2012-06-30	$0
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$695,116
Expenses. Total of all expenses incurred	2012-06-30	$356,198
Benefits paid (including direct rollovers)	2012-06-30	$356,198
Total plan assets at end of year	2012-06-30	$6,433,277
Total plan assets at beginning of year	2012-06-30	$6,094,359
Value of fidelity bond covering the plan	2012-06-30	$300,000
Total contributions received or receivable from participants	2012-06-30	$0
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$127,613
Noncash contributions received	2012-06-30	$0
Net income (gross income less expenses)	2012-06-30	$338,918
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$6,433,277
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$6,094,359
Total contributions received or receivable from employer(s)	2012-06-30	$567,503
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$1,021,954
Expenses. Total of all expenses incurred	2011-06-30	$70,263
Benefits paid (including direct rollovers)	2011-06-30	$70,263
Total plan assets at end of year	2011-06-30	$6,094,359
Total plan assets at beginning of year	2011-06-30	$5,142,668
Value of fidelity bond covering the plan	2011-06-30	$300,000
Total contributions received or receivable from participants	2011-06-30	$0
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$831,160
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$951,691
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$6,094,359
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$5,142,668
Total contributions received or receivable from employer(s)	2011-06-30	$190,794
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$0
2010 : 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$378,822
Amount contributed by the employer to the plan for this plan year	2010-06-30	$378,822

Form 5500 Responses for 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE

2021: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	Yes
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF EVIDENT CHANGE 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367341

Policy instance

Insurance contract or identification number	367341
Number of Individuals Covered	110
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

062036A

Policy instance

Insurance contract or identification number	062036A
Number of Individuals Covered	0
Total amount of fees paid to insurance company	USD $2,802
Amount paid for insurance broker fees	2802
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

062036A

Policy instance

Insurance contract or identification number	062036A
Number of Individuals Covered	110
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,802
Contracts With Unallocated Funds Deposit Administration	1
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2802
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367341

Policy instance

Insurance contract or identification number	367341
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

062036A

Policy instance

Insurance contract or identification number	062036A
Number of Individuals Covered	97
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367341

Policy instance

Insurance contract or identification number	367341
Number of Individuals Covered	160
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367341

Policy instance

Insurance contract or identification number	367341
Number of Individuals Covered	174
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367341

Policy instance

Insurance contract or identification number	367341
Number of Individuals Covered	177
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367341

Policy instance

Insurance contract or identification number	367341
Number of Individuals Covered	166
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367341

Policy instance

Insurance contract or identification number	367341
Number of Individuals Covered	154
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367341

Policy instance

Insurance contract or identification number	367341
Number of Individuals Covered	138
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

367341

Policy instance

Insurance contract or identification number	367341
Number of Individuals Covered	123
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

11746(PPGBN47)

Policy instance

Insurance contract or identification number	11746(PPGBN47)
Number of Individuals Covered	110
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

11746(PPGBN47)

Policy instance

Insurance contract or identification number	11746(PPGBN47)
Number of Individuals Covered	96
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

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Company Name:	EVIDENT CHANGE
Employer identification number (EIN):	131624111
NAIC Classification:	541700

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1921-12-14
Company Identification Number:	17529
Legal Registered Office Address:	ONE COMMERCE PLAZA - 99 WASHINGTON AVE. SUITE 805-A ALBANY United States of America (USA) 122102822