401k Plan data: REPUTATION INSTITUTE 401(K) PLAN plan

REPUTATION INSTITUTE 401(K) PLAN 401k Plan overview

Plan Name	REPUTATION INSTITUTE 401(K) PLAN
Plan identification number	001

REPUTATION INSTITUTE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

REPUTATION INSTITUTE, INC. has sponsored the creation of one or more 401k plans.

Company Name: REPUTATION INSTITUTE, INC.

Employer identification number (EIN): 134148634

NAIC Classification: 541600

Additional information about REPUTATION INSTITUTE, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3100024

More information about REPUTATION INSTITUTE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REPUTATION INSTITUTE 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
001 2021-01-01
001 2020-01-01 REBECCA REOTT 2021-10-05
001 2019-01-01 REBECCA REOTT 2020-07-18
001 2018-01-01 REBECCA REOTT 2019-08-20
001 2017-01-01 REBECCA REOTT 2020-02-11
001 2016-01-01
001 2015-01-01 ROSALINE WANG
001 2014-01-01 TOM LIGHTOLLER
001 2013-01-01 CHRISTINA WANG
001 2012-01-01 CHARLES FOMBRUN CHARLES FOMBRUN 2013-06-27
001 2011-01-01 CHARLES FOMBRUN
001 2010-01-01 CHARLES FOMBRUN
001 2009-01-01 RAMON CALVO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01	REBECCA REOTT	2021-10-05
001	2019-01-01	REBECCA REOTT	2020-07-18
001	2018-01-01	REBECCA REOTT	2019-08-20
001	2017-01-01	REBECCA REOTT	2020-02-11
001	2016-01-01
001	2015-01-01	ROSALINE WANG
001	2014-01-01	TOM LIGHTOLLER
001	2013-01-01	CHRISTINA WANG
001	2012-01-01	CHARLES FOMBRUN		CHARLES FOMBRUN	2013-06-27
001	2011-01-01	CHARLES FOMBRUN
001	2010-01-01	CHARLES FOMBRUN
001	2009-01-01	RAMON CALVO

Plan Statistics for REPUTATION INSTITUTE 401(K) PLAN

401k plan membership statisitcs for REPUTATION INSTITUTE 401(K) PLAN

Measure Date Value
2022: REPUTATION INSTITUTE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 77
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 73
Total of all active and inactive participants 2022-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 150
Number of participants with account balances 2022-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: REPUTATION INSTITUTE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 98
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 49
Total of all active and inactive participants 2021-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 147
Number of participants with account balances 2021-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2016: REPUTATION INSTITUTE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 46
Number of other retired or separated participants entitled to future benefits 2016-01-01 26
Total of all active and inactive participants 2016-01-01 72
Total participants 2016-01-01 72
Number of participants with account balances 2016-01-01 49
2015: REPUTATION INSTITUTE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 37
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 26
Total of all active and inactive participants 2015-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 63
Number of participants with account balances 2015-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: REPUTATION INSTITUTE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 36
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 18
Total of all active and inactive participants 2014-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 54
Number of participants with account balances 2014-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: REPUTATION INSTITUTE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 49
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 59
Number of participants with account balances 2013-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: REPUTATION INSTITUTE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 45
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 59
Number of participants with account balances 2012-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: REPUTATION INSTITUTE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 56
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 56
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: REPUTATION INSTITUTE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 49
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 49
Number of participants with account balances 2010-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: REPUTATION INSTITUTE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 41
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 41
Number of participants with account balances 2009-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: REPUTATION INSTITUTE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	77
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	73
Total of all active and inactive participants	2022-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	150
Number of participants with account balances	2022-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: REPUTATION INSTITUTE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	98
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	49
Total of all active and inactive participants	2021-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	147
Number of participants with account balances	2021-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2016: REPUTATION INSTITUTE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	46
Number of other retired or separated participants entitled to future benefits	2016-01-01	26
Total of all active and inactive participants	2016-01-01	72
Total participants	2016-01-01	72
Number of participants with account balances	2016-01-01	49
2015: REPUTATION INSTITUTE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	37
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	26
Total of all active and inactive participants	2015-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	63
Number of participants with account balances	2015-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: REPUTATION INSTITUTE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	36
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	18
Total of all active and inactive participants	2014-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	54
Number of participants with account balances	2014-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: REPUTATION INSTITUTE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	49
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	59
Number of participants with account balances	2013-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: REPUTATION INSTITUTE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	45
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	59
Number of participants with account balances	2012-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: REPUTATION INSTITUTE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	56
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	56
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: REPUTATION INSTITUTE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	49
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	49
Number of participants with account balances	2010-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: REPUTATION INSTITUTE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	41
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	41
Number of participants with account balances	2009-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on REPUTATION INSTITUTE 401(K) PLAN

Measure	Date	Value
2022 : REPUTATION INSTITUTE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$336,512
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,417,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,415,573
Expenses. Certain deemed distributions of participant loans	2022-12-31	$695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,618,144
Value of total assets at end of year	2022-12-31	$6,278,763
Value of total assets at beginning of year	2022-12-31	$7,359,894
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,375
Total interest from all sources	2022-12-31	$2,774
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$386,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$386,967
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,078,055
Participant contributions at end of year	2022-12-31	$38,627
Participant contributions at beginning of year	2022-12-31	$53,905
Participant contributions at end of year	2022-12-31	$23,807
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$15,721
Administrative expenses (other) incurred	2022-12-31	$1,375
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	$-1,081,131
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,278,763
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,359,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,205,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,305,989
Interest on participant loans	2022-12-31	$2,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,671,373
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	$524,368
Employer contributions (assets) at end of year	2022-12-31	$11,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,415,573
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-12-31	043499945
2021 : REPUTATION INSTITUTE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,732,959
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,624,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,592,583
Expenses. Certain deemed distributions of participant loans	2021-12-31	$30,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,780,283
Value of total assets at end of year	2021-12-31	$7,359,894
Value of total assets at beginning of year	2021-12-31	$6,251,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,075
Total interest from all sources	2021-12-31	$5,820
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$518,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$518,952
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,098,391
Participant contributions at end of year	2021-12-31	$53,905
Participant contributions at beginning of year	2021-12-31	$88,951
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$205,123
Administrative expenses (other) incurred	2021-12-31	$1,075
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	$1,108,744
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,359,894
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,251,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,305,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,162,199
Interest on participant loans	2021-12-31	$5,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$427,904
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	$476,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,592,583
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2021-12-31	043499945
2015 : REPUTATION INSTITUTE 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$458,005
Expenses. Total of all expenses incurred	2015-12-31	$1,422,245
Benefits paid (including direct rollovers)	2015-12-31	$1,421,857
Total plan assets at end of year	2015-12-31	$2,341,060
Total plan assets at beginning of year	2015-12-31	$3,305,300
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$257,935
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$29,761
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-964,240
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,341,060
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,305,300
Total contributions received or receivable from employer(s)	2015-12-31	$170,309
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$388
2014 : REPUTATION INSTITUTE 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$841,454
Expenses. Total of all expenses incurred	2014-12-31	$823,119
Benefits paid (including direct rollovers)	2014-12-31	$822,746
Total plan assets at end of year	2014-12-31	$3,305,300
Total plan assets at beginning of year	2014-12-31	$3,286,965
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$352,867
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$17,967
Other income received	2014-12-31	$296,950
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$18,335
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,305,300
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,286,965
Total contributions received or receivable from employer(s)	2014-12-31	$173,670
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$373
2013 : REPUTATION INSTITUTE 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,089,515
Expenses. Total of all expenses incurred	2013-12-31	$302,301
Benefits paid (including direct rollovers)	2013-12-31	$301,907
Total plan assets at end of year	2013-12-31	$3,286,965
Total plan assets at beginning of year	2013-12-31	$2,499,751
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$379,750
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$48,812
Other income received	2013-12-31	$501,535
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$787,214
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,286,965
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,499,751
Total contributions received or receivable from employer(s)	2013-12-31	$159,418
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$394
2012 : REPUTATION INSTITUTE 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$729,826
Expenses. Total of all expenses incurred	2012-12-31	$87,033
Benefits paid (including direct rollovers)	2012-12-31	$86,604
Total plan assets at end of year	2012-12-31	$2,499,751
Total plan assets at beginning of year	2012-12-31	$1,856,958
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$306,114
Contributions received from other sources (not participants or employers)	2012-12-31	$71,463
Other income received	2012-12-31	$215,721
Net income (gross income less expenses)	2012-12-31	$642,793
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,499,751
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,856,958
Total contributions received or receivable from employer(s)	2012-12-31	$136,528
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$429
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : REPUTATION INSTITUTE 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$456,509
Expenses. Total of all expenses incurred	2011-12-31	$49,678
Benefits paid (including direct rollovers)	2011-12-31	$49,678
Total plan assets at end of year	2011-12-31	$1,856,958
Total plan assets at beginning of year	2011-12-31	$1,450,127
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$297,151
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$70,314
Other income received	2011-12-31	$-22,804
Net income (gross income less expenses)	2011-12-31	$406,831
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,856,958
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,450,127
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$111,848
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : REPUTATION INSTITUTE 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$635,755
Expenses. Total of all expenses incurred	2010-12-31	$66,985
Benefits paid (including direct rollovers)	2010-12-31	$66,985
Total plan assets at end of year	2010-12-31	$1,450,127
Total plan assets at beginning of year	2010-12-31	$881,357
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$213,945
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$279,573
Other income received	2010-12-31	$137,118
Net income (gross income less expenses)	2010-12-31	$568,770
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,450,127
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$881,357
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$5,119
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : REPUTATION INSTITUTE 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for REPUTATION INSTITUTE 401(K) PLAN

2022: REPUTATION INSTITUTE 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: REPUTATION INSTITUTE 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2016: REPUTATION INSTITUTE 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	Yes
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
2015: REPUTATION INSTITUTE 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: REPUTATION INSTITUTE 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: REPUTATION INSTITUTE 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: REPUTATION INSTITUTE 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: REPUTATION INSTITUTE 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: REPUTATION INSTITUTE 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: REPUTATION INSTITUTE 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-807561

Policy instance

Insurance contract or identification number	GA-807561
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-807561

Policy instance

Insurance contract or identification number	GA-807561
Number of Individuals Covered	52
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $3,070
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-807561

Policy instance

Insurance contract or identification number	GA-807561
Number of Individuals Covered	42
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,014
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,014
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS INS AGENCY LLC

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Company Name:	REPUTATION INSTITUTE, INC.
Employer identification number (EIN):	134148634
NAIC Classification:	541600

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3100024