401k Plan data: OWNERIQ 401(K) SAVINGS PLAN plan

OWNERIQ 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	OWNERIQ 401(K) SAVINGS PLAN
Plan identification number	001

OWNERIQ 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OWNERIQ INC has sponsored the creation of one or more 401k plans.

Company Name: OWNERIQ INC

Employer identification number (EIN): 205469680

NAIC Classification: 541519
NAIC Description: Other Computer Related Services

Additional information about OWNERIQ INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 1899849

More information about OWNERIQ INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OWNERIQ 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 GRETCHEN BRADLEY 2021-08-02
001 2019-01-01
001 2018-01-01
001 2017-01-01 A DOUGLAS SHATTUCK A DOUGLAS SHATTUCK 2018-10-15
001 2016-01-01 A DOUGLAS SHATTUCK
001 2015-01-01 DOUG SHATTUCK
001 2014-01-01 MATTHEW SARBANIS DANIEL HIGGINBOTHAM 2015-10-01
001 2013-01-01 DANIEL HIGGINBOTHAM 2014-07-01
001 2012-01-01 A. DOUGLAS SHATTUCK 2013-08-07
001 2011-01-01 A. DOUGLAS SHATTUCK 2012-09-17
001 2010-01-01 A. DOUGLAS SHATTUCK 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	GRETCHEN BRADLEY	2021-08-02
001	2019-01-01
001	2018-01-01
001	2017-01-01	A DOUGLAS SHATTUCK		A DOUGLAS SHATTUCK	2018-10-15
001	2016-01-01	A DOUGLAS SHATTUCK
001	2015-01-01	DOUG SHATTUCK
001	2014-01-01	MATTHEW SARBANIS		DANIEL HIGGINBOTHAM	2015-10-01
001	2013-01-01	DANIEL HIGGINBOTHAM	2014-07-01
001	2012-01-01	A. DOUGLAS SHATTUCK	2013-08-07
001	2011-01-01	A. DOUGLAS SHATTUCK	2012-09-17
001	2010-01-01	A. DOUGLAS SHATTUCK	2011-10-12

Plan Statistics for OWNERIQ 401(K) SAVINGS PLAN

401k plan membership statisitcs for OWNERIQ 401(K) SAVINGS PLAN

Measure Date Value
2019: OWNERIQ 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 59
Total of all active and inactive participants 2019-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 63
Number of participants with account balances 2019-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: OWNERIQ 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 135
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 90
Total of all active and inactive participants 2018-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 225
Number of participants with account balances 2018-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: OWNERIQ 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 156
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 82
Total of all active and inactive participants 2017-01-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 238
Number of participants with account balances 2017-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OWNERIQ 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 206
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 68
Total of all active and inactive participants 2016-01-01 274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 274
Number of participants with account balances 2016-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: OWNERIQ 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 180
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 51
Total of all active and inactive participants 2015-01-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 231
Number of participants with account balances 2015-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: OWNERIQ 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 148
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 60
Total of all active and inactive participants 2014-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 208
Number of participants with account balances 2014-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2019: OWNERIQ 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	59
Total of all active and inactive participants	2019-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	63
Number of participants with account balances	2019-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: OWNERIQ 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	135
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	90
Total of all active and inactive participants	2018-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	225
Number of participants with account balances	2018-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: OWNERIQ 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	156
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	82
Total of all active and inactive participants	2017-01-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	238
Number of participants with account balances	2017-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OWNERIQ 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	206
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	68
Total of all active and inactive participants	2016-01-01	274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	274
Number of participants with account balances	2016-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: OWNERIQ 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	180
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	51
Total of all active and inactive participants	2015-01-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	231
Number of participants with account balances	2015-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: OWNERIQ 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	148
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	60
Total of all active and inactive participants	2014-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	208
Number of participants with account balances	2014-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on OWNERIQ 401(K) SAVINGS PLAN

Measure	Date	Value
2019 : OWNERIQ 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,514,445
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$7,324,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$7,286,719
Expenses. Certain deemed distributions of participant loans	2019-12-31	$7,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$933,495
Value of total assets at end of year	2019-12-31	$2,476,978
Value of total assets at beginning of year	2019-12-31	$7,286,557
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$29,864
Total interest from all sources	2019-12-31	$5,317
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$90,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$90,948
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$933,495
Participant contributions at end of year	2019-12-31	$11,552
Participant contributions at beginning of year	2019-12-31	$111,313
Other income not declared elsewhere	2019-12-31	$3,072
Administrative expenses (other) incurred	2019-12-31	$29,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-4,809,579
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,476,978
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,286,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,465,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,175,244
Interest on participant loans	2019-12-31	$5,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,481,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$7,286,719
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2019-12-31	043499945
2018 : OWNERIQ 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,065,128
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,492,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,487,408
Expenses. Certain deemed distributions of participant loans	2018-12-31	$410
Value of total corrective distributions	2018-12-31	$517
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,614,788
Value of total assets at end of year	2018-12-31	$7,286,557
Value of total assets at beginning of year	2018-12-31	$7,714,039
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,275
Total interest from all sources	2018-12-31	$6,664
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$174,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$174,758
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,410,492
Participant contributions at end of year	2018-12-31	$111,313
Participant contributions at beginning of year	2018-12-31	$66,358
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$204,296
Other income not declared elsewhere	2018-12-31	$608
Administrative expenses (other) incurred	2018-12-31	$4,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-427,482
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,286,557
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,714,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,175,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,647,681
Interest on participant loans	2018-12-31	$6,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-731,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,487,408
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2018-12-31	043499945
2017 : OWNERIQ 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,936,547
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$690,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$669,001
Expenses. Certain deemed distributions of participant loans	2017-12-31	$16,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,746,705
Value of total assets at end of year	2017-12-31	$7,714,039
Value of total assets at beginning of year	2017-12-31	$5,468,353
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,375
Total interest from all sources	2017-12-31	$4,377
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$145,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$145,635
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,514,985
Participant contributions at end of year	2017-12-31	$66,358
Participant contributions at beginning of year	2017-12-31	$58,659
Participant contributions at beginning of year	2017-12-31	$53,508
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$231,720
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$5,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,245,686
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,714,039
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,468,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,647,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,356,186
Interest on participant loans	2017-12-31	$4,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,039,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$669,001
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2017-12-31	043499945
2016 : OWNERIQ 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,149,732
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$452,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$449,622
Expenses. Certain deemed distributions of participant loans	2016-12-31	$468
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,698,021
Value of total assets at end of year	2016-12-31	$5,468,353
Value of total assets at beginning of year	2016-12-31	$3,771,486
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,775
Total interest from all sources	2016-12-31	$2,112
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$113,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$113,670
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$378,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,571,302
Participant contributions at end of year	2016-12-31	$58,659
Participant contributions at beginning of year	2016-12-31	$36,503
Participant contributions at end of year	2016-12-31	$53,508
Participant contributions at beginning of year	2016-12-31	$47,460
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$126,719
Other income not declared elsewhere	2016-12-31	$340
Administrative expenses (other) incurred	2016-12-31	$2,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,696,867
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,468,353
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,771,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,356,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,687,523
Interest on participant loans	2016-12-31	$2,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$335,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$449,622
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2016-12-31	043499945
2015 : OWNERIQ 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,216,029
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$223,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$217,412
Expenses. Certain deemed distributions of participant loans	2015-12-31	$2,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,281,794
Value of total assets at end of year	2015-12-31	$3,771,486
Value of total assets at beginning of year	2015-12-31	$2,779,040
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,247
Total interest from all sources	2015-12-31	$2,348
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$96,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$96,341
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$278,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,191,706
Participant contributions at end of year	2015-12-31	$36,503
Participant contributions at beginning of year	2015-12-31	$47,363
Participant contributions at end of year	2015-12-31	$47,460
Participant contributions at beginning of year	2015-12-31	$28,720
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$90,088
Administrative expenses (other) incurred	2015-12-31	$3,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$992,446
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,771,486
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,779,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,687,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,702,957
Interest on participant loans	2015-12-31	$2,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-164,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$217,412
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2015-12-31	043499945
2014 : OWNERIQ 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,161,445
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$216,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$215,007
Expenses. Certain deemed distributions of participant loans	2014-12-31	$369
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$978,198
Value of total assets at end of year	2014-12-31	$2,779,040
Value of total assets at beginning of year	2014-12-31	$1,834,546
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,575
Total interest from all sources	2014-12-31	$1,173
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$52,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$52,620
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$184,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$932,935
Participant contributions at end of year	2014-12-31	$47,363
Participant contributions at beginning of year	2014-12-31	$16,196
Participant contributions at end of year	2014-12-31	$28,720
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$45,263
Administrative expenses (other) incurred	2014-12-31	$1,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$944,494
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,779,040
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,834,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,702,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,818,350
Interest on participant loans	2014-12-31	$1,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$129,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$215,007
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2014-12-31	043499945

Form 5500 Responses for OWNERIQ 401(K) SAVINGS PLAN

2019: OWNERIQ 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OWNERIQ 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OWNERIQ 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OWNERIQ 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OWNERIQ 401(K) SAVINGS 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: OWNERIQ 401(K) SAVINGS 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

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Company Name:	OWNERIQ INC
Employer identification number (EIN):	205469680
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	1899849