401k Plan data: FACTUAL, INC 401(K) PLAN plan

FACTUAL, INC 401(K) PLAN 401k Plan overview

Plan Name	FACTUAL, INC 401(K) PLAN
Plan identification number	001

FACTUAL, INC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

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

Company Name: FACTUAL, INC

Employer identification number (EIN): 208683035

NAIC Classification: 518210
NAIC Description: Data Processing, Hosting, and Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FACTUAL, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 TAR-KISHA BRYANT 2021-04-09
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 MICHAEL BIRNBACH MICHAEL BIRNBACH 2018-10-15
001 2017-01-01 MICHAEL BIRNBACH
001 2016-01-01 MICHAEL BIRNBACH 2017-10-16

Plan Statistics for FACTUAL, INC 401(K) PLAN

401k plan membership statisitcs for FACTUAL, INC 401(K) PLAN

Measure Date Value
2020: FACTUAL, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 18
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 18
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: FACTUAL, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 212
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 27
Total of all active and inactive participants 2019-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 239
Number of participants with account balances 2019-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FACTUAL, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 179
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 43
Total of all active and inactive participants 2018-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 222
Number of participants with account balances 2018-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: FACTUAL, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 131
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 26
Total of all active and inactive participants 2017-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 157
Number of participants with account balances 2017-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2020: FACTUAL, INC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	18
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	18
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: FACTUAL, INC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	212
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	27
Total of all active and inactive participants	2019-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	239
Number of participants with account balances	2019-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FACTUAL, INC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	179
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	43
Total of all active and inactive participants	2018-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	222
Number of participants with account balances	2018-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: FACTUAL, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	131
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	26
Total of all active and inactive participants	2017-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	157
Number of participants with account balances	2017-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on FACTUAL, INC 401(K) PLAN

Measure	Date	Value
2020 : FACTUAL, INC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$922,334
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$7,229,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$7,226,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$747,222
Value of total assets at end of year	2020-12-31	$0
Value of total assets at beginning of year	2020-12-31	$6,307,208
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,056
Total interest from all sources	2020-12-31	$4,795
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$23,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$23,759
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$385,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$660,122
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$49,381
Participant contributions at end of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$87,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-6,307,208
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,307,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,586,590
Interest on participant loans	2020-12-31	$1,096
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$671,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$671,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$3,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$146,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$7,226,486
Contract administrator fees	2020-12-31	$3,056
Did the plan have assets held for investment	2020-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	GISH SEIDEN LLP
Accountancy firm EIN	2020-12-31	951444411
2019 : FACTUAL, INC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,728,832
Total income from all sources (including contributions)	2019-12-31	$2,728,832
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$473,640
Total of all expenses incurred	2019-12-31	$473,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$472,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$472,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,675,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,675,393
Value of total assets at end of year	2019-12-31	$6,307,208
Value of total assets at end of year	2019-12-31	$6,307,208
Value of total assets at beginning of year	2019-12-31	$4,052,016
Value of total assets at beginning of year	2019-12-31	$4,052,016
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,110
Total interest from all sources	2019-12-31	$14,162
Total interest from all sources	2019-12-31	$14,162
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$111,441
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$111,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$111,441
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$111,441
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$385,000
Value of fidelity bond cover	2019-12-31	$385,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,492,591
Contributions received from participants	2019-12-31	$1,492,591
Participant contributions at end of year	2019-12-31	$49,381
Participant contributions at end of year	2019-12-31	$49,381
Participant contributions at beginning of year	2019-12-31	$38,529
Participant contributions at beginning of year	2019-12-31	$38,529
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$182,802
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$182,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,255,192
Value of net income/loss	2019-12-31	$2,255,192
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,307,208
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,052,016
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,052,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,586,590
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,586,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,551,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,551,841
Interest on participant loans	2019-12-31	$1,736
Interest on participant loans	2019-12-31	$1,736
Income. Interest from loans (other than to participants)	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$671,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$671,237
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$461,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$461,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$461,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$461,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$12,426
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$12,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$927,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$927,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$472,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$472,530
Contract administrator fees	2019-12-31	$1,110
Contract administrator fees	2019-12-31	$1,110
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GISH SEIDEN LLP
Accountancy firm name	2019-12-31	GISH SEIDEN LLP
Accountancy firm EIN	2019-12-31	951444411
Accountancy firm EIN	2019-12-31	951444411
2018 : FACTUAL, INC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,199,927
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$181,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$181,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,469,633
Value of total assets at end of year	2018-12-31	$4,098,302
Value of total assets at beginning of year	2018-12-31	$3,080,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$240
Total interest from all sources	2018-12-31	$8,067
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$73,728
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	$73,728
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$385,000
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	$1,311,665
Participant contributions at end of year	2018-12-31	$38,799
Participant contributions at beginning of year	2018-12-31	$40,935
Participant contributions at end of year	2018-12-31	$46,016
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$156,299
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	$1,017,972
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,098,302
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,080,330
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	$3,551,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,613,301
Interest on participant loans	2018-12-31	$1,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$461,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$426,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$426,094
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$6,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-351,501
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
Contributions received in cash from employer	2018-12-31	$1,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$181,715
Contract administrator fees	2018-12-31	$240
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	GISH SEIDEN LLP
Accountancy firm EIN	2018-12-31	951444411
2017 : FACTUAL, INC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,342,218
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$50,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$50,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$954,012
Value of total assets at end of year	2017-12-31	$3,114,868
Value of total assets at beginning of year	2017-12-31	$1,823,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$180
Total interest from all sources	2017-12-31	$4,903
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$42,823
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	$42,823
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$385,000
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	$896,033
Participant contributions at end of year	2017-12-31	$41,222
Participant contributions at beginning of year	2017-12-31	$43,335
Participant contributions at end of year	2017-12-31	$34,251
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$57,979
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	$1,291,399
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,114,868
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,823,469
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	$2,613,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,556,153
Interest on participant loans	2017-12-31	$2,155
Income. Interest from loans (other than to participants)	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$426,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$223,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$223,981
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$340,480
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	$50,639
Contract administrator fees	2017-12-31	$180
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	GISH SEIDEN LLP
Accountancy firm EIN	2017-12-31	951444411

Form 5500 Responses for FACTUAL, INC 401(K) PLAN

2020: FACTUAL, INC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FACTUAL, INC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FACTUAL, INC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FACTUAL, INC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FACTUAL, INC
Employer identification number (EIN):	208683035
NAIC Classification:	518210
NAIC Description:	Data Processing, Hosting, and Related Services

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	TAR-KISHA BRYANT	2021-04-09
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	MICHAEL BIRNBACH		MICHAEL BIRNBACH	2018-10-15
001	2017-01-01	MICHAEL BIRNBACH
001	2016-01-01	MICHAEL BIRNBACH	2017-10-16